Client Support Coordinator
Core
Provide knowledgeable guidance, superior customer service, and technical capabilities to clients as part of a Group Solutions team.
Role type
Client Support Coordinator
Builds
Client onboarding, enrolments, communications, and transitions to other carriers
Domain
Insurance and benefits administration
Deliverable
client delivery
Required skills
MS Office (advanced PowerPoint), CRM administration, data entry, record maintenance, activity tracking, document management, email correspondence, mail preparation, file organization, task prioritization, problem-solving, attention to detail
Preferred skills
Experience with EPIC CRM or similar systems
Responsibilities
Develop client materials and presentations, manage client onboarding and enrolments, handle client inquiries, act as liaison between clients and insurance carriers, maintain accurate client information in CRM, support Account Managers and Managing Consultants, prepare correspondence, maintain governance documents
Seniority
Individual Contributor, operational support