• Maintain day to day client relationships, including overall account management
• Maintain relationships with internal co-workers and vendors
• Daily management of Activities/Records
• Document activities and materials in agency operating system
• Claim resolution, billing, and eligibility issues (if no Account Coordinator)
• Prepare, review & manage annual service calendar, if applicable (if no Account Coordinator)
• Manage client deliverables
• Manage the entire marketing process (e.g., census audit, Request/RFP, Rate Analysis template, checking in quotes, analyze proposals, negotiate terms)
• Quality Control (QC) presentations created by Account Coordinator and/or create “client ready” presentations
• Oversee the Implementation and Annual Enrollment processes
• Annual enrollment presenter
• Update agency operating system as needed
• Check-in/QC documents (e.g., SPD, contract) for accuracy, suggest changes when needed
• Run carrier reports as needed and update financial analysis reports
• Present strategic initiatives to Account Executive and/or Producer
• Provide compliance guidance
• Manage 5500 filings
• Prepare client financial statements, including mid-year reports to be delivered by Producer and/or Account Executive
• Respond to all calls and emails within 1 business day
• Perform special projects as needed

Position Requirements

• Knowledge of federal and state regulations
• Advanced Excel skills
• Exceptional communication skill both written and oral
• Ability to handle confidential information with maximum discretion
• Ability to work independently and on a team within a fast-paced environment
• Strong follow-up skills
• Demonstrate good judgment while managing projects, multi-tasking, prioritizing, and meeting deadlines with a sense of urgency
• Detail oriented, organized, efficient and proactive
• Excellent interpersonal and presentation skills
• High level of accountability and flexibility
• Self-starter with a high degree of emotional stamina
• High touch client orientation
• Strong analytical and quantitative skills
• Delegation skills
• Flexible to work outside of normal working hours
• Travel on an as needed basis; overnight stay required
• L&H Insurance license

#LI-DM1