Administrative Skills, Communication Skills, Compensation and Benefits, Consulting, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Documentation, Employee Benefits, Health Plan, Healthcare, Insurance, Interpersonal Skills, Microsoft Office, Multitasking, Operations, Organizational Skills, Prepare Correspondence, Record Keeping, Staff Policies, Team Player, Time Management
About Us
Health Benefit Advisors is a professional employee benefits consulting and insurance advisory firm committed to delivering personalized healthcare and benefits solutions for individuals, employers, and organizations. We pride ourselves on exceptional service, industry expertise, and long-term client relationships.
We are currently seeking a dependable and detail-oriented Client Services Coordinator to join our growing team in Westlake Village, California.
Position Summary
The Client Services Coordinator will support daily client operations, assist with benefits administration processes, and provide exceptional customer service to clients and internal teams. This role is ideal for a professional who thrives in a fast-paced office environment and enjoys building strong client relationships.
Key Responsibilities
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Serve as a point of contact for client inquiries and service requests
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Assist with employee enrollments, policy updates, and benefits documentation
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Coordinate communication between clients, carriers, and internal departments
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Maintain accurate client records and account information
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Support claims assistance and eligibility verification processes
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Prepare client correspondence, reports, and presentations
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Ensure timely follow-up and resolution of client concerns
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Provide administrative support to the benefits and advisory teams
Qualifications
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1–3+ years of customer service, administrative, or insurance-related experience preferred
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Strong communication and interpersonal skills
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Excellent organizational and multitasking abilities
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Proficiency in Microsoft Office Suite and CRM systems
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Professional demeanor and strong attention to detail
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Ability to work collaboratively within a team environment
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Insurance industry experience is a plus
Benefits & Perks
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Competitive hourly compensation
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Health insurance benefits
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Paid time off and company holidays
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Professional growth and training opportunities
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Supportive and collaborative office environment
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Career advancement potential
Join Our Team
At Health Benefit Advisors, we value professionalism, integrity, and outstanding client service. If you are looking to build your career with a growing and respected organization, we encourage you to apply.