Client Operations Coordinator

Location: Hybrid, with offices in Dallas, Austin, or Houston, Texas. Part-time, approximately 25 hours per week.

Company

EPIC Insurance Brokers & Consultants is a U.S. insurance brokerage and consulting firm founded in 2007 with more than 3,000 employees nationwide.

What you will do

• Provide operational and administrative support to the employee benefits department, client service teams, and sales teams.
• Manage carrier appointments, documentation, department records, and third-party invoices.
• Perform data entry and prepare monthly reports for department operations and client service activities.
• Create, format, print, and distribute presentations, open enrollment materials, and client communications.
• Coordinate communication between carriers, vendors, and internal teams and support issue resolution.
• Assist with process improvement, special projects, staff training, and day-to-day operational requests.

Requirements

• High school diploma required; some college preferred.
• Advanced proficiency in Adobe Acrobat Pro and Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
• Strong written and verbal communication, organization, attention to detail, and customer service skills.
• Ability to manage competing priorities, multiple projects, deadlines, and confidential information.
• Previous administrative, operational, client support, insurance, employee benefits, or related professional services experience is preferred.

Culture & Benefits

• Paid time off and company holidays.
• Paid parental leave and family-supportive benefits.
• 401(k) with company match.
• Medical, dental, vision, wellness, and employee assistance programs.
• Professional development, tuition reimbursement, mentorship, employee recognition programs, and referral bonuses.
• Employee Resource Groups and an inclusive culture focused on production and service excellence.