Client Coordinator Employee Benefits

About the position

EPIC Insurance Brokers & Consultants is seeking a dedicated individual to join our team as a client contact and claims manager. This role involves managing day-to-day client interactions, facilitating weekly client calls, and analyzing health and welfare plans. The successful candidate will review and present RFP results, analyze historical enrollment results, and maintain client activity according to project plans. The position requires strong communication skills and the ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Serve as day-to-day client contact and manage claim issues and escalations
• Facilitate/lead ongoing weekly client calls
• Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research and present findings to client
• Review, analyze & present to client RFP results
• Review and analyze historical open enrollment results & claims data for client
• Maintain/manage client activity per project plan & monitor client budget
• Create and submit stop loss RFPs
• Lead initial & quarterly client strategy meetings
• Attend all meetings and events for clients
• Maintain relationship day-to-day contact with carriers
• Participate in pre-renewal strategy meetings with internal teams
• Review carriers annual reports and schedule annual review meetings with carriers
• Develop and manage implementation plans
• Manage implementation biweekly calls
• Review implementation documents
• Manage open enrollment meetings as requested by client
• Create communication strategy for clients
• Create OE client materials as needed, or coordinate creation of materials with C&E team
• Review all documents related to OE and make updates as necessary
• Provide quality review on all client communications
• Provide technical review for client benefit administration portals
• Create ad hoc reports for clients as needed
• Compile data for report/document creation
• Present strategic initiatives to Consultant for consideration
• Perform special projects as assigned

Requirements

• High school diploma required, some college preferred
• Working knowledge of Microsoft Office applications including Windows, Outlook, Word, PowerPoint, Publisher, and Excel
• Ability to work in a fast-paced environment with multiple competing tasks
• High level of interpersonal skills to handle sensitive and confidential situations
• Fluency in Spanish would be a plus
• Ability to work in the office 2-3 days per week

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees; 22 PTO days for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC's values
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• 401(k) matching, medical insurance, dental insurance, vision insurance, wellness & employee assistance programs
• 50/50 Work Culture supporting collaboration and teamwork
• Charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation