Client Specialist - Stop Loss
Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator
Builds and manages relationships with client(s) (core team and/or carrier)
Reviews, completes and delivers Budget Projections to core teams
Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable)
Negotiates with carrier partners the most optimal outcome for our client(s)
Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review
Revises deliverable and recommendation based on peer review and delivers final results to core team
Hosts standard meetings with core teams to discuss marketing status and other open items
Provides feedback to carrier partners on renewal and new business
Attend client meetings/calls to observe presentation by manager and/or leadership
Liaison between core team and claims team
Liaison between core team and AMAP team
Obtain/maintain license