- Collaborate with underwriting, sales, and leadership to provide end-to-end client ownership.
- Develop strategic account plans based on client data to evaluate business needs.
- Facilitate client kick-off meetings and maintain regular communication.
- Conduct monthly claims experience reviews and provide cost-saving recommendations.
- Present quarterly progress reports and mid-year pulse checks.
- Present renewal proposals and negotiate rates.
- Educate clients on Gravie products and regulatory requirements.
- Manage client transitions from sales to implementation.
- Research and resolve client and member issues.
- Document client interactions in the CRM system.
Data AnalysisAccount ManagementCRM