Our role is to act as an adjunct of your human resources team, bringing benefits knowledge, skills, and experience to your organization. We perform all the necessary plan management functions needed to ensure a smooth and efficient delivery of benefits programs to participants while keeping an eye on long-term financial viability.
Account Management Services uses a dynamic process that includes:
- Setting objectives based upon your organization’s corporate philosophy and long term strategic plans
- Designing employee benefit plans that are competitive within your industry
- Evaluating insurance vendors, determining appropriate carriers, preparing requests for proposals, and aggressively negotiating renewals
- Implementing programs, providing employee communication materials, and providing continuing administrative and compliance support
- Analyzing claim data and providing monthly financial reports
Comprehensive Service Packages include a variety of day-to-day plan management and strategic planning initiatives:
- Providing customized benefit manuals and financial reports
- Navigating federal and state regulation compliance issues
- Preparing 5500 forms
- Assisting with claims issues
- Completing employee benefit surveys
- Conducting educational seminars
- Customizing employer communications materials, end of year benefit statements, plan summaries and other educational material
We also collaborate with a select group of proven strategic partners and expertise:
- ERISA and employment law attorneys
- Prescription drug consultants
- Employee communications specialists
- COBRA and Flex administrators
- Claim and trend analysis experts utilizing proprietary PlanIT report