Part-Time Client Operations Coordinator

EPIC Insurance Brokers & Consultants; Houston (TX); On-site; USD 32,000 - 42,000; Part time

Job summary

EPIC Insurance Brokers & Consultants is seeking a part-time Client Operations Coordinator in Houston to provide operational and administrative support to the employee benefits department. You will partner with client service and sales teams to ensure day-to-day operations, manage documents, and support open enrollment materials and communications.

The role emphasizes liaison work with carriers and vendors, data entry, reporting, and process improvements while maintaining confidentiality and high

Qualifications

• High school diploma required; some college preferred.
• Proficiency with Adobe Acrobat Pro, Outlook, Word, Excel, and PowerPoint.

Responsibilities

• Manage carrier appointments and maintain related documentation and records.
• Process third-party invoices accurately and efficiently.
• Perform data entry and generate monthly reports to support department operations and client service activities.
• Assist with the creation, printing, and distribution of open enrollment materials, presentations, and other client communications.
• Format PowerPoint presentations in accordance with company branding standards.
• Design and execute mail merges utilizing Microsoft Excel and Word for large-scale communications.
• Provide administrative support to client service, sales, and operational teams as needed.
• Serve as a liaison between carriers, vendors, and internal teams to facilitate communication and issue resolution.
• Assist with special projects and department initiatives as assigned.
• Train staff on invoicing procedures and related operational processes.

Skills

Communication

Organizational skills

Multitasking

Customer service

Independence

Problem solving

Microsoft Office

Adobe Acrobat Pro

Education

High school diploma

Some college

Tools

Adobe Acrobat Pro

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

EPIC Insurance Brokers & Consultants is seeking a part-time Client Operations Coordinator in Houston to provide operational and administrative support to the employee benefits department. You will partner with client service and sales teams to ensure day-to-day operations, manage documents, and support open enrollment materials and communications.

The role emphasizes liaison work with carriers and vendors, data entry, reporting, and process improvements while maintaining confidentiality and high