Client Relationship Coordinator II

2 weeks ago


Irvine, California, United States Alliant Insurance Services Full time

Position Overview: The role involves overseeing client service challenges and administrative responsibilities to enhance client interactions. Guidance is sought for more intricate matters.

  • Investigates and resolves client and employee concerns regarding enrollment and billing discrepancies.
  • Analyzes, reconciles, and dispatches client invoices.
  • Prepares and distributes client reports.
  • Monitors and processes enrollment and payroll documentation.
  • Conducts audits on enrollment and payroll records.
  • Ensures accurate posting of enrollment and payroll information to relevant parties.
  • Engages in new client onboarding discussions and benefit presentations.
  • Provides assistance on special projects as required.
  • Maintains data accuracy and adheres to agency protocols.
  • Qualifications:
  • Bachelor's degree or equivalent experience with a minimum of 2 years in a related field. Experience in accounting or auditing is advantageous.
  • Possession of an insurance license is preferred.
  • Proficient in Microsoft Office Suite.
  • Exhibits strong communication, customer service, problem-solving, and time management abilities.
  • Collaborates effectively within a team setting. Encouraged to pursue Career Path requirements.


  • Irvine, California, United States Identified Talent Solutions Full time

    Job OverviewCompany Background:Identified Talent Solutions is a forward-thinking advertising agency recognized for its outstanding client service and innovative marketing strategies. The agency is dedicated to fostering growth and success for its clients through effective campaigns and exceptional account management.Position Summary:In the role of Account...


  • Irvine, California, United States Identified Talent Solutions Full time

    Job OverviewCompany Profile:Identified Talent Solutions is a forward-thinking and vibrant advertising agency renowned for its outstanding client service and innovative marketing strategies. The agency is dedicated to enhancing client growth and success through meticulously crafted campaigns and exceptional account management.Position Summary:In the role of...


  • Irvine, California, United States Right Click Inc Full time

    Job OverviewAt Right Click Inc, we prioritize fostering an environment of mutual respect and equal opportunity for all applicants and team members. Our commitment to diversity and inclusion is integral to our success, and we strive to recruit, develop, and retain talented individuals from a wide range of backgrounds and perspectives.The Client Success...


  • Irvine, California, United States Right Click Inc Full time

    Job OverviewAt Right Click Inc, we prioritize creating a workplace that fosters mutual respect and equal employment opportunities for all applicants and team members. Our commitment to diversity and inclusion is fundamental to our success, and we strive to attract, develop, and retain talented individuals from a wide range of backgrounds and perspectives.The...


  • Irvine, California, United States Right Click Inc Full time

    Job OverviewCompany: Right Click IncAt Right Click, we prioritize creating a workplace that values respect and equality, ensuring that all applicants and team members have access to equal employment opportunities. Our commitment to diversity and inclusion is fundamental to our success, and we strive to recruit, develop, and retain a talented workforce from a...


  • Irvine, California, United States Right Click Inc Full time

    Job OverviewAt Right Click Inc, we prioritize creating a workplace that fosters mutual respect and equal opportunities for all applicants and team members. Our commitment to diversity and inclusion is fundamental to our success, and we strive to recruit, develop, and retain talented individuals from a wide range of backgrounds and perspectives.The Client...


  • Irvine, California, United States Alleviate Financial Solutions Full time

    Are you passionate about fostering client relationships and ensuring their success?At Alleviate Financial Solutions, we are dedicated to transforming lives through effective debt relief strategies. Our mission is to empower individuals and families to regain control over their financial futures.ABOUT US:Alleviate is a rapidly expanding leader in the Debt...


  • Irvine, California, United States Jobot Full time

    Company Overview:Jobot is a leading provider of comprehensive services in the industrial equipment sector, dedicated to delivering exceptional customer experiences through proactive maintenance, repairs, and installations.Position Summary:We are currently seeking a dedicated Client Relationship Manager to enhance our team. This role is ideal for an...


  • Irvine, California, United States MashPoint Full time

    Position: Client Relations CoordinatorLocation: RemoteOverview: The Client Relations Coordinator is responsible for managing contracts and agreements for client accounts to fulfill organizational goals and meet client satisfaction standards. This role serves as a liaison between clients and the organization.Key Responsibilities:1. Oversee and manage multiple...


