Client Coordinator

JOB OVERVIEW:

The Employee Benefits Client Coordinator (CC) works with the Client Executive (CE) and/or Client Manager (CM) to assist with the maintenance of a client’s employee benefits program and the day-to-day service of the account.

WHAT YOU’LL DO:

Client Management

• Assist in preparing materials for client meetings, including agendas, reporting, and presentations
• Process BORs, update internal systems, update client portals, and prepare invoices
• Contribute to completion of reports such as 5500 filings, audits, benchmarking, experience and financial analytic reports, and other data as needed to assist in servicing the client
• Provide open enrollment support with communication materials, onsite and virtual meetings and health fairs
• Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.
• Build relationships and collaborate effectively

Personal and Organizational Development

• Work with CE and/or CM to set priorities and manage workflow to ensure goals are met
• Maintain up-to-date workflow logs, and update benefits information on agency management systems, manuals or other required documentation and records
• Be responsive and interact with others effectively utilizing communication skills, cooperating purposefully, and providing information and guidance as needed to achieve business goals
• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance
• Project a professional image in action and appearance

WHAT YOU’LL BRING:

• General knowledge of coverages and services regarding Employee Benefits
• Intermediate knowledge Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
• Strong attention to detail and time management
• Strong ability to multi-task and prioritize
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Good interpersonal communication skills
• High school diploma required; some college preferred
• Prefer two or more years’ experience with a benefits consulting or brokerage firm or comparable experience with an insurance carrier or TPA
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations
• Washington Life, Disability (health), Travel license, preferred or willing to obtain within 60 days of hire date
• Valid Driver License