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Account Manager

Summary/Objective Responsible for directing and planning the day-to-day operations of group benefit programs. Analyzes existing plan data and compares to current market trends to identify company objectives. Evaluates market response and presents strategic and financial report with recommendations that meet desired objectives. Installs new and/or modified plans with appropriate vendors. Prepares and executes benefit documents; including developing communication materials and conducting employee education presentations. Ensures plan compliance with all local, state and federal agencies. Provides customer service for escalated issues and is... Find out more »


Client Service Advocate

Summary/Objective Must partner with the Account Management team to meet and exceed customer’s service expectations. Responsible for fielding employee benefit questions, issues and complaints and following through to resolution. Processes all customer requests and provides timely feedback on outcomes. Must exhibit confidence in products and programs and be able to effectively communicate accurate information both verbally and written. Skills/Qualifications Excellent customer service orientation and sense of empathy Strong team player with commitment to company values Time management and the ability to organize and manage... Find out more »


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