Reception & Client Services CoordinatorThe Resource Co • Winston-Salem, North Carolina, United States
Reception & Client Services Coordinator
The Resource Co • Winston-Salem, North Carolina, United States
3 days ago
Job type
- Full-time
Job descriptionGreet visitors and provide a professional first impression Direct client calls and questions to the appropriate team member Manage incoming and outgoing mail and communications Maintain compliant client file folders and electronic records Act as the primary administrative partner for 0–5 year advisors Log case notes in CRM and keep client information up to date Assist with application processing and underwriting requests Schedule medical exams and track missing documentation Run weekly reports and update case status for team visibility Support basic service requests (beneficiary / address changes, payment updates, etc.) Participate in weekly 1-on-1 touchpoints with supported advisors (not coaching—status check and problem solving) Attend team meetings and share relevant updates Assist with basic marketing needs (starter kits, business cards, online profiles, etc.) Work with leadership on projects as needed Strong attention to detail and follow-through Excellent customer service and communication skills Highly organized, able to juggle multiple priorities Proficient with Microsoft Office (Excel, Word) Ability to learn new systems (CRM experience a plus) Positive, professional presence and ability to work with diverse personalities Interest in long-term professional development NC Life & Health Insurance License NC Long-Term Care License Company covers licensing costs and provides a bonus upon passing. Medical, dental, vision, disability, and 401(k)
Our client, an established financial planning / insurance firm in Winston-Salem, is seeking a highly organized and people-focused team member to support their advisors in their first 0–5 years of practice. This role blends front-office reception, client service, and hands-on case management for insurance applications. You’ll be the first point of contact for visitors and policy owners, keep advisors’ administrative processes moving, and ensure a smooth client experience from initial paperwork through underwriting.
Schedule / Compensation :
- Full-time, in-person located in Winston-Salem, Monday–Friday, 8 : 00 AM–5 : 00 PM
- Salary : $40,000–$50,000 (depending on experience)
Responsibilities :
Front Office & Client Support
Advisor Support & Operations
Collaboration & Growth
Qualifications :
Licensing
You will be supported in obtaining :
Benefits :
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Client Service Coordinator • Winston-Salem, North Carolina, United States
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