Essential Functions: 1. Deliver exceptional service to clients, including prompt responses to inquiries, analysis of plan performance, regular review sessions, and implementation of innovative strategies as appropriate. 2.
Facilitate the renewal process for various coverage types, ensuring all associated reporting is completed and delivered to relevant parties at least 90+ days prior to client renewal. 3. Act as the central gatekeeper for all information pertaining to client renewals or mid-year changes, distributing collected information to relevant departments (e.g., Accounting, Admin staff, Stop Loss, Customer Service) and addressing any additional information needs.
4. Lead virtual and in-person meetings with clients and/or brokers to provide Open Enrollment support and collaborative renewal discussions. Specific Skills:
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