Client Coordinator

The role

You will help account teams with a client's employee benefits program. Your work covers marketing data, open enrollment materials, and day-to-day client and employee needs.

What you will do

• Collect census, contract, experience and 5500 data to prepare carrier RFPs and marketing spreadsheets.
• Draft open enrollment communications and wallet cards.
• Help coordinate open enrollment meetings and health fairs.
• Process BORs, update internal systems and client HR portals, and prepare invoices.
• Help resolve client and employee issues on bill discrepancies and claims.
• Provide administrative support to service teams for new and existing clients.
• Set priorities and manage your workflow with the Client Executive or Client Manager.
• Keep workflow logs and benefits records up to date.
• Stay informed on benefits coverages, products, legislation and technology.

Required qualifications

• High school diploma.
• Working knowledge of Windows, Outlook, Word, PowerPoint, Publisher and Excel.
• Ability to work in a fast-paced environment and juggle multiple competing tasks.
• Strong interpersonal skills for sensitive and confidential situations.
• General knowledge of employee benefits coverages and services.
• Strong attention to detail and time management.
• Experience with agency management systems and HR portals, or ability to learn them quickly.
• Valid driver license.
• Ability to travel independently to clients.

Nice to have

• Some college.
• Two or more years as a Client Manager or Client Service Representative at a benefits or brokerage firm, or comparable experience with a carrier or TPA.
• California Life and Health License, or willingness to obtain within 60 days of hire.

Benefits

• Managed PTO for salaried/exempt employees; 22 PTO days to start for hourly/non-exempt employees.
• 12 company-observed paid holidays and 4 early-close days.
• Paid parental leave, pregnancy disability and bonding leave, and organ or bone marrow donor leave.
• $1,500 employee referral bonus per hired referral.
• Recognition programs and awards.
• Employee Resource Groups: Women's Coalition and EPIC Veterans Group.
• Mentorship Program, Tuition Reimbursement and Leadership Development.
• Pet insurance, identity theft and fraud protection, legal planning, family planning, and menopause and midlife support.
• 401(k) matching, medical, dental and vision insurance.
• Wellness and employee assistance programs.

Before you apply

• Must be able to work with and without direct supervision and in a team environment.
• Hourly and exempt PTO terms differ, as described in the benefits.

About the company

EPIC Insurance Brokers & Consultants is headquartered in New York City, was founded in 2007, and has over 3,000 employees nationwide. The posting says it has more than 60 offices and is ranked in the top 10 property/casualty agencies by Insurance Journal.