Client Relations Coordinator

Job Description

About Head Financial Group
Head Financial Group is a leading employee benefits, under-65 individual health, Medicare, and ancillary products services provider dedicated to helping businesses and individuals navigate their healthcare options. We pride ourselves on delivering exceptional service and creating an outstanding work environment for our team. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Position Overview
We are seeking a proactive and highly organized Client Relations Coordinator to join our Greenville office. In this role, you will serve as a key point of contact for clients and ensure the smooth day-to-day operations of our office. You will provide critical administrative support, assist with client interactions, and maintain a positive, professional office environment.

Key Responsibilities

• On-Site Presence: Maintain an active presence at the office during all business hours to support the team, represent the company, and act as the primary point of contact for administrative issues.
• Client Interaction & Service: Act as the first point of contact via phone, email, and in-person interactions, responding promptly to inquiries and resolving issues to maintain professional client relationships.
• Office Maintenance: Ensure common areas, meeting rooms, and restrooms are clean, organized, and well-stocked. Manage office supplies and coordinate directly with vendors.
• General Administration: Manage all incoming and outgoing mail/deliveries, assist with client and agent scheduling, and maintain secure office records to ensure data privacy compliance.
• Claims Handling: Assist clients with filing and managing insurance claims through digital platforms or direct insurance carrier coordination, following up regularly to ensure timely processing.
• Miscellaneous Tasks: Perform additional administrative duties, special projects, and process improvements as directed by management.

Qualifications

• High school diploma or equivalent required (additional certifications or a college degree are a plus).
• Strong organizational and multitasking skills with exceptional attention to detail.
• Excellent communication and customer service skills.
• Proficient in office management tools, specifically Microsoft Office, Adobe Acrobat, and Zoom.
• Proven ability to maintain confidentiality and handle sensitive information.
• Technical capability to troubleshoot basic office tech issues and assist team members with digital platforms.

Compensation & Benefits

• Salary: Based on experience - $35,000-$42,500
• Benefits Package:
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short & Long Term Disability Insurance
• Accident Insurance
• Critical Illness Insurance
• Paid Vacation
• Health Insurance, Paid Time Off (PTO).

Head Financial Group, Inc. is a full service employee benefit & insurance agency . We provide Life and Health insurance products to individuals and small employers.