- Provide day-to-day operational support for clients and support Client Success Executives in client meetings.
- Resolve claims, benefit, and enrollment issues by coordinating with internal teams and external vendors.
- Maintain client-facing systems, workbooks, and communications for accuracy.
- Manage client inquiries and track issues through to resolution in the client tracker.
- Support open enrollment meetings and renewal processes, including preparing forms and reviewing plan documents.
- Enter and maintain client information and data within Salesforce and other reporting tools.
SalesforceAccount ManagementData management