Client Coordinator

## About the Role The Client Coordinator plays a pivotal role in the daily operations of Epic Insurance, working closely with the Client Executive and Client Manager to ensure seamless delivery of employee benefits programs. This position is crucial for maintaining strong client relationships, providing day-to-day service, and assisting in the marketing process. As part of a dynamic team, the Client Coordinator will be instrumental in supporting open enrollments, preparing benefits spreadsheets, and updating internal systems.

The role is flexible and remote, offering the opportunity to work with a diverse range of clients across the U.S. Epic Insurance is headquartered in San Francisco but has a national presence, making it an exciting time to join a company that is both locally knowledgeable and globally minded. With over 3,000 employees, the company prides itself on its core values and the fast-paced, growth-oriented environment it offers its team members.

Epic Insurance has grown significantly since its founding in 2007, and this growth is largely attributed to the hard work and dedication of its employees. The company's success is built on the principles of having an owner mindset, inspiring trust, thinking big, and driving results - principles that guide every aspect of its operations, from client service to employee development.

## What You Will Do - Assist the Client Executive and/or Client Manager in collecting data for the Request for Proposal (RFP) and preparing marketing spreadsheets.

• Draft open enrollment communication materials and assist with the coordination of open enrollment meetings and health fairs.
• Collect contracts, experience data, 5500 information, and other necessary data to service clients effectively.
• Process BORs, update internal systems, and prepare invoices as necessary.
• Assist with the resolution of client and employee issues regarding bill discrepancies, claims, and other service-related matters.
• Provide additional administrative support to the service teams for new and existing clients.
• Update various client and internal systems, including benefits information on agency management systems.
• Assist the CE and/or CM with setting priorities and managing workflow to ensure goals are met.
• Maintain up-to-date workflow logs and update benefits information on required documentation and records.
• Interact with others effectively, utilizing good communication skills and providing information and guidance as needed.

## What We Are Looking For - General knowledge of coverages and services regarding Employee benefits.

• Intermediate knowledge of navigating the Internet and various Microsoft Office programs, including Windows, Outlook, Word, PowerPoint, Publisher, and Excel.
• Strong attention to detail and time management skills.
• Ability to work in a fast-paced environment and manage multiple tasks simultaneously.
• Excellent communication and interpersonal skills.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Experience working in the insurance industry, particularly in benefits management, is preferred but not required.
• Familiarity with Adjust and other relevant software is a plus.

## Nice to Have - Experience with data analysis and presentation.

• Knowledge of industry trends and developments in employee benefits.
• Certification in insurance or a related field.
• Previous experience working in a remote or flexible work environment.

## Benefits and Perks - Flexible and remote work arrangement.

• Opportunities for professional development and growth within the company.
• Comprehensive benefits package, including health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid time off and holidays.
• Access to cutting-edge technology and software.
• Collaborative and dynamic work environment.
• Recognition and reward for outstanding performance.

- Understand the company culture: Epic Insurance values an owner mindset, inspiring trust, thinking big, and driving results. Show how your skills and experience align with these values.

• Highlight your analytical skills: Proficiency in Adjust and Excel is crucial. Be prepared to give examples of how you've used these tools in previous roles.
• Emphasize your communication skills: The ability to interact effectively with clients and team members is vital. Prepare examples of times when you successfully communicated complex information.
• Be ready to talk about your experience with benefits management: Even if it's not directly related, think about how your previous roles have prepared you to understand and manage benefits programs.
• Show enthusiasm for the industry: Demonstrate your knowledge of industry trends and your eagerness to learn more about employee benefits and insurance.
• Prepare questions for the interviewer: Asking about the team, the company culture, and opportunities for growth shows your interest in the role and the company.
• Be open about your experience with remote work: Highlight any experience you have with flexible work arrangements and how you stay productive in a remote setting.