Client Coordinator
| Company | EPIC Insurance Brokers & Consultants |
|---|---|
| Location | Concord, CA, USA, Rancho Cordova, CA, USA, Walnut Creek, CA, USA |
| Salary | $29.23 – $33.34 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- High school diploma required; some college preferred.
- Prefer two or more years’ experience as an Associate Account Manager, Client Coordinator or Client Service Representative with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA.
- Must have working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, Publisher and Excel.
- 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 information.
Responsibilities
- Assist the AE and/or AM in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), track carrier responses, and help assemble the marketing spreadsheets for AE and/or AM review.
- Draft open enrollment communication materials and wallet cards and assist with the coordination of and support open enrollment meetings and health fairs.
- Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client.
- Process BORs, update internal systems, update client HR/employee portals, and prepare invoices, as necessary.
- Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.
- Provide additional administrative support to the service teams for new and existing clients.
- Work with AE and/or AM to set priorities and manage workflow for self 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 good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
- Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
- Project a professional image in action and appearance.
Preferred Qualifications
- California Life and Health License; Preferred, or willing to obtain within 60 days of hire date.
- Valid Driver License.