Job Summary: As a key member of the service team, the Employee Benefit Specialist is responsible for assisting in servicing a book of business. This position is involved in pro-active client management via assistance in the preparation of client presentations, managing data collection for renewals and the RFP process, leading vendor implementations, developing open enrollment communications and resolving elevated claim issues. This position is an important point of contact for the day-to-day servicing of clients and is expected to respond to and resolve client requests on a wide variety of benefit topics with limited assistance from the Associate/Senior Associate Consultant. This role is also responsible for managing the internal processes and procedures involved with client record retention.

Principal Responsibilities

• Work directly with clients and consulting team to provide excellent day-to-day service.
• Maintain Image Right; audit annually to ensure that accurate, up to date information is filed appropriately.
• Create the client calendar on an annual basis for each client in the book of business and maintain in Image Right.
• Create the annual “client renewal letter” for each client in the book of business and maintain in Image Right.
• Ens