Client Support Coordinator

People Corporation; Calgary; On-site; CAD 42,000 - 62,000; Full time

Job summary

People Corporation is seeking a Client Support Coordinator to join our Group Solutions team in Alberta. You will develop client materials, coordinate onboarding, and act as a liaison between clients and insurance carriers while supporting Account Managers across the region.

The role requires strong MS Office and PowerPoint skills, experience with EPIC CRM or similar systems, and a client-focused mindset. Excellent English communication, organizational abilities, and proactive time management are

Qualifications

• Advanced MS Office and PowerPoint proficiency.
• Experience with EPIC CRM or similar CRM is a plus.
• Client-focused with a strong service orientation.
• Excellent English written and verbal communication.
• Strong organizational skills with the ability to prioritize deadlines.
• Independent work style with proactive time management.
• Strong problem-solving and troubleshooting abilities.

Responsibilities

• Develop clear client materials, including presentations and employee communications.
• Coordinate onboarding processes, including enrolments and transitions between carriers.
• Act as liaison between clients and insurance carriers to support goals.
• Manage client inquiries and maintain governance documents and CRM data.
• Maintain organized files and perform general administrative tasks.
• Support Account Managers and Managing Consultants with regional needs.

Skills

MS Office

PowerPoint

Client service

English communication

Time management

Problem solving

Prioritization

Tools

EPIC CRM

Job description

National in scope, People Corporation offers Canada-wide consulting services with a local focus. Through our bold and innovative benefit strategies, our team provides valuable insight, working to select, design and administer a customized and advanced suite of services that provide a competitive advantage in attracting and retaining top talent.

People Corporation continues to grow, and we are looking for a team player to join our Group Solutions team in Alberta. You will be joining a team of professionals with a broad range of skills and expertise to provide our clients with knowledgeable guidance, superior customer service and technical capabilities. If you are innovative, self-motivated, passionate, creative and enjoy working with a fast-paced team, this role may be the right fit for you.

The Client Support Coordinator will:

• Developing clear and concise client materials, including presentations and employee communications
• Communicating and collaborating effectively with team members, clients and insurance carrier partners to strategically support client and company goals and objectives
• Managing and supporting the client onboarding process, including enrolments, communications and transitions to other carriers
• Handling client inquiries and acting as a valuable liaison between clients and insurance carriers
• Efficiently prioritizing tasks and adapting as needed, guided by their importance and urgency
• Supporting a team of Account Managers and Managing Consultants across the region
• Preparing correspondence by email and regular mail
• Maintaining member communications, policies, text and other governance documents
• Maintaining accurate and up-to-date client and prospect information within the EPIC CRM system
• Performing EPIC CRM administration, including data entry, record maintenance, activity tracking, document management and ensuring data integrity
• Supporting CRM-related processes and reporting, including maintaining client records, tracking follow-ups and assisting with information required for client management activities
• Maintaining organized electronic and physical files and completing general administrative tasks
• Performing other ad hoc client management and administrative duties as assigned

To be successful as a Client Support Coordinator with People Corporation, you will need:

• Highly developed MS Office skills; an advanced level of PowerPoint is required
• Experience with EPIC CRM or similar CRM systems is considered an asset
• Client-focused with an unwavering commitment to service excellence
• Strong communication skills, with excellent proficiency in English, both written and verbal
• Strong organizational skills and ability to prioritize tasks and deadlines
• Demonstrated capacity for independent work and proactive initiative, coupled with proficient time management skills to effectively prioritize prospect, client and internal commitments
• Excellent problem-solving and troubleshooting skills