HiringCafe
Posted 2w ago

Client Services Coordinator

@ Delta Health Systems
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Stockton, California, United States
$24-$26/hrHybridFull Time
Responsibilities:collaborates with, prepares reports, responds inquiries
Requirements Summary:1-3 years in coordinator or administrative role; knowledge of employee health benefits; strong MS Office skills; excellent verbal and written communication.
Technical Tools Mentioned:Microsoft Office
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Job Description

SUMMARY: To assist the Account Executive/Account Managers and their assigned clients by performing the following duties and responsibilities. The Client Services Coordinator may communicate directly with clients and brokers with the understanding the assigned Account Executive/Account Manager is copied on all correspondence and/or responsible for reviewing and approving any correspondence distributed.



 



POSITION RESPONSIBILITIES



 




  • Collaborates with Account Managers & Account Executives in the development and execution of client/broker needs.

  • Responsible for client/broker weekly, end of month, and ad-hoc reporting.

  • Phone & E-mail inquiries from clients/brokers.

  • Gather information necessary to calculate stats for various performance standards, negotiation logs, subrogation reports, and other custom reports the client/broker requires.

  • Responsible for providing quarterly and annual reports to Account Manager for client/broker distribution.

  • Coordinates with Account Manager to maintain positive relationships with clients/brokers.

  • Establishes and maintains effective customer relationships with key decision makers and stakeholders, including consultants and brokers.

  • Ensures that reporting data is current, accurate and completed timely.

  • Reinsurance for renewals; pull claims data, census, enrollment, and pended claim reports as needed.

  • Completing administrative service agreements, addendums, and special requests.

  • Responsible for maintaining master documents for report schedules, quarterly/annual meetings and other master lists/trackers as created and implemented by VP of Client Services.

  • Responsible for uploading/revising information on our website concerning client updates.

  • Faxing, filing, scanning, shredding, and uploading information

  • Consistently supports compliance by maintaining the privacy and confidentiality of information, protecting the assets of the organization, acting with ethics and integrity, reporting non-compliance, and adhering to applicable federal, state and local laws and regulations, accreditation and licenser requirements (if applicable), and Delta Health Systems policies and procedures.