Key Accountabilities
- Oversee day-to-day account management while ensuring support items are managed appropriately and proactively to meet client needs
- Collaborate with internal team members to deliver an exceptional client experience
- Facilitate service level requests to the Solutions Team clearly and effectively
- Communicate challenges to Benefit Consultant as needed
- Schedule and lead strategic collaboration meetings with key team members for each client relationship; delegating actionable items when appropriate
- Ensure Account Managers are working in an effective and timely manner as it relates to policy renewal timelines
- Creation of clear and accurate financial analysis spreadsheets
- Quoting benefit options with carriers
- Track and effectively document workflow via CRM activities and case management
- Stay current on industry standards, trends, and products
- Build and maintain carrier relationships with a high understanding of current product portfolios
- Act as a liaison for the client/carrier relationship
- Assist with monitoring plans to ensure compliance with federal and state laws including but not limited to HIPAA, ERISA, COBRA, FMLA and the Affordable Care Act
- Ability to travel in and out of state – expected to be less than 15 overnights per year