[Group Benefits] Client Coordinator | $40K-$60K DOE

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Location:

Seattle, WA

Our client’s company specializes in providing Retirement Plans, Trust and Fiduciary services, as well as Group Medical Benefits. They are currently seeking a Client Coordinator to join their team.

As a Client Coordinator, you will play a crucial role in ensuring effective communication with clients, coordinating meetings, supporting business development efforts, and ensuring the timely delivery of client deliverables.

Job Responsibilities
  • Schedule and organize departmental meetings 
  • Develop meeting agendas and follow up on meeting outcomes
  • Assist in business development initiatives
  • Provide support during client meetings
  • Liaise between clients and carriers 
  • Create and distribute client deliverables 
  • Create email templates 
  • Track clients and organize files 
  • Handle customer inquiries and complaints 
  • Provide information about products and services 
  • Document and update customer records based on interactions 
  • Develop and maintain a knowledge base of evolving products and services
Qualifications
  • Previous experience in customer service, sales, or related fields 
  • Ability to build rapport with clients 
  • Comfortable presenting to groups in boardroom meeting settings 
  • Effective prioritization and multitasking skills 
  • Positive and professional demeanor 
  • Excellent written and verbal communication skills 
  • Willingness to obtain a relevant license within six months of hire 
  • Strong organizational skills 
  • Outgoing personality 
  • Ability to thrive in a fast-paced environment

Our client values adaptability, flexibility, and a commitment to excellence. If you are a dedicated professional with strong communication abilities and organizational skills, we encourage you to apply. 

Join a team that values teamwork and is dedicated to providing exceptional service to clients. Apply now and be part of a dynamic environment where you can grow and embrace new challenges.

Interested in this position?

To apply, submit your application below to be considered for this and other jobs relevant to your experience.

You may also send your resume to careers@careerpathsnw.com or call us at 425-968-9000.

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