Remote Benefits Client Coordinator

EPIC Insurance Brokers & Consultants; Seattle (WA); Remote; USD 70,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Wellness program

Employee assistance

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Coordinator to support the Employee Benefits practice. The role collaborates with the Client Executive and Manager to maintain client benefit programs and service daily account needs.

You will assist in meetings, prepare materials, process BORs, and help with reports and open enrollment. Strong organization and communication are essential to succeed in a fast-paced, remote environment.

Qualifications

• General knowledge of employee benefits and related services.
• Proficiency with Microsoft Office suite and basic data handling.
• Strong attention to detail and ability to manage multiple tasks.

Responsibilities

• Assist in client meetings with agendas, reporting and presentations.
• Process BORs, update internal systems and client portals, and prepare invoices.
• Contribute to reports such as 5500 filings and audits.
• Provide open enrollment support with communications and health fairs.
• Resolve client and employee issues on billing and claims.
• Build relationships and collaborate effectively with teams.
• Set priorities with CE/CM and manage workflow to meet goals.
• Maintain workflow logs and update benefits information in systems.
• Stay informed on industry developments to improve performance.
• Ensure timely and accurate servicing of client accounts.

Skills

Microsoft Office

Attention to detail

Time management

Multitasking

Interpersonal communication

Education

High School diploma or equivalent

Tools

Windows

Outlook

Word

PowerPoint

Excel

Job description

EPIC Insurance Brokers & Consultants is seeking a Client Coordinator to support the Employee Benefits practice. The role collaborates with the Client Executive and Manager to maintain client benefit programs and service daily account needs.

You will assist in meetings, prepare materials, process BORs, and help with reports and open enrollment. Strong organization and communication are essential to succeed in a fast-paced, remote environment.