CS Reminders
As a best practice, this is when you should submit your time sheet each week.
What is at the end of the work day on Fridays?
The dates of the 2020 UBA Health Plan Survey
What are 7/1/19 through 6/30/20?
Ideally, before OE meetings begin (if client is utilizing the engagement team), but no later than 30 days after plan renewal.
When do plans need to be entered/renewed in D365?
This is the amount of time in which we need to respond to client emails.
What is 24 hours?
The amount of money that the AM team gifted the CS team -- to spend as you choose.
What is $500?
This is the maximum # of days you have to submit your concur expenses
What is 60 days?
The person who can help with benchmarking reports.
Who is Zack Ward?
The account file folders in D365/Sharepoint.
Where do client documents/sign-off sheets/proposals and employee communication need to be saved?
This is the amount of time in which we need to return client voicemails.
What is by the end of the day?
The name of the new pod that is responsible for planning strategic growth.
What is Pod G?
This is the new mileage reimbursement amount
What is $0.575
Quick print, Charlie version and Luis version.
What are different types of UBA benchmarking reports that we can pull?
The H:, U: or desktop.
What are places that client files should never be saved?
These are the items you should always have with you when going to a client (whether it is a lunch or a renewal meeting).
What is a business card, pad of paper and pen?
$1250 = 95% retention
$1250 = organic growth
$1250 = net 100
$1250 = entire group sales goal
What are the criteria for the 2019 FY CS bonus?
Finding a back-up, turning on your out-of-office, updating AM's on your open items and changing your voicemail.
What are the things you need to do when you're out of the office for more than 2 days?
This needs to happen in order for your UBA survey progress to be saved, if you exit the survey before completing the entire UBA survey.
What are enabling cookies?
The name of the process for adding a new year of file folders in D365. (ie. adding 2020)
What is the "flow"?
These are the things you need to have committed to memory before you go out to a client or meet with an AM. (or have written with you in your notes)
What are the client's plans, renewal dates, carriers, client's names and background.
This is what Terry is going to do if we reduce our paper usage by 20% in 2020.
What is dress in a kilt and do the Irish Gig?
This is Fundamental #2 and one of the keys to being a top performer in the client specialist role.
What is deliver legendary service?
As soon as possible after plans are renewed in D365.
When should UBA surveys be entered/completed?
The 2 plans that the FA's are going to be responsible for loading and maintaining in D365.
What are stop loss and admin?
These are the things you need to know (in advance) before arriving to present an OE meeting.
What are: do they have a projector, do they have a laptop I can plug my flashdrive in, do they have wi-fi, is there a special entrance I need to enter through, what materials am I bringing and how many, are they expecting additional give-aways, and how long do they want my presentation to last?
This is one of the most treasured benefits offered to HORAN employees, where HORAN dumps a lump sum of money every year (approx 7-10% of your salary) into a retirement account for you.
What is HORAN's profit sharing plan?