Attend industry seminars and educational opportunities to stay current on the latest developments, trends and regulations in the market place.
May 11, 2020
Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communication.
May 27, 2020
Participate in training opportunities to develop advanced product knowledge in order to share current information while generating and delivering products quotes to clients.
May 30, 2020
Demonstrate Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution.
June 07, 2020
Assist with obtaining reports and meet with clients regarding fully insured and self-funded claim reports, monthly or quarterly, as necessary.
June 24, 2020
Review Backwards Expiration Report and provide updates to your assigned Account Service Coordinator or Associate Account Manager.
July 05, 2020
Manage and maintain Brokerage Builder with current required information and documents on an ongoing basis including but not limited to census, rates and benefit summaries.
August 27, 2020
Developing strategic overview on accounts, arranging strategy meetings, requesting information from the markets and client, and reviewing all documents pertaining to client needs.
September 14, 2020
Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet, and face-to-face meetings) for various client and potential client audiences with diverse backgrounds to secure new and maintain existing client relationships.
September 15, 2020