*Retention and Penetration: Partner with Account Executive in preparation of documents in order to retain and build account membership and identify cross-sell opportunities.
*Assist in Strategy Development: Maintain understanding of client strategy and articulate strategy to internal constituents.
*Service Strategy: Develop and execute internal and external service strategy; includes participating in client service meetings and identifying service enhancement recommendations.
*Relationship Management: Partner with Account Executive in developing and expanding client relationships.
*Implementation: Collaborate with CIC for successful account implementation of renewals and off-cycle changes.
*Reporting: Maintain Salesforce database with account information and facilitate the development of reports to meet client needs and internal requests.
*Account and Opportunity Planning: Partner with Account Executive in preparation of reports and documentation to identify innovative product solutions and cross-selling opportunities.
*Industry/Marketplace Awareness: Maintain an understanding of HCSC products and services, healthcare reform, competitive landscape, and implications on clients.
*Maintain general agent insurance license.