•Manage the Client Care Advocates to ensure all employee additions, terminations, and changes are processed for our clients.•Responsible for training and mentoring teammates on the Client Care Advocate Team.•Process data and generate routine reports for the Team.•Maintain agency files and keep software programs (BenefitPoint and ImageRight)updated and current

•Assist with the Renewal Process on all assigned clients. This includes pre-renewaland renewal meetings, managing the timeline for renewal and marketing strategy.•Provide proactive planning to the client throughout the year, including additionallines of coverage or products, payroll and technology implementation, compliancereview and maintenance, and fostering employee engagement with the client.•Prepare and deliver the Stewardship Report to clients.•Create benefits booklets for assigned clients, as well as present at OpenEnrollment Meetings, New Hire Meetings, and Lunch and Learns.•Develop and maintain a relationship with the client throughout the year.•Manage and retain existing book of business and pursue new opportunities for thebook where appropriate including a specific business plan for growth.•Provide customer relations with all levels of client’s decision-makers as well asthe day-to-day technical client representatives.•Follow up to address customer needs and resolve their problems/issues.•Ensure the proper resources from within the organization are involved with the customer and introduce new products through the other core business groups where appropriate.•Develop and oversee customer service plans for each client and understand the needs of the customer.•Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer’s requests/requirements.•Present proposal to customer ensuring appropriate team members and resources are represented/attend.

• Process all employee additions, terminations, and changes for our clients.• Provide clerical and administrative support to the Benefits Consultant• Process data and generate routine reports for the team• Maintain agency files and keep software programs updated and current• Assist in implementation of new clients or carriers

• Updated key human resource metrics on turnover and terminations using reporting tools on HRMS database.• Developed and enforced company policy and procedures relating to human resources activity.• Coached and educated management throughout organization on appropriate guidelines for maintaining legally-compliant workplace.• Processed unemployment claims and act as a company representative at unemployment hearings.• Explained and administered medical insurance, disability and flexible spending accounts.• Processed payroll on a weekly basis• Met with staff to resolve difficult situations relatedto performance and conflict management.

• Assisted with recruitment process by posting job ads, filtering applications, scheduling interviews, assisting in interview process and drafting offer letters.• Completed employee employment verificationsand unemployment paperwork prior to hire ortermination.• Conducted background checks on candidatesby obtaining information from law enforcementofficials, previous employers and references.• Maintained human resources information systemand kept employee files up to date andaccurate.• Processed payroll on a weekly basis.

• Filed paperwork, sorted and delivered mail, and maintained office organization.• Created and completed personnel action forms for hires, terminations, title changes and terminations.• Helped employees register for benefits programs using online portals.• Processed documentation for employee actions such as new hires, grievance resolutions and terminations.• Set up orientations and initial training for new employees.• Assisted in weekly payroll.