Responsible For Supporting Sales Or Account Management Personnel In The Prospecting. Acquiring Or Renewing Of Business. Responsibilities Can Include Conducting Research On Inquiries, Resolving Issues By Working Across Divisions. Communicating With Brokers And Clients. Assisting In Gathering Information For Proposals. Maintaining Databases. Preparing Reports And Conducting Analysis. And Assisting Or Participating In Enrollment Sessions.
Job Description Summary
Responsible for supporting Account Management personnel in the renewal of clients within assigned book of business. Responsibilities include communicating with brokers and clients; conducting research on inquiries; resolving issues with assistance from internal operational teams; preparing reports and conducting analysis; attending health fairs and enrollment meetings as required.
Responsibilities
* Support Account Executives to renew clients within assigned book of business
* Develop relationships with clients and brokers/consultants
* Research inquiries received from clients & brokers/consultants
* Coordinate research through internal contacts and operational teams
* Respond directly to customer or company representative with updates and resolution
* Coordinate meetings, including agendas and presentation materials
* Attend client meetings, health fairs and enrollment meetings as required
* Gather data, create and/or maintain databases.
* Research and prepare utilization reports. Summarize and analyze results
* Respond to questions from prospects regarding benefit information and available benefit options.
* Obtain and maintain Texas Life/Health license
* May include travel to client meetings, health fairs and enrollment meetings