Account Manager

• Provide critical support to customers through account management, claims management, and day-to-day client oversight
• Work collaboratively with the Producer and Account Team managing a book of business
• Coordinates and provide day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, and understanding client needs
• Serves as day-to-day contact and provides resolution for client questions and issues
• Manages claims and coverage issue resolution for clients’ employees
• Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars for employees and HR Managers
• Creates employee benefit booklets using Microsoft PowerPoint and Microsoft Publisher software
• Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
• Participates in and supports new carrier, plan or vendor implementation including benefits administration system build-out and project management
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
• Prepares master group files, client contact sheet, and maintains carrier files
• Supports the Account Executive in execution of the client strategy

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Account Manager