Client Coordinator

EPIC Brokers

2d•$36 - $38•Remote

About The Position

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking committed individuals who align with their core values of Owner mindset, Inspire trust, Think big, and Drive results. Founded in 2007 and headquartered in New York City, EPIC has over 4,000 employees nationwide and continues to experience growth and success. This role is 100% remote, with a preference for candidates residing in Seattle, WA.

Requirements

General knowledge of coverages and services regarding Employee Benefits.
Intermediate knowledge Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel.
Strong attention to detail and time management.
Strong ability to multi-task and prioritize.
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.
High school diploma required.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have a high level of interpersonal skills to handle sensitive and confidential situations.
Valid Driver License.

Nice To Haves

Some college preferred.
Prefer two or more years’ experience with a benefits consulting or brokerage firm or comparable experience with an insurance carrier or TPA.
Washington Life, Disability (health), Travel license, preferred or willing to obtain within 60 days of hire date.

Responsibilities

Assist in preparing materials for client meetings, including agendas, reporting, and presentations.
Process BORs, update internal systems, update client portals, and prepare invoices.
Contribute to completion of reports such as 5500 filings, audits, benchmarking, experience and financial analytic reports, and other data as needed to assist in servicing the client.
Provide open enrollment support with communication materials, onsite and virtual meetings and health fairs.
Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.
Build relationships and collaborate effectively.
Work with CE and/or CM to set priorities and manage workflow to ensure goals are met.
Maintain up-to-date workflow logs, and update benefits information on agency management systems, manuals or other required documentation and records.
Be responsive and interact with others effectively utilizing communication skills, cooperating purposefully, and providing information and guidance as needed to achieve business goals.
Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.
Project a professional image in action and appearance.

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
Organ donor/bone marrow donor leave
Employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet 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