Client Coordinator

EPIC Brokers • Houston, TX

2d • $60,000 - $65,000 • Hybrid

About The Position

The Employee Benefits Client Coordinator (CC) works with the Client Executive (CE) and/or Client Manager (CM) to assist with the maintenance of a client’s employee benefits program and the day-to-day service of the account. The CC is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets. The CC is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The CC is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees.

Requirements

• General knowledge of coverages and services regarding Employee benefits
• Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priorities
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Good interpersonal communication skills
• Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
• Texas Life and Health License; Preferred, or willing to obtain within 60 days of hire date
• Valid Driver License

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 (presentations, announcements, guides, website pages, etc.) 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 following data and provide to Execution team for report/document creation: Recast underwriting summary data, Annual notice packet data, 5500 data from carriers, COBRA data, PCORI data, RFP data including census, claim info, insurance contracts & vendor data
• QA Analysts projects/work
• Present strategic initiatives to Consultant for consideration
• Perform special projects as assigned

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps)
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance
• Cancer Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• medical insurance
• dental insurance
• vision insurance
• wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed