Client Associate

ROLE

DESCRIPTION:

Provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while developing a working knowledge of benefits, processes, and the client lifecycle. ESSENTIAL JOB DUTIES include but are not limited to:
* Provides day‑to‑day operational and administrative support across the employee benefits client lifecycle, including enrollments, billing, eligibility updates, and system maintenance.
* Prepares and distributes client and employee materials, ensuring accuracy, timeliness, and adherence to compliance and documentation standards.
* Supports onboarding of new clients by executing checklist tasks and coordinating required data, materials, and internal workflows.
* Responds to routine client and internal inquiries, escalating issues as appropriate while continuing to build benefits and compliance knowledge.
* Assists with renewals, benchmarking, RFP preparation, and marketing coordination under close supervision.
* Executes assigned tasks accurately and efficiently while progressing through structured training and guided learning. KEY STRENGHTS AND TRAITS include but are not limited to:
* Accountability
* Collaboration & teamwork
* Learning agility
* Information seeking

QUALIFICATIONS:

*