Customer Service Coordinator

Eagle Estate Services - Frisco, TX


Eagle Estate Services a national estate planning services firm and a leader in helping seniors with their estate planning needs, is looking for a Customer Service Coordinator to join the Customer Service Department in our corporate office in Frisco, TX.


Administrative skills including, but not limited to:

Filing, heavy phone, data-entry, good organizational skills, oral and written communication skills Able to communicate effectively with internal and external customers by phone, email, and in-writing.

Must be able to problem solve, multi-task, and prioritize responsibilities.

Must have patience, organization and able to work in a fast paced environment.

Experience in: Outlook, Word, and able to type 40 wpm.

Be a team player and contribute to the success, company goals, and achievements of the department.


Responsible for incoming and outgoing telephone calls to and from customers.

Including: Referrals, discrepancies, delays, cancelation, and troubleshooting.

Updating, modifying, and tracking the database accordingly.

Maintain consistent contact with customer on a daily bases.

Good communication skills with customers.

Daily follow up with Customer Service Manager.

Maintain pipeline and follow up of customer inquiries.

Participate in team meetings on a weekly, and monthly basis.

Minimum 60 outbound / inbound calls a day.

Other duties as assigned.

Please note:

  • This is not a call center or telemarketing job environment.
  • All applicants must be able to pass a background, criminal check, and assessment.

Job Type: Full-time


  • Customer Service: 1 year (Preferred)

Work Location:

  • One location


  • Monday to Friday
  • No weekends