Part-Time Client Operations Specialist

Edgewoodpartnersinsurancecenter; Dallas (TX); On-site; USD 25,000 - 34,000; Part time

Benefits offered by this job

401(k) with company match

Medical, dental, vision

Professional development

Tuition reimbursement

Job summary

EPIC Insurance Brokers & Consultants is seeking a part-time Client Operations Coordinator to provide operational and administrative support to the employee benefits department. You’ll partner with client service and sales teams to ensure efficient day-to-day operations, assist with open enrollment materials, invoices, reporting, and carrier coordination.

The role requires strong communication, organizational skills, and proficiency in Adobe Acrobat Pro and Microsoft Office.

Qualifications

• High school diploma required; some college preferred.
• Previous experience in an insurance, employee benefits, or related professional services environment preferred.
• Proficiency with Adobe Acrobat Pro, Microsoft Outlook, Word, Excel, and PowerPoint.
• Experience providing administrative, operational, or client support in a fast-paced business environment preferred.
• Proven ability to manage multiple projects, prioritize competing demands, and meet deadlines.

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 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.

Skills

Communication

Organization

Multitasking

Customer service

Independent work

Problem solving

Confidentiality

Education

High school diploma

Some college

Tools

Adobe Acrobat Pro

Microsoft Office

PowerPoint

Excel

Outlook

Job description

EPIC Insurance Brokers & Consultants is seeking a part-time Client Operations Coordinator to provide operational and administrative support to the employee benefits department. You’ll partner with client service and sales teams to ensure efficient day-to-day operations, assist with open enrollment materials, invoices, reporting, and carrier coordination.

The role requires strong communication, organizational skills, and proficiency in Adobe Acrobat Pro and Microsoft Office.