Client Coordinator; SBU

Overview

Employee Benefits Client Coordinator (SBU) (Finance)

The Client Coordinator (SBU) plays a key role in supporting the management of small group employee benefits accounts and ensuring a positive client experience. This position assists Account Managers and works directly with clients and carriers to maintain accurate records, process plan changes, and address daily service needs efficiently.

• Partner with Account Managers to manage a portfolio of small group employee benefit clients.
• Provide timely, accurate information and follow-up to ensure excellent client service.
• Serve as liaison between clients, carriers, and providers to ensure smooth communication and issue resolution.

• Maintain and update client data in EPIC, Brokerage Builder, internal filing systems, and related documentation.
• Add and manage BKB activities for Account Management.
• Support research, project tasks, and data management for Account Manager.
• Manage implementations of new carriers, plans, and benefit administration setups.

• Collect RFP data from carriers and clients, pull quotes from carrier sites or request directly, and prepare renewal proposals.
• Manage RFP workflow directly in BKB and track renewal timelines, open enrollment periods, and key deliverables to ensure timely completion.
• Prepare renewal documentation and open enrollment materials.
• Send all micro group renewals (create emails, provide renewal at a glance).
• Track key dates, such as renewal deadlines and open enrollment periods, to ensure timely completion of activities.

• Provide clear communication to clients regarding plan updates and processes.
• Create customized open enrollment materials, including benefit guides, annual notices, and broker disclosures.
• Support special projects as needed.

• Ensure all client records comply with applicable regulations such as ACA, HIPAA, and ERISA.
• Communicate PCORI, Gag Clause Attestation, RxDC, and non-discrimination testing information. Support ACA vendor coordination as applicable.
• Manage Mineral access, training, and utilization.
• Maintain confidentiality of all client and employee data.