[Hiring] Client Service Coordinator @Corestream

Role Description

Corestream is seeking a Client Service Coordinator who will play a crucial role in supporting our Client Executives in managing key client accounts. This role will serve as the primary point of contact for clients, addressing service requests, communications, reporting needs, escalations, and requests for additional products and services. We are looking for a problem solver who is willing to get scrappy and work with a variety of internal and external parties to solve issues quickly. Experience in employee benefits and/or voluntary benefits is a plus.

Your Mission:

• Support Client Executives on daily client requests and escalations and bring them to a resolution in a timely and accurate manner.
• Act as the client point of contact for any questions, issues, or escalations that cannot be handled by our Customer Care and Client Operations teams.
• Manage operational tasks and updates in Salesforce, including ticket creation, enrollment planning, contact management, and rate and plan design details.
• Assist Client Executives with data analysis, reporting, and presentation preparation for client meetings.
• Partner with internal teams and external stakeholders, including carrier contacts, to address client needs efficiently.
• Support client and partner calls by preparing agendas, taking detailed notes, and documenting action items.

Qualifications

• 2+ years' experience in a client service or support role.
• A proactive, solutions-oriented mindset with a commitment to continuous learning and growth.
• Excellent communication and interpersonal skills, demonstrating empathy, patience, and clarity in client interactions.
• Ability to balance attention to detail with swift execution.
• Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines.
• Proficiency with Salesforce, Smartsheet, PowerBI, and Microsoft Office and other tools.
• Proficiency working with data and reports in Excel.

Requirements

• Experience with employee benefits (voluntary benefits would be a double cherry!).
• Experience at a technology company (benefits technology would also be a double cherry!).

Benefits

• Competitive compensation and benefit packages.
• Casual dress code when in the office.
• Free snacks and beverages.
• Wednesday lunches are on the house.