Client Relations Coordinator

GCG Financial, an Alera Group Company is seeking a Client Relations Coordinator  to join their Employee Benefits  t eam.  Â

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? Â

If that is what you†re looking for, this is your chance to be part of an amazing organization!

GCG Financial was founded in 1975 and measures our success by the strength of our relationships. As an Alera Group company, collaboration is the foundation of how we do business. Our close-knit, family culture is why employees join GCG and stay for decades. We laugh, we have fun, we support our community and we are the driving force behind the company†s 45+ years of success. Now, all we need is you!Â

As a Client Relations Coordinator, you must excel in providing best-in-class service to existing clients while working collaboratively with Account Managers and Benefit Consultants. You'll be customer-focused and provide client and administrative support to our team. We take a highly personalized approach to clients†needs and create value through teamwork and a focus on excellence in all aspects of our business.

Responsibilities

  Coordinate and manage all aspects of the placement and service of employee benefits for GCG clients including but not limited to:
  Handles all in-force client service issues and processing of requests.
  Assists client and advisor in claims resolution.
  Responsible for successful onboarding of new clients.
  Send out Welcome letter to newly approved client.
  Follow-up with new clients to ensure receipt of ID cards, certificates, Admin kits, and client inquiries.
  Reassures data integrity in BrokerageBuilder (BKB) by:
  Accurately inputting activity notes into BKB (emails/phone calls).
  Keeping advisor informed of all activities via email/phone.
  Creating activities for all new requests and tracking until complete.
  Explains administrative processes for employee enrollment/change/terminations using correct carrier forms.
  Troubleshoots any enrollment issues at submission for employees as well as confirms any applicable prior plan credits are applied to the new group coverage.
  Makes quarterly PR calls to clients.

Qualifications

  Customer Service oriented.
  Knowledge of health and welfare employee benefits and ACA requirements.
  Proficiency in MS Office Suite (Outlook and Excel proficiency required).
  Experience with Zywave products, such as BrokerageBuilder, preferred.
  Bachelor†s degree preferred, but not required.
  Ability to work with others at all levels both internally and externally in a professional manner.
  Ability to be highly organized & detail-oriented in a fast-paced environment.
  Excellent written and verbal communication skills.
  Enjoys working in, and actively helps to support and cultivate, a collaborative team atmosphere.
  Ability to multi-task and shift priorities as necessary.

Equal Opportunity Employment

We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act  prior to applying.

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