Essential Duties
Renewal Life Cycle
100

Hosting client lunches, happy hours is an example of this. 

What is managing client relationships?

100

Sharing trends, plan performance and getting client feedback is part of this step. 

What is pre renewal?

200

Staying on top of client tasks and stepping in when other team members are busy.

What is overseeing client service activites?

200

Preparing data and quotes for the client presentation is included in this step. 

What is the Renewal Presentation?

300

Staying informed about undustry trends and regulartory changes is part of this. 

What is strategic thinking?

300

This step takes place after the renewal is complete and involves getting feedback from the client.

What is Post OE?

400

Creating and presenting powerpoints is part of this process. 

What is the renewal?

400

Carrier set up calls, employer paperwork, and employee meetings is part of this step. 

What is Implementation / Open Enrollment?

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