Review and maintain executed contracts, plan documents, summary plan descriptions, business associate agreements and amendments.
March 30, 2023
Prepares files, including setting up new files, archiving expired files, and following electronic document retention policies.
March 31, 2023
Assist producers in the handling and processing of new and renewal employee benefits business including plan design and negotiate with carriers when necessary.
December 15, 2022
Develop quality control materials produced for clients, including but not limited to the annual open enrollment handbooks.
March 18, 2023
Communicate with customers by telephone, email or in person in order to provide information about insurance products and services.
April 10, 2023
Provides leadership within the account team, demonstrating a strong work ethic, positive attitude, and willingness to assist others at all times.
May 16, 2023