The Plan Document Specialist drafts and maintains essential benefit plan documents such as SBCs, SPDs, and BPDs to ensure regulatory compliance. They also collaborate with internal stakeholders to verify plan details and manage document inventory within established service level agreements.
The Account Manager supports business relationships between the company and designated clients by acting as a primary liaison and managing assigned books of business. They are responsible for resolving benefit plan issues, providing reporting, and assisting the Account Executive team with new business and renewal implementations.
Acts as the subject matter expert for ASO and self-funded health plan underwriting, overseeing new business, renewals, and stop-loss placement. The role involves mentoring junior underwriters and collaborating with sales teams to ensure profitability and operational excellence.
