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2 months ago
The Client Relations Coordinator plays a vital role in supporting Account Managers and Benefits Consultants in managing employee benefits accounts. This role demands a meticulous and organized individual who excels in customer service and fosters professional relationships with clients. The Coordinator also provides essential clerical and administrative assistance to the Benefits team as required. Adherence to the ethical standards mandated by the Colorado Department of Insurance and PIIAC is crucial.
Key Responsibilities
Below is a summary of essential duties for the Client Relations Coordinator position, though additional responsibilities may be assigned:
- Deliver exceptional customer service to both internal and external clients, addressing inquiries and providing eligibility details.
- Assist in resolving minor to moderate client concerns under the guidance of the Account Manager, including eligibility inquiries, claims, and billing challenges.
- Request identification cards and manage address modifications with carriers on behalf of employer groups as needed.
- Support with Applications and Terminations as assigned. Process employee enrollments, modifications, and terminations on behalf of employer groups promptly. Gather necessary forms and information from employers or Account Managers, following up on any missing details to ensure compliance with carrier protocols. Confirm that hire or termination dates align with specific plan eligibility requirements before submitting applications. Send completed forms to carriers ahead of the effective date. Provide email confirmations to employers and follow up with carriers via phone to ensure receipt and verify correct processing of applications. Store all enrollment information electronically in Brokerage Builder.
- Ensure timely updates to the Brokerage Builder system for all policy changes or updates within three business days of renewal or new business decisions.
- During new group submissions or renewals, compile open enrollment materials, applications, and policy information, scanning copies into Brokerage Builder. Provide administrative support as necessary in printing, organizing, and preparing open enrollment materials.
- Generate rate confirmation and termination letters for clients under the supervision of the Account Manager.
Qualifications and Skills
To be considered for this position, candidates should meet the following qualifications:
- Proficient in reading and writing in English.
- High School diploma or equivalent.
- Must currently hold (or be able to obtain within 90 days of hire) a Colorado Life, Accident, and Health License.
- Demonstrated proficiency in computer skills, particularly with Microsoft Office products, especially Word and Excel. Previous experience with Brokerage Builder is preferred but not mandatory.
- Excellent written and verbal communication abilities.
- Strong customer service and teamwork skills; must effectively interact with clients, colleagues, and management.
- Exceptional attention to detail and robust organizational capabilities.
- Solid prioritization skills, a sense of urgency, and the ability to work efficiently under time constraints.
- Ability to analyze and resolve issues effectively.
Compensation: $21.25 per hour (based on experience and licensing).
Your Future in the Insurance Industry Awaits
If you are seeking a career that offers flexibility, job stability, and competitive compensation, this opportunity aligns with your goals. Working with a PIIAC member agency provides a promising career path.
The mission of the Professional Independent Insurance Agents of Colorado (PIIAC) is to support, advance, and protect Independent Insurance Agents throughout Colorado. We collaborate with them to achieve their professional development, advocacy, and regulatory objectives while offering a suite of products and services that foster a mutually beneficial environment for members, all while upholding the highest ethical business standards.
With an anticipated shortage of workers in the insurance sector due to the retirement of many seasoned agents, the demand for insurance professionals is increasing daily. Is this career path right for you?
This employment opportunity is available at the organization listed at the top of this page. All hiring decisions will be made by their management.
