Client Scheduling Coordinator (Finance)

JOB DESCRIPTION

Job Title: Scheduling Client Coordinator

The Scheduling Client Coordinator is responsible for managing an assigned territory and efficiently scheduling home inspection requests for risk consultants. This role requires a proactive approach to meet scheduling goals and metrics while ensuring a seamless experience for clients. The ideal candidate will possess strong organizational skills, professionalism, and the ability to multitask effectively in a fast-paced environment.

Key Responsibilities:

• Manage and oversee scheduling for home inspections within an assigned territory, ensuring that all requests are handled promptly and efficiently.
• Schedule risk consultants to meet established goals and metrics, focusing on aged inspections, new business, course of construction, and other projects.
• Maintain a booking schedule that is at least two weeks in advance to optimize resource allocation and client satisfaction.
• Interact with clients via phone to coordinate inspection scheduling, demonstrating exceptional professionalism and social skills.
• Navigate multiple systems and geographical mapping tools to find availability and ensure a smooth scheduling process.
• Collaborate with other coordinators to provide assistance and back-up, fostering a supportive team environment.
• Collaborate with internal business partners and agents to align on scheduling strategies and address any client-specific needs or concerns.
• Take feedback and guidance from leadership to continuously improve workflows and processes.

QUALIFICATIONS

Qualifications:

• Proven

  ABOUT US

  Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.

  At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.