Aimee Long Email & Phone Number

Hewitt, Tx, Us

• Building and maintaining relationships with customers.• Presenting products or services to customers.• Negotiating sales and closing deals.• Staying abreast on product knowledge and industry trends.• Working collaboratively with team members to create a strategic employee benefits program. • Managing renewals, direct marketing activities and ensuring that the strategic goals and deliverable expectations are met. • Communicating final carrier and coverage decisions and overseeing the implementation of any changes. • Setting and making deadlines.

• Provide benefits guidance and education.• Conducts employee benefits enrollment meetings. • Manages client spreadsheet, reports, renewal, and open enrollment.• Assist with client billing and audits.• Maintain accurate documentation and records of all transactions and ensure confidentiality.• Answer inquiries related to benefit plans in a timely manner.• Handle benefit related escalations in a timely manner.• Assist with benefit enrollment and assure accurate and timely processing of related documentation.• Ensure compliance with federal and state regulations.

Supervised the operations of the team of marketing assistance and all tasks supported. • Responsible for the agent hotline, ensuring excellent customer service and service levels are met consistently.• Liaison with other departments in home office on marketing sales and sales administration issues• Provided support to Senior Marketing staff as necessary on marketing sales projects (product development, training curriculum, etc.)• Provided training and support to field managers and agents on Company products and procedures as directed by Senior Marketing staff.• Developed and coordinated field communications in the direction of Senior Marketing staff.• Provided support as necessary with agency visits in the direction of Senior Marketing staff.

Obtain clients’ trust by meeting their needs and expectations. • Maintain a professional relationship with clients and carrier representatives through exceptional customer service. • Provide support to producers in generating new business and renewing existing business. • Review proposals and prepare for client presentation. • Create data on agency database system.

Assisted Chief Underwriter with all aspects of life underwriting.• Analyzed and evaluated new applications and medical records to determine the degree of risks.• Coordinated workflow to ensure the efficiency and timeliness of the decisions for insurance issued and reviewed.• Worked with compliance regulations, state filings and reporting.• Assisted in developing operating processes and procedures for the company.

Served as a liaison for the employee, client groups and their human resource department, concerning. group life benefits, issues, and claims. • Conducted annual open enrollment meetings. • Worked directly with the underwriting department assisting group life supplemental applications and acquired any essential information needed to complete the underwriting requirements for policy approval.• Prepared and negotiated with renewals of group life and reinsurance accounts.• Managed more than 3500 employee group life enrollment forms.• Created and organized employee ’lunch and learn’ for brokers and client group human resource department explaining the group life insurance and supplemental life coverage.• Ensured accurate and timely servicing of billing of group life and reinsurance accounts.• Assisted employees and clients with filing of death claims and submitted the required paperwork to the death claims department.