• The Account Manager is responsible for the preparation, coordination, and management of client insurance benefits enrollment and communication projects • This pivotal role ensures seamless execution of client initiatives, contributing to their success and satisfaction • Reporting directly to the Director of Account Management, the Account Manager will play a key role in delivering exceptional service and fostering strong client relationships • Coordinate and perform tasks related to the implementation of benefits enrollment projects, specifically initiating and managing the project checklist and timelines • Drive team integration across departments to effectively deliver tasks on time, holding team members accountable to deadlines • Gather and store case documents, including but not limited to budget and goals, plan of enrollment, counselor scripts, and required client documentation for Carriers • Organize, manage, and participate in weekly case project team meetings • Schedule and lead client administrative calls with payroll and carriers • Coordinate and document the weekly client call • Develop and maintain client relationships along with the EOI Client Executive • Produce the Enrollment Manual with required case specifics • Administer the case training for the Benefit Counselors • Oversee client census information for distribution to required parties • Spearhead and manage any replacement processes, including but not limited to, product mapping over to the new Carrier and arranging materials needed for the upcoming product RFP • Monitor Enrollment System: gather carrier specification documents, census information, and test the enrollment platform • Organize and track case results and counselor reporting • Generate and organize statistical data from Oracle and enrollment platforms for reporting to Client, Broker, and EOI Marketing • Confirm and audit project enrollments and confirm initial payroll deductions with clients • Process, track, and assist in resolving customer service issues • Assist with the set-up of monthly new hires project timelines, licensing, and training materials • Other duties as assigned