Union Account Coordinator, 100+Groups
Current- Ensures Proper execution of retention goals
- Answer and resolve all broker and group inquiries
- Coordinate execution of internal processes ( adding new accounts and maintaining renewal of existing accounts, commission agreements, Schedule A agreements, Stop Loss Reporting, First Pass Reports, BDTC monthly.
- Collaborate with JAA Operations team (resolving claim, benefit, eligibility issues)
- Provide educational training and face to face visits with ASO/JAA funds