• Manage client and broker/consultant relationships throughout the client lifecycle, ensuring regular touchpoints and proactive feedback solicitation. • Communicate clearly and concisely in both verbal and written formats, demonstrating strong time management and prioritization skills. • Manage client communication for engagement marketing initiatives, including open enrollment events, webinars, mailers, and case studies. • Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments. • Ensure company and client objectives, expectations, and goals are met. • Support Client Executives to maximize retention and identify churn risks, as well as upsell and expansion opportunities. • Maintain accurate data input and hygiene in the customer relationship management system for all assigned clients. • Take appropriate and timely steps to resolve service issues.