Sr. Client Coordinator

Employee Benefits Sr. Client Coordinator (Finance)

The Senior Client Coordinator plays a critical client-facing and operational role within the Employee Benefits team. This position provides advanced support to our Large Account Managers, manages escalated client issues, oversees key operational workflows, and leads compliance and renewal processes. The role requires effective communication skills, technical expertise, and the ability to manage complex tasks independently.

• Client Support
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  Provide day-to-day support for client inquiries, including escalated claim and billing issues; serve as a direct liaison between clients, carriers, and vendors; manage all client and carrier contact updates in BKB; coordinate carrier and vendor trainings with client HR teams; attend regular client meetings during onboarding, implementation, and check-in cycles; coordinate Medicare-related support with internal specialists.
• Operational Responsibilities
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  Maintain and update EPIC, BKB, and related documentation; add and manage BKB activities for Senior Account Managers; create invoice requests and coordinate with Accounting; lead implementations, including new carriers, plans, and benefit administration setups; support research, project tasks, and data management for Account Managers.
• Renewals and Plan Management
  :
  Collect RFP data from carriers and clients; scrub census files and prepare for carrier distribution; manage RFP workflow directly in BKB; draft carrier termination letters; draft renewal summaries and assist with implementation tasks; coordinate carrier giveaways for OE meetings, health fairs, and client engagement; collect and review plan documents, summaries, policies, and certificates; coordinate all BPA and BAA documentation with clients and carriers.
• Client Education and Communication
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  Create customized open enrollment materials, including benefit guides, annual notices, and broker disclosures; coordinate Spanish translation needs for client materials; support client education initiatives, presentations, and communication plans.
• Compliance and Documentation
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  Manage Form 5500 filings and related client communication; create and update Wrap and POP documents; communicate PCORI, Gag Clause Attestation, RxDC, and non‑discrimination testing information; support ACA vendor coordination as applicable; manage compliance assessment templates and complete assessments with clients; manage the Compliance Dashboard and Mineral access, training, and utilization; coordinate dependent audits as needed.