Client Services Account Coordinator

MOVE Your Business is proud to represent our client, a U.S.-based benefits consulting firm that helps employers design and manage health benefit programs that balance cost efficiency with employee well-being. They use a collaborative, data-driven approach to deliver clarity, improve cash flow, and strengthen employee engagement. With a focus on advisory excellence and streamlined operations, the firm serves as a trusted partner bridging employers, employees, and the complexities of modern benefits administration.

On behalf of our client, we are seeking a Client Services Account Coordinator who will play a vital role in supporting employer groups and their employees through responsive, detail-oriented service. The account coordinator will manage renewals, coordinate documentation, track service tickets, and maintain accurate data across systems—freeing our consultants to focus on strategic, high-value client work.

NOTE: We kindly ask that you submit your resume in English to help us understand your qualifications better. Looking forward to reviewing your application

Benefits:

• Competitive salary ($450/month)
• Strong support system
• Health benefit ($30/month)
• Training materials for upskilling provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leaves (sick leave convertible to cash if perfect attendance)
• Paid planned leaves

Key Responsibilities:

• Client Coordination & Service Delivery
• Manage and route client service tickets, ensuring prompt acknowledgment and resolution within SLAs.

• Schedule client calls, renewals, and milestone check-ins; prepare agendas, notes, and follow-ups.

• Renewals & Proposals

• Gather and clean census data; compile carrier/TPA materials for renewals.

• Prepare draft proposals and side-by-side plan comparisons using templates.

• Enrollment Support

• Track enrollment forms, confirmations, and effective dates.
• Coordinate with carriers/TPAs to confirm ID cards, coverage, and resolve escalations.

• Provide clear updates to employers and employees on process status.

• Data & Documentation

• Maintain accurate CRM and benadmin records (employers, contacts, plans, rates, notes).
• Create client-facing materials such as timelines, checklists, FAQs, and status updates.

• Draft SBC/SPD request lists and maintain filing trackers.

• Vendor & Carrier Follow-ups

• Submit, track, and close service tickets with carriers/TPAs; document all actions and resolutions.

• Keep stakeholders informed until all items are completed and confirmed.

• Reporting & Accuracy

• Generate weekly pipeline and SLA reports (tickets opened/closed, renewal status, open items).

• Audit rosters, invoices, and change logs for accuracy and completeness.

• Ad Hoc Projects

• Support special projects, process improvements, and data clean-up initiatives as needed.
• Assist the Client Services Team Lead and staff with other operational or client support tasks.

Success Metrics

• SLA compliance on first-response and ticket resolution times.
• 100% of renewal files finalized at least 2 weeks before carrier deadlines.
• ≥99% data accuracy across CRM and administrative systems.
• Positive CSAT/NPS scores for responsiveness, clarity, and follow-through.

Requirements & Qualifications:

• 2–4+ years of experience in client coordination, benefits administration, insurance operations, or a similar role.
• Exceptional written and verbal communication skills in English.
• Proficiency in Excel/Google Sheets (filters, VLOOKUP/XLOOKUP, basic pivots) and document control.
• Experience with benefits tools or platforms is a plus (e.g., Employee Navigator, Ease, BenefitPoint/AgencyBloc, Salesforce, HubSpot, DocuSign, Adobe).
• Highly organized, detail-oriented, and process-driven with proactive follow-through.
• Flexible and adaptable, with the ability to manage multiple priorities and ad hoc requests efficiently.
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country's equivalent), is required before onboarding.

Working Hours:

Part-Time (20 hours per week)

Monday through Friday 8 a.m. to 12:00 p.m. or 1:00 p.m. to 5:00 p.m. Eastern Time

About Us: MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we're committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.

Job Type: Part-time

Pay: Php26,400.00 per month

Expected hours: 20 per week

Benefits:

• Work from home

Application Question(s):

• How many years of experience do you have as an Account Coordinator?
• How many years of experience do you have in using Google Sheet/Excel Sheet?
• How many years of experience do you have in using CRM Tools?

Work Location: Remote