Responsibilities: · Regularly communicate with clients on a variety of benefits issues and projects relating to the service plan and/or annual strategic plan. · Troubleshoot any client issues; respond to client requests within 24 hours of receipt. Resolve issues and communicate accordingly. · Assist Account Executives with marketing of accounts and spreadsheet analysis. · Responsible to keep up with all legislative issues related to employee benefits. · Work with clients to determine content for client communication campaign materials. · Handle various administrative tasks associated with client service including entering adds and terms in carrier portals as required. · Assist with preparation of stewardship and financial reports for clients as needed. · Prepare annual benchmark reports as needed. · Follow up with AE or Producer regarding account status/changes on a regular basis. · Develop strong relationships with carrier/vendor partners. · Conduct open enrollment meetings/presentations for clients as required. · Regularly enter pertinent client information into the Agency Management System.
Key Skills: