What are the responsibilities and job description for the Client Engagement Coordinator position at OPOC?
Client Engagement Coordinator
Location: Worthington, Ohio
Reports To: Senior Vice President of Benefits
About Us:
is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 "One-Point-of-CARE" solutions for small and mid-sized organizations. For over three decades, has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. enjoys a national presence, delivering service to a broad spectrum of corporate clients across America.
Position Overview
The Client Engagement Coordinator serves as the senior support specialist to the SVP, Benefits. This role is responsible for prioritizing and managing correspondence and schedule on behalf of the SVP, assisting in project management around acquisition growth, coordination of cross department deadlines, scheduling and preparing onsite education to clients and acquisition offices.
Key Responsibilities
- Strategic Planning & Execution
- Support the Director of SVP, Benefits in developing and implementing business strategies.
- Monitor progress on strategic initiatives and ensure accountability across teams.
- Operational Excellence
- Optimize workflows for client and acquisition administration and compliance.
- Coordination of correspondence to key clients.
- Leadership Support
- Support the SVP, benefits in preparation of materials, reports, and presentations for executive meetings.
- Communication & Alignment
- Facilitate clear communication between SVP, Benefits and departments.
- Ensure organizational deadlines are understood and executed effectively.
- Special Projects
- Manage confidential and sensitive information with discretion.
Qualifications
- Bachelor's degree in business management, or equivalent work experience.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Ability to thrive in a fast-paced, dynamic environment.
Core Competencies
- Strategic Thinking
- Leadership & Influence
- Project Management
- Confidentiality & Integrity
- Adaptability
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