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Reception & Client Services Coordinator
Reception & Client Services CoordinatorThe Resource Co • Winston-Salem, North Carolina, United States
Reception & Client Services Coordinator

Reception & Client Services Coordinator

The Resource Co • Winston-Salem, North Carolina, United States
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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

  • Greet 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

    • Advisor Support & Operations

  • 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.)

    • Collaboration & Growth

  • 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

    • Qualifications :

  • 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

    • Licensing

    You will be supported in obtaining :

  • NC Life & Health Insurance License
  • NC Long-Term Care License
  • Company covers licensing costs and provides a bonus upon passing.

    • Benefits :

  • Medical, dental, vision, disability, and 401(k)
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    Client Service Coordinator • Winston-Salem, North Carolina, United States

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