The Employee Benefits Account Manager is a primary support role responsible for handling inquiries, building relationships, preparing RFPs, implementing new plans/carriers/vendors, and in general, supporting a variety of assigned clients on all things service. Under the direction of the Account Executive, the Account Manager assists in executing strategies and deliverables, and bringing creative solutions to clients. The Account Manager is the foundation of the team and is an imperative role in the broker client relationship.

The Benefits Service Representative responds to our client’s employee (and student) inquiries on a daily basis. The Benefit Service Representative assists with questions about benefit plans, how to obtain ID cards, locating providers, and troubleshooting claims through multiple communication forums and may also perform basic benefit administration. In collaboration with Account Executives and Account Managers, the Benefit Service Representative may provide support to the team and client during open enrollments and special projects.

The Client Manager’s responsibilities focus on insurance policy administration and related client services. Working collaboratively with the Client Advisor and Client Executive, the Client Manager provides day-to-day administrative management of client assignments. The Client Manager may be asked to participate, under the direction of the Client Advisor, in the completion of client risk assessments and the development of insurance policy terms and conditions. The Client Manager may, under the direction of the Client Advisor, participate in insurance policy review and audits for both existing and prospective clients.

The Senior Client Advisor is the primary strategic client contact responsible for guiding a team of insurance professionals in providing a full range of insurance consulting services to a large, diverse, sophisticated book of clients. The Senior Client Advisor is focused primarily on maintaining long-term customer relationships, but also works closely with Client Executives/Producers in securing new clients.

The Client Executive is focused primarily on generating new opportunities for Palmer & Cay but also will remain a key point of contact on the service team dedicated to maintaining client relationships over the long-term. Being able to understand a client’s business needs and clearly communicating these to the insurance support team is a key skill requirement. The Client Executive will also oversee and manage strategic meetings with the client and support team.