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The Plexus Groupe Client Coordinator - Employee Benefits in Oklahoma City, Oklahoma

The Plexus Groupe — a warded Best Places to Work in Insurance — is looking for candidates who dream big. We have an opening for a Client Coordinator — Employee Benefits in our Oklahoma City office.

Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever? If you are a team player and task-master, you prefer a balance of working with data and people, you thrive in a fast paced environment with deadlines, and you have strong attention to details and follow through, please keep reading…

Summary :

The Client Coordinator assists the Client Manager and Client Executive with client questions, proposals, marketing, rate spreadsheets, sales and service support including claims resolution.

Job Responsibilities:

  • Timely respond to Client Manager and Client Executive requests for information or help .

  • Handle incoming calls from assigned clients regarding benefit questions, claim issues, eligibility, billing and other support issues.

  • Coordinate with medical and ancillary carriers to ensure the timely resolution of client issues.

  • Marketing of cases for existing business renewals and new business; marketing function include gathering census & experience information, plan designs, rates and previous carrier information.

  • Review marketing options from carriers and provide plan options, based upon client needs, via a proposal spreadsheet.

  • Work with carriers to ensure the timely processing of case submissions; work with carriers to ensure ID cards are received by the client in a timely fashion.

  • Support Client Manager with enrollment materials, information and presentations for meetings with clients.

  • Support other team members and take calls when other team members are unavailable.

  • Provide backup support to Client Manager when not in the office.

  • Proof proposals and benefit summaries for other team members.

  • Attend client meetings when necessary.

  • Serve as back-up to Office Administrator upon request.

    Required Experience :

  • Must have a BA/BS degree and at least 2 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, PowerPoint, and Outlook).

  • Ability to set priorities and prioritize as required to manage work flow.

  • Ability to work independently from others with little supervision.

  • Ability to work in a team environment.

  • Ability to work well and keep a level head under times of stress.

  • Ability to take direction from multiple authority figures.

    The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.


With offices in Chicago, Dallas, Oklahoma City and Tampa, The Plexus Groupe is a premier insurance brokerage and risk management consulting company. We offer our clients innovative insurance strategy and powerful professional resources to protect, preserve, and grow. The Plexus Groupe is an equal opportunity employer.

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