Employee Benefits Client Success Coordinator

The-Securance-Corporation-Agency; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Paid time off

Job summary

Securance Corp Agency in Houston is seeking a Client Services Coordinator to support our Employee Benefits team. You will assist Account Managers, gather census data, coordinate RFPs, and maintain client records.

Ideal candidates have 2–5 years in employee benefits, strong MS Office skills (Excel/Outlook/Word/PowerPoint), attention to detail, and excellent communication. A Life & Health license is preferred but not required; degree is preferred.

Qualifications

• 2–5 years of experience in employee benefits, insurance, client services, account support, or 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.

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

Microsoft Office

Excel

Attention to detail

Communication

Time management

Team collaboration

Education

College degree preferred

Tools

Applied Epic

Job description

Securance Corp Agency in Houston is seeking a Client Services Coordinator to support our Employee Benefits team. You will assist Account Managers, gather census data, coordinate RFPs, and maintain client records.

Ideal candidates have 2–5 years in employee benefits, strong MS Office skills (Excel/Outlook/Word/PowerPoint), attention to detail, and excellent communication. A Life & Health license is preferred but not required; degree is preferred.