Serve as secondary client manager for large employer groups and primary day-to-day contact for a portfolio of smaller large-group clients. Perform benefits analyst duties—financial spreading, quoting, reporting, ben-admin configuration, eligibility/billing support—build renewal and enrollment materials, present client deliverables, coordinate vendors, and strengthen client experience cross-functionally.

Manage a portfolio of California large-group employer clients (100–2,000 lives), lead renewals, open enrollment, compliance, vendor deployment, and member education. Design benefit strategies, create presentations and financial reporting, strengthen client relationships, and collaborate with internal teams to improve service delivery.

The Solutions Consultant develops new business, advises clients on alternate funding strategies, and delivers financial insights, leveraging expertise in employee benefits consulting to guide decisions.

The Client Associate - Micro Group will manage a portfolio of micro group clients, support account executives, handle client inquiries, and contribute to renewal preparations while enhancing consulting skills.

Manage and coach a team of SDRs, drive top-of-funnel performance, optimize tech stack, and enhance account distribution strategy while collaborating with sales and marketing teams.

The Benefits Analyst will support project work in client services, including data management, compliance documentation, and benefits administration.