Client Services Coordinator
About The Position
GIS Communications LLC, a leading Benefit Enrollment company, is dedicated to providing exceptional support to our clients' employees during their benefit enrollment process. We are committed to delivering seamless, efficient, and personalized service to ensure our clients' workforce is well-informed and confidently enrolled in their benefit plans. We are currently seeking a motivated and detail-oriented Client Services Coordinator to join our Client Services team and contribute to our mission of delivering outstanding client experiences. The Client Services Coordinator supports the client services team by developing and executing digital marketing campaigns, communications, and educational materials to boost employee engagement in the benefits programs. They assist with new case setups, open enrollment, and content improvements.
Requirements
- Extremely proficient in Microsoft Office Suite to include Excel, Word, PowerPoint.
- Strong analytical skills.
- Ability to multi-task and work on multiple projects.
- Excellent verbal, written communication, and interpersonal skills.
- Excellent organization skills.
- Attention to detail.
- Above average problem solving capabilities.
Nice To Haves
- Employee benefits product knowledge experience.
- Previous benefit enrollment marketing and/or Client Services experience.
Responsibilities
- Attend and support conference calls with brokers/clients and take clear and precise notes regarding the benefit enrollment process.
- Create/update project plan as needed with updates to Action Items, appointment details/scheduling info, benefit details (Benefits at a Glance) with new information as necessary.
- Create and proactively update CRM system for project details and appointment scheduling site setup, etc.
- Email broker/GIS for any outstanding documents or questions for case training in support of the Client Service Manager.
- Proofread and cross-check key benefit details between proposals, summaries and benefit guides for accuracy and complete details to support the enrollment for the team.
- Draft, proofread and provide edits for communication pieces needed for enrollments to include emails, flyers, text messages, and benefits microsite among other items.
- Create newly eligible project plans, communication pieces, calendar reminders and send monthly/yearly updates to new hire communications for Onboarding Concierge groups.
- Proactively support the Client Service Manager (e.g. document email details and documents received, add to cloud storage as needed) and update the Project Plan accordingly)
- Assist the training team with training material for case training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
