Careers at EBS

Careers at EBS


Our small team is growing fast! If you're upbeat, outgoing and thrive in a fun and high-energy environment, EBS is the place for you! We offer a fun working environment with opportunities for advancement.

Department: Customer Service

Classification: Full-Time (40 hours/week), Salaried, Non-Exempt

Position Summary The role of the Client Coordinator is to assist the Client Managers with both small and large group clients, as well as assist the office with the day-to-day needs of the business. Typical functions include, but are not limited to, quoting small group plans through the GBS quoting system, preparing and sending quote requests to insurance carriers on behalf of the client, creating proposals to display and communicate benefit information, prepare spreadsheets and presentations, assist the Client Managers with open enrollments for all groups, as well as printing, faxing, filing and other administrative office duties.

Position Responsibilities:

Main Responsibilities and Duties Account Management

  1. Quoting: Gathers quotes and prepares spreadsheets/presentations to display renewal/plan options. This includes small group & large group (RFP's), including ancillary lines of coverage. Acts as a liaison with insurance carriers to receive quotes for large groups.
  2. Prepares presentations through Dynamis
  3. Prepares benefit enrollment guides
  4. Puts together open enrollment packets and kits for various meetings
  5. Utilizes SalesForce and Resource Library to update account information

Responsibilities and Duties for Business Development

  1. New business quoting
  2. Prepares prospect presentations for sales staff
  3. Loads new business prospects into SalesForce
  4. Utilizes Dynamis for prospect meetings

Responsibilities for Client Care

  1. Keys enrollments, information updates and changes, terminations, and additions into various TPA and carrier sites
  2. Reviews ("Scrubs") client invoices for accuracy and reports mistakes or missing information to the Client Care Specialist
  3. Meticulously keeps records of all transactional notes in SalesForce and the Resource Library


  1. Prints, faxes, copies materials for staff
  2. Assist staff with various administrative office duties (Office supply ordering, etc.)
  3. Provides back-up assistance for the office when necessary

Continuing Education

  1. As a condition of future employment, the Client Coordinator must successfully pass their Maryland State Life & Health exam within the first calendar year (365 days) of employment
  2. Must fulfill Maryland State CE requirements on an annual basis
  3. Attends internal training as needed


  1. Reports to: Director of Culture and Communication
  2. Supervises: None

Knowledge/Experience Required

  1. High school diploma. College Degree preferred and Maryland Life & Health license required. Continuing Education encouraged.

Skills/Abilities Required

  1. Strong organizational skills, including daily prioritizing and logical thinking
  2. Service-oriented; kind, compassionate, and willing to work hard
  3. Exceptional written and verbal communication skills
  4. Responsive, empathetic, and honest
  5. Strong working knowledge of various computer programs (MS Word, MS Outlook preferred; Internet, MS Excel and database experience also beneficial) able to learn new systems and programs, such as SalesForce, Publisher, InDesign, Broker Briefcase and Dynamis
  6. Able to manage multiple projects simultaneously and successfully
  7. Able to work well and adapt to multiple teams
  8. Promotes cooperation and shared success throughout the company
  9. Shares ideas for improvement

Physical Requirements/Miscellaneous

  1. Valid Driver's License.
  2. There are no physical requirements for the position.

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

Employee Benefit Services of Maryland, Inc. is an Equal Opportunity Employer.



Salary, Benefits & Time Off

We want you to stay healthy! In addition to company paid Life, Disability and Telemedicine, we offer a variety of medical plans to choose from, as well as dental and vision plans! You'll have access to a national network of doctors that provides comprehensive coverage when you need it most.

You'll get all the usual holidays off, plus a few you might not expect! We have a flexible vacation policy that allows you to get the rest and relaxation you need to refresh. If you're welcoming a little one, our paid maternal leave offers three months of leave at full pay.

Location & Office

An awesome building located on the picturesque Inner Harbor waterfront is the place we call home! We are within walking distance of the harbor, Federal Hill and more! We even have beach cruisers that you can take out to explore downtown Baltimore. Oh, don't worry about parking. We'll pay for your spot right in the Harbor Court garage.


Our managing partners believe in a healthy organization, so organic, healthy snacks, lunches and drinks are a no-brainer in our kitchen.

Employee experience

The work environment is fun, casual, and collaborative. Life at EBS wouldn't be the same without our free Under Armour Fitness Bootcamps, lunches, happy hours, O's and Raven's games, our annual holiday party, community outreach and so much more! These are just a few ways that we like to celebrate and bond over common interests.


  • CEOReport Corporate Culture Award 2018
  • Business Insurance Best Places to Work 2018
  • CareFirst Platinum Broker
  • UnitedHealthcare United Advantage Gold Broker
  • SmartCEO Corporate Culture Award 2015
  • Assurant Employee Benefits MVP
  • Mutual of Omaha Platinum Producer
  • Guardian Preferred Broker
  • Aetna Premium Producer

As employee benefits brokers, our core competency is to provide you access to medical, dental, vision, life, disability, and other insurance products. We help you navigate employee benefits through automated technologies that streamline and automate the process, such as integrated payroll, enrollment platforms, benefits administration, and Human Resource Information Systems. We keep you out of the penalty zone by advising you and providing solutions to meet your ERISA and Affordable Care Act (ACA) requirements, including reporting and distributing notices. We protect your bottom line by providing financially-focused and strategic planning, cost containment strategies, and risk management. We back all of this up with incredible customer service that is with you every step of the way. We are Employee Benefit Services. We are easier, better, smarter.