Account Specialist

The Account Specialist plays a critical role within and in support of the client management team, which provides healthcare and group benefits solutions encompassing plan design, vendor evaluation and management, as well as conducting benefits meetings for our clients’ employees. The colleague collaborates with Account Managers, Account Executives and Producers to meet client needs while maintaining top-tier customer service. Career growth opportunities exist within the team while working in a hybrid environment (mostly work from home with periodic meetings in the office and with clients around Colorado). The Role * Assist colleagues in the management of the annual lifecycle of employee benefits for clients * Work with the Account Managers, Account Executives and Producers to meet client needs, including:

• Strategy: reviewing clients’ benefit options
• Updating benefit guides
• Answer client questions
• Address escalated member benefit issues
• Work with vendors to solve employer and employee benefits issues
• Organize and participate in employee meetings (open enrollment, benefits

fairs, etc.)

• Assist with RFPs for clients
• Help new clients through the onboarding process
• Assist colleagues with maintaining clients’ insurance policies
• Ensure the internal compliance process is being followed and documented
• Opportunity to advance through career path: Account Manager, Account

Executive, Producer