11 Sep
|
People
|
Calgary
National in scope, People Corporation offers Canada-wide consulting services with a local focus. Through our bold and innovative benefit strategies, our team provides valuable insight, working to select, design and administer a customized and advanced suite of services that provide a competitive advantage in attracting and retaining top talent.
People Corporation continues to grow, and we are looking for a team player to join our Group Solutions team in Alberta. You will be joining a team of professionals with a broad range of skills and expertise to provide our clients with knowledgeable guidance, superior customer service and technical capabilities. If you are creative, self-motivated, passionate, creative and enjoy working with a fast-paced team, this role may be the right fit for you.
The Client Support Coordinator will:
- Developing transparent and concise client materials, including presentations and employee communications
- Communicating and collaborating effectively with team members, clients and insurance carrier partners to strategically support client and company goals and objectives
- Managing and supporting the client onboarding process, including enrolments, communications and transitions to other carriers
- Handling client inquiries and acting as a valuable liaison between clients and insurance carriers
- Efficiently prioritizing tasks and adapting as needed, guided by their importance and urgency
- Supporting a team of Account Managers and Managing Consultants across the region
- Preparing correspondence by email and regular mail
- Maintaining member communications, policies, text and other governance documents
- Maintaining accurate and up-to-date client and prospect information within the EPIC CRM system
- Performing EPIC CRM administration, including data entry, record maintenance, activity tracking, document management and ensuring data integrity
- Supporting CRM-related processes and reporting, including maintaining client records, tracking follow-ups and assisting with information required for client management activities
- Maintaining organized electronic and physical files and completing general administrative tasks
- Performing other ad hoc client management and administrative duties as assigned
To be successful as a Client Support Coordinator with People Corporation, you will need:
- Highly developed MS Office skills; an advanced level of PowerPoint is required
- Experience with EPIC CRM or similar CRM systems is considered an asset
- Client-focused with an unwavering commitment to service excellence
- Strong communication skills, with excellent proficiency in English, both written and verbal
- Strong organizational skills and ability to prioritize tasks and deadlines
- Demonstrated capacity for independent work and proactive initiative, coupled with proficient time management skills to effectively prioritize prospect, client and internal commitments
- Excellent problem-solving and troubleshooting skills
📌 Client Support Coordinator (Calgary)
🏢 People
📍 Calgary