[Hiring] Client Coordinator @EPIC Brokers

Role Description

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.

What You’ll Do

• Client Management
  • Assist in preparing materials for client meetings, including agendas, reporting, and presentations
  • Process BORs, update internal systems, update client portals, and prepare invoices
  • Contribute to completion of reports such as 5500 filings, audits, benchmarking, experience and financial analytic reports, and other data as needed to assist in servicing the client
  • Provide open enrollment support with communication materials, onsite and virtual meetings and health fairs
  • Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.
  • Build relationships and collaborate effectively
• Personal and Organizational Development
  • Work with CE and/or CM to set priorities and manage workflow 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 communication skills, cooperating purposefully, and providing information and guidance as needed to achieve business goals
  • Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance
  • Project a professional image in action and appearance

Qualifications

• General knowledge of coverages and services regarding Employee Benefits
• Intermediate knowledge Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
• Strong attention to detail and time management
• Strong ability to multi-task and prioritize
• 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
• High school diploma required; some college preferred
• Prefer two or more years’ experience with a benefits consulting or brokerage firm or comparable experience with an insurance carrier or TPA
• 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 situations
• Washington Life, Disability (health), Travel license, preferred or willing to obtain within 60 days of hire date
• Valid Driver License

Compensation

The hourly pay range for this position is $35.89 - $38.47 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation