- Reach out to individuals who have requested more information about benefit packages.
- Schedule virtual meetings with members.
- Customize new benefit plans and adjust existing plans to fit each client's needs.
- Establish and maintain relationships with existing and new clients.
- Perform benefit reviews and help with claims or plan adjustments.
- Provide customer service and administrative support in response to members' needs.
- Respond to and resolve client questions and concerns about benefits.
- Ensure documentation is accurate and complete, and make necessary updates on schedule.
Customer serviceClient relationship management