Amanda Silva, Cebs Email & Phone Number

Rolling Meadows, IL, US

- Lead Client Service Team while establishing goals and evaluating results.- Ensures profitable growth and account retention, long−term company relationships, and effectiveutilization of corporate resources.- Ensures high levels of customer satisfaction and customer services by improving ongoing servicedelivery methods.- Manage caseload assignments.

Rolling Meadows, IL, US

• Analyzing data from carriers on complex clients and providing recommendations to clients in order to effectively negotiate rates and funding levels.
• Evaluating and presenting monthly, quarterly and annual reports that measure client financial status.
• Track expenses by product line, renewal projections, funding levels and rates, etc. to clients when necessary.
• Evaluating, assigning, monitoring and peer review reports generated by underwriting team.
• Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients/prospects regarding underwriting policies and scope of services.
• Acts as a resource regarding industry trends and technologies for account service and consulting, new sales, and additional sales to existing clients.

Rolling Meadows, IL, US

• Research and gather client/prospect information to prepare Request for Proposal (RFP) and send out to bid to carriers for self-funded groups.
• Utilize company tools and integrate them into analysis, such as utilization, predictive modeling, financial analysis, contribution modeling analysis, workforce evaluation, benchmarking, etc.
• Create and maintain monthly and quarterly experience reporting (utilization, IBNR) for clients.
• Create or repackage utilization reports for clients, as needed.
• Develop funding strategies for self-funded clients.
• Assist in educating clients and internal teams regarding self-funding options, experience reporting, utilization, carrier reports, etc.

Rolling Meadows, IL, US