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Client Coordinator for Employee Benefits
Dallas, TX 75230 US
Insurance brokerage firm
Great company culture with many tenured employees
Client Coordinator for Employee Benefits Role:
In this role you will work with the Client Executive team to support the business objectives of the company.
You will assist with the administrative functions including client questions, proposals, marketing, rate spreadsheets, handling renewals, and support claims resolutions.
Respond promptly to requests for information or assistance from team.
Handle incoming calls from assigned clients, addressing benefit inquiries, claim issues, eligibility concerns, billing matters, and other support-related issues.
Coordinate with medical and ancillary carriers to ensure timely resolution of client issues, acting as a liaison between clients and carriers.
Assist in marketing cases for existing business renewals and new business, including gathering census and experience information, plan designs, rates, and previous carrier details.
Evaluate marketing options from carriers and provide plan recommendations through a proposal spreadsheet, based on client needs.
Collaborate with carriers to ensure timely processing of case submissions and delivery of ID cards to clients.
Support Client Managers by providing enrollment materials, information, and presentations for client meetings.
Assist other team members and handle calls when they are unavailable.
Provide backup support to Client Managers during their absence from the office.
Proofread proposals and benefit summaries for accuracy and completeness.
Attend client meetings as required.
Client Coordinator for Employee Benefits Background Profile:
Bachelor’s degree preferred but equivalent strong experience will be considered in lieu of degree
Required 2 years benefits experience.
Experience and working knowledge of insurance products and usage, ideally on the brokerage side of the business.
MS Office Suite – specifically advanced Excel and PowerPoint experience.
Excellent customer service skills.
Excellent verbal and written communication skills.
High level attention to detail and organizational skills required.
Ability to multi-task and prioritize.
Desire to work in a fast-paced environment with a fast growing company.
Team player as well as the ability to work independently.
Features and Benefits:
Opportunity to participate in an amazing benefits program!
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Bailey is a Talent Executive with Frontline Source Group. She has handled staffing in a wide range of customer service, administrative, finance, marketing, human resources, and engineering roles. As you will see from her prompt communication to straightforward advice on resumes and interviewing, Bailey's main goal as your recruiter is to save you time in your search. Connect with her today to get started!