Client Associate
About this role
Client Associate
What You'll Do
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As a Client Associate, you will gain hands-on experience supporting client strategy, renewals, underwriting and analytics processes, carrier management, compliance initiatives, open enrollment preparation, and client service operations. Successful Client Associates develop expertise across the entire client lifecycle while building the technical and consulting skills needed for future growth within our Employee Benefits practice.
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Client Service & Account Administration
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Maintain accurate client, policy, and carrier information within Salesforce and related systems.
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Support client onboarding activities, including carrier notifications, portal access setup, documentation review, and system updates.
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Assist with implementation and renewal documentation, carrier forms, and benefits administration processes.
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