• Manage a book of business with a focus on providing strategic solutions for employee benefit needs.
• Client consultations: Lead discussions on benefits strategies, compliance, and plan options to ensure clients are getting the most out of their programs.
• Carrier Relationships & Renewals: Spearhead marketing efforts and plan implementations for renewals and new business.
• Compliance Education: Be the go-to expert on DOL, ERISA, COBRA, FMLA, and other compliance topics.
• Post-enrollment support: Provide ongoing guidance and maintain strong relationships to ensure client satisfaction.