Client Coordinator - Employee Benefits

 

OVERVIEW
The Client Coordinator provides support to Employee Benefits Leadership, Service Teams and clients. They deliver administrative support, communications, and technology resources with customer service and satisfaction as a priority for the Employee Benefits Division.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Acts as an advocate for the benefits service teams and clients
• Cultivates and maintains successful and effective working relationships with clients, carriers, vendors, and coworkers in all divisions
• Participates in ongoing scheduled meetings with service teams
• Coordinates the details to ensure the successful presentation of webinars and seminars for clients/prospects
• Champions technology platforms used by benefits team including BenefitPoint, SalesForce, ThinkHR, SurveyMonkey
• Creates and manages financial reports for management: including team metrics, sales and commission activities
• Works with Supervisor and Team Leaders to increase efficiencies by offering workflow suggestions on technology needs relating to communication, marketing, reporting
• Assists with new hire on-boarding
• Assists leadership with administrative duties: including emails, calendar, reports meetings
• Maintains carrier contracts
• Processes A/P invoices
• Manages confidential information in accordance with office policy and regulations as appropriate
• Direct/prioritize activities for facilities team providing support in the Newport Beach office
• Allocate and delegate work as necessary
• Other duties may be assigned
Personal and Organizational Development
• Set priorities and manage workflow for self to ensure all goals are met
• 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
• Project a professional image in action and appearance

KEY COMPETENCIES
• Customer service oriented
• Must have working knowledge of a variety of Microsoft Office computer software applications 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
• Strong interpersonal communication skills, both written and oral

EDUCATION AND/OR EXPERIENCE
• High school diploma is required
• Must have customer service experience
• 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 as this position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy

The national average salary for this role is $50,000 to $55,000 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.

WHY JOIN US?
• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry

• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

 

Client-provided location(s): Concord, CA

Job ID: 8143017002

Employment Type: OTHER

Posted: 2025-08-28T18:35:00