p>Duties and Responsibilities • Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs • Collaborates on delivering multi-year strategic plan • Manages projects in concert with the client including, but not limited to, all vendor implementation • Assists with generating benchmarking reports (annually, quarterly or monthly) • Manages claims and coverage issue resolution for clients' employees when elevated from HR • Provides assistance with clients' billing and eligibility audits, and on occasion may conduct these audits for clients independently • Advises and guides clients in compliance matters and sends monthly reports to client as needed • Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Executive • Creates employee benefit booklets, when not completed by Account Administrator • Assists with open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers as needed • Handles renewal and open enrollment material prep • Orders supplies from carriers, and reviews for accuracy • Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management • Installs and regularly updates client specific data in Benefit Point • 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 • Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed • Coordinates client contact changes with Producer/Account Executive • Organizes client meetings with other team members • Attends industry related continuing education training and courses. Experience and Education Bachelor's degree preferred 2+ years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable).