• Participate in and create materials for client strategy sessions, planning meetings and client issue meetings with account team • Evaluate RFP responses and create qualitative and quantitative assessments of each • Communicate and assist in implementing compliance and/or regulatory changes with clients (including COBRA, ERISA, HSA, HRA, Flex, HIPAA, etc.) • Work with client on SPDs, Wrap documents, and Certifications from carriers • Present renewal and renewal options with client • Manage and respond to claims issues, benefit and coverage questions, open enrollments, compliance questions, and other benefit related questions