Coordinator, Client Configuration

Dublin, Ohio
Not Specified
Apr 04, 2018
Jun 03, 2018
Job Type
Not Specified
Career Level
Not Specified

York Risk Services Group is a premier provider of insurance, risk management, alternative risk, pool administration and claims management solutions to clients across hundreds of industries. Recently named by Forbes as one of "America's Best Midsized Companies 2017" We firmly believe that our employees drive the success of the company. With success in mind as the ultimate goal, we strive to create and provide an environment that offers challenging, stimulating and financially rewarding opportunities.

Job Description

Responsible for collecting, entering, uploading and maintaining client account specific information in claims management systems. Responsibilities also include receiving and responding to requests from external and internal partners. Develops, maintains and communicates with partners in a professional and courteous manner. Position works in a team environment with independent responsibilities. Ensure Service Level Agreements are met.


  • Create Client/Insured profiles and leveling structure
  • Enter and maintain Client/Insured account specific information for active and cancelled accounts
  • Enter and modify data related to partner contacts and contact information
  • Enter and maintain renewals and cancellations
  • Enter and maintain: Policy/Coverage, Premium, Carrier, Broker, and Client/Insured data
  • Maintain an Instructions Library for the Carrier, Client/Insured and Billing
  • Upload electronic documents for all policies and set up forms for individual policyholders
  • Create and distribute electronic/paper claims kits
  • Notify Client Data Services to add client to appropriate exports
  • Receive and process request from external and internal partners
  • Authorize external user system access requests
  • Participate in meetings for potential new and loss business
  • Audit policy/coverage information for accuracy
  • Escalate issues appropriately to manager
  • Performs other duties as required



  • The Client Configuration Coordinator reports to the Manager or Team Lead of Client Configuration.


  • NA



  • BS / BA or Equivalent Work Experience


  • 1 to 3 years
  • Past customer service experience preferred


  • Compliance with company Policies & Procedures
  • Excellent organizational, customer service and written/verbal communication skills
  • Ability to prioritize and organize work tasks
  • Continually foster a teamwork spirit
  • Maintain a professional image of the company, including professional appearance and attitude
  • Excellent customer service skills
  • Must be adaptable to change
  • Must have a strong desire for professional growth


  • Basic knowledge of risk management industry and insurance terminology
  • Strong MS Office knowledge required Microsoft Outlook, Excel and Word

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