ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Maintain client records, including activity logs, contacts/mailing lists in the Agency Management System, and online client folders/files; Independently coordinate plan audits and review plan documents (insurance contracts, amendments, Summary Plan Descriptions, etc.) to ensure compliance and appropriate documentation; complete renewal checklists for assigned clients; interpret plan documents to answer client questions; Complete and review with the client the MMA compliance checklist; coordinate other compliance-related deliverables and data requests as required by applicable regulations, with support from the Compliance Department; Effectively oversee all Open Enrollment activities, including determining timing and procedures, drafting the OE timeline, creating communications (benefit guide, highlight sheet, poster/postcard, presentation, and narrated PowerPoint when applicable) using templates or collaborating with the Communications Consulting team, and organizing and conducting virtual or onsite employee meetings; Review and revise benefit materials, Coordinate special projects, including, dependent eligibility audits, claim audits and benefits statements; Work directly with carriers and vendors to resolve disputed claim, billing, and eligibility issues for clients and their participants; manage the issue resolution process to meet quality and timing objectives, escalating more complex issues as needed; manage vendor relations during plan changes and ongoing service; Coordinate required annual participant notices and plan year reporting as required by applicable regulations; Track and update stop loss reimbursements due to clients (as applicable) as well as the Stop Loss year end reconciliation; Conduct benchmarking analysis for assigned clients and present during strategy meeting. While performing the duties of this job, the employee is: Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms; Occasionally required to stand and walk; Extensive use of computer and keyboard and viewing of computer screen is required; Specific vision abilities required by this job include vision, and ability to adjust focus.