BMR Health Services is seeking a motivated, detail-oriented, and organized Client Relations & Compliance Coordinator to support our school district partnerships and coordinate insurance documentation. This role combines client relationship management with administrative coordination, including Certificates of Insurance (COIs). The ideal candidate is a proactive communicator who enjoys working with clients, managing multiple priorities, and ensuring that documentation and requirements are handled accurately and on time. No prior COI experience is required; training will be provided. This role is early-career/junior friendly with only 2 years of experience required.

Key Responsibilities:

Client Relations & School District Support Serve as a point of contact for school district clients, maintaining professional relationships and responding to inquiries in a timely manner. Communicate with school district representatives regarding service updates, documentation requirements, and administrative needs. Follow up with clients and internal teams to resolve outstanding requests and ensure smooth coordination. Support client onboarding, account maintenance, and ongoing partnership management. Insurance Documentation & Compliance Request, collect, organize, and track Certificates of Insurance (COIs) for school district clients. Learn to review COIs against established school district insurance requirements and identify missing or outdated documentation. Coordinate with insurance brokers, carriers, and internal teams to obtain updated certificates and resolve discrepancies. Monitor insurance expiration dates and follow up on renewals to maintain current documentation. Maintain accurate records of insurance documents, client requirements, and compliance deadlines. Administrative & Operational Support Maintain organized client records, spreadsheets, and internal tracking systems. Track outstanding tasks, follow-up items, and deadlines across multiple client accounts. Collaborate with internal departments to support efficient client service and operational processes. Identify opportunities to improve documentation workflows and administrative efficiency. Qualifications Strong written and verbal communication skills. Excellent organizational skills and attention to detail. Ability to manage multiple responsibilities and meet deadlines. Proficiency in Microsoft Office, Google Workspace, and spreadsheet-based tracking. Professional, dependable, and comfortable communicating with external clients. Willingness to learn insurance documentation procedures and school district compliance requirements. Experience Requirements Approximately 2 years of experience in client relations, customer service, account coordination, administrative operations, or a related field is preferred Previous experience managing Certificates of Insurance (COIs) is preferred but not required (training will be provided) Experience communicating with external clients, tracking documentation, and managing deadlines is highly desirable #IND1

Pay:

$70,000.00 - $80,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Application Question(s): Do you have experience with Certificates of Insurance (COIs) or are you willing to learn? Do you live

WITHIN 20

miles of Pleasanton, CA 94566?

Experience:

client relationship: 2 years (Required) Ability to

Commute:

Pleasanton, CA 94566 (Required)

Work Location:

Hybrid remote in Pleasanton, CA 94566