Provide regular updates of plan performance (quarterly updates)
Conduct the analysis
Prepare the deliverables
Help client interpret the results
Prepare and deliver annual renewals
Conduct the analysis
Negotiate the best price
Prepare the deliverable
Help client interpret results
Be the first point of contact for ongoing client needs
Work collaboratively with associates where applicable
Define service standards with clients and manage account lifecycle according to set service agreement/commitment. Ensure service standards are met and all deliverables are complete and client focused
Communicate regularly and work collaboratively with all other members of the IS team for necessary support in meeting client demands
Ensure that plan design strategies are appropriate based on the plan sponsor’s needs and goals via regular reviews of the utilization among the various benefit levels
Ensure that the funding arrangement/pricing model is appropriate via regular reviews of the performance of the financial component of the program,
Ensure the insurance provider is administering and underwriting the program appropriately and that service standards are met.
Support plan sponsors in their ongoing administrative needs
Where necessary, provide support to insurance carrier contacts in working with clients to collect deficits, outstanding premiums or claim funding adjustments that are overdue
Facilitate, follow-up, resolve and communicate any escalated service issues
Look for opportunities to implement new products
Project leader for implementations on plan design changes, amendments and pricing – including flex launches and re-enrolments. Act as liaison, working with underwriting/carrier contacts (and associate brokers as necessary)
General expectation to provide internal support, leadership, coaching and guidance to all other IS Team Members, through your interactions and handling of client relationships and situations
Take part in transitioning new business acquisitions to the ongoing management service model
Work with Client Manager to ensure that the proper internal resources are assigned and available to assist in the execution of tasks within the required timeframes,
Build and manage effective relationships with internal staff and external business partners
Establish and maintain excellent working relationship with insurance carrier staff
Maintain a high degree of technical and industry expertise; by participating in industry conferences, seminars, etc.