Client Coordinator

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

This position will be 100% remote, and we prefer candidates residing in Seattle, WA.

The Employee Benefits Client Coordinator (CC) works with the Client Executive (CE) and/or Client Manager (CM) to assist with the maintenance of a client’s employee benefits program and the day-to-day service of the account.

• Assist in preparing materials for client meetings, including agendas, reporting, and presentations
• Process BORs, update internal systems, update client portals, and prepare invoices
• Contribute to completion of reports such as 5500 filings, audits, benchmarking, experience and financial analytic reports, and other data as needed to assist in servicing the client
• Provide open enrollment support with communication materials, onsite and virtual meetings and health fairs
• Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues, etc.
• Build relationships and collaborate effectively

• Work with CE and/or CM to set priorities and manage workflow 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 communication skills, cooperating purposefully, and providing information and guidance as needed to achieve business goals
• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance
• Project a professional image in action and appearance

• • General knowledge of coverages and services regarding Employee Benefits
  • Intermediate knowledge Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
  • Strong attention to detail and time management
  • Strong ability to multi-task and prioritize
  • 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
  • High school diploma required; some college preferred
  • Prefer two or more years’ experience with a benefits consulting or brokerage firm or comparable experience with an insurance carrier or TPA
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations
• Washington Life, Disability (health), Travel license, preferred or willing to obtain within 60 days of hire date
• Valid Driver License

The hourly pay range for this position is $35.89 - $38.47…