Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine risk, potential benefit features and premium equivalent rates for self-funded groups.
October 18, 2022
Provides underwriting and financial knowledge sharing and education to clients, peers, and/or members of the sales and client service teams.
November 10, 2022
Demonstrate success in the marketing and sales of intangibles, negotiating, building strong relationships with customers, and providing exceptional customer service.
January 18, 2023
Requires extended periods of computer use.
January 30, 2023
Makes decisions regarding pricing, capacity, terms and conditions based on those analyses on the most complex accounts.
February 04, 2023
Manages the submission and underwriting process for own agency plant, working with more experienced underwriters if outside authority.
February 24, 2023
Assists as necessary in the negotiation of benefit plan designs and financial assumptions with client service team on new and renewal business.
March 03, 2023
Meeting with producers and renewal customers to make sales presentations including product education and new product roll out.
April 15, 2023
Takes ownership and responsibility for actions and outcomes, performance and results.
May 17, 2023