Existing Business Coordinator

Established over six decades ago, EM Benefits, now a part of RPS, provides independent insurance agents with best-in-class products supported by meticulous and knowledgeable service. Learn more about us.

At RPS, we drive client success with tailored, data-driven insurance, benefits, and underwriting solutions. Through exclusive products, market expertise, and a client-first mindset, we help provide our clients with a competitive edge.

About the role

The Existing Business Coordinator will assist in maintaining broker relations by servicing existing business accounts in a team environment. Responsibilities include processing eligibility changes, assisting with billing and claim inquiries, and providing customer service to clients, brokers, and marketing representatives.

Responsibilities

• Process and follow up on existing business inquiries.
• Develop and maintain good working relationships with carriers, brokers, and clients.
• Maintain workflow to meet goals established by management.
• Service existing clients (brokers, groups, and members) by providing guidance on eligibility issues, invoice inquiries, procedures, and benefits.
• Verify and process applications to ensure accurate billings according to established procedures.
• Obtain necessary information for enrollment to maintain accurate membership records and provide written confirmations to clients on new additions and membership changes.
• Communicate any unusual situations to the marketing representative that arise with brokers or clients.
• Collaborate as a team with the Marketing Representative and Team Lead to assist brokers and clients.
• Enter new groups in the EM Connect Database.
• Enter production data in Salesforce.
• Perform other duties and projects as assigned by management.

Requirements

• Minimum of 2 years of related experience preferred.
• High school diploma (or equivalent) required.
• General data entry skills required.
• Life & Health License preferred (or ability to obtain).
• Highly proficient in Microsoft Office or similar software, including spreadsheet and presentation tools.
• Insurance background preferred.
• Excellent phone etiquette and interpersonal skills.
• Ability to compose clear and concise written communications.

Benefits

We offer a competitive and comprehensive compensation package, including:

• Medical, dental, and vision plans (effective from day one).
• Life and accident insurance.
• 401(K) and Roth retirement options.
• Tax-advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.
• Digital mental health services (Talkspace).
• Flexible work hours (availability varies by office and job function).
• Training programs.
• Gallagher Thrive program – health and wellness initiatives including challenges, workshops, and digital fitness programs.
• Charitable matching gift program.

Note: The benefits summary applies to full-time positions. If you are not applying for a full-time role, details will be provided during the selection process.