Client Coordinator

EPIC Insurance Brokers & Consultants

. Assist the Client Executive and/or Client Manager with maintenance of clients’ employee benefits programs and day-to-day account service .

Posted 9/30/2026full-timeRemote • Washington • United StatesMid-LevelSenior💰 $36 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Employee Benefits program management, including client service, data analysis, and compliance with industry regulations. Proficient in Microsoft Office tools and capable of managing multiple tasks in a fast-paced environment while maintaining strong interpersonal communication.

Highest-signal resume keywords

Employee Benefits KnowledgeMicrosoft Office ProficiencyClient Service ExperienceInterpersonal Communication SkillsWashington Life And Disability License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits ManagementData Analysis5500 FilingsFinancial ReportingInvoice Preparation

Soft Skills

Attention To DetailTime ManagementMultitaskingTeam CollaborationProblem Solving

Tools & Technologies

Agency Management SystemsClient PortalsMicrosoft WindowsMicrosoft OutlookMicrosoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Washington Life LicenseWashington Disability License

Industry Keywords

Employee BenefitsInsurance CarrierTPAClient ExecutiveClient Manager

About the role

Key responsibilities & impact

Assist the Client Executive and/or Client Manager with maintenance of clients’ employee benefits programs and day-to-day account service
Prepare materials for client meetings, including agendas, reports, and presentations
Process BORs, update internal systems and client portals, and prepare invoices
Contribute to 5500 filings, audits, benchmarking, experience and financial analytic reports, and other client-service data
Provide open enrollment support through communication materials, onsite and virtual meetings, and health fairs
Assist with resolving client and employee issues, including billing discrepancies and claims issues
Build relationships and collaborate effectively
Set priorities and manage workflow with the Client Executive and/or Client Manager
Maintain workflow logs and update benefits information in agency management systems, manuals, documentation, and records
Stay informed about industry information, products, programs, coverages, legislation, and technology
Project a professional image in actions and appearance

Requirements

What you’ll need

General knowledge of Employee Benefits coverages and services
Intermediate knowledge of Microsoft Office, including Windows, Outlook, Word, PowerPoint, and Excel
Strong attention to detail and time management
Strong ability to multitask and prioritize
Ability to work effectively with and without direct supervision
Ability to work effectively in a team environment and independently
Good interpersonal communication skills
High school diploma required
Two or more years’ experience with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier or TPA preferred
Ability to work in a fast-paced environment and juggle multiple competing tasks and demands
High level of interpersonal skills to handle sensitive and confidential situations
Washington Life, Disability (health), Travel license preferred or willingness to obtain within 60 days of hire
Valid driver license

Benefits

Comp & perks

Generous paid time off
22 PTO days starting out for hourly/non-exempt employees
12 company-observed paid holidays
4 early-close days
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
$1,500 employee referral bonus per hired referral
Employee recognition programs, awards, and trips
Employee Resource Groups: Women’s Coalition and EPIC Veterans Group
Mentorship Program
Tuition Reimbursement Program
Leadership Development
Pet Insurance
Identity Theft & Fraud Protection Coverage
Legal Planning
Family Planning
Menopause & Midlife Support
401(k) matching
Medical insurance
Dental insurance
Vision insurance
Wellness and employee assistance programs
Inclusive work environment
Charitable support through Donation Connection, Employee Assistance Fund, and People First Foundation