The Role

• Be the day-to-day contact for assigned clients 
• Manage the annual lifecycle of employee benefits for assigned clients
• Work with the Producer to meet client needs, including:
  • Development and/or analysis of benefits strategy
  • Delivery of reporting that is used to assess benefit utilization and plan performance
  • Answer client questions
  • Work with vendors to solve employer and employee benefits issues
  • Schedule, prepare for and attend client meetings, most often for renewals
  • Set up and participate in employee meetings (open enrollment, benefits fairs, etc.)
• Conduct RFPs for clients
• Assist producers and management with developing proposals and responding to RFPs
• Assist other Account Managers and their clients as needed
• Ensure the internal compliance process is being followed and documented