Client Coordinator

EPIC Brokers; Concord (CA); Hybrid; USD 37,000 - 47,000; Full time

Job summary

EPIC Insurance Brokers & Consultants in Concord, CA is seeking an Employee Benefits Client Coordinator to assist the Client Executive and Client Manager with maintaining a client’s employee benefits program and day-to-day service.

You will support marketing, data collection, open enrollment materials, and system updates, ensuring accurate data flow and client satisfaction. This hybrid role requires coordination with CE/CM and active engagement in ongoing client services.

Qualifications

• High school diploma required; some college preferred.
• 1+ year experience as an Account Representative or Client Service.
• California Life and Health License preferred, or willing to obtain within 90 days of hire.
• Proficient in Microsoft Office and HR portals.
• Ability to work in a fast-paced environment with multitasking.

Responsibilities

• Assist CE and/or CM in data collection to prepare RFPs and marketing spreadsheets.
• Draft open enrollment materials and coordinate enrollment meetings and health fairs.
• Gather contracts, experience data, and 5500 information for client servicing.
• Process BORs, update internal systems, and support client billing and issues.

Skills

Employee benefits

MS Office

Attention to detail

Multitasking

Teamwork

Communication

HR portals

Education

High school diploma

Some college preferred

Tools

Microsoft Office

HR portals

Job description

1390 Willow Pass Road Suite 800, Concord, CA 94520

COME JOIN OUR TEAM!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Our core values:

• Owner Mindset


• Inspire Trust


• Think Big


• Drive Results

If that resonates with you, we’d love to meet you.

OVERVIEW

• The Employee Benefits Client Coordinator (CC) works with the Client Executive (CE) and/or Client Manager (CM) to assist with the maintenance of a client’s employee benefits program and the day-to-day service of the account.


• The CC is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets.


• The CC is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs.


• The CC is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees.

LOCATION

This is a hybrid position requiring 2 days per week in our Concord, CA office

ESSENTIAL DUTIES AND RESPONSIBLITIES

Service

• Assist the CE and/or CM in collecting data to prepare the Request for Proposal (RFP) forpresentation to carriers (or marketing manager on large clients), track carrier responses, and help assemble the marketing spreadsheets for CE and/or CM review.


• Draft open enrollment communication materials and wallet cards, and assist with the coordination of and support open enrollment meetings and health fairs.


• Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client.


• Process BORs, update internal systems, update client HR/employee portals, and prepare invoices, as necessary. Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.


• Provide additional administrative support to the service teams for new and existing clients.

Personal and Organizational Development

• Work with CE and/or CM to set priorities and manage workflow for self to ensure goals aremet.


• Maintain up-to-date workflow logs, and update benefits information on agency management systems, manuals or other required documentation and records.


• Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achievethe business goals of the Company.


• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.


• Project a professional image in action and appearance.

KEY COMPETENCIES

• General knowledge of coverages and services regarding employee benefits


• Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel


• Strong attention to detail and time management abilities


• Strong ability to multi-task and assign priorities


• Ability to work effectively independently as well as ina team environment


• Good interpersonal communication skills


• Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively

EDUCATION and/or EXPERIENCE

• High school diploma required; some college preferred


• Prefer one or more years’ experience as an Account Representative or Client Service


• Representative with a benefits consulting or brokerage firm, or comparable experiencewith an insurance carrier, TPA or Corporate HR department


• Must have working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, Publisher and Excel


• Must be able to work in a fast-paced environment with demonstrated ability to jugglemultiple competing tasks and demands


• Must have a high level of interpersonal skills to handle sensitive and confidential situations


• The position continually requires teamwork, responsiveness, demonstratedpoise, tact, and diplomacy

CERTIFICATES, LICENSES, REGISTRATIONS

• California Life and Health License; Preferred, or willing to obtain within 90 days of hire date


• Valid Driver License

SUMMARY

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.


• The requirements listed below are representative of the knowledge, skill, and/or ability required.


• Reasonable accommodations may be made to enable individuals with disabilities to perform the essentialfunctions.

COMPENSATION:

The hourly pay range for this position is $27.00 - $33.85 per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC

• EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth.


• Managed PTO for salaried/exempt employees (personal time off without accruals or caps);


• 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days


• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave


• Generous employee referral bonus program of $1,500 per hired referral


• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)


• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group


• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support


• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs


• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!


• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation


• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A \"disabled veteran\" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A \"recently separated veteran\" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An \"active duty wartime or campaign badge veteran\" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An \"Armed forces service medal veteran\" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.