Client Coordinator, Employee Benefits & Retirement
Core
Provide high-level administrative support to the Employee Benefits & Retirement (EB&R) Practice, assisting analysts and account managers with client servicing, reporting, and document preparation.
Role type
Administrative Coordinator (Employee Benefits & Retirement)
Builds
Client reports, benefit proposals, and marketing documents for the EB&R Practice
Domain
Insurance Brokerage / Employee Benefits & Retirement
Required skills
Administrative support, Microsoft Office (Word, Excel, Outlook), data gathering, report preparation, mail/courier handling, document filing, correspondence management
Preferred skills
Time management, organizational skills, client management, proactive approach, team collaboration
Technologies
Epic broker management system, Microsoft Office
Responsibilities
Prepare and assemble client reports; generate benefit comparisons; gather employee data; support account managers and analysts on client servicing requests; prepare experience reports; handle incoming and outgoing mail/courier items; file and retrieve corporate documents.
Seniority
Entry to Mid-level, Part-time