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Processes pension applications and death notifications, verifies member and employer documentation, prepares election forms and benefit analyses, requests and issues initial payments, manages member suspensions, checks recalculations, and estimates pension benefits and vesting credits. Provides phone and walk-in customer assistance while maintaining accurate benefit information and adapting to plan document changes.

Supports the sales department through administrative, analytical, quoting, underwriting, reporting, and client-support activities. Prepares proposals, RFP responses, sales reports, forecasts, contracts, and client documentation. Maintains Salesforce sales pipeline data, manages inquiries, coordinates meetings and projects, supports stop-loss and TPA quoting, identifies business opportunities, and assists prospects through implementation. Requires strong communication, organization, customer service, data analysis, and healthcare benefits knowledge.

The Account Executive manages and retains client accounts, identifies new sales and revenue opportunities, develops executive relationships, and supports customer implementations. The role supervises Client Managers and support staff, conducts training and performance reviews, resolves escalated issues, and collaborates with marketing and product teams. It requires employee benefits and self-funded insurance sales experience, stop-loss expertise, strong communication skills, and travel up to 25%.

Implements employee benefits solutions for clients by defining requirements, designing workflows, configuring MyHealthBenefits, coordinating integrations, testing systems, and supporting rollout. Manages multiple implementation and renewal projects, maintains project plans and documentation, tracks milestones and risks, coordinates with clients, carriers, vendors, Sales, Claims, and IT, and troubleshoots implementation issues. Supports enrollment data imports, benefit plan configuration, EDI setup, open enrollment, FSA and COBRA administration, and transition to account management.

Provides administrative support to the DOO and two Account Executives by managing calendars, travel, communications, meetings, reports, expenses, presentations, and delegated tasks. Coordinates projects and events, prepares agendas and minutes, tracks continuing education credits, maintains sales contacts, and follows up on deadlines. The role requires confidentiality, customer service, strong organizational and writing skills, independent work, dependable attendance, and proficiency with Microsoft Office.

Reconciles employer contribution reports and payments against employee hours and wage classifications. Investigates discrepancies, contacts employers regarding underpayments or overpayments, tracks delinquencies, and supports collection and legal workflows. Prepares payroll audit documentation and variance analyses, maintains eligibility and hour-bank data integrity, and ensures compliance with ERISA and collective bargaining agreements. Works confidentially across departments with minimal supervision.

Manages day-to-day relationships with BRMS clients, coordinating communications, account reviews, renewals, implementations, plan documentation, reports, and issue resolution. Partners with account executives, finance, sales, carriers, and internal teams to maintain service quality and compliance. Provides client support, mediates issues, reviews account trends, and trains team members. The role requires strong communication, analytical, customer service, benefits-industry knowledge, computer skills, and up to 25% travel.