  • Irvine, California, United States Forward Air Full time

    Company Overview:Omni Logistics is a global provider of air, ocean and ground services, including supplemental services for enterprises dependent on the efficient movement of high value freight. Omni Logistics is a wholly owned subsidiary of Forward Air, a leading asset-light provider of transportation services across the United States, Canada and Mexico. We...


  • Irvine, California, United States Superior Home Buyers Full time

    Job OverviewPosition: Account Manager - Superior Home BuyersAre you prepared to influence the landscape of property investment? At Superior Home Buyers, we are seeking an Account Manager who will play a pivotal role in establishing connections with influential investors, negotiating advantageous agreements, and fostering innovative solutions.About Us:...


  • Irvine, California, United States Superior Home Buyers Full time

    Job OverviewPosition: Account Manager - Superior Home BuyersAre you prepared to influence the future of property investment? As an Account Manager at Superior Home Buyers, you will play a pivotal role in engaging with influential investors, negotiating agreements, and fostering innovative solutions.About Us: Superior Home Buyers stands at the forefront of...


  • Irvine, California, United States Superior Home Buyers Full time

    Job OverviewInvestment Account Executive - Superior Home BuyersAre you prepared to influence the landscape of property investment? At Superior Home Buyers, we are seeking an Investment Account Executive who will play a pivotal role in engaging with influential investors, negotiating advantageous agreements, and fostering innovative solutions.About Us:...


  • Irvine, California, United States CarePartners Living LLC Full time

    About UsCarePartners Living LLC is a visionary healthcare organization established to transform the caregiving experience. Our mission is to provide a compassionate and innovative approach to healthcare, emphasizing meaningful relationships with clients and their families.What We ProvideWork-Life Balance: Enjoy a Monday through Friday schedule that...


  • Irvine, California, United States CarePartners Living LLC Full time

    About UsFounded with a vision to revolutionize healthcare, CarePartners Living LLC is dedicated to providing compassionate and innovative care solutions. Our organization encompasses a Specialty Medical Group, Caregiving Agency, Practice Management Organization, and Specialty Recruiting Organization.What We ProvideWork-Life Balance: Enjoy a Monday through...


  • Irvine, California, United States Rohde & Schwarz Full time

    Rohde & Schwarz is on the lookout for a skilled Client Relationship Manager in the vibrant region of Los Angeles County, California. In this role, you will join a dedicated team focused on empowering our clients to tackle intricate technical challenges through a solutions-oriented sales methodology. The product lines that facilitate our clients' success...


  • Irvine, California, United States Banfield Full time

    Role OverviewAs a vital member of our team, you will embody and promote the core values of our organization. Your primary responsibility will be to enhance client relationships while ensuring the smooth operation of our veterinary services.Key ResponsibilitiesClient Acquisition: Proactively seek out new clients by effectively communicating the benefits of...


  • Irvine, California, United States Alliant Insurance Services Full time

    POSITION OVERVIEW The role involves partnering with Employee Benefit Brokers and Consultants to devise and implement client-focused strategies. This position oversees a portfolio of clients and leads a diverse service team. KEY RESPONSIBILITIES Demonstrates proficiency in all aspects of Client Management; Serves as the primary contact for a designated...


  • Irvine, California, United States Alliant Insurance Services Full time

    POSITION OVERVIEW The role involves working closely with Employee Benefit Brokers and Consultants to create and implement client-focused strategies. The individual will oversee a portfolio of clients and lead a diverse service team.KEY RESPONSIBILITIES Demonstrates proficiency in all aspects of Client Management; Serves as the primary contact for a...


  • Irvine, California, United States North Mill Equipment Fi Full time

    Job OverviewAccount ManagerNorth Mill Equipment Finance, a rapidly expanding financial services provider, is on the lookout for a seasoned account manager. This role is essential in fostering exceptional client relationships with our equipment finance brokers, which are crucial for our ongoing success and growth.The ideal candidate should possess a minimum...