Licensed Financial Planner
CurrentEducate clients on medical insurance and HMO plan options, tailoring recommendations to their specific needs and budget. Conduct needs assessments to identify appropriate coverage for individuals, families, and businesses. Negotiate competitive rates and ensure clients receive optimal plan benefits. Process applications and provide ongoing support to ensure smooth enrollment and claim resolution. Maintain strong relationships with clients by offering exceptional customer service and addressing inquiries promptly. Liaise with insurance providers to advocate for clients and resolve any coverage disputes. Stay current on industry trends and updates to product offerings to deliver the best possible service.