Client Coordinator

About the role

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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. The CC is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets. The CC is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The CC is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees. ESSENTIAL DUTIES AND RESPONSIBLITIES: Serve as day-to-day client contact and manage claim issues and escalations Facilitate/lead ongoing weekly client calls Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research and present findings to client Review, analyze & present to client RFP results Review and analyze historical open enrollment results & claims data for client Maintain/manage client activity per project plan & monitor client budget Create and submit stop loss RFPs Lead initial & quarterly client strategy meetings Attend all meetings and events for clients Maintain relationship day-to-day contact with carriers Participate in pre-renewal strategy meetings with internal teams Review carriers annual reports and schedule annual review meetings with carriers Develop and manage implementation plans Manage implementation biweekly calls Review implementation documents Manage open enrollment meetings as requested by client Create communication strategy for clients Create OE client materials as needed, or coordinate creation of materials with C&E team Review all documents (presentations, announcements, guides, website pages, etc.) related to OE and make updates as necessary Provide quality review on all client communications Provide technical review for client benefit administration portals Create ad hoc reports for clients as needed Compile following data and provide to Execution team for report/document creation: Recast underwriting summary data Annual notice packet data 5500 data from carriers COBRA data PCORI data RFP data including census, claim info, insurance contracts & vendor data QA Analysts projects/work Present strategic initiatives to Consultant for consideration Perform special projects as assigned EDUCATION and/or EXPERIENCE: General knowledge of coverages and services regarding Employee benefits; Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel; Strong attention to detail and time management abilities; Strong ability to multi-task and assign priorities; 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; Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively; CERTIFICATES, LICENSES, REGISTRATIONS: Texas Life and Health License; Preferred, or willing to obtain within 60 days of hire date; Valid Driver License PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable ac

Benefits

Additional Information

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at edgewoodpartnersinsurancecenter? Share your experience