Client Coordinator

This is a fully remote position, open to applicants in Washington.

📋 Description

• Support the Client Executive and/or Client Manager in managing clients’ employee benefits programs and daily account services.

• Create materials for client meetings, which include agendas, reports, and presentations.

• Handle BORs, update internal systems and client portals, and generate invoices.

• Assist in 5500 filings, audits, benchmarking, experience and financial analytic reports, and other client-service data.

• Provide support during open enrollment by preparing communication materials, and facilitating onsite and virtual meetings, as well as health fairs.

• Aid in resolving client and employee concerns, such as billing discrepancies and claims issues.

• Foster relationships and collaborate effectively with team members.

• Prioritize tasks and manage workflow alongside the Client Executive and/or Client Manager.

• Maintain workflow logs and update benefits information in agency management systems, manuals, documentation, and records.

• Keep up to date with industry information, products, programs, coverages, legislation, and technology.

• Represent a professional image through actions and appearance.

⛳️ Requirements

• General understanding of Employee Benefits coverages and services.

• Intermediate proficiency in Microsoft Office, including Windows, Outlook, Word, PowerPoint, and Excel.

• Strong attention to detail along with effective time management skills.

• Excellent multitasking abilities and capacity to prioritize tasks.

• Ability to work efficiently both independently and with minimal supervision.

• Capability to function well in a team setting as well as autonomously.

• Good interpersonal communication skills are essential.

• A high school diploma is required.

• Preferably two or more years of experience in a benefits consulting or brokerage firm, or relevant experience with an insurance carrier or TPA.

• Ability to thrive in a fast-paced environment while managing multiple competing tasks and demands.

• High level of interpersonal skills to manage sensitive and confidential situations effectively.

• Washington Life, Disability (health), Travel license preferred, or willingness to acquire within 60 days of hire.

• A valid driver's license is required.

🏝️ Benefits

• Generous paid time off.

• 22 PTO days available initially for hourly/non-exempt employees.

• 12 paid holidays recognized by the company.

• 4 early-close days throughout the year.

• Paid parental leave.

• Pregnancy disability and bonding leave.

• Organ donor/bone marrow donor leave.

• $1,500 employee referral bonus for each hired referral.

• Employee recognition programs, awards, and trips.

• Employee Resource Groups: Women’s Coalition and EPIC Veterans Group.

• Mentorship Program available.

• Tuition Reimbursement Program offered.

• Leadership Development opportunities.

• Pet Insurance provided.

• Identity Theft & Fraud Protection Coverage included.

• Legal Planning services available.

• Family Planning support offered.

• Menopause & Midlife Support provided.

• 401(k) matching program.

• Medical insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• Wellness and employee assistance programs available.

• An inclusive work environment fostered.

• Charitable support through Donation Connection, Employee Assistance Fund, and People First Foundation.