Assist in training team members as needed Provide consultative services to the field and/or document clients in the completion of legislative amendments including the impact of options chosen in relation to the current operation of their plan.
April 06, 2022
Prepare and negotiate fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.
August 22, 2022
Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
October 05, 2022
Participates in the decision to pursue or pass on specific opportunities, based on prospect requirements, match to our service model, and ability to price competitively.
December 19, 2022
Assists the Employee Benefits Manager by coordinating the work of assigned staff resources, recommending the most efficient utilization of resources and providing technical training and assistance to those resources.
February 07, 2023
Acts as the quarterback on the servicing team to meet client expectations and retain clients - including being an advocate for clients with insurance carriers, third party administrators, service staff and professional resources.
February 11, 2023
Support department projects, initiatives and enhancements to streamline processes and create greater penetration.
March 10, 2023