EPIC Brokers

Client Coordinator

Remote US Based

Sponsorship not specified$35k-$38kDetected 1 day ago

RESTExcelWordPressEpicCommunicationCollaborationTime ManagementMicrosoft Office

About the role

The ACM is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs.
The Client Coordinator is also responsible for updating various client and internal systems, assisting the CE and/or CM with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees.
Assist the CE and/or CM in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), track carrier responses, and help assemble the marketing spreadsheets for CE and/or CM review

Owner mindset, Inspire trust, Think big, and Drive results.
Provide additional administrative support to the service teams for new and existing clients.
Work with CE and/or CM to set priorities and manage workflow for self to ensure goals are met;

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;
Strong ability to multi-task and assign priorities;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently;
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.
While performing the duties of this job, the employee is regularly required to stand
Ability to travel independently to clients
some air travel may be required.

The hourly pay range for this position is $34.87 - $38.46 per hour and standard workweeks are 37.5 hours. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.
22 PTO days starting out for hourly/non-exempt employees

401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to "Insurance Journal"
Thre are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide.

This listing is sourced directly from EPIC Brokers's careers page and normalized into a canonical job model.