Client Relations Coordinator
Posted 2025-05-17Are you looking for a dynamic position in a growing organization? Are you a people-person who thrives on cultivating new relationships and helping others? Do you want a fast-paced, team environment with room for growth? If so, VBA is looking for you.
As a full-time Client Relations Coordinator, you are responsible for being the first point of contact for Benefit Administrators, Brokers, and third-party agents to assist with phone calls, emails, chats and requests. A Client Relations Coordinator successfully prioritizes higher level requests along with our Group Administration and EDI teams. This role includes making decisions about eligibility by assessing policy coverage and group contracts.
ESSENTIAL JOB FUNCTIONS
Enrolling employees in elected insurance plans through electronic systems and online platforms
Working collaboratively with insurance brokers and agencies, ensuring seamless coordination to ensure customer satisfaction
Read and explain insurance policies to benefit administrators and brokers
Provide outstanding service by being proactive and responsive to all benefits administrator, broker and partner communications
Work closely with Group Administration, EDI and Accounting departments as a first point of contact for benefit administrators, brokers and third-party agents by handling calls, emails and chats
Handle sensitive member PII and PHI and ensure HIPAA compliance
Maintain, and create new, high-level relationships with brokers, clients and third-party agents through communications and self-driven touchpoint outreach
Process Benefit Administrator Portal Access Forms and provide support to brokers, benefits administrators and third-party agents on entering and editing enrollment using the Administrator portal
Process manual enrollments (changes/adds/terms/Cobra)
Support the Member Services and Provider Relations Teams in answering incoming member account questions
Send copies of Group Insurance bills to benefit administrators
Audit new group set ups in Claims
Use document management technology (Content Server) for securing and storing documents through their lifecycle
Onboard new Broker Agencies and Producers using PCRM for processing appointments and documents
Work with Client Relations Supervisor to resolve client and account issues
Assist with creating ad hoc reports for the business
Complete projects as assigned by Client Relations and Claims Coordination Manager
Perform activities and functions of related lower-level personnel as assigned or required
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of this position.
QUALIFICATIONS
EDUCATION: Associates degree or equivalent work experience. Bachelors degree is preferred.
WORK EXPERIENCE: At least 2 years of full-time insurance enrollment experience
At least 2 years of customer service experience
Experience working collaboratively with insurance brokers and agencies preferred
Must be presently authorized to work in the U.S. without a requirement for work authorization sponsorship by our company for this position now or in the future.
Must maintain a residence in Pennsylvania throughout employment.
KNOWLEDGE, SKILLS AND ABILITIES
Build and maintain positive relationships both internally and externally
Ability to work well with all levels of management and staff while maintaining a professional and diplomatic demeanor
Proficiency in MS Office Suite Word, Excel, Outlook and Teams
Strong analytical, problem solving and decision-making skills
Ability to work independently with minimal supervision or cooperatively as part of the team
Ability to use resources to answer questions and solve problems
Ability to maintain composure and perform duties at an elite level in high pressure situations
Ability to tactfully deescalate difficult calls, emails and chats
Considerable knowledge of insurance plan rules
Ability to self-direct and make critical decisions that have a direct impact on business
Effective organizational and time management skills to balance competing priorities
Strong knowledge of policies and procedures related to release of information and HIPAA regulations
Considerable knowledge and understanding of VBA contractual and administrative policies affecting claims
Knowledge of appointing Broker Agencies and Producers
Knowledge of using PCRM for processing appointments and documents
This is a remote position within the Pittsburgh, PA area. In-office work may occur periodically based on business need. Work is performed in a home office environment and may require:
occasionally lifting 0 20 pounds.
To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions described herein. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the job description, but which may be reasonably considered to be incidental in the performing of their duties just as though they were actually written out in this job description.
Starting pay rate is: $43,000-$47,000/year
Full-time, permanent VBA employees receive an exceptional benefits package including:
Health and Dental benefits with minimal employee contribution.
Employer paid Vision, Short Term and Long Term Disability, and Life Insurance benefits. Vision plan offers generous allowances, no copays, and two materials per year for eligible employee and dependents.
401k employer matching up to 6% following six months of service, vesting after five years of service.
Generous time off and leave package
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