Ottawa Kent Insurance Agency Inc

Account Manager

• Provide day-to-day support to a team of Account Managers across a shared book of small to mid-market clients (2–250 lives)
• Assist with quoting and renewal processes, including gathering census data, submitting to carriers, and organizing plan options
• Prepare and review benefit comparisons and proposal materials for accuracy and completeness
• Compile and maintain compliance materials, including required notices and regulatory documentation (e.g., ERISA, ACA, COBRA)
• Maintain accurate client records, files, and internal systems
• Coordinate with carriers and vendors to obtain quotes, track submissions, and resolve discrepancies
• Support open enrollment preparation by organizing materials and ensuring deadlines are met
• Assist with reporting, audits, and quality control to maintain high standards of accuracy and compliance
• Collaborate closely with Account Managers to support client deliverables and timeline

Associate Account Manager – Client Specialist