Client Coordinator
Core
Provide professional support to internal service teams in maintaining and servicing employee benefits clients, ensuring synergy between corporate goals, carrier requirements, and client needs.
Role type
Client Coordinator (Employee Benefits)
Builds
Supports internal HUB service teams in client retention, coverage additions, and proposal preparation.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
MS Office (Word, Excel), organization, attention to detail, mathematical skills, ability to work independently
Preferred skills
1-2 years professional experience, solution-oriented mindset, ability to pivot between tasks
Technologies
MS Word, MS Excel
Responsibilities
Engage service teams to support client retention; respond to service needs; produce quote requests and spreadsheets; maintain renewal controls; prepare insurance summaries and proposals; deliver client education presentations; prepare client reporting.
Seniority
Entry-level to Junior, individual contributor