Nicole Tucker Email & Phone Number

Madison, WI, US

Valhalla, NY, US

Minnetonka, MN, US

ABRC was acquired by USI

Deerfield, IL, US

Manage a book of business that consists mostly of small group employers. About 50% have a broker that heads up the team while the other half are house accounts that I am solely responsible for.Provide high level customer service to our clients assisting with employee enrollment packets, daily claim concerns, legislative compliance and processing.

I was the sole Account Manager for the Financial Services Department supporting two full time producers and four part time producers.Managed all aspects of the Financial Services Department from quoting, to proposals, to renewals and client service. Group sizes ranged from 1 to 350 employees with the majority in the 10-50 range. Most clients were fully.

Support Account Executives with the servicing of their current book of business, at one time worth approximately $700,000 Research products and networks for markets under Employee Benefits profile Obtain all quotes for prospects and clients Prepare all presentation documents for Account Executive Prepare for and conduct employee education meetings and.

Aid in the service of all current and new employer clients Research products and networks for health, dental, life, disability and Medicare Supplements Responsible for sales of all individual health, life, dental, disability Manage all files and databases containing client information Prepare for and conduct employee education meetings and presentations.

Continued to service two largest clientsGiven additional block of renewal business to service and maintainRetained 98% of renewal businessAchieved highest number of direct sales for the departmentPrepared for and conducted initial employee education meetings as well as open enrollments upon renewalMember of Committee responsible for initial implementation.

Medicare Supplement Sales Process and follow up on all incoming new business, both agent sales and direct sales, to collect missing underwriting information and answer questions Responsible for the service and renewal of the company's two largest clients, including extensive RFPs (Request for Proposal) and conducting on-site employee meetings

Assisted in the development of new plan design, including the marketing materials, agent education, and employer presentations Continued to be responsible for website development and improvements; Maintained all agent licensing contracts/files Recommended and helped bring to existence a quoting website for agents Maintained prospect database Developed.

Collected on outstanding patient balances Audited accounts for billing/payment accuracy Trained new employees

Drove patients to and from their appointments Assisted with reporting about services

Trained all new employees on all jobs on the line Scheduled daily job assignments based on ability and need Designed and completed daily scrap reporting data

Education record

Education record