Client Services Account Coordinator

MOVE Your Business is proud to represent our client, a U.S.based benefits consulting firm that helps employers design and manage health benefit programs that balance cost efficiency with employee well-being. They use a collaborative, data-driven approach to deliver clarity, improve cash flow, and strengthen employee engagement. With a focus on advisory excellence and streamlined operations, the firm serves as a trusted partner bridging employers, employees, and the complexities of modern benefits administration.

On behalf of our client, we are seeking a **Client Services Account Coordinator** who will play a vital role in supporting employer groups and their employees through responsive, detail-oriented service. The account coordinator will manage renewals, coordinate documentation, track service tickets, and maintain accurate data across systems—freeing our consultants to focus on strategic, high-value client work.

**Benefits**:

- Competitive salary ($450/month)
- Strong support system
- Health benefit ($30/month)
- Training materials for upskilling provided
- Paid holiday leaves (depending on the holidays that the client observes)
- Paid sick leaves (sick leave convertible to cash if perfect attendance)
- Paid planned leaves

**Key Responsibilities**:

- **Client Coordination & Service Delivery**:

- Manage and route client service tickets, ensuring prompt acknowledgment and resolution within SLAs.
- Schedule client calls, renewals, and milestone check-ins; prepare agendas, notes, and follow-ups.
- **Renewals & Proposals**:

- Gather and clean census data; compile carrier/TPA materials for renewals.
- Prepare draft proposals and side-by-side plan comparisons using templates.
- **Enrollment Support**:

- Track enrollment forms, confirmations, and effective dates.
- Coordinate with carriers/TPAs to confirm ID cards, coverage, and resolve escalations.
- Provide clear updates to employers and employees on process status.
- **Data & Documentation**:

- Maintain accurate CRM and benadmin records (employers, contacts, plans, rates, notes).
- Create client-facing materials such as timelines, checklists, FAQs, and status updates.
- Draft SBC/SPD request lists and maintain filing trackers.
- **Vendor & Carrier Follow-ups**:

- Submit, track, and close service tickets with carriers/TPAs; document all actions and resolutions.
- Keep stakeholders informed until all items are completed and confirmed.
- **Reporting & Accuracy**:

- Generate weekly pipeline and SLA reports (tickets opened/closed, renewal status, open items).
- Audit rosters, invoices, and change logs for accuracy and completeness.
- **Ad Hoc Projects**:

- Support special projects, process improvements, and data clean-up initiatives as needed.
- Assist the Client Services Team Lead and staff with other operational or client support tasks.

**Success Metrics**
- SLA compliance on first-response and ticket resolution times.
- 100% of renewal files finalized at least 2 weeks before carrier deadlines.
- ≥99% data accuracy across CRM and administrative systems.
- Positive CSAT/NPS scores for responsiveness, clarity, and follow-through.

**Requirements & Qualifications**:

- 2-4+ years of experience in client coordination, benefits administration, insurance operations, or a similar role.
- Exceptional written and verbal communication skills in English.
- Proficiency in Excel/Google Sheets (filters, VLOOKUP/XLOOKUP, basic pivots) and document control.
- Experience with benefits tools or platforms is a plus (e.g., Employee Navigator, Ease, BenefitPoint/AgencyBloc, Salesforce, HubSpot, DocuSign, Adobe).
- Highly organized, detail-oriented, and process-driven with proactive follow-through.
- Flexible and adaptable, with the ability to manage multiple priorities and ad hoc requests efficiently.
- Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
- Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding.

**Working Hours**:
Part-Time (20 hours per week)

Monday through Friday 8 a.m. to 12:00 p.m. or 1:00 p.m. to 5:00 p.m. Eastern Time

**About Us**:MOVE Your Business** is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.

**Job Type**: Part-time

Expected hours: 20 per week

Application Question(s):

- How many years of experience do you have as an Account Coordinator?
- How many years of experience do you have in using Google Sheet