Client Coordinator

• 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