Client Services Coordinator

WM MICHAEL STEMLER INC•Stockton, CA

4d•$24 - $26•Remote

About The Position

To assist the Account Executive/Account Managers and their assigned clients by performing the following duties and responsibilities. The Client Services Coordinator may communicate directly with clients and brokers with the understanding the assigned Account Executive/Account Manager is copied on all correspondence and/or responsible for reviewing and approving any correspondence distributed.

Requirements

1- 3 years experience in coordinator or administrative role, and/or benefit analyst role
Knowledge of and experience with employee health benefits
Strong computer and analytic skills, including experience creating client presentations using Microsoft Office programs
Excellent verbal and written communication skills
Expertise in handling difficult client issues related to health plan services, policies and procedures
Knowledge of self-funding preferred

Responsibilities

Collaborates with Account Managers & Account Executives in the development and execution of client/broker needs.
Responsible for client/broker weekly, end of month, and ad-hoc reporting.
Phone & E-mail inquiries from clients/brokers.
Gather information necessary to calculate stats for various performance standards, negotiation logs, subrogation reports, and other custom reports the client/broker requires.
Responsible for providing quarterly and annual reports to Account Manager for client/broker distribution.
Coordinates with Account Manager to maintain positive relationships with clients/brokers.
Establishes and maintains effective customer relationships with key decision makers and stakeholders, including consultants and brokers.
Ensures that reporting data is current, accurate and completed timely.
Reinsurance for renewals; pull claims data, census, enrollment, and pended claim reports as needed.
Completing administrative service agreements, addendums, and special requests.
Responsible for maintaining master documents for report schedules, quarterly/annual meetings and other master lists/trackers as created and implemented by VP of Client Services.
Responsible for uploading/revising information on our website concerning client updates.
Faxing, filing, scanning, shredding, and uploading information
Consistently supports compliance by maintaining the privacy and confidentiality of information, protecting the assets of the organization, acting with ethics and integrity, reporting non-compliance, and adhering to applicable federal, state and local laws and regulations, accreditation and licenser requirements (if applicable), and Delta Health Systems policies and procedures.