The Account Executive manages assigned client accounts, overseeing policy activity, renewals, and benefit administration. They act as a technical resource, identifying growth opportunities and ensuring high-level service through regular client engagement and plan implementation.
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.
