• Client Services Coordinator

    Job Locations US-WI-Brookfield | US-NC-Durham | US-Remote | US-CA-Los Angeles | US-IL-Chicago
    Job ID
    # of Openings
    Client Services
    Temporary Full-Time
  • Overview

    In support of the Client Services team, the Client Services Coodinator assists with the implementation slotting process which schedules all incoming work for client activities. The Coordinator is the main communicator and point of contact for client data collection communications and provides support to the Client Services team during the annual implementation cycle for all Medicare clients by handling assorted tasks.


    In support of Operations team, the Coordinator assists with planning and execution for Annual Enrollment Period preparations and on-going team meetings, cross functional team meeting management and project tracking.


    The essential responsibilities of the Client Services Coordinator are to.


    Services Coordinator 60%

    • Communicate with carriers / serve as primary point of contact for Medicare and Medicare Supplement data collection 
    • Provide support to client service and operations management functions.
    • Assist client service managers and operations personnel in the coordination and completion of projects.
    • Provide administrative and technical support such as scheduling, procurement, preparing presentations, monitoring time lines and hours, attending meetings, and acting as liaisons to various departments and organizations.
    • Communicate any issues, problems, or additional information to client service managers and recommend solutions.
    • Monitor and evaluate project activity and report on progress to project managers and leadership.

    Customer Service 25%

    • Provide customer service via the telephone, ticketing system (JIRA) and/or Internet (e.g., instant message, email).
    • Handle customer inquiries and resolve support inquires. If the nature of the inquiry requires involvement from others, manage the inquiry/response through successful completion. Includes testing, replication and clear communication (internal/external).
    • Work with internal teams to resolve issues, troubleshoot or distill best way to continue progress on a project

    Administration 15%

    • Manage schedules, arrange appointments, meetings, conference calls, etc.
    • Work requires some analysis and use of initiative and independent judgment. Remain knowledgeable of multiple business unit's policies and procedures.


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