Samuel K. Harley Email & Phone Number

New York, New York, Us

Client Satisfaction Maintain positive client relationships resulting in 95% retention of assigned book of business. Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions Review changes in the insurance industry and other external conditions that can impact client satisfaction and financial operations  Analyze clients' insurance objectives and evaluate insurance plans to determine suitability Oversee open enrollment process for clients, including providing presentations to clients and their employees to enhance understanding of benefit plans Manage the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Serve as the liaison between business clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. Educate clients and assist as needed on ways to resolve claims and billing issuesOperational Performance Manage and maintain a $390,000 book of business Manage and maintain 425 Lines of Coverage Contribute to meeting departmental production goals by identifying and following up on cross-selling opportunities with existing accounts when appropriate Identify new business opportunities by working closely with Producers on all aspects of client service, marketing, and renewals Manage major group medical, dental, vision, life, long-term/short-term disability, health savings/health reimbursement/flexible spending account products for new and existing accounts Educate business clients on Wellness and EAP programs

Charlotte, Nc, Us

Document Management:• Assist Loan Officers in the processing of mortgage documents, including titles and deeds of trust ensuring that loan documentation complies with federal, state, and local regulations.• Communicate with third party vendors such as title companies to ensure completion of property transactions.• Store, manage, and track company documents for title processing.• Scan, organize, and maintain company documents for title processing.• Maintain accurate and confidential information. Performance:• Meet Key Performance Indicator of processing of 70 or more documents per day.• Demonstrated ability to manage multiple tasks accurately and efficiently to ensure that loan documentation is entered to appropriate systems for time sensitive loan processing.

Hartford, Connecticut, Us

• Analyze and adjudicate claims to resolve member service inquiries related to medical coverage, explanation of benefits, and health savings accounts via telephone, Internet or written correspondence.• Advocate for members, by serving as an intermediary between members and providers to increase member satisfaction and clarification of services offered and associated costs.• Assist members with the coordination and continuation of medical coverage and benefits by preparing member eligibility letters in compliance with HIPPA laws.• Communicate with internal professionals, physicians, and members for clarification and accuracy of medical insurance coverage.