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Allianthcm
Remote, USA
Full-time
Senior · 6+ years experience
Remote
Discovered 1 weeks ago
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Role Overview
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
Key Skills for This Role
Microsoft Office Suite
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SUMMARY
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction;
- Reviews client team’s RFPs;
- Selects markets for solicitation;
- Analyzes market proposals for verification of benefits, premiums, and competitiveness;
- Reviews coverage contracts for accuracy of policy provisions;
- Meets with clients for pre-renewal strategy, proposal delivery and explanation;
- Conducts client open enrollment meetings and answers questions regarding benefit coverage;
- Negotiates with markets for benefits premium concessions;
- Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves
- escalated service issues;
- Manages new carrier and plan implementations for book of business;
- Ensures team prepares claims experience and utilization reports and reviews for accuracy;
- Reacts, processes, and follows up on new business;
- Meets with clients as needed or directed by Producer;
- Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
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