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The intern will support benefits analysis, reporting, and client deliverables while gaining insights into the employee benefits industry and working alongside experienced professionals.

Serve as primary client contact for retirement plan clients: manage communications, prepare meeting materials, conduct enrollments and education, resolve issues, maintain CRM/databases, coordinate cross-departmentally, and support service improvement initiatives.

The Account Manager will manage client needs, handle a book of business, prepare applications, and build relationships with producers and carriers.

The role involves managing sales of insurance products, retaining clients, and developing business opportunities while working collaboratively with a team.