Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards.
Collect and review detailed client information, such as employee census data, group information, plan preferences, and coverage requirements.
Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with a high degree of accuracy.
Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards.
Manage a portfolio of accounts with a focus on complex clients, ensuring accuracy and timely execution of renewals by collaborating directly or in collaborations with Account Executives with group administrators to review and select appropriate plan options.
Facilitating open enrollment by coordinating with group administrator and sending all enrollmen...
