Serve as the primary contact for routine client and member service needs, including ID cards, claims issues, eligibility inquiries, and general benefit questions.
Respond to hotline and email requests promptly and professionally, ensuring client and member satisfaction.
Document all interactions thoroughly within internal systems.
Maintain accurate and up-to-date client records within the BAM system.
Monitor internal workflows and ensure tasks are completed in a timely and compliant manner.
Peer review marketing proposals and provide constructive feedback to the Marketing Analyst.
Update AMS with fee agreements and coordinate invoicing when applicable.
Prepare and distribute benefit summaries, enrollment guides, and other client-specific communication materials.
Create Open Enrollment and new hire benefit guides tailored to client plans.
Support and attend employee education sessions (virtual or in-person), including Q&A and general benefit support.
Coordinate with vendors and carriers to ensure open enrollment activities are completed on time.
Respond to employee questions and requests, escalating as needed.
Distribute templated compliance communications for requirements such as PCORI, ACA filings, Medicare Part D, Wrap Documents, and Section 125 plans.
Request and track Certificates of Coverage from carriers.
Update plan information and rates with COBRA vendors.
Maintain the Wrangle dashboard to support Schedule A and 5500 filing timelines.
Work cross-functionally with Marketing Analysts, Account Executives, and other internal teams to support strategic client objectives.
Provide updates on service issues, assist with marketing or implementation needs, and contribute to a consistent, high-quality client experience.
Proactively communicate internal updates and ensure visibility into client status across teams.
Perform other duties as assigned.
Requirements
Minimum of high school diploma or general education degree (GED)
1-2 years of experience in account management, client services, or a related field.
Proficient with MS Office Suite and Excel
Organizational, verbal, and written communication skills.
Ability to maintain a high level of confidentiality.
Willingness to travel
Associate’s or Bachelor’s in a business or financial related discipline (preferred)
Minimum typing speed of 40 to 50 words per minute (preferred)
Agency Management System knowledge (preferred)
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance