Employee Benefits Sr. Client Coordinator

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.

Key Responsibilities:

Client Support

• 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

• 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

• 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

• 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.

Qualifications

• Bachelor’s degree in Business Administration, Human Resources, or related field (or equivalent industry experience).
• 3-5+ years of experience in Employee Benefits, insurance brokerage, or related HR/benefits administration role.
• Life, Health, & Accident Producer License preferred.
• Prior experience supporting mid-size to large group (50–500+) clients strongly preferred.
• Proven success managing client-facing responsibilities, including escalations, meetings, and vendor coordination.
• Experience with EPIC, Brokerage Builder (BKB), or similar agency management/CRM platforms.
• Proficient in Microsoft Excel (VLOOKUP, filters, pivot tables preferred), Word, and PowerPoint.

Key Competencies

• Customer-focused with a commitment to delivering high-quality service.
• Ability to prioritize and manage multiple tasks effectively.
• Problem-solving mindset and ability to manage escalations professionally.
• Knowledge of regulatory and compliance requirements in the employee benefits space is a plus.

Work Environment:

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.