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. , 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.

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.

Benefits

program and the day-to-day service of the account.

spreadsheets. The ACM is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The Client Coordinator 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: Service • 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.

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.

; • 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 ma