Client Coordinator

EPIC Insurance Brokers & Consultants; Tacoma (WA); Remote; USD 48,000 - 52,000; Full time

Benefits offered by this job

Paid time off

Bonuses possible

Health benefits

Remote work

Job summary

EPIC Insurance Brokers & Consultants is seeking an Employee Benefits Client Coordinator for a 100% remote role, with a preference for candidates near Seattle, WA. You will work with the Client Executive/Client Manager to service client benefit programs and day-to-day account needs.

The role involves client management, enrollment support, data processing, and coordinating open enrollment while maintaining accurate records. A strong MS Office skillset and two+ years in benefits are desired.

Qualifications

• High school diploma or equivalent required.
• Two+ years’ experience with a benefits consulting or brokerage firm or comparable insurance carrier/TPA.
• General knowledge of employee benefits coverages and services.
• Proficient in Microsoft Office (Windows, Outlook, Word, PowerPoint, Excel).
• Strong attention to detail and time management.
• Ability to multi-task and work both independently and in a team.
• Excellent interpersonal communication skills.

Responsibilities

• Client management and coordination with CE/CM to service accounts.
• Prepare materials for client meetings (agendas, reports, presentations).
• Process BORs, update systems, client portals, and prep invoices.
• Support open enrollment with materials, onsite/virtual meetings, and health fairs.
• Resolve client and employee issues regarding bills and claims.
• Build relationships and collaborate effectively to meet goals.
• Maintain workflow logs and update benefits information in systems.
• Stay informed on industry developments and product changes.

Skills

Benefits knowledge

MS Office

Attention to detail

Time management

Interpersonal communication

Teamwork

Education

High school diploma

Job description

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!

LOCATION:

This position is 100% remote, with a preference for candidates located in or near Seattle, WA.

JOB 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.

WHAT YOU’LL DO:

• Client Management
• Assist in preparing materials for client meetings, including agendas, reporting, and presentations
• Process BORs, update internal systems, update client portals, and prepare invoices
• Contribute to completion of reports such as 5500 filings, audits, benchmarking, experience and financial analytic reports, and other data as needed to assist in servicing the client
• Provide open enrollment support with communication materials, onsite and virtual meetings and health fairs
• Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.
• Build relationships and collaborate effectively
• Personal and Organizational Development
  Work with CE and/or CM to set priorities and manage workflow to ensure goals are met
• 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 communication skills, cooperating purposefully, and providing information and guidance as needed to achieve business goals
• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance

WHAT YOU’LL BRING:

• General knowledge of coverages and services regarding Employee Benefits
• Intermediate knowledge Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
• Strong attention to detail and time management
• Strong ability to multi-task and prioritize
• Ability to work effectively both independently and collaboratively in a team environment
• Good interpersonal communication skills
• High school diploma or equivalent required; additional education or relevant experience preferred
• Prefer two or more years’ experience with a benefits consulting or brokerage firm or comparable experience with an insurance carrier or TPA
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have a high level of interpersonal skills to handle sensitive and confidential situations
• Washington Life, Disability (health), Travel license, preferred or willing to obtain within 60 days of hire date

COMPENSATION:

The hourly pay range for this position is $35.89 - $38.47 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. We offer:
• 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
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• 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.