JOB DESCRIPTION & RESPONSIBILITIES

JDJ seeks a qualified individual for the position of Lifestyle Services Coordinator to provide household management, insurance administration, and concierge services for JDJ clients.

• Coordinate and schedule household vendor appointments and manage follow up as necessary. Occasionally attend vendor appointments at client homes.
• Manage household vendor schedules and maintenance calendars for client homes and update throughout the year.
• Conduct vendor due diligence and research service providers in a particular field.
• Visit client homes to pick up, administer client’s mail. Adhere to client-specific procedures on the management and follow up of mail items.
• Property and Casualty insurance administration. Communicate with client’s insurance agents to update policies on cars, homes, boats, or valuable articles. Maintain electronic insurance files.
• Perform health insurance research and cost analysis, including Medicare and individual health insurance enrollment. Submit medical expenses for reimbursement.
• Assist with domestic staff management. Responsibilities may include formulating job descriptions, searching for candidates, interviews, drafting employment agreements, and payroll set up.
• Perform client research and analysis for car purchases, vacation options, appliance brands, venues for events, etc.
• Maintain paper and electronic files for clients.
• Season ticket management.
• Manage JDJ’s client billing process, including running time reports and analysis, and drafting invoices for review by client teams.
• General administrative duties, including binding, copying, scanning, and faxing, FedEx.
• Provide coverage for receptionist and administrative duties.
• Assist with corporate or client administrative projects as needed.

JOB REQUIREMENTS & QUALIFICATIONS

• High School Diploma.  Bachelor’s or Associate’s Degree preferred.
• 5 years prior insurance, household management or administrative experience required.
• Computer literacy is required, including proficiency in the use of all Microsoft Office programs and internet research.
• Self-starter with the ability to work independently and demonstrate initiative to learn new skills and tackle a wide variety of client requests with enthusiasm. Willing to put in the extra time needed to master new skills.
• Ability to transfer skills and insight learned from one project to another.
• Ability to manage not only themselves, but others, meaning vendors, or domestic staff that clients employ.
• Strong attention to detail and accuracy.
• Ability to interact with clients and vendors in a professional manner and with confidence.
• Adhere to high confidentiality and fiduciary standards.
• Ability to organize, prioritize, and execute successfully in a fast-paced environment.
• Follow-through on all deadlines and commitments.
• Desire to participate in and contribute to the growth of a small company.
• Driver’s license needed (access to a vehicle can be provided).

 

CONTACT

Submit resume, cover letter and salary requirements.
No phone calls, please.