Essential Duties and Responsibilities

·        Implement ICHRA, PEO and ancillary plans for specialty groups, including working with HR teams and vendor partners

·        Administer ongoing service functions throughout the plan year

·        Coordinate with vendor partners and clients to implement and support plans

·        Answer client questions and provide proactive service support

·        Manage communications and deliverables in partnership with producers

·        Market to carriers when needed

·        Create benefit guides and support open enrollment presentations as needed

·        Assist with implementation for clients using PEOs or outside HR vendors

·        Perform administrative tasks such as data entry, billing coordination, and eligibility updates

·        Coordinate and oversee onboarding of new clients and benefit renewals

·        Understand and assist with low enrollment, fully insured large group and ancillary-only client structures

·        Handle claim and carrier issues, eligibility discrepancies, and plan changes

 New/Renewal/Marketing

·        Support implementation and renewal processes specific to ICHRA, PEO and ancillary products

·        Conduct or assist with renewal and open enrollment meetings

·        Coordinate with vendors to market and confirm benefit plan details

·        Prepare enrollment and new hire materials

·        Provide benefit communication tools to clients

·        Assist in coordination with COBRA, if applicable

Revenue Growth

·        Contribute to agency revenue goals by supporting effective service retention

·        Identify opportunities to enhance client satisfaction and drive engagement

Other Duties and Responsibilities

·        Demonstrate professionalism and commitment to service excellence

·        Stay informed of industry changes and evolving client needs

·        Maintain strong carrier and vendor relationships

·        Attend team meetings and support agency-wide initiatives

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