Remote Client Services Coordinator for Benefits Tech

Corestream-; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

Corestream is seeking a Client Service Coordinator to support our Client Executives in managing key client accounts. You will serve as the primary client contact for service requests, reporting needs, and escalations, working with internal and external stakeholders to resolve issues quickly.

Based in Tampa withRemote-friendly opportunities, you will manage Salesforce progress, prepare data analyses for meetings, and deliver accurate, timely updates.

Qualifications

• 2+ years' experience in a client service or support role.
• A proactive, solutions-oriented mindset with a commitment to continuous learning and growth.
• Excellent communication and interpersonal skills, demonstrating empathy, patience, and clarity in client interactions.
• Ability to balance attention to detail with swift execution.
• Strong organizational skills with the ability to prioritize multiple tasks and meet deadlines.
• Proficiency with Salesforce, Smartsheet, PowerBI, and Microsoft Office and other tools.
• Proficiency working with data and reports in Excel.

Responsibilities

• Support Client Executives on daily client requests and escalations and bring them to a resolution in a timely and accurate manner
• Act as the client point of contact for any questions, issues, or escalations that cannot be handled by our Customer Care and Client Operations teams
• Manage operational tasks and updates in Salesforce, including ticket creation, enrollment planning, contact management, and rate and plan design details
• Assist Client Executives with data analysis, reporting, and presentation preparation for client meetings
• Partner with internal teams and external stakeholders, including carrier contacts, to address client needs efficiently
• Support client and partner calls by preparing agendas, taking detailed notes, and documenting action items

Skills

Client service experience

Proactive/problem-solver

Communication

Organization

Attention to detail

Time management

Data analysis

Tools

Salesforce

Smartsheet

PowerBI

Microsoft Office

Excel

Job description

Corestream is seeking a Client Service Coordinator to support our Client Executives in managing key client accounts. You will serve as the primary client contact for service requests, reporting needs, and escalations, working with internal and external stakeholders to resolve issues quickly.

Based in Tampa withRemote-friendly opportunities, you will manage Salesforce progress, prepare data analyses for meetings, and deliver accurate, timely updates.