Client Coordinator (Insurance)

Location: Remote within the United States; preference for candidates in or near Seattle, WA. Independent travel to clients is required, and some air travel may be necessary.

Hourly compensation: $29.23–$33.34 per hour; standard workweek of 37.5 hours. The role may also include bonuses and a comprehensive benefits package.

Company

EPIC Insurance Brokers & Consultants is an insurance brokerage and consulting firm founded in 2007, headquartered in San Francisco, and employing more than 3,000 people across the United States.

What you will do

• Collect census, contract, experience, Form 5500, and other client data for benefits marketing and service activities.
• Support RFP preparation, track carrier responses, and assemble benefits marketing spreadsheets.
• Draft open enrollment communications and wallet cards, and coordinate enrollment meetings and health fairs.
• Process BORs, update agency management systems and client HR or employee portals, and prepare invoices.
• Help resolve client and employee issues involving billing discrepancies, claims, and other benefits matters.
• Maintain workflow logs and documentation while supporting Client Executives and Client Managers with account priorities.

Requirements

• High school diploma required; some college is preferred.
• Two or more years of experience as a Client Manager or Client Service Representative in a benefits consulting or brokerage firm, insurance carrier, TPA, or comparable environment is preferred.
• Working knowledge of Microsoft Office applications, including Windows, Outlook, Word, PowerPoint, Publisher, and Excel.
• Knowledge of employee benefits coverages and services, with experience using agency management systems and HR portals or the ability to learn new systems quickly.
• Strong attention to detail, time management, prioritization, multitasking, communication, and interpersonal skills.
• Washington Life and Health License preferred, or willingness to obtain it within 60 days of hire; valid driver's license required.

Culture & Benefits

• Work remotely within the United States with collaboration across a nationwide organization.
• Work independently and as part of a service team in a fast-paced environment.
• Compensation may include bonuses and a comprehensive benefits package.
• Inclusive workplace centered on an owner mindset, trust, ambitious thinking, and results.
• Reasonable accommodations are available for individuals with disabilities.