Client Service Coordinator

Corestream; Orlando (FL); Remote; USD 40,000 - 80,000; Full time

Job summary

An innovative financial and benefits technology company is on the lookout for a Client Service Coordinator to join their dynamic team. In this role, you'll be the primary point of contact for clients, addressing their service requests and ensuring swift resolutions to their needs. With a focus on employee benefits, you'll collaborate with internal teams and external stakeholders to deliver exceptional service. This fast-growing firm fosters a fun and flexible work environment, offering competitive compensation and unique perks like free snacks, casual dress code, and team lunches. If you're a proactive problem solver with a passion for client service, this opportunity is for you!

Benefits

Free Snacks

Casual Dress Code

Free Beverages

Lunches on the House

Qualifications

• 2+ years of experience in a client service or support role.
• Proficiency in Salesforce, Smartsheet, PowerBI, and Microsoft Office.

Responsibilities

• Support Client Executives with daily client requests and escalations.
• Manage operational tasks and updates in Salesforce.

Skills

Client Service Skills

Communication Skills

Problem Solving

Organizational Skills

Attention to Detail

Tools

Salesforce

Smartsheet

PowerBI

Microsoft Office

Excel

Job description

Corestream is seeking a Client Service Coordinator who will play a crucial role in supporting our Client Executives in managing key client accounts. This role will serve as the primary point of contact for clients, addressing service requests, communications, reporting needs, escalations, and requests for additional products and services. We are looking for a problem solver who is willing to get scrappy and work with a variety of internal and external parties to solve issues quickly. Experience in employee benefits and/or voluntary benefits is a plus. If this sounds like you, read on…

Location: Corestream is headquartered in Tampa, FL, but with a significant population of remote employees based all over the country, being based in Tampa is not a requirement to apply!

Responsibilities:

1. Support Client Executives on daily client requests and escalations and bring them to a resolution in a timely and accurate manner.
2. Act as the client point of contact for any questions, issues, or escalations that cannot be handled by our Customer Care and Client Operations teams.
3. Manage operational tasks and updates in Salesforce, including ticket creation, enrollment planning, contact management, and rate and plan design details.
4. Assist Client Executives with data analysis, reporting, and presentation preparation for client meetings.
5. Partner with internal teams and external stakeholders, including carrier contacts, to address client needs efficiently.
6. Support client and partner calls by preparing agendas, taking detailed notes, and documenting action items.

Recipe for Success:

1. 2+ years’ experience in a client service or support role.
2. A proactive, solutions-oriented mindset with a commitment to continuous learning and growth.
3. Excellent communication and interpersonal skills, demonstrating empathy, patience, and clarity in client interactions.
4. Ability to balance attention to detail with swift execution.
5. Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines.
6. Proficiency with Salesforce, Smartsheet, PowerBI, and Microsoft Office and other tools.
7. Proficiency working with data and reports in Excel.

Cherries on Top:

1. Experience with voluntary benefits (e.g. critical illness, accident insurance, hospital indemnity, legal plans, pet insurance, financial wellness offerings, employee purchasing programs, auto & home, etc.).
2. Experience at a technology company, especially in HRTech, BenefitsTech, and/or FinTech.

Corestream is a fast-growing, cutting-edge financial and benefits technology company. We are an industry leader in the delivery of Voluntary Benefits; our proprietary software is the engine for large, Fortune-500 companies to easily and cost-effectively offer unlimited Voluntary Benefits to its employees through payroll deduction.

We have a driven, flexible, and fun team and offer competitive compensation and benefit packages. Although we are over ten years old, we still have a “start-up” culture and when we are in the office we have a casual dress code, free snacks and beverages, and Wednesday lunches are on the house.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.