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