Administrative Assitant / Client Care Coordinator

Are you a proactive, assertive, take-charge person? When something is of value to you, do you have an almost uncanny ability to think ahead and charge forward to attain goals? Do you need and thrive in a work environment that allows for independence, freedom, change, and the ability to collaborate with others? Are you happy to make decisions, but only once you've reviewed a problem from all angles and have determined that your choice is low risk and likely to work out well? Are you both a leader and a team player, and genuinely want to participate, especially when you can personally contribute to the overall solution? Do you prefer not to delegate, as no one else can do the job quite as well as you can? Do you tend to be harder on yourself than anyone else? Is your communication style direct while still maintaining the relationships with your direct reports and overall team?

If this sounds like you, please follow this link to complete a Culture Index survey:


Basic functions:

• The Client Care Coordinator (CCC) will work as a Liaison for the client to identify project requirements and specifications. The CCC will administer and organize all services. The CCC will provide support to the Team, ensure compliance, and assist with scheduling and dispatching.
• The CCC will assist the client with administration, communication, and follow up on relevant client related tasks. The CCC will provide internal support for the Team by ensuring compliance, accounting, and client communication tasks are executed.

Basic Requirements:

• High School Diploma
• Excellent administrative and process skills
• Customer Service Experience focused
• Two plus years of experience in Administrative Position
• Experience with Microsoft Office Suite 365
• Ability to learn and operate our primary operating systems: RMS, XactAnalysis, Symbility, or other related platforms
• Ability to work independently
• Key Skills Highly Organized Ability to adapt and prioritize tasks High level communicator Great problem solver

Overall Duties Include:

• Answer incoming calls on office and mobile lines
• Complete intake for new losses and coordinate initial needs. Monitor XactAnalysis and Symbility for new loss assignments and other claim related communication
• Educate, communicate and collaborate with the clients from day 1 to conclusion
• Participate in team meetings to capture high priorities and client updates. Perform wellness calls with the client.
• Maintain job notes, documents, compliance tasks, and job closings in client portal.
• Assist entire team with job updates
• Ensure adherence to Service Level Agreements and understand the insurance claims process
• Understanding the demands of mortgage companies when involved in a claim
• Accounting support for accounts receivable and payable
• Support communication of invoicing and collections