SUMMARY: The Client Coordinator will support the Client Services Team in serving and responding to clients needs on a daily basis.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Works on site with consistent attendance.
- Data entry
- Daily Fulfillments
- Assist with Open Enrollments
- Assist in generating board meeting minutes as requested and deemed appropriate
- Responsible for maintaining executed contracts
- Assist in preparing draft agendas at Client Manager/ Account Executive direction
- Set up board meetings and related items
- Coordinate facilities for meetings
- Assure quorum
- Process Incoming Faxes and Mail
- Assist With Outbound Calls
- Performs other duties and responsibilities as assigned by Management
- Receive incoming requests for research from Account Executives and Client Managers.
- Provide timely and detailed responses
- Build strong relationships with Account Executives and Client Managers
- Responsible for obtaining necessary information completing all activity as required.
- Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates
- Appropriately escalate opportunities to Upper Management as needed.
- Ensure proper handling of customer issues and concerns.
- Navigate and understand My Health Benefits platform
- Administrative duties in support to Client Services team
Knowledge, Skills, & Abilities:
- Strong computer skills, including Word, Excel, and Outlook
- Excellent verbal and written communication skills
- Good analytical skills
- Positive problem-solving skills.
- Ability to provide effective leadership in all aspects of position.
- Must be dependable and maintain excellent attendance and punctuality.
- Ability to grow with changing demands of the position and the company.
Supervisory Responsibilities: This job has no supervisor responsibilities
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The 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.
Education and/or Experience: High School diploma or G.E.D; and minimum of 6 months related experience and/or training; or equivalent and any combination of education, training, and/or experience, which demonstrates ability to perform the duties described
Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as plan documents, memos, letters, and procedure manuals. Ability to write routine reports, meeting notes, project documentation, and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.
Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
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