I have been working as an interim Account Manager for over a decade and have worked in a variety of employee benefit broker settings. I can manage accounts and take care of your clients with no downtime for training. I will stay until you are ready to transition the accounts to your regular staff.
Project manage all aspects of renewal, marketing and open enrollment
Create financial exhibits and client-ready presentations
Perform detailed quality reviews of client deliverables
Develop employee communications
Implement new plans and benefit programs
Present at Open Enrollment meetings
Provide ongoing support to clients, including leading status calls, coordinating with carrier contacts, and educating on benefits and compliance
Respond to employee and dependent questions.
Some brokers choose to introduce me to their clients, and I lead service on the account for the duration of my assignment. Other brokers prefer to manage the direct client contact, and I remain “back room” support.
Interim Benefit Specialist
I have been working as an interim Benefits Specialist/Manager in a variety of firms and industries for over a decade. I can keep your benefits running smoothly and take care of your employees with no downtime for training. I will stay until you are ready to transition the tasks to your regular staff.
Administer benefits programs, including managing enrollment/eligibility system
Respond to employee questions
Manage billing for both list bill and self bill
Monitor and facilitate compliance responsibilities
Plan and manage open enrollment
Manage implementation of new carriers and vendors
Deliver new hire benefits orientation
Perform audits, including benefits enrollment, eligibility, payroll deductions
