Client Service Coordinator - Employee Benefits jobs in United States
cer-icon
Apply on Employer Site
company-logo

BSI Corporate Benefits ยท 1 day ago

Client Service Coordinator - Employee Benefits

BSI Corporate Benefits is a rapidly growing firm dedicated to providing exceptional service to clients. The Client Service Coordinator will manage client benefits administration and support the Account Leads to ensure client retention and satisfaction.

ConsultingFinancial ServicesInsurance

Responsibilities

Day-to-day execution of assigned client's benefits administration, wellness programs and overall client service needs
Serve as the point of contact for all issues and services related to the account while supporting the Account Leads on all assigned tasks needed to ensure client retention
Provide outstanding client service to all current and prospective clients on a daily basis
Work directly with the Account team and all supporting departments to prepare client presentations
Ensure all client information is maintained and updated using the internal tracking system
Create and assist in employee engagement communications for clients
Track monthly client wellness participation
Provide support for client open enrollment meetings
Track upcoming compliance needs and assist with client benefit compliance programs
Provide support to other BSI departments on an as-needed basis
Travel to client locations to support client meetings and on-site needs

Qualification

Client ServiceHealth Insurance KnowledgeCommunication SkillsMS Office SuiteSalesforceBilingual (English/Spanish)Organizational SkillsActive ListeningProject Management

Required

Bachelor's Degree in Business, Communication, or other related field or 4 years of industry-related experience
Life, Accident, and Health insurance licenses or the ability to obtain them within 6 months of employment
Understanding of Health Insurance, Health Savings Accounts, and the insurance rating process for fully insured, experience-rated, and self-funded plans
Superior oral and written communication skills and the ability to present professionally via in-person, online, phone, and written communication methods
Ability to establish a rapport and build relationships with clients and carrier representatives
Exceptional active listening skills
Strong computer skills inclusive of the MS Office Suite & Google. Prior experience with Salesforce or client information tracking systems is preferred
Ability to manage multiple projects while working in a fast-paced work environment
Excellent organizational skills and the ability to prioritize tasks appropriately
Self-starter with the willingness to learn and work independently

Preferred

Prior experience with Salesforce or client information tracking systems
Bilingual candidates (English/Spanish) are encouraged to apply; bilingual proficiency is a plus but not required

Benefits

Comprehensive medical, dental, and vision benefits
Employer-paid STD, LTD, and life insurance; voluntary supplemental life and AD&D insurance options provided.
Telemedicine and employee wellness program
401k plan with generous company match
Profit sharing plan
Tuition assistance and student loan repayment benefits
Generous PTO plan and paid holidays (including your birthday!)
Hybrid work model
Free coffee/tea at the local coffee shop located by our office
Healthy snacks in the office
Summer Flex Fridays
Fun, team-spirited work environment with company events, cultural activities, and team bonding

Company

BSI Corporate Benefits

twittertwittertwitter
company-logo
BSI Corporate Benefits is a financial firm that provides insurance, account management, funding strategies and consulting services.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Tony DaRe
CEO
linkedin
leader-logo
Valerie Lewis
Chief Operating Officer
linkedin
Company data provided by crunchbase