The Case Builder is responsible for troubleshooting platform-related issues, managing benefit platform configurations, and performing data validation. They will also collaborate with internal teams to ensure accurate delivery and support during peak enrollment periods.
The role involves troubleshooting platform-related issues, managing employee enrollments, and performing system configuration tasks within the Employee Navigator platform. You will also partner with internal teams to ensure accurate delivery of benefits administration services and participate in process improvement initiatives.
Provide ongoing support to clients and brokers regarding the Employee Navigator platform, including troubleshooting and system configuration. Collaborate with internal teams to ensure accurate benefit platform setup and timely delivery of services.
The Producer is responsible for soliciting and selling various forms of insurance business while maximizing client retention through superior service. Key duties include generating new client opportunities, developing customized risk mitigation strategies, and implementing individual production budgets.
Support account managers in the service, retention, and growth of employee benefits clients by managing service issues and implementation paperwork. Assist with renewals, compliance tracking, and the preparation of client-facing materials and spreadsheets.
Assist Account Managers and Executives with the day-to-day servicing of commercial insurance accounts. Handle routine client inquiries, process policy changes, and maintain accurate client documentation.
