May have direct contact with clients and relies on a growing knowledge of the details of various insurance coverages Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients Work with advisors or more senior team members to identify the strategies to meet client needs Review & analyze request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by Account Executives Assist with client renewals and marketing and client meeting presentations; responsible for first draft of presentations Update benefit guides, ensure client resources and communications are up to date following open enrollment or coverage change Prepare document and data for annual client compliance audits to be presented by Account Executive Attend to client requests including product or vendor service or performance challenges Ensure 5500 form is filed and completed in a timely manner Assembles updates for clients regarding appropriate industry trends and events, including all state and federal regulatory issues in conjunction with Account Executives or Advisors Learns about alternative funding strategies. Knowledge, Skills, and/or Abilities: Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and anticipate client and team needs Effective time management and decision making skills Diligent follow up skills Ability to express ideas clearly in both written and oral communications Strong Microsoft Excel and PowerPoint skills Commanding presentation and public speaking abilities Ability to work effectively in a remote environment, including strong self-management, proactive communication, and proficiency with virtual meeting and collaboration tools.