Client Coordinator

Risk Management Services, Inc.; Folsom (CA); On-site; USD 40,000 - 50,000; Full time

Job summary

A leading risk management firm is seeking a Client Coordinator to support the Client Services Team. The role involves data entry, managing claims research, and maintaining client relationships. Candidates should possess a High School diploma and strong skills in Microsoft Office applications. The ideal candidate must be dependable with excellent communication abilities and should demonstrate problem-solving skills. This position requires working on-site, ensuring effective service delivery to clients.

Qualifications

• Strong computer skills, including Word, Excel, and Outlook.
• Excellent verbal and written communication skills.
• Good analytical skills.
• Ability to provide effective leadership in all aspects.

Responsibilities

• Support the Client Services Team in serving clients.
• Data entry and administrative support.
• Manage claim research and gather necessary information.
• Provide responses to requests from Account Executives.

Skills

Strong computer skills

Excellent verbal communication

Good analytical skills

Positive problem-solving skills

Dependability

Education

High School diploma or G.E.D

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Description

SUMMARY

The Client Coordinator will support the Client Services Team in serving and responding to clients needs on a daily basis.

Essential Duties and Responsibilities

• Works on site with consistent attendance.
• Consistent Attendance
• Data entry
• Daily Fulfillments
• Assist with Renewals
• Assist with Open Enrollments
• Discrepancy Resolving
• Process Incoming Faxes and Mail
• Assist With Outbound Calls
• Performs other duties and responsibilities as assigned by Management
• Monthly Checks and Balances Reporting
• Electronic Eligibility Processing
• Returned Mail
• Import Error Log
• Receive incoming requests for research from Account Executives and Client Managers.
• Research all claim questions as requested
• Gather all necessary information for claim research purposes
• Provide timely and detailed responses to requestor(s)
• Build strong relationships with Account Executives and Client Managers
• Build strong relationships with Claims Management personnel
• Manage claim research and details from beginning-to-end.
• Responsible for obtaining necessary information completing all activity as required.
• Make calls to providers as needed to gather or provide information as directed by Account Executives and Client Managers
• Review Summary Plan Descriptions/Documents for all benefit information as needed
• Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates
• Appropriately elevate issues and opportunities to Upper Management as needed.
• Ensure proper handling of customer issues and concerns.
• Navigate and understand BRMS claims system
• Administrative duties in support to Client Services team

Supervisory Responsibilities

This job has no supervisor responsibilities.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Requirements

Knowledge, Skills, & Abilities

• Strong computer skills, including Word, Excel, and Outlook
• Excellent verbal and written communication skills
• Good analytical skills
• Positive problem-solving skills.
• Ability to provide effective leadership in all aspects of position.
• Must be dependable and maintain excellent attendance and punctuality.
• Ability to grow with changing demands of the position and the company.

Qualifications

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 essential functions.

Education and/or Experience

High School diploma or G.E.D; and minimum of 6 months related experience and/or training; or equivalent and any combination of education, training, and/or experience, which demonstrates ability to perform the duties described.

Language Skills

Ability to read, speak, and write effectively in English. Ability to interpret documents such as plan documents, memos, letters, and procedure manuals. Ability to write routine reports, meeting notes, project documentation, and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.

Mathematical Skills

Ability to add and subtract, multiply and divide with 10's and 100's.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Certificates, Licenses, Registrations

Valid, class C license in state working with no adverse driving record.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office.