Client Services Coordinator

Position Summary

The Client Services Coordinator provides administrative and account management support to the Client Services team for retention initiatives in accordance with company guidelines, client needs, and regulatory requirements.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities


* Participates in client events, member outreach, and educational efforts; plans, organizes, and attends events in support of strengthening client relationships and driving member engagement and usage of benefits.


* Creates marketing and informational materials for distribution to members, clients, and employers.


* Provides account management support by conducting research needed for issue resolution.


* Provides administrative support to the Client Services team; creates documents, reports, and presentations; performs filing, editing, copying, or collating as needed,


* Provides administrative support to clients as needed; may schedule, organize, or attend meetings, review reports, or complete documents required for continuity.


* Coordinates projects related to operational improvements and efficiencies; communicates parameters, objectives, and timeline to all parties, ensures appropriate resources are created or acquired, reports on status to stakeholders.


* Maintains communications and effective working relationships; responds to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; acts as liaison between internal departments and clients.


* Performs other duties as assigned

Minimum Qualifications


* Associates degree in communications, marketing, or business-related field.


* Two years of experience in an administrative role in communications, marketing, or client management.


* Professional maturity and a commitment to customer service.


* Experience working in a client facing role.


* Ability to successfully communicate and execute with all levels of the organization in a heavily matrixed environment.


* Experience working in a collaborative team environment.


* Excellent verbal and written communication skills.


* Ability to work in a fast-paced environment managing multiple projects and incoming requests.


* Strong organizational skills with an attention to detail.


* Proficiency in MS Office tools and applications.

Preferred Qualifications


* Experience working in a healthcare environment or third-party administrator.


* Knowledge of Taft Hartley organizations.



*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.

Duties, responsibilities and activities may change at any time with or without notice.

Working Conditions/Physical Effort


* Normal degree of physica...