Dally Perez Email & Phone Number

Pembroke Pines, Florida, United States

Weston, Florida, United States

Ms. Perez is responsible for working with group decision makers, employees and partner vendors to service client accounts. She is responsible for the day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. Ms. Perez manages the renewal and marketing process and prepares.

United States

Ms. Perez is responsible for working with Advisors and Account Executives to service client accounts. She is responsible for the day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. Ms. Perez manages the renewal and marketing process and prepares materials for.

Design and implement a full client success plan for new and existing clients including but not limited to funding strategies, key offerings to complete stated goals, wellness initiatives and programs, technology for human resources, enrollment or reporting.– Oversees complexclientsbenefit plans comprised of various funding methods.

Miramar, FL

Ms. Perez trained employees on their insurance benefits for a designated book of business that requires travel, scheduling and servicing of new hire employee meetings on a monthly basis. Ms. Perez applied knowledge of industry trends and related regulations in the course of servicing clients’ accounts in an innovative and efficient manner. As a Benefit.

Sunrise, Florida

• Group size: 100+. (Commercial health insurance, dental, life, disability sales, service, and group retention) Executive-level client partnership with a strong emphasis on enhancing Aetna's retention and growth.
• Maintained knowledge of Aetna’s comprehensive portfolio of products and services.
• Negotiated yearly renewals with client and consultant and collect competitor offerings where possible.
• Wellness Lead to implement programs and educational resources for customer engagement.
• Generated utilization reports creating custom programs to drive healthy outcomes.
• Closed renewal sale, conducted opened enrollment meetings, established accounts into the company system, and create time frames for submission of applications, changes, terminations, and payments.