• Assist in development of open enrollment kits and materials • Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team • Compile data and assemble Requests for Proposal (RFP) for various lines of coverage. • Evaluate RFP responses and create qualitative and quantitative assessments of each • Implement new cases by following a case checklist which may involve familiarizing clients with their current benefit plans • Communicate and assist in implementing compliance and/or regulatory changes with clients (including COBRA, ERISA, HSA, HRA, Flex, HIPAA, etc.) • Review and correct SPDs, Wrap documents, and Certifications from carriers • Have a full understanding of group medical and ancillary programs • Prepare renewal and provided options after receiving work direction from Risk Advisor or Account Executive • Work on claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions • Work with colleagues to manage workloads, build and maintain good vendor and client relationships • Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions