Client Coordinator - Employee Benefits
18 hours ago
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OnsiteFull-timeEntry
Summary
EPIC Insurance Brokers & Consultants is seeking a Client Coordinator - Employee Benefits to join their team in Rancho Cordova, CA. The role involves assisting with the maintenance of a client’s employee benefits program and providing day-to-day service for the account.
About the Role
As a Client Coordinator, you will work closely with the Client Executive and/or Client Manager to support the marketing process, prepare materials for open enrollments, and update client systems. Your responsibilities will include collecting data for proposals, drafting communication materials, and resolving client issues, all while maintaining a professional image and effective communication.
About You
Required:
- High school diploma required; some college preferred.
- Two or more years’ experience as an Associate Client Manager or Client Service Representative with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier or TPA.
- Working knowledge of Microsoft Office applications including Windows, Outlook, Word, PowerPoint, Publisher, and Excel.
Preferred:
- California Life and Health License; preferred, or willing to obtain within 60 days of hire date.
- Strong attention to detail and time management abilities.
Benefits
- Generous Paid Time off including 22 PTO days for hourly/non-exempt employees and 12 company-observed paid holidays.
- Generous employee referral bonus program of $1,500 per hired referral.
- Professional growth & development opportunities including Mentorship and Tuition Reimbursement Programs.
- Unique benefits such as Pet Insurance, Cancer Insurance, and Identity Theft Protection.
- 401(k) matching, medical, dental, and vision insurance.
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Rancho Cordova, CA