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
Client retention, coverage additions, quote requests, renewal controls, and client communication materials.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
MS Office (Word, Excel), organization, attention to detail, mathematical skills, communication
Preferred skills
independent work, solution orientation, multitasking, fast-paced environment adaptation
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; prepare client benchmarking; deliver virtual and in-person employee education presentations; assist in client reporting.
Seniority
Entry-level to Junior, 1-2 years experience