Demonstrates the ability to positively move the metrics for forecasting, productivity, claims, customer service, and turnover.
October 23, 2022
Prepare Customer Service Improvement Plans to address service issues and achieve improvements in service performance.
October 23, 2022
Develops mutually beneficial relationships with insurance carriers and administrators to generate the best possible results for clients (competitive benefits, quick problem resolution, etc.
January 03, 2023
Manages service accounts by visiting with Tier 1, 2 and 3 customers within assigned territory, to develop ongoing relationships with customers and build an understanding of their needs and wants.
January 14, 2023
Actively participate in Account Strategy sessions and work on moderately complex, high visibility or strategic targeted accounts in conjunction with the Account Manager.
February 18, 2023
Maintains a strong working knowledge of company products by attending training classes, and studying factory equipment manuals and supplier information.
March 21, 2023
Review labor variances, budgets, costs, charge backs and inventory control records to ensure labor and supply are within budget while delivering exceptional customer service.
April 23, 2023