Client Support Coordinator

Developing clear and concise client materials, including presentations and employee communications

Communicating and collaborating effectively with team members, clients and insurance carrier partners to strategically support client and company goals and objectives

Managing and supporting the client onboarding process, including enrolments, communications and transitions to other carriers

Handling client inquiries and acting as a valuable liaison between clients and insurance carriers

Efficiently prioritizing tasks and adapting as needed, guided by their importance and urgency

Supporting a team of Account Managers and Managing Consultants across the region

Preparing correspondence by email and regular mail

Maintaining member communications, policies, text and other governance documents

Maintaining accurate and up-to-date client and prospect information within the EPIC CRM system

Performing EPIC CRM administration, including data entry, record maintenance, activity tracking, document management and ensuring data integrity

Supporting CRM-related processes and reporting, including maintaining client records, tracking follow-ups and assisting with information required for client management activities

Maintaining organized electronic and physical files and completing general administrative tasks

Performing other ad hoc client management and administrative duties as assigned

Highly developed MS Office skills; an advanced level of PowerPoint is required

Experience with EPIC CRM or similar CRM systems is considered an asset

Client-focused with an unwavering commitment to service excellence

Strong communication skills, with excellent proficiency in English, both written and verbal

Strong organizational skills and ability to prioritize tasks and deadlines

Demonstrated capacity for independent work and proactive initiative, coupled with proficient time management skills to effectively prioritize prospect, client and internal commitments

Excellent problem-solving and troubleshooting skills

Strong attention to detail and commitment to maintaining accurate and confidential client information

The ability to handle information with confidentiality and a high degree of integrity

Learn by working alongside our experts

Extended health care and dental benefits

A retirement savings plan with company contributions

A suite of Health & Wellness offerings • Mental Health programs and support for you and your family

Assistance for the completion of industry designations

Competitive compensation