Communicate with other department members and other departments in order to provide continuity, uniform procedures and agency-wide communication and morale.
December 19, 2022
Assists Consultant/Client Executives in the financial analysis and forecasting of benefits and in decision-making in regards to the inclusion/exclusion of plan benefits, and in coordinating with the Consultant/Client Executive in the annual RFP process.
February 02, 2023
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
March 05, 2023
Demonstrated presentation skills for effective communication both verbal and written with the ability to influence external and internal clients.
March 21, 2023
Manage annual renewals/remarketing, strategy delivery and open enrollment planning, identifying and recommending changes/enhancements to US benefit offerings and cost-sharing as appropriate.
March 23, 2023
Develops and implements consistent organization wide policies, work flows and procedures including corresponding measurement tools with an emphasis on workload re-balancing and best practices.
April 10, 2023
Prepare and negotiate fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.
April 12, 2023
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve.
April 30, 2023
Provides professional and courteous service to clients, carrier representatives, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
May 07, 2023
Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance.
May 11, 2023