Seattle Client Benefits Coordinator

EPIC Insurance Brokers & Consultants; Seattle (WA); On-site; USD 40,000 - 45,000; Full time

Job summary

EPIC Insurance Brokers & Consultants in Seattle seeks a Client Coordinator to support the Client Executive and Client Manager in maintaining a client’s employee benefits program and day-to-day service of the account.

You will assist with open enrollment materials, data collection, and the preparation of benefits spreadsheets, while coordinating materials for open enrollments and health fairs. Strong organization and communication are essential.

Qualifications

• High school diploma required; some college preferred.
• Prefer two or more years’ experience as a Client Manager or Client Service Representative with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA.
• Must have working knowledge of a variety of Microsoft Office applications including Windows, Outlook, Word, PowerPoint, Publisher and Excel.

Responsibilities

• Assist the CE and/or CM in collecting data to prepare the RFP for presentation to carriers, track carrier responses, and help assemble marketing spreadsheets.
• Draft open enrollment communication materials and wallet cards, and coordinate open enrollment meetings and health fairs.
• Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client.
• Process BORs, update internal systems, update client HR/employee portals, and prepare invoices.
• Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.
• Provide additional administrative support to the service teams for new and existing clients.

Skills

Employee benefits knowledge

Attention to detail

Multi-tasking

Self-motivation

Teamwork

Interpersonal skills

Agency software

Education

High school diploma

Texas Life and Health License; Preferred

Valid Driver License

Tools

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants in Seattle seeks a Client Coordinator to support the Client Executive and Client Manager in maintaining a client’s employee benefits program and day-to-day service of the account.

You will assist with open enrollment materials, data collection, and the preparation of benefits spreadsheets, while coordinating materials for open enrollments and health fairs. Strong organization and communication are essential.