Carrie Cramer Email & Phone Number

Erlanger, Ky, Us

Cincinnati, Ohio, United States

- Manage relationships with brokers and client Benefit Administrators/Plan Sponsors.- Conduct face to face client visits with consistent frequency as determined by the client.- Lead renewal strategy for each client and partner with the sales representatives.- Meet annual retention targets, business growth targets through cross and up selling, and customer loyalty goals through client satisfaction surveys.- Conduct proactive client outreach through scheduled calls, emails, news… Show more - Manage relationships with brokers and client Benefit Administrators/Plan Sponsors.- Conduct face to face client visits with consistent frequency as determined by the client.- Lead renewal strategy for each client and partner with the sales representatives.- Meet annual retention targets, business growth targets through cross and up selling, and customer loyalty goals through client satisfaction surveys.- Conduct proactive client outreach through scheduled calls, emails, news, and webinars.- Create yearly business plans and partner with internal partners on annual goals for each client, keeping the broker relationships in mind.- Partner with Enrollment consultants to strategize on enrollment needs with a focus on improved participation rates.- Participate in Finalist presentations with prospect clients to highlight the Sun Life service model and delivery strategy.- Ability to independently and effectively organize daily/weekly working structure to meet business activity goals an exceed customer needs.- Currently manage a $60M block of Sun Life's largest clients (2,000 lives and up). Show less

Cincinnati, Ohio, United States

- Key customer service contact for brokers and benefit administrators.- Facilitate resolution of all service issues/concerns.- Partner with Sales Representatives in renewal and persistency goals.- Managed implementation plan for all new client installations.- Participate in finalist presentation with prospect clients to highlight the Sun Life service strategy.- Conduct in person employee enrollment meetings to promote Sun Life and increase client participation.- Manage… Show more - Key customer service contact for brokers and benefit administrators.- Facilitate resolution of all service issues/concerns.- Partner with Sales Representatives in renewal and persistency goals.- Managed implementation plan for all new client installations.- Participate in finalist presentation with prospect clients to highlight the Sun Life service strategy.- Conduct in person employee enrollment meetings to promote Sun Life and increase client participation.- Manage all contract/plan revisions requested by clients to ensure they are completed accurately and timely.- Develop a service strategy that effectively meets the individualized needs and expectations of the client. Show less

Cincinnati, Ohio, United States

- Supporting Sales Representatives through management of request for proposals (RFP's).- Responding timely to broker inquiries.- Processing proposals, summaries, contract comparisons and rate structures.- Complete post-sales implementations with data collection, administrative processes required by client.- Assist with client enrollment materials.

Lexington, Kentucky, United States

- Marketing Analyst for Stop Loss request for proposals.- Coordinator of data and pricing.- Report market proposal to Director for potential client sales.