Client Coordinator
Core
Assist Client Executives and Managers in maintaining employee benefits programs and providing day-to-day account service.
Role type
Client Coordinator (Employee Benefits)
Builds
Client service operations and benefits program maintenance
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Microsoft Office (Excel, Word, PowerPoint, Outlook), data reporting, invoice processing, open enrollment support, claims and bill discrepancy resolution, workflow management, multi-tasking
Preferred skills
Washington Life/Disability/Travel license, 2+ years in benefits consulting/brokerage/insurance carrier/TPA, valid driver's license
Technologies
Agency management systems, client portals
Responsibilities
Prepare materials for client meetings (agendas, reports, presentations), process BORs and update internal systems, contribute to regulatory filings (5500) and analytic reports, support open enrollment communications and events, resolve client/employee issues regarding bills and claims, manage workflow and update documentation