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Client Operations Coordinator

1390 Willow Pass Road Suite 800, Concord, CA 94520

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

SUMMARY:

As a Client Operations Coordinator, your primary mission will be to provide conscientious support to the client service and sales teams in the employee benefits department. Your strong professional verbal and written communication skills, coupled with your customer service-oriented personality, will give you the tools necessary to provide information to team members and lend administrative support to the client management team. Your proactive nature, attention to detail and quality, and proven organizational skills will provide the basis needed to initiate and work on multiple priorities in a fast paced environment. A thorough understanding of Adobe Acrobat Pro and MS Office, including Outlook, Excel, Word and PowerPoint will be key as you maintain and initiate correspondence, brochures, presentation materials, and reports, manage projects, process documents and files, and assist with office activities to ensure a smooth operation of the benefits department. You are committed to excellent customer service, professionalism, and going the extra mile.

 

RESPONSIBILITIES:

• Manage carrier appointments 
• Process third-party invoices accurately and efficiently
• Perform data entry and generate monthly reports
• Assist with the creation and printing of open enrollment and presentation materials
• Collaborate with team members to streamline processes
• Provide administrative support as needed
• Creates documents, presentations, and communication materials for internal and external purposes
• Formats PowerPoint presentations following internal branding guidelines
• Designs mail merges using Excel and Word for mass mailings
• Strong computer skills, excellent in Adobe Acrobat Pro, Excel, Word, Outlook, Power Point and system problem solving
• Uses InDesign for editing benefit brochure guides
• Develops and designs total compensation statements

SUPPORT: 
• Trains staff on printing and invoicing procedures
• Operates copiers, scanners and brochure binding machines
• Acts as vendor liaison for printing and fulfillment projects
• Assists with the creation and preparation of client communication materials (i.e. benefit enrollment packages, brochures, wallet cards)
• Must be able to lift up to 25 lbs. at times
• Executes special projects as needed and supports internal teams
• Excellent oral and written communication skills along with active listening

INITIATIVE:

  • Customer Service oriented
    • Self-starter
    • Works independently and a team player
    • Establishes priorities and maintains communication to meet deadlines
    • Experience in an insurance or benefits environment preferred
    • Uses time management techniques & tools to prioritize work
    • Maintains confidentiality as appropriate
    • Thrives in fast paced environment

EDUCATION & EXPERIENCE:

  • High school diploma required; some college preferred
    • Knowledge of Adobe Acrobat Pro, Outlook, Word, PowerPoint, and Excel

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently; some air travel may be required.

 

 

COMPENSATION:

The national average salary for this role is $64,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

 

WHY EPIC:

EPIC has over 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

  • Generous Paid Time off
    • Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays; 4 early close days; plus, additional paid days off
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Work-life balance, especially with our standard work weeks being 37.5 hours not 40 hours
  • Generous employee referral bonus program of $1,500 per hired referral
  • Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women’s Coalition, EPIC Veterans
  • Professional growth & development: Mentor Program, Tuition Reimbursement Program
  • Unique insurance, such as Pet Insurance and Cancer Insurance
  • Additional benefits include (but are not limited to): 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
  • We’re a top 10 privately held insurance brokerage
  • We’ve consistently been voted “Best place to work” in the insurance industry since 2009

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

#LI-MA1 

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