Jan Currie Email & Phone Number

San Francisco

In my experience, Leadership would prefer to focus on building the business instead of getting involved in the weeds of service problems. I love getting into the weeds and providing this direct support to service teams! I am a subject matter expert and provide guidance on issues that can arise throughout the benefits renewal cycle and beyond. I develop customized checklists and templates to organize and provide consistency to service teams, and collaborate with leadership, sales and service teams as a fractional Client Service Manager.

Benefits veteran providing experience and insights to support the development of Account Manager Academy content and activities, as well as leading live coaching sessions with AM Academy participants.

San Francisco

Primary service and project management lead for large group accounts totaling over $1 million in revenue, with a mix of fully-insured and self-funded plans. * Managed all lines of coverage and vendors, including ancillary and voluntary benefits, and third party administrators* Partnered with Account Executives to deliver results that ensured clients met their goals* High client satisfaction and retention rate* Day-to-day contact for clients, answering questions and solving problems * Managed renewal and marketing cycle, including collaborating with clients on strategy, negotiating with carriers on rates and terms, and performing financial analysis and modeling * Created employee communications for employee education campaigns and open enrollment* Coordinated with clients, carriers and vendors to prepare for open enrollment, health fairs and wellness programs* Managed implementation of new carriers, lines of coverage and vendors* Advised clients on Federal, State and local legislative compliance responsibilities* Developed and delivered benefits training for clients with staff who are new to benefits* Managed account management and administrative staff members; responsible for recruiting, onboarding, training, performance management and professional development