Part-Time Client Operations Specialist

EPIC Insurance Brokers & Consultants; Austin (TX); On-site; USD 25,000 - 33,000; Part time

Benefits offered by this job

Generous PTO

Parental leave

401(k) with match

Medical, dental, vision insurance

Wellness programs

Tuition reimbursement

Mentorship programs

Employee recognition

Job summary

EPIC Insurance Brokers & Consultants in Austin, TX is seeking a part-time Client Operations Coordinator to provide operational and administrative support to the employee benefits department, working with client service and sales teams to keep day-to-day operations running smoothly.

The role emphasizes document prep, reporting, invoicing, carrier coordination, and project support, with open enrollment materials development, vendor liaison, and process improvements.

Qualifications

• High school diploma required; some college preferred.
• Demonstrated proficiency with Adobe Acrobat Pro, Microsoft 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.
• Create and maintain documents, presentations, reports, correspondence, and communication materials for both internal and external audiences.
• Format PowerPoint presentations in accordance with company branding standards and guidelines.
• 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.
• Support internal team members by responding to requests and providing information in a timely and professional manner.
• Assist with special projects and department initiatives as assigned.
• Collaborate with team members to streamline processes and improve operational efficiency.
• Train staff on invoicing procedures and related operational processes.
• Establish priorities, manage multiple projects simultaneously, and communicate proactively to meet deadlines.
• Maintain confidentiality and professionalism while handling sensitive information.
• Demonstrate a customer-service mindset and commitment to supporting both internal and external stakeholders.

Job description

EPIC Insurance Brokers & Consultants in Austin, TX is seeking a part-time Client Operations Coordinator to provide operational and administrative support to the employee benefits department, working with client service and sales teams to keep day-to-day operations running smoothly.

The role emphasizes document prep, reporting, invoicing, carrier coordination, and project support, with open enrollment materials development, vendor liaison, and process improvements.