Benefits Client Coordinator

Our clients company specializes in providing Retirement Plans Trust and Fiduciary services as well as Group Medical Benefits. They are currently seeking a Client Coordinator to join their team.

As a Client Coordinator you will play a crucial role in ensuring effective communication with clients coordinating meetings supporting business development efforts and ensuring the timely delivery of client deliverables.

Job Responsibilities

• Schedule and organize departmental meetings
• Develop meeting agendas and follow up on meeting outcomes
• Assist in business development initiatives
• Provide support during client meetings
• Liaise between clients and carriers
• Create and distribute client deliverables
• Create email templates
• Track clients and organize files
• Handle customer inquiries and complaints
• Provide information about products and services
• Document and update customer records based on interactions
• Develop and maintain a knowledge base of evolving products and services

Qualifications

• Previous experience in customer service sales or related fields
• Ability to build rapport with clients
• Comfortable presenting to groups in boardroom meeting settings
• Effective prioritization and multitasking skills
• Positive and professional demeanor
• Excellent written and verbal communication skills
• Willingness to obtain a relevant license within six months of hire
• Strong organizational skills
• Outgoing personality
• Ability to thrive in a fastpaced environment
  

Our client values adaptability flexibility and a commitment to excellence. If you are a dedicated professional with strong communication abilities and organizational skills we encourage you to apply.

Join a team that values teamwork and is dedicated to providing exceptional service to clients. Apply now and be part of a dynamic environment where you can grow and embrace new challenges.

Remote Work :

No