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About the Role

The Client Operations Coordinator provides operational and administrative support to the employee benefits department, partnering closely with client service and sales teams to ensure efficient day-to-day operations. This position serves as a key resource in supporting client management activities through document preparation, reporting, invoicing, carrier coordination, and project support.

Responsibilities

• Manage carrier appointments and maintain related documentation and records.
• Process third-party invoices accurately and efficiently.
• Perform data entry and generate monthly reports to support department operations and client service activities.
• Assist with the creation, printing, and distribution of open enrollment materials, presentations, and other client communications.
• Create and maintain documents, presentations, reports, correspondence, and communication materials for both internal and external audiences.
• Format PowerPoint presentations in accordance with company branding standards and guidelines.
• Design and execute mail merges utilizing Microsoft Excel and Word for large-scale communications.
• Provide administrative support to client service, sales, and operational teams as needed.
• Serve as a liaison between carriers, vendors, and internal teams to facilitate communication and issue resolution.
• Support internal team members by responding to requests and providing information in a timely and professional manner.
• Assist with special projects and department initiatives as assigned.
• Collaborate with team members to streamline processes and improve operational efficiency.
• Train staff on invoicing procedures and related operational processes.
• Establish priorities, manage multiple projects simultaneously, and communicate proactively to meet deadlines.
• Maintain confidentiality and professionalism while handling sensitive information.
• Demonstrate a customer-service mindset and commitment to supporting both internal and external stakeholders.

Requirements

• Strong verbal and written communication skills.
• Excellent organizational skills with strong attention to detail and quality.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Strong customer service orientation and professionalism.
• Ability to work independently while contributing effectively within a team environment.
• Strong problem-solving and critical-thinking skills.
• Ability to maintain accuracy and confidentiality when handling sensitive information and documentation.
• Regularly required to sit, stand, walk, use hands to handle objects, reach with hands and arms, and communicate effectively.
• Specific vision abilities required by this job include close vision and the ability to adjust focus.

Skills

• Advanced proficiency in Adobe Acrobat Pro and Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint.

Location

• New York City

Work Type

• Part-time
• Hybrid

Experience Level

• Some college preferred
• Previous experience in an insurance, employee benefits, or related professional services environment preferred
• Demonstrated proficiency with Adobe Acrobat Pro, Microsoft Outlook, Word, Excel, and PowerPoint
• Experience providing administrative, operational, or client support in a fast-paced business environment preferred
• Proven ability to manage multiple projects, prioritize competing demands, and meet deadlines

Education Level

• High school diploma required

Benefits

• Generous paid time off and company holidays
• Paid parental leave and family‑supportive benefits
• 401(k) with company match
• Medical, dental, vision, wellness, and EAP programs
• Professional development, tuition reimbursement, and mentorship
• Employee recognition programs and referral bonuses
• Employee Resource Groups and inclusive culture

About the Company

• EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.
• Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
• Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide.
• With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs.
• We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
• Our core values are: Owner Mindset, Inspire Trust, Think Big, and Drive Results.
• EPIC offers a comprehensive and competitive total rewards package.
• EPIC fosters a 50/50 culture that values both production and service excellence—and we actively invest in our people’s growth.

Equal Opportunity

• EPIC embraces diversity in all its various forms, whether it be diversity of thought, background, race, religion, gender, skills, or experience.
• We are committed to fostering a work community where every colleague feels welcomed, valued, respected, and heard.
• It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us deliver the best outcomes for our clients.
• California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf