Our Team Approach
The Employee Benefit Consultant assists with:
The Retirement Plan Consultant assists with:
The Account Manager assists with:
The Client Service Specialist assists with:
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New and existing client relationship management
Renewal strategy and plan design recommendations
Cost management emphasis
Carrier escalation point of contact
Benchmark review and recommendation
Client compliance monitoring and reviews
Long term goal planning and prioritization
New and existing client relationship management
Provides negotiation for market rates
On-site or virtual employee education and enrollment support
Plan and participant utilization analysis
Investment monitoring and suitability review
Fee benchmarking and market analysis
Fiduciary education and regulatory support for employers
Sole focus is on meeting the day to day needs of clients
Execution of pre and post renewal strategy
Renewal quoting including competitive market offers
Employee communication and plan education
Plan design and carrier expertise
Product line subject matter expert
Escalated claims assistance
Company and New Employee onboarding
Coverage and plan changes
Liaison with insurance carriers for both employer and employee and dependents
Enrollment, termination and eligibility questions
Advocate-based claim research
General plan questions
Employer and member portal expertise and guidance
Billing inquiry resolutions
All written communication and documentation within agency management system