Assists with developing plan offerings, benefits and rates for the group’s renewal proposal by face to face interaction and negotiations between consultants, labor unions, group administrators and board of directors. Develop and maintain wellness programs to enhance and promote healthy living to keep both utilization and rates low. Keep abreast of all membership, company, and competitor-market fluctuations by utilizing SWOT analysis. Maintaining viable relationships with group contacts. Maintain an open line of communication with management for strategic planning.

Customer service liaison between existing accounts and Customer Connection Team (Account Management) within the Small Business Unit. Assists brokers and group administrators with questions and information regarding Health Care Reform, Affordable Care Act, Small Group Underwriting and Eligibility and contractual changes and maintenance. Assists with initiating new contracts at company’s renewal period with extensive knowledge of offered health plans and state laws as well as internal quoting and eligibility needs. Subject matter expert in policy and procedures for Large to Small and Small to Large Business group transfers that require specialized customer servicing. 2013 and 2014 Excellence Award winner.

Liaison between Small Business Sales and Contracts department for processing new and existing applications and amendments. Using Pega software, aided in development, maintenance, testing and subject matter expert for Small Business software used in all areas of Sales and Account Management transactions. Data extraction, analysis and reporting out on production workload queues.