In support of the Client Services team, the Client Services Coodinator assists with the implementation slotting process which schedules all incoming work for client activities. The Coordinator is the main communicator and point of contact for client data collection communications and provides support to the Client Services team during the annual implementation cycle for all Medicare clients by handling assorted tasks.
In support of the Sales team, the Client Services Coordinator provides all Salesforce reporting in support of sales pipeline and making account updates in Salesforce as directed by the team.
In support of Operations team, the Coordinator assists with planning and execution for Annual Enrollment Period preparations and on-going team meetings, cross functional team meeting management and project tracking.
The essential responsibilities of the Client Services Coordinator are to.
Services Coordinator 60%
Customer Service 25%