Client Service Coordinator

Corestream; Tampa (FL); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Corestream is seeking a Client Service Coordinator to support our Client Executives in managing key client accounts. This role will serve as the primary point of contact for clients, addressing service requests, 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 internal and external parties to solve issues quickly.

Qualifications

• 2+ years in a client service or support role.
• Proactive solutions-oriented mindset with a commitment to learning.
• Excellent communication and interpersonal skills.
• Ability to balance attention to detail with swift execution.
• Strong organizational skills and deadline management.

Responsibilities

• Support Client Executives on daily client requests and escalations and bring them to a resolution in a timely and accurate manner.
• Act as the client point of contact for questions, issues, or escalations that cannot be handled by Customer Care and Client Operations.
• Manage Salesforce tasks: ticket creation, enrollment planning, contact management, rate and design details.
• Assist with data analysis, reporting, and presentation preparation for client meetings.
• Partner with internal teams and external stakeholders, including carrier contacts, to address client needs efficiently.
• Prepare agendas, take notes, and document action items for client and partner calls.

Skills

Client service

Communication

Organizational skills

Data analysis

Cross-functional collaboration

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!

Your Mission:

• Support Client Executives on daily client requests and escalations and bring them to a resolution in a timely and accurate manner
• 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
• Manage operational tasks and updates in Salesforce, including ticket creation, enrollment planning, contact management, and rate and plan design details
• Assist Client Executives with data analysis, reporting, and presentation preparation for client meetings
• Partner with internal teams and external stakeholders, including carrier contacts, to address client needs efficiently
• Support client and partner calls by preparing agendas, taking detailed notes, and documenting action items

Recipe for Success:

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

Cherries on Top

• Experience with employee benefits (voluntary benefits would be a double cherry!)
• Experience at a technology company (benefits technology would also be a double cherry!)

How You’ll Work

You will report directly to the VP of Account Management but will work closely day to day with the CSC Team Leader. However, most of your work will be with the Client Executive whose accounts you’ll be supporting, as well as partnering cross-functionally with Customer Care and Billing to triage client issues quickly and accurately.

Corestream helps employers offer voluntary benefits without the burden. Our technology serves some of the nation's largest companies and, through leading payroll partners, a growing number of small and mid-sized businesses. We're an established company with a startup spirit, where good ideas can come from anyone and people are trusted to own their work. You'll work alongside smart, down-to-earth people who share knowledge freely and make room for you to grow. We offer competitive compensation and a benefits package that reflects how much we value our people.

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.