Client Services Coordinator

Socket.dev; Houston (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

PTO & holidays

Professional development

Career growth

Job summary

Securance Corp Agency is seeking a detail-oriented Client Services Coordinator in Houston to support our Employee Benefits team. You will collaborate with Account Managers, manage census data, and help market employee benefit plans while ensuring timely, accurate service to clients.

The ideal candidate has 2–5 years in employee benefits or related fields, strong MS Office skills, and a collaborative problem-solving mindset.

Qualifications

• 2–5 years of experience in employee benefits, insurance, client services, or related field.
• Strong Microsoft Office skills (Excel, Outlook, Word, PowerPoint).
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication abilities.

Responsibilities

• Assist Account Managers with client service and renewal activities.
• Gather and organize employee census information for carrier submissions.
• Coordinate RFPs and carrier quoting processes.
• Work with insurance carriers to market employee benefit plans.
• Review and track carrier quotes and responses.
• Create benefit comparison spreadsheets and proposal materials.
• Maintain client records and documentation.
• Support new client onboarding and implementation activities.
• Assist with presentations, reports, and client communications.
• Help ensure projects are completed accurately and on schedule.

Skills

2-5 years experience

Microsoft Office

Attention to detail

Communication skills

Multi-tasking

Applied Epic

Life & Health License (preferred)

College degree (preferred)

Education

College degree

Tools

Applied Epic

Job description

Description

Join Our Growing Employee Benefits Team

At Securance Corp Agency, we help employers design and manage competitive employee benefits programs while providing exceptional client service every step of the way. We're looking for a motivated and detail-oriented Client Services Coordinator to join our Houston office and support our Employee Benefits team.

This is a great opportunity for someone who enjoys organization, problem-solving, working with data, and building relationships with insurance carriers and clients. Whether you're an experienced benefits professional or looking to further develop your career in employee benefits, we'll provide the support and exposure needed to help you grow.

What You'll Do

As a Client Services Coordinator, you'll work closely with our Account Managers to support employer benefit programs and help ensure clients receive timely, accurate, and exceptional service.

Responsibilities include:

• Assisting Account Managers with client service and renewal activities
• Gathering and organizing employee census information for carrier submissions
• Coordinating Requests for Proposal (RFPs) and carrier quoting processes
• Working directly with insurance carriers to market employee benefit plans
• Reviewing and tracking carrier quotes and responses
• Creating benefit comparison spreadsheets and proposal materials
• Maintaining client records and documentation
• Supporting new client onboarding and implementation activities
• Assisting with presentations, reports, and client communications
• Helping ensure projects are completed accurately and on schedule

Requirements

What We're Looking For

We're seeking someone who is organized, curious, dependable, and enjoys being part of a collaborative team.

Preferred qualifications include:

• 2-5 years of experience in employee benefits, insurance, client services, account support, or a related field
• Strong Microsoft Office skills, particularly Excel, Outlook, Word, and PowerPoint
• Excellent attention to detail and organizational skills
• Strong written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Experience with Applied Epic or a similar agency management system is a plus
• Active Life & Health Insurance License is preferred, but not required
• Willingness and ability to obtain a Life & Health License in the future
• College degree preferred

Why Join Securance Corp Agency?

At Securance Corp Agency, we believe our people are our greatest asset. We foster a supportive, team-oriented environment where employees have the opportunity to learn, grow, and make a meaningful impact.

We offer:

• Competitive compensation
• Comprehensive benefits package
• Paid time off and holidays
• Ongoing professional development opportunities
• Career growth within a growing organization
• A collaborative and supportive workplace culture

Securance Corp Agency is an Equal Opportunity Employer and welcomes applicants from all backgrounds and experiences.