Client Operations Coordinator
Core
Provides operational and administrative support to the employee benefits department, partnering with client service and sales teams to ensure efficient day-to-day operations.
Role type
Client Operations Coordinator
Builds
Operational support for employee benefits services
Domain
Insurance / Employee Benefits
Deliverable
dashboards & analysis
Required skills
Document preparation, Invoicing processing, Data entry, Report generation, Presentation creation, Mail merge execution, Vendor liaison, Process improvement
Preferred skills
Insurance or employee benefits industry experience, Project management, Staff training
Technologies
Adobe Acrobat Pro, Microsoft Office (Outlook, Excel, Word, PowerPoint)
Responsibilities
Manage carrier appointments and maintain documentation, Process third-party invoices, Generate monthly reports, Create and distribute open enrollment materials, Design and execute mail merges, Serve as liaison between carriers, vendors, and internal teams
Seniority
Individual Contributor