Develop and maintain close relationships with clients, agents and internal partners to deliver superior customer service and improve client retention.
Research a broad range of inquiries/issues and determine potential solutions/alternatives; negotiate problem resolution. Gather data from multiple systems to interpret, troubleshoot and resolve issues. Handle more complex service issues, general administrative processes and/or key partnerships.
Follow-up with business groups and service vendors to ensure service levels are met.
Initiate and lead calls with agents, clients and enrollment vendors to review account details, discuss plan offerings and resolve complex service level issues.
Identify and promote additional service opportunities to aid in the retention of inforce voluntary plans.
Address client needs, develop action plans and consult on products, services and capabiliti...