Client Coordinator

1390 Willow Pass Road Suite 800, Concord, CA 94520

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

The Employee Benefits Client Coordinator (CC) works with the Client Executive (CE) and/or Client Manager (CM) to assist with the maintenance of a client’s employee benefits program and the day-to-day service of the account. The CC is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets. The CC is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs.

The CC is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assist the CE and/or CM in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), track carrier responses, and help assemble the marketing spreadsheets for CE and/or CM review.
• Draft open enrollment communication materials and wallet cards, and assist with the coordination of and support open enrollment meetings and health fairs.
• Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client.
• Process BORs, update internal systems, update client HR/employee portals, and prepare invoices, as necessary.
• Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.
• Provide additional administrative support to the service teams for new and existing clients.
• Personal and Organizational Development.
• Work with CE and/or CM to set priorities and manage workflow for self 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 good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Project a professional image in action and appearance.
• Perform special projects as assigned.

• General knowledge of coverages and services regarding Employee benefits.
• Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel.
• Strong attention to detail and time management abilities.
• Strong ability to multi-task and assign priorities.
• 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…