Client Relationship Coordinator

The Client Relationship Coordinator supports an Employee Health & Benefits Producer by assisting in the support of assigned accounts. The Client Relationship Coordinator assist with implementing new business by coordinating with internal service teams.

Essential Duties & Responsibilities

• Apprentice under Producer to learn their book of business, and how we serve our clients through our dedicated client service teams.

• Assist in scheduling renewal meetings and carrier/vendor communications: per the CE, CM and Producers guidance.

• Act as an extension of the producer to assist in coordinating internal/external meetings and project management.

• Support new business onboarding, including the assistance with completing the required onboarding documents, commission agreements etc. along with the guidance of the team.

• Work with the assigned client service teams to ensure the Producer is kept updated on client status, meetings and any escalated issues.

• Attend client meetings, renewal strategy sessions, and renewal analysis.

• Plan, coordinate client/prospect events and follow up. Handle contact management database

• Other duties as assigned.

Knowledge, Skills and Abilities

Required:

• Bachelor's degree

• Arizona Accident, Health, Life and Disability Insurance License

• Strong organization, prioritization, and time-management in fast-paced settings

• Analytical with strong attention to detail and clear written/verbal communication skills

• Proficient in MS Office; experience with HRIS/benefits platforms (Workday, ADP, Paylocity, bswift, Ease) preferred

• Strong PowerPoint presentation skills for new business highly desired

• CEBS or GBA certifications are preferred

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