Lisa Painter Email & Phone Number

Texas, United States

Texas, United States

Tampa, Florida, Us

K&S Insurance - Baldwin Risk Partners

Hartford, Connecticut, Us

I act as liaison between customers, consultants, and Aetna internal teams to provide potential opportunities and act as educational resource. I facilitate, lead, and follow-up on ongoing meetings with customers and consultants to execute benefit strategy. Document and track open and closed items via tracking tool. I achieved customer satisfaction survey scores of 9 and higher for exceptional service.

Columbia, Sc, Us

I am responsible for district office agency development, strong focus on new client development, field training, enrollment/group presentations and account retention. Colonial Life, a member of the Fortune 500 Unum family of businesses and market leader in benefit solutions, specializes in personal insurance products offered to employees at the worksite. At Colonial Life, we know that each individual's lifestyle and needs are different from the next person's. Our personal insurance products offer a broad range of benefit options for employers and employees, and many can help combat the rising costs of health care. At Colonial Life, we boast a great resource of individuals, both in the field and in our home office, who come together to guarantee our continued success in the voluntary industry.

Us

I handle a mix of small to mid-size customers ( Fully Insured and Self Funded, under 4000 life groups)•Own the service experience of customers at the field level by working with the Central Service Team and other matrix partners as required to ensure issues are resolved promptly and accurately meeting the customer's expectations. •Develop and maintain strong relationship with internal partners to manage customer service experience. •Fully accountable for supporting the SAE in facilitating resolution of all elevated customer service requests by working with the Centralized Service Team, and conducting customer consultations as required. •Facilitate customer meetings regularly to assess trends and keep abreast of any escalating issues and service trends. •Train customers on eServices. •Maintain and provide customer information on service trends, myuhc adoption, eServices adoption, wellness initiatives, and improvement opportunities, etc. •Conduct meetings with customers to identify issues/trends and analyze root causes to determine corrective action steps. •Participate/support new business and finalist presentations to represent service experience •Establish and maintain strong and appropriate relationships with customers to maintain persistency. •Establish and maintain Broker/Consultant relationship as needed •Coordinate ordering of enrollment materials/directories for customers •Coordinate resolution of pre-implementation service and eligibility issues with Implementation Management Organization. •Coordinate implementation activities such as processing transitional care cases. •Conduct enrollment meetings and customer sponsored health fairs for assigned customers (and as needed for multisite requests from other offices).