Work directly with Client Service Team to provide client support, act as liaison with carriers, and maintain client and carrier information. Gather client census data, analyze market proposals, and finalize client and carrier spreadsheets. Provide day-to-day client service and act as liaison to research and resolve client issues.
Requirements
- Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials
- Analyze market proposals received to verify benefits, premium rates and competitiveness
- Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests
- Prepare and coordinate materials for the enrollment process and other formal client presentations
- Work with carrier representatives to coordinate activity for a smooth implementation of new plans
- Maintain Agency Management System and the ImageRight System
- Follow processes and procedures as outlined in the Procedure Manual
- Provide day to day client service
- Act as liaison for client to research and resolve coverage, claim and administrative problems
- Respond to client and carrier questions in a timely manner
- Ensure the client data is accurate and current upon each renewal and throughout the policy period
Benefits
- Competitive total rewards package
- Health and welfare benefits
- Tuition assistance
- 401K savings
- Other retirement programs
- Employee assistance programs