• Partner with the customer delivery team to create customer deliverables, including but not limited to benefit guides, open enrollment presentations, customer reporting, cost modeling, benchmark analysis, and more. • Support the customer request for proposal process, including data gathering, carrier marketing, proposal exhibit development and plan comparison, and other related tasks. • Serve as the project manager for insurance carrier implementation for assigned customers. • Execute onboarding tasks for new Bennie customers. • Support quality assurance efforts, including but not limited to enrollment audits, benefit plan set up review, and customer billing review. • Support execution of the annual customer account plan for all assigned customers. • Support process improvement initiatives that support the ongoing evolution of Bennie’s consulting model and customer service model. • Develop strong relationships with customers and benefit industry partners.