PM Group Benefits Advisors - Client Services Associate
Core
Client services associate supporting Group Benefits Advisors in managing employee health and welfare benefit plans, including account management, enrollment, and carrier reporting.
Role type
Client services associate (group benefits)
Builds
Sustainable employee health and welfare benefit plans
Domain
Insurance / Human Resources / Employee Benefits
Deliverable
client delivery
Required skills
Account management, data management, CRM maintenance, carrier reporting, compliance reporting, client communication, Microsoft Office proficiency
Responsibilities
Manage account relationships for group benefit plan sponsors, assist with employee open enrollment and communications, support underwriting and analytics staff with data collection, handle carrier billings and premium statements, maintain CRM records, distribute compliance notices, assist with Schedule A 5500 reporting, support practice development.
Seniority
Entry-level to early career