Creates or revises plans, tests codes, and verifies if deductions are correctly processed.
April 08, 2020
Develop mutually beneficial relationships with insurance carriers to generate optimal results for clients.
May 01, 2020
Assist Account Executive(s) in the preparation and delivery of Annual Stewardship Reports (performance summaries) as well as experience/utilization reporting and claim reporting for clients.
July 13, 2020
Provides professional and courteous service to clients, carrier representatives, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
July 16, 2020
Handle requests by clients, carriers, immediate notify COO/CCO and/or Advisor of escalated issues.
August 03, 2020
Sets priorities and manages work flow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.
August 04, 2020
Review employee packets and compliance pieces with Agent/Account Executive for accuracy.
August 14, 2020
Prepare and execute all benefit communication to book of clients on compliance, completed renewals and plan changes.
August 21, 2020
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve.
October 02, 2020