Client Order Coordinator

Client Order Coordinator

Wilmington, DE (Hybrid, 3 day per week in office)

Monday-Friday, 8am-5pm

Some of the things you'll be doing:

• Processing Resignation of Agent requests
• Processing physical mail--opening, reviewing
• Creating and printing checks
• Mailing out physical notifications to customers about our intent to resign
• Preparing and mailing documents via USPS certified mail per state requirement in some jurisdictions and customers
• Working on state websites
• Managing internal email boxes
• Work within Company Records, Order Fulfillment, SalesForce, Websites, Outlook
• Working with automate processes
• Varied work, learning and understanding multiple processes
• Cross-trained on functions required to support the compliance needs of our customers

What technical skills, experience, and qualifications do you need?

• Ability to maintain high quality in a fast-paced, high-volume environment
• The ability to multitask
• The ability to work independently and function as part of a team
• Flexibility
• Problem solving skills
• Strong computer skills and proficiency in MS Excel
• High attention to detail and accuracy
• Excellent organizational skills/demonstrated ability to manage projects and meet deadlines
• Strong time management, research & analytical skills