Key Accountabilities
- Handle day-to-day account management responsibilities in a proactive and timely manner ensuring client needs are met
- Collaborate with internal team members to deliver an exceptional client experience
- Coordinate client meeting logistics throughout the year and document notes/actionable items
- Responsible for the preparation of materials, presentations, reports and other identified deliverables for client meetings
- Facilitate service level requests to the Solutions Team clearly and effectively
- Manage policy renewals
- Initiate proactive renewal review
- Establish and maintain renewal timelines
- Assist with renewal negotiation
- Ensure consistent and thorough delivery
- Complete policy renewals in CRM
- Create financial analysis spreadsheets to clearly and accurately compare benefit options
- Request and prepare quoted benefit options from carriers
- Request, review, and deliver plan level reporting data to appropriate contacts on a monthly, quarterly, and annual basis as required
- Track and effectively document workflow via CRM policies, activities, and case management
- Stay current on industry standards, trends, and products
- Build and maintain carrier relationships with an 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