Karly Final

Account Manager | Small Group

Karly Final

Account Manager | Small Group

Karly_Final_Account Manager_2

In her role as an Account Manager within the Cambridge Benefits Consulting Practice Group, Karly is responsible for supporting small and mid-size clients. She supports the CCG Account Director in driving the renewal process with clients, developing renewal strategies, participates in client meetings/presentations, helps provide compliance education/support to clients and works with her internal team to lead the successful coordination of achieving client goals and objectives.

Providing exceptional client service is extremely important to Karly.   No matter the client size or need, she is always willing to help and ensure there is a solution to their problems.

Roles & Responsibilities:

  • Collaborates with the Account Director in the development of client renewal strategies;
  • Builds and maintains relationships with clients on an ongoing basis by identifying client objectives and quarterly service needs, providing support, and resolving service related issues;
  • Manages benefits plans, renewals and other projects to ensure successful outcomes, including coordination between clients, internal stakeholders, and vendors/carriers;
  • Participates in the sales cycle (prospect, sales, implementation, and retention) by working with the Account Director in the development of new and ongoing business service strategies;
  • Prepares client meeting presentations and deliverables around renewal strategies and actively participates in client meetings;
  • Manages renewal contracts and reviews for accuracy;
  • Ensures implementation of policy changes with carrier(s);
  • Coordinates enrollment of new team members and dependents;
  • Ensures accuracy of enrollment materials for final presentation at annual employee education sessions by reviewing, confirming, analyzing and comparing benefit plan information;
  • Conducts annual open enrollment meetings and webinars;
  • Manages and provides all client/team member education/communication materials and resources; and,
  • Provides ongoing compliance support and resources regarding state and federal regulations, ACA, COBRA, HIPAA, FMLA, etc.

CCG Team Member Since: 2018

Prior Industry Experience: Over 4 years

Education:

Macomb Community College, Associate of Business Administration, General Business

Certifications:

  • Licensed Michigan Life, Accident and Health Insurance Agent

Personal Interests: In her spare time, Karly enjoys spending time with family and friends, listening to music and attending various festivals and concerts.

Contact:
kfinal@cambridge-cg.com