Client Success & Benefits Coordinator

The Plexus Groupe; Illinois; On-site; USD 55,000 - 75,000; Full time

Job summary

The Plexus Groupe in Deer Park, IL is seeking a Client Coordinator to support our Employee Benefits Practice. You will assist the Client Manager and Client Executive with inquiries, proposals, marketing, rate spreadsheets, and service tasks for clients in Deer Park and other locations.

Ideal candidates will have a BA/BS and at least 2 years of benefits experience, with strong Excel skills and the ability to prioritize, work independently, and collaborate in a fast-paced environment.

Qualifications

• Must have a BA/BS degree and at least 2 years of Benefits experience.
• Working knowledge of insurance products and usage.
• Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Confident with setting priorities and managing workflow.
• Ability to work independently with little supervision.
• Collaborate with a team environment.
• Work well and stay calm under times of stress.
• Ability to take direction from multiple authority figures.

Responsibilities

• Respond timely to Client Manager and Client Executive requests.
• Handle incoming calls from assigned clients regarding benefit questions, claim issues, eligibility, billing and other support issues.
• Coordinate with medical and ancillary carriers to ensure timely resolution of client issues.
• Marketing of cases for existing business renewals and new business; gather census and experience information, plan designs, rates and previous carrier information.
• Review marketing options from carriers and provide plan options based on client needs, via proposal spreadsheet.
• Work with carriers to ensure timely processing of case submissions; ensure ID cards are received by the client in a timely fashion.
• Support Client Manager with enrollment materials, information and presentations for meetings with clients.
• Support other team members and take calls when other team members are unavailable.
• Provide backup support to Client Manager.
• Proof proposals and benefit summaries for other team members.
• Attend client meetings when necessary.
• Serve as back-up to Office Administrator upon request.

Education

BA/BS degree

Benefits experience

Insurance products knowledge

Microsoft Office Suite

Prioritization

Independent work

Team collaboration

Under pressure

Multi-authority direction

Tools

Microsoft Office Suite

Job description

The Plexus Groupe in Deer Park, IL is seeking a Client Coordinator to support our Employee Benefits Practice. You will assist the Client Manager and Client Executive with inquiries, proposals, marketing, rate spreadsheets, and service tasks for clients in Deer Park and other locations.

Ideal candidates will have a BA/BS and at least 2 years of benefits experience, with strong Excel skills and the ability to prioritize, work independently, and collaborate in a fast-paced environment.