Client Coordinator
Core
Provide professional support to internal service teams in maintaining and servicing employee benefits clients.
Role type
Client Coordinator (Employee Benefits)
Builds
Employee benefits client services and retention
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
MS Office (Word, Excel), organization, attention to detail, mathematical skills, communication
Preferred skills
independent work, solution-oriented, multitasking, fast-paced environment adaptation
Technologies
MS Word, MS Excel
Responsibilities
Engage service teams to support client retention, respond to service needs, provide clerical and technical support, assist in adding coverages, produce quote requests and spreadsheets, maintain renewal controls, prepare insurance summaries and proposals, prepare client benchmarking, deliver employee education presentations, assist in client reporting
Seniority
Entry-level to Junior