Employee Benefits Client Coordinator - Remote

Overview

The Employee Benefits Client Coordinator (CC) works with the Client Executive (CE) and/or Client Manager (CM) to assist with the maintenance of a client’s employee benefits program and the day-to-day service of the account.

In Short

• Assist with the marketing process for employee benefits.
• Prepare materials for open enrollments and health fairs.
• Update client and internal systems.
• Collect and review contracts and data.
• Resolve client and employee issues.
• Maintain workflow logs and documentation.
• Stay informed about industry developments.
• Project a professional image.
• Work effectively in a team and independently.
• Provide administrative support to service teams.

Requirements

• High school diploma required; some college preferred.
• Two or more years’ experience in client management or service.
• Working knowledge of Microsoft Office applications.
• Ability to manage multiple tasks in a fast-paced environment.
• High level of interpersonal skills.
• California Life and Health License preferred.
• Valid Driver License.
• Strong attention to detail.
• Good communication skills.
• Experience with agency management systems.

Benefits

• Generous Paid Time Off.
• Paid parental leave and other leave options.
• Employee referral bonus program.
• Quarterly employee recognition program.
• Professional growth and development opportunities.
• Unique benefits like Pet Insurance and Cancer Insurance.
• 401(k) matching and various insurance options.
• Inclusive work culture.
• Charitable efforts and community involvement.
• Top 10 property/casualty agency recognition.