Client Services Coordinator
About The Position
At Securance Corp Agency, we help employers design and manage competitive employee benefits programs while providing exceptional client service every step of the way. We're looking for a motivated and detail-oriented Client Services Coordinator to join our Houston office and support our Employee Benefits team. This is a great opportunity for someone who enjoys organization, problem-solving, working with data, and building relationships with insurance carriers and clients. Whether you're an experienced benefits professional or looking to further develop your career in employee benefits, we'll provide the support and exposure needed to help you grow. As a Client Services Coordinator, you'll work closely with our Account Managers to support employer benefit programs and help ensure clients receive timely, accurate, and exceptional service.
Requirements
- 2-5 years of experience in employee benefits, insurance, client services, account support, or a related field
- Strong Microsoft Office skills, particularly Excel, Outlook, Word, and PowerPoint
- Excellent attention to detail and organizational skills
- Strong written and verbal communication abilities
- Ability to manage multiple priorities in a fast-paced environment
- Willingness and ability to obtain a Life & Health License in the future
Nice To Haves
- Experience with Applied Epic or a similar agency management system is a plus
- Active Life & Health Insurance License is preferred, but not required
- College degree preferred
Responsibilities
- Assisting Account Managers with client service and renewal activities
- Gathering and organizing employee census information for carrier submissions
- Coordinating Requests for Proposal (RFPs) and carrier quoting processes
- Working directly with insurance carriers to market employee benefit plans
- Reviewing and tracking carrier quotes and responses
- Creating benefit comparison spreadsheets and proposal materials
- Maintaining client records and documentation
- Supporting new client onboarding and implementation activities
- Assisting with presentations, reports, and client communications
- Helping ensure projects are completed accurately and on schedule
Benefits
- Competitive compensation
- Comprehensive benefits package
- Paid time off and holidays
- Ongoing professional development opportunities
- Career growth within a growing organization
- A collaborative and supportive workplace culture
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
