Account Directors

ClearPoint Account Directors are a direct liason between your human resources department and your insurance carrier. Account Directors perform Quarterly Review and Planning Meetings during which vendor performance and plan utilization are reviewed, compliance updates provided, and ongoing and future Employee Benefit plan initiatives are discussed. Additionally, Account Directors' duties include:

• Customizing employee communications
• Conducting plan renewal analysis
• Creating and delivering HR and employee surveys
• Maintaining The Navigator: The Navigator acts as a central repository and organizer of all plan history and documentation including contracts, meeting notes, financial summaries, vendor contacts, communications history, quarterly strategic reviews and more, allowing you direct, consolidated access to all your company's health and welfare data.

The consultant/account director relationship is an internal quality management system that not only allows us to closely monitor the performance of your plan but to be personally attentive when your company's benefits issues become overly complex and burdensome.