Senior Client Coordinator, Employee Benefits Job Listing at EPIC in Newport Beach, CA (Job ID 7582594002)

Description

LOCATION: NEWPORT BEACH, CA- HYBRID

The Employee Benefits Senior Client Coordinator works with the Client Executive (AE) and/or Client Manager (AM) to assist with the maintenance of a client's employee benefits program and the day-to-day service of the account. The ACM is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets. The ACM is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs.  The ACM is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees. 

ESSENTIAL DUTIES AND RESPONSIBLITIES:

Service:

• Assist the CE and/or CM in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), track carrier responses, and help assemble the marketing spreadsheets for AE and/or AM review;
• Draft open enrollment communication materials and wallet cards, and assist with the coordination of and support open enrollment meetings and health fairs;
• Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client;
• Process BORs, update internal systems, update client HR/employee portals, and prepare invoices, as necessary;
• Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc;
• Provide additional administrative support to the service teams for new and existing clients.

Personal and Organizational Development:

• Work with AE and/or AM to set priorities and manage workflow for self 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 good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
• Project a professional image in action and appearance.

KEY COMPETENCIES:

• General knowledge of coverages and services regarding Employee benefits;
• Intermediate knowledge of 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;
• Good interpersonal communication skills;
• Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively;

EDUCATION and/or EXPERIENCE:

• High school diploma required; some college preferred;
• Prefer two or more years' experience as an Associate Account Manager or Client Service Representative with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA;
• Must have working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;
• 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.

The national average salary for this role is $65,000 to $85,000 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.

WHY JOIN EPIC? 

• Ranked #17 Top Global Broker by AM Best
• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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-LL1

#LI-Hybrid