Caroline Fein Email & Phone Number

Charleston, South Carolina, United States

• Responsible for captive program renewals • Support the stop loss sales process for existing and prospective captive programs• Oversee new business RFP and sales activity for each program• Interact and establish relationships with key program personnel on all sales related activities • Support general sales needs for Business Development Vice Presidents • Guide producers and new members through the implementation and membership process• Works closely with Account Management and Underwriting teams to transition new business

Charleston, Sc, United States

Responsible for maintaining relationships with clients on assigned accounts and is the client’s primary contact. Handles day-to-day service questions and issues. Knowledgeable in all coverages, carrier guidelines, and legislative changes. Responsible for maintaining good working relationships with carrier representatives and vendors. Handles client’s renewals which may include marketing. Provides exceptional open enrollment support.

Charleston, South Carolina, United States

- Assists National Account Executives with implementation, reporting, and claims.- Works with internal service areas such as Client services and Sales Reporting to provide customer service solutions including claim payment issues.- Serves as a contact for group representatives and brokers, and provides renewal support to account executive.- Provides ID cards when requested.- Processes claim reimbursements.- Assists clients with 5500 and NY surcharge form filings, as applicable.- Builds relationships with clients through proactive communications.- Assists with completing required internal documentation (preliminary client information and plan designs).- Works with the expansion team to review and analyze client benefits to improve client’s current package and seeks additional options and cross selling opportunities.- Acts as the primary liaison between the carriers, brokers, clients and our internal team in MA to execute on client renewal deliverables and open enrollment deadlines. This includes obtaining insurance rates from carriers, gathering utilization report and census information.- Connects clients to specific resources and vendor partners as needed.- Provides onsite renewal and open enrollment customer support for National groups.- Ensures integrity of all account records and data.- Participates in sales calls and client new business meetings.- Runs data analytic reports.

Charleston, South Carolina

- Assists Sales with benefit plan designs, renewal rates, and utilization reports.- Coordinates and manages solicitation of reinsurance proposals from stop loss carriers.- Assists Account Executives with implementation, reporting, and claims. - Knowledge of stop loss concepts.- Works with internal service areas such as Client services and Sales Reporting to provide customer service solutions including claim payment issues.- Serves as a contact for group representatives and brokers, and provides renewal support to account executive. - Responsible for creating reports, running analytics and summarizing competitive information.- Maintains current and thorough knowledge of Health Plans, Inc. products, benefits, systems, health care industry, legislation, etc through training and staff meetings.- Works with the expansion team to review and analyze client benefits to improve client’s current package and seeks additional options and cross selling opportunities.- Acts as the primary liaison between the carriers, brokers, clients and our internal team in MA to execute on client renewal deliverables and open enrollment deadlines. This includes obtaining insurance rates from carriers, gathering utilization report and census information.- Connects clients to specific resources and vendor partners as needed.- Provides onsite renewal and open enrollment customer support for National groups. - Ensures integrity of all account records and data.- Participates in new business development for territory expansion targeting organizations with 500+ employees.- Prepares data and proposals for sales presentations and open enrollment meetings. - Participates in sales calls and client new business meetings.- Maintains responsibility for sales territory pipeline and prospects.

Charleston, South Carolina Area

- Provides prompt, accurate and professional customer service. Service can include responding to inquiries regarding insurance coverage's, policy changes, and billing matters to insureds within my book of business.- Ensures all activities, documents, and other service items are accurately entered into the Agency Management System.- Handles binders, issues certificates, reviews policies, processes endorsements, and other related items verifying their accuracy and forwarding them to each client with appropriate correspondence.- Sets priorities and manages work flow to ensure efficient, timely, and accurate processing of transactions.- Maintains relationships with clients, carriers, vendors, and other business contact.

Charleston, South Carolina

- Assists commercial lines customers with our new online product, The Succeed Risk Management Center.- Responsible for presenting/demonstrating the product to clients, and on boarding new customers.- Assisting customers with finding/navigating the portal, and uploading information into the portal.- Works with commercial lines producers to educate our clients about the portal they have access to.- Works with commercial clients to mitigate their risk exposures as well as reducing their costs.- Responsible for putting together commercial lines new business proposals. - Handling incoming calls from busy call center.- Familiar with agency management system, AMS 360.- Manages social media.- Exhibit/attend tradeshows.

Bachelors In Science, Kinesiology And Biology

Education record

Played on the women's soccer team