Hosting client lunches, happy hours is an example of this.
What is managing client relationships?
Sharing trends, plan performance and getting client feedback is part of this step.
What is pre renewal?
Staying on top of client tasks and stepping in when other team members are busy.
What is overseeing client service activites?
Preparing data and quotes for the client presentation is included in this step.
What is the Renewal Presentation?
Staying informed about undustry trends and regulartory changes is part of this.
What is strategic thinking?
This step takes place after the renewal is complete and involves getting feedback from the client.
What is Post OE?
Creating and presenting powerpoints is part of this process.
What is the renewal?
Carrier set up calls, employer paperwork, and employee meetings is part of this step.
What is Implementation / Open Enrollment?