EPIC Insurance Brokers & Consultants · 3 weeks ago
Client Coordinator - Employee Benefits
Concord, CA
Contract
Onsite
New Grad, Entry Level
$35.90/hr - $35.90/hrEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. The Employee Benefits Client Coordinator will assist with the maintenance of client employee benefits programs, coordinate open enrollments, and support the Client Executive and Client Manager in servicing client needs.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Hiring Manager
Michael Spell
Responsibilities
Assist the CE and/or CM in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), track carrier responses, and help assemble the marketing spreadsheets for CE and/or CM review
Draft open enrollment communication materials and wallet cards, and assist with the coordination of and support open enrollment meetings and health fairs
Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client
Process BORs, update internal systems, update client HR/employee portals, and prepare invoices, as necessary
Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc
Provide additional administrative support to the service teams for new and existing clients
Work with CE and/or CM to set priorities and manage workflow for self to ensure goals are met
Maintain up-to-date workflow logs, and update benefits information on agency management systems, manuals or other required documentation and records
Be responsive and 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
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Project a professional image in action and appearance
Perform special projects as assigned
Qualification
Required
General knowledge of coverages and services regarding Employee benefits
Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs 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
Good interpersonal communication skills
Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
Benefits
Generous Paid Time off
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company
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.
Founded in 2007
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase