Shakeitha W. Email & Phone Number

Atlanta, Ga, Us

Alpharetta, Georgia, United States

• Interview, Hire, & Train new Carrier Marketing Specialist on quoting process• Serves as primary marketing contact for assigned benefits clients and carriers/vendor partners.• Partners with Account Managers/Inside Sales Specialists on marketing strategy• Identify and reduce discrepancies in quoting process by verifying all supporting information • Assemble Proposal components for cost analysis presentation• Maintain industry knowledge of employee benefits, plan designs, and emerging benefit trends• Implement new processes improve quality of work for department• Meet weekly with DevOps to discuss current workload, new updates, & any issues within the department• Helped grow book of business and retain current clients during Q4 2023 allowing the company to exceed targeted goals

Alpharetta, Georgia, United States

• Point of contact for assigned benefits clients and carriers.• Worked with Account Managers/Inside Sales Specialists on RFP instructions.• Analyzed data provided in support of the marketing request for accuracy.• Initiate, manage and track quotes and responses benefit carriers/captives.• Create proposal components (executive summary, cost analysis, supporting documentation, etc.)• Maintain and increase industry knowledge of employee benefits, plan designs, and emerging benefit trends.• Anticipate issues in benefits quoting process, ensure the presence of all necessary information, benefit attributes, participant information, locations & waiting period.• Identified, reduced and addressed information discrepancies, arranging for necessary changes/additions to information, including rating and pricing data.

Atlanta, Georgia, United States

• Manage and maintain assigned book of business for retention• Serve in an advisory capacity for clients providing excellent Customer Service• Delegate work assignments to internal service team members• Work closely with Benefits Consultants and/or Client Executives to manage the entire renewal process• Manage day to day client issues• Conduct needs analysis and strategy calls• Conduct enrollment meetings as needed• Conduct regular face-to-face meetings with clients• Advise clients in reducing costs while offering competitive benefits options• Assist clients with 5500 form filings, as applicable• Assist in growing the book of business through cross-sale opportunities when available• Build relationships with clients and vendors through proactive communications• Communicate and educate clients on latest trends, concerns and changes in the industry.

Buckhead, Georgia, United States

• Handle assigned Small and Mid-Market Renewals & New Business Accounts• Manage timeline coordination with the Consultant/Sales the upcoming insurance plan renewals for each client• Secure the company Census, Group Experience/Claims Data, Utilization Reports, Invoices, Summaries/Certificate Booklets for RFP Preparation for medical and ancillary coverage• Negotiate Commissions for upcoming ancillary renewals• Follow through with requests for those carriers to submit & negotiate competitive quotes• Set Up Form Fire & GRX for client quoting• Create Cost Analysis & Client Proposal components to include (Executive Summary, Proposal, Benefit Summaries, Timeline and Other Supporting documentation, etc.) Audit Cost Analysis Spreadsheets for errors prior to client meeting• Prepare for Renewal /Open Enrollment Meetings with proper materials to help client make the best decision for their group and adhere to their budget• Coordinate with vendors to implement groups renewal decisions for current carrier changes or new coverage in a timely manner• Request & coordinate client data/files for accuracy in CRM/Broker Builder system• Run and maintain reports for Renewal Workflow & Expired Lines of Coverage• Maintain rapport with Consultant, Clients & Carriers