Daniel Ettinger Email & Phone Number

Working closely with client managers and within a team environment, responsibilities include the provision and promotion of services to support the sales and ongoing service of PPI's group benefit clients as well as managing an assigned block of business.Accountabilities include providing day-to-day, ongoing client services for assigned brokers through proactive case management, pricing/forecasting projects, processing plan amendments, reviewing contracts, assessing alternate funding… Show more Working closely with client managers and within a team environment, responsibilities include the provision and promotion of services to support the sales and ongoing service of PPI's group benefit clients as well as managing an assigned block of business.Accountabilities include providing day-to-day, ongoing client services for assigned brokers through proactive case management, pricing/forecasting projects, processing plan amendments, reviewing contracts, assessing alternate funding arrangements, commenting on quarterly experience data, and negotiating renewal costs for a diverse client base.Demonstrated Qualifications:- Comprehensive review of data from multiple sources, interpretation, and communicating results via various media. - Extraction, transfer and loading of data for purposes of client servicing and retention.- Proactive forecasting of data and trends meant to serve long-term viability of group benefit clients.- Cross functional collaboration between multiple teams, vendors, advisors.- Able to thrive in a team-based as well as self-directed environment.- Proficiency with Microsoft Office programs - Outlook, Word, Excel, PowerPoint. Show less

Team lead for overall administrative functions and maintaining workflow efficiencies for the group benefits team.Duties include corresponding with clients/vendors/advisors, editing, copying and binding reports; updating internal database. Other responsibilities include reviewing new business applications and enrollment data to ensure accuracy and completeness; preparing employee communication material.