Client Support Coordinator

641 Employee Benefits Inc.; Calgary; On-site; CAD 70,000 - 75,000; Full time

Benefits offered by this job

Extended health care and dental

Retirement savings plan with company"s

Health & Wellness offerings

Mental Health programs and support

Assistance for industry designations

Competitive compensation

Job summary

People Corporation in Alberta is seeking a Client Support Coordinator to deliver clear client materials, onboard new clients, and liaise with insurance carriers. You will support Account Managers across the region and manage the EPIC CRM data with confidentiality and accuracy.

You will maintain client records, coordinate communications, and provide dedicated service to clients and internal teams while upholding high professional standards and integrity.

Qualifications

• 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.
• Strong attention to detail and commitment to maintaining accurate and confidential client information.
• The ability to handle information with confidentiality and a high degree of integrity.

Responsibilities

• 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.

Skills

MS Office

PowerPoint

Communication

Time management

Organization

Confidentiality

Independent work

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
• Strong attention to detail and commitment to maintaining accurate and confidential client information
• The ability to handle information with confidentiality and a high degree of integrity

What's in it for you:

• Learn by working alongside our experts
• Extended health care and dental benefits
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family
• Assistance for the completion of industry designations
• Competitive compensation

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders. We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

If you require an accommodation or an alternative format of any posting please reach out to [e-mail].

The base salary for this position is between $70,000 - $75,000 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.

We know that it's the vast expertise and commitment of our teams in People Corporation and our Partner Firms that have put us where we are today. We value our employees and provide competitive salaries, a comprehensive group benefits plan, and a generous retirement savings plan. And we're in it for the long haul - once you join us, we want you to thrive.

If you want to make a difference in the lives of customers, if you take pride in a job well done, and if you like to have fun, talk to us.

To learn more about our Partner Firms, please click on the link below. https://www.peoplecorporation.com/en-ca/about-us/our-partner-firms

Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. For more information on Accessibility at People Corporation, visit our link https://www.peoplecorporation.com/en-ca/accessibility-statement.