What are the responsibilities and job description for the Client Support Coordinator position at Fleet Response?
Job Summary
We are seeking a highly skilled Client Support Coordinator to join our team. In this role, you will coordinate the daily operational needs for a safety account book of business and participate in other support needs relating to safety services, client tools, and sales or client deliverables.
Responsibilities
- Safety/Driver History Profile (DHP) Support:
- Assign training and order MVRs per client parameters
- Manage data exceptions including invalid forms, MVRS, email addresses
- Review and validate special state release forms that have been uploaded to DHP
- Review and validate COI or DQ documents as needed
- Perform claim audits on assigned accounts
- Work individually with drivers and client contacts
- Meet or exceed safety KPIs relating to time logged into the queue, average call lengths, email responses within one business day, and other items as set by the Manager of Client Support
- Prepare and deliver annual safety reviews for clients
- Sales and Client Support:
- Complete sales proposals as requested, and other PowerPoint or client deliverables as needed
- Conduct VISIBILITY training with existing clients and set up client access
- Prepare annual review data and presentation materials for client and prospect meetings
- Report/Data Administration:
- Prepare and send weekly, monthly, quarterly and annual reports or account summary information to clients, maintaining special instructions
- Provide clients with one-time, specialized reports as requested
- Review and analyze data in reports; adjusting or completing data as needed
- General Business Development Responsibilities:
- Provide back-up to front desk as needed
- Perform administrative duties and special project work as assigned by the Client Support Supervisor
- Provide user support via phone and email
