- Deliver exceptional service to clients, including prompt responses to inquiries, analysis of plan performance, regular review sessions, and implementation of innovative strategies.
- Facilitate the renewal process for various coverage types, ensuring all associated reporting is completed and delivered at least 90+ days prior to renewal.
- Act as the central gatekeeper for all information pertaining to client renewals or mid-year changes, distributing information to relevant internal departments.
- Lead virtual and in-person meetings with clients and brokers to provide Open Enrollment support and collaborative renewal discussions.
- Collaborate with internal departments including Customer Service, Implementation, and Enrollment to facilitate effective handling of client requests.
Microsoft ExcelProblem SolvingAccount Management