Client Coordinator

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 assists with the marketing process, from collecting census data to preparing benefits spreadsheets, and prepares/coordinates materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The CC also updates various client and internal systems, assists the CE and/or CM with collecting and reviewing contracts and other data, and services the day-to-day needs of the client and its employees. This is a hybrid position requiring 2 days per week in the Concord, CA office.

Responsibilities

Assist the Client Executive (CE) and/or Client Manager (CM) with the maintenance of a client's employee benefits program and day-to-day service of the account; Assist with the marketing process, from collecting census data to preparing benefits spreadsheets; Assist in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers, track carrier responses, and help assemble marketing spreadsheets; Prepare and coordinate open enrollment materials, including guides and cards; Assist with open enrollment meetings and health fairs; Collect contracts, experience data, 5500 information, and other data as needed; Process BORs, update internal systems, client HR/employee portals, and prepare invoices as necessary; Assist with resolution of client and employee issues regarding bill discrepancies, claims issues, etc.; Provide additional administrative support to service teams for new and existing clients; Work with CE and/or CM to set priorities and manage workflow; Maintain up-to-date workflow logs and benefits information on agency management systems, manuals or other required documentation; Stay informed regarding industry information, new product/program developments, coverages, legislation and technology

Requirements

High school diploma; Working knowledge of Microsoft Office applications including Windows, Outlook, Word, PowerPoint, Publisher and Excel; Ability to work in a fast-paced environment and juggle multiple competing tasks and demands; High level of interpersonal skills to handle sensitive and confidential situations; Valid Driver License; California Life and Health License, or willingness to obtain within 90 days of hire date; Strong attention to detail and time management abilities; Strong ability to multi-task and assign priorities; Ability to work effectively independently as well as in a team environment; Good interpersonal communication skills; General knowledge of coverages and services regarding employee benefits; Experienced with agency management systems and HR portals, or capability to learn and use other systems quickly and effectively

Nice to have

Some college; One or more years' experience as an Account Representative or Client Service Representative with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, TPA or Corporate HR department; Intermediate knowledge of navigating the Internet and various Microsoft Office programs

Benefits

Managed PTO for salaried/exempt employees; 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days; Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave; Employee referral bonus program of $1,500 per hired referral; Employee recognition programs and awards; Employee Resource Groups (Women's Coalition, EPIC Veterans Group); Mentorship Program, Tuition Reimbursement Program, Leadership Development; Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, Menopause & Midlife Support; 401(k) matching, medical insurance, dental insurance, vision insurance, wellness & employee assistance programs; Eligible for bonuses