Benefits Account Management

When you partner with Clark & Lavey, you get an entire team of service specialists, including a dedicated broker and a dedicated account representative who share the responsibilities of managing your account and responding to your needs.

We also provide you with all of your carrier information, including, but not limited to:

  • Group numbers
  • Relevant contact information
  • Employee benefits design
  • Copies of correspondence

In addition to the account management services we provide, Clark & Lavey has strategic partnerships with professionals who are experts in employee benefits Compliance Assistance.

At Clark & Lavey, we do everything we can to reduce your liabilities and keep your employee benefit plans safe and secure.