Under general supervision, the Client Service Representative uses specialized knowledge and skills obtained through education, experience, specialized training and/or certification to service client accounts for employers medical, dental, vision, life and disability benefits plans. The level of support depends on the client size as well as the complexity and revenue of the account.

The Financial Analyst under general supervision uses specialized knowledge and skills obtained through education, experience, specialized training and/or certification to manage, service and advise client accounts for employers with their medical, dental, vision, life and disability plans. The level of financial analysis support provided on an account is dependent upon the client size as well as the complexity and revenue of the account.

Under general supervision, the Account Manager will use specialized benefit industry knowledge and training in servicing client accounts for employers with their medical, dental, vision, and life and disability plans. The level of support depends on the client size as well as the complexity of the account.

The Health Coach and Wellness Coordinator assists in the planning, development, implementation, and monitoring of company-wide health and wellbeing initiatives for clients. In addition to health coaching, this position promotes and markets wellness programs to target populations and performs research on relevant topics in health promotion, disease prevention, and lifestyle medicine.