Account Management

Execution of Open Enrollment

Your Account Manager at the J.S. Clark Agency prepares for Open Enrollment by:

  • Developing Open Enrollment Materials
    • Employee Benefit Memo
      • Enrollment Process
      • Benefit Summaries/Side-by-Side Comparisons
      • Employee Election/Waiver Forms
      • Compliance Notices
    • On-Line Portal Builds
    • PowerPoint Presentations

Document Procurement

Your J.S. Clark Agency Account Manager procures group level applications, contracts and documents and reviews them for accuracy:

  • Carrier / TPA Agreements
  • ERISA Summary Plan Descriptions
    • Development
    • Revisions
    • Inclusion of Section 125 Premium Only Plans
  • Summary of Benefits and Coverage

Plan Management Services

Your Account Manager at the J.S. Clark Agency maintains carrier relationships by:

  • Overseeing Implementation of New or Modified Plans
  • Ensuring Timeliness of Benefit Effective Dates
  • Monitoring I.D. Card Release
  • Managing Deadlines
    • Contract Submissions
    • Payroll Inputs
  • Acting as a Liaison to carriers for:
    • Eligibility Questions/Issues
    • Benefit Questions
    • Claim Questions/Issues
    • Rate Confirmations
    • Special Enrollments

Attention to Detail

  • Management of Multiple Plan Options
    • Non-Duplication of Benefits
    • Renewal Date Alignment
  • Management of Coverage Parameters
    • Eligibility Definitions
    • Definitions of Earnings
    • Guaranteed Issue Provisions
      • Evidence of Insurability Tracking

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