Employee Benefits Client Coordinator

EPIC Insurance Brokers & Consultants is seeking a 100% remote Employee Benefits Client Coordinator based in Seattle, WA.

The Employee Benefits Client Coordinator (CC) supports the Client Executive (CE) and/or Client Manager (CM) in maintaining a client’s employee benefits program and handling day-to-day account service.

What You’ll Do:

Client Management:

• 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 5500 filings, audits, benchmarking, experience and financial analytic reports, and other data as needed;
• Provide open enrollment support with communication materials, onsite and virtual meetings, and health fairs;
• Assist with resolving client and employee issues regarding bill discrepancies, claims issues, etc.;
• Build relationships and collaborate effectively.

Personal and Organizational Development:

• Work with CE/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;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology;
• Project a professional image in action and appearance.

What You’ll Bring:

• General knowledge of coverages and services regarding Employee Benefits;
• Intermediate knowledge of Microsoft Office programs (Windows, Outlook, Word, PowerPoint, Excel);
• Strong attention to detail and time management;
• Strong ability to multi-task and prioritize;
• Ability to work effectively with and without direct supervision and in a team environment;
• Good interpersonal communication skills;
• High school diploma required; 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;
• 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;
• Washington Life, Disability (health), Travel license preferred or willing to obtain within 60 days of hire date;
• Valid Driver License.