- Responsible for managing a book of business as part of the Client Services Team.
- Provide accurate and timely responses to client issues
- Conduct open enrollment meetings for clients to educate employees on benefits plans.
- Supports implementation or transition of new or existing lines of coverage by assisting on setting up accounts, collecting needed documentation, and reviewing plan details with the client and appropriate carrier.
- Gathers information from clients to use in underwriting or plan renewal information.
- Analyzes quotes from carriers to determine appropriate recommendations for clients.
- Negotiations coverage and services that matches client needs
- Advises clients of their benefit plan options and rates to collaboratively develop client strategy for coverage.
- Educate employers how to offer benefits to new hired employees, how to process a qualifying life event, and administer cobra administration.
- Resolves issue with carriers regarding claims of clients’ employees, billing, and eligibility.
- Responsible for selling additional lines and growing their book of business at the target provided by the company.
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