• Serve as the primary contact for assigned clients across benefits, individual insurance, and financial services • Provide responsive service, addressing inquiries related to eligibility, claims, billing, COBRA, enrollments, terminations, and policy servicing • Identify opportunities to improve programs, strengthen employee satisfaction, and cross-sell additional solutions • Maintain accurate records of client interactions in agency management and CRM systems • Manage assigned small group accounts including medical, dental, vision, life, and ancillary products • Collaborate with carriers to resolve claims, billing, and enrollment issues • Collect and review census data, tax documentation, and other materials for underwriting and audits • Prepare and deliver presentations on plan design, compliance, cost containment, and wellness • Provide quotes, recommendations, and support for individual health and international travel insurance • Assist with applications, enrollment, renewals, and policy maintenance • Schedule and conduct client and prospect meetings to review goals and recommend solutions • Prepare proposals, complete applications, and track progress through underwriting • Maintain ongoing communication with clients, including periodic check-ins and annual reviews • Process updates to client information, policy details, beneficiaries, and account records • Build relationships with carrier reps to stay informed on financial product offerings and share updates with clients