Client Coordinator

Working at RCM&D and SISCO is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.

JOB SUMMARY:

The Client Coordinator provides essential support to Client Managers by assisting with renewal-related activities and ensuring the smooth execution of client service processes. This role focuses on preparing and managing materials for renewals, open enrollments, and other client-facing needs. The Client Coordinator also handles administrative responsibilities that contribute to the overall efficiency of the Employee Benefits (EB) division.

KEY RESPONSIBILITIES:

Renewal Support:

• Assist Client Managers with all renewal-related activities, ensuring materials and resources are prepared accurately and on time.
• Gather plan details and prepare comprehensive benefit enrollment guides based on final renewal decisions.
• Create legal notices, wrap documents, and other required materials for client renewals.
• Utilize tools such as Dynamis to prepare and organize client presentations.
• Print and assemble materials for open enrollment meetings, including enrollment packets and kits.
  
  

Client Manager Support:

• Support Client Managers by ensuring they have all necessary resources for client meetings and decision-making, such as risk screeners, benchmarking reports, and surveys.
• Help organize and prepare client deliverables to ensure seamless service and compliance with timelines.
• Maintain accurate records in Epic and other internal systems, ensuring all client-related documentation is up to date and accessible.
  
  

Administrative Support:

• Provide backup support for the executive assistant by handling administrative tasks such as printing, copying, faxing, and managing supply orders as needed.
• Provide backup support for other office operations when needed.
• Contribute to a collaborative team environment by sharing ideas and solutions to improve processes and workflows.
  
  

Knowledge/Experience Required

• High school diploma required; college degree preferred.
• Experience in administrative support, insurance, or a related field preferred.
  
  

Talents/Strengths Required

• Strong organizational and time-management skills, with the ability to prioritize tasks and manage multiple deadlines effectively.
• Exceptional attention to detail, ensuring accuracy in all aspects of work.
• Excellent verbal and written communication skills, with the ability to interact professionally with team members and vendors.
• Service-oriented mindset, fostering a collaborative and proactive approach to team success.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and the ability to learn and use systems like Epic, Dynamis, etc.
• Flexibility and adaptability to work effectively in a fast-paced, team-oriented environment.
  
  

Physical Requirements/Miscellaneous

• Valid Driver’s License.
• There are no physical requirements for the position.
  
  

Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.