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

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.

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

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