Client Service Coordinator

Corestream-; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

Corestream is seeking a Client Service Coordinator to support our Client Executives in managing key client accounts. You will serve as the primary client contact for service requests, reporting needs, and escalations, working with internal and external stakeholders to resolve issues quickly.

Based in Tampa withRemote-friendly opportunities, you will manage Salesforce progress, prepare data analyses for meetings, and deliver accurate, timely updates.

Qualifications

• 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.

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 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

Skills

Client service experience

Proactive/problem-solver

Communication

Organization

Attention to detail

Time management

Data analysis

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 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.