Account Management


  • Support employee benefit and HR needs for group clients

  • Client advocacy

  • Research and analyze client's benefit plans for cost, plan design, funding, and network

  • Survey the market for appropriate benefit options for clients

  • Present plan alternates to exceed client expectations

  • Prepare and provide all documentation associated with benefit plans

  • Coordinate enrollment and open enrollment with online system

  • Provide documentation

  • Facilitate renewals and eligibility

  • Employee education and advocacy

Our Value is that our team provides all these products and services


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