- – Serve as primary contact for clients, addressing inquiries and resolving issues.
- – Educate clients on benefits plans, coverage details, and claims procedures.
- – Process enrollments and maintain accurate client records for data integrity.
- – Drive client acquisition and retention, achieving 95%+ retention rates.
- – Identify and close new business opportunities, managing the full sales cycle.
- – Analyze market trends to deliver data-driven workforce solutions and strategies.
- – Assists in financial analysis and reporting to support decision-making processes.
- – Prepares and organizes financial documents for audits and compliance reviews.
- – Collaborates with team members to streamline financial operations and workflows.