Account Manager

• Supports the Account Manager on activities required for a smooth transition and/or implementation of new business.
• Manages escalated participant issues working directly with the insurance carrier/TPA regarding systemic or process issues.
• Focuses on administrative support of Account Managers.
• Maintains frequent contact with clients to assist with client needs and questions.
• Manages the delivery of services and the day-to-day client needs to retain accounts, to establish strong client relationships and achieve high levels of client satisfaction.
• Coordinates and manages projects and interactions with clients to address client needs.
• Performs detailed review of all client contracts, summary plan descriptions, insurance certificates, employee communications, and SBCs.

Account Manager Support – Employee Benefits

Account Manager – OEM, MRO

Partnership Account Manager

AI Partnerships Manager

Account Representative