Client Coordinator

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!

SUMMARY:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Overview:

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.

ESSENTIAL DUTIES AND RESPONSIBLITIES:

• Serve as day-to-day client contact and manage claim issues and escalations
• Facilitate/lead ongoing weekly client calls
• Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research and present findings to client
• Review, analyze & present to client RFP results
• Review and analyze historical open enrollment results & claims data for client
• Maintain/manage client activity per project plan & monitor client budget
• Create and submit stop loss RFPs
• Lead initial & quarterly client strategy meetings
• Attend all meetings and events for clients
• Maintain relationship day-to-day contact with carriers
• Participate in pre-renewal strategy meetings with internal teams
• Review carriers annual reports and schedule annual review meetings with carriers
• Develop and manage implementation plans
• Manage implementation biweekly calls
• Review implementation documents
• Manage open enrollment meetings as requested by client
• Create communication strategy for clients
• Create OE client materials as needed, or coordinate creation of materials with C&E team
• Review all documents (presentations, announcements, guides, website pages, etc.) related to OE and make updates as necessary
• Provide quality review on all client communications
• Provide technical review for client benefit administration portals
• Create ad hoc reports for clients as needed
• Compile following data and provide to Execution team for report/document creation:
  • Recast underwriting summary data
    • Annual notice packet data
    • 5500 data from carriers
    • COBRA data
    • PCORI data
    • RFP data including census, claim info, insurance contracts & vendor data
• QA Analysts projects/work
• Present strategic initiatives to Consultant for consideration
• Perform special projects as assigned

EDUCATION and/or EXPERIENCE:

• 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 independently;
• Good interpersonal communication skills;
• Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively;

CERTIFICATES, LICENSES, REGISTRATIONS:

• Texas Life and Health License; Preferred, or willing to obtain within 60 days of hire date;
• Valid Driver License

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

The national average salary for this role is $60,000.00 - $65,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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