Client Coordinator

3 weeks ago

Rancho Cordova, California, United States EPIC Insurance Brokers & Consultants Full time

OVERVIEW:

The Client Coordinator provides support to Employee Benefits Leadership, Service Teams, and clients. They deliver administrative support, communications, and technology resources with customer service and satisfaction as a priority for the Employee Benefits Division.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Acts as an advocate for the benefits service teams and clients
  • Cultivates and maintains successful and effective working relationships with clients, carriers, vendors, and co­workers in all divisions
  • Participates in ongoing scheduled meetings with service teams
  • Coordinates the details to ensure the successful presentation of webinars and seminars for clients/prospects
  • Champions technology platforms used by benefits team including BenefitPoint, SalesForce, ThinkHR, SurveyMonkey
  • Creates and manages financial reports for management: including team metrics, sales, and commission activities
  • Works with Supervisor and Team Leaders to increase efficiencies by offering workflow suggestions on technology needs relating to communication, marketing, reporting
  • Assists with new hire on-boarding
  • Assists leadership with administrative duties: including emails, calendar, reports meetings
  • Maintains carrier contracts
  • Processes A/P invoices
  • Manages confidential information in accordance with office policy and regulations as appropriate
  • Direct/prioritize activities for facilities team providing support in the Newport Beach office
  • Allocate and delegate work as necessary

PERSONAL AND ORGANIZATIONAL DEVELOPMENT:

  • Set priorities and manage workflow for self to ensure all goals are met
  • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
  • Project a professional image in action and appearance

KEY COMPETENCIES:

  • Customer service oriented
  • Advanced knowledge 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
  • Strong interpersonal communication skills, both written and oral

EDUCATION and/or EXPERIENCE:

  • High school diploma is required
  • Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, PowerPoint, and Outlook
  • 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. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy

WHY JOIN US?

  • 15th Largest Broker in US
  • Voted " Best Place to Work" in the Insurance Industry
  • Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).

The national average salary for this role is $55k - $65k in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

#LI-GB1

#LI-Hybrid

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