Client Coordinator

Have you recently started a career in Insurance and you're looking for more?

The Plexus Groupe is looking for individuals that are ready to take their career to the next level!

You have the opportunity to join a team of associates that have given us the achievement of Best Places to Work in Insurance for 7 consecutive years!

The Client Coordinator - Job Duties:

• Will assist Client Managers and Client Executives with any client questions, proposals, marketing, rate negotiation, sales and service support including claims resolution.
• Manage multiple time sensitive tasks simultaneously for both internal and external clients.
• Preparation of account opening and closing forms/paperwork, preparation and mailing of client correspondence
• Coordinate with retirement plan service providers to ensure the timely resolution of client issues.
• Coordinating marketing efforts and education meetings of 401k plans to selected vendors.
• Assist team in reviewing, analyzing and finding alternative funds using, RPAG, Fi360 reports and Morningstar and fund company materials
• Review proposals and prepare and format materials for client delivery. 
• Support PFS Team with preparation of presentation materials for meetings with clients.
• Support other team members and take calls when other team members are unavailable.
• Proof client presentation materials for other team members.
• Attend client meeting and assist with education camps when necessary.

Job Requirements:

• Must have a BA/BS degree or at least 5 years of Benefits experience
• Working knowledge of insurance products and usage
• Intermediate knowledge of computer and word processing programs such as Microsoft Office Programs (Word, Excel, Outlook)