You will support preferred and developing brokers in the U500 block of business by serving as a primary day‑to‑day point of contact and responding to inquiries in a timely, professional manner.
You will coordinate the scheduling, logistics, execution, and follow‑up for broker and client meetings, including stewardship, enrollment, and ad‑hoc meetings.
You will perform routine to moderately complex assignments and projects, applying foundational broker relationship‑management knowledge to deliver a consistent customer experience.
You will identify potential client retention risks or service issues and escalate concerns appropriately while supporting recommended mitigation solutions.
You will process non‑routine member management, enrollment, and billing updates to ensure accurate resolution and a positive experience for brokers and clients.
You will collaborate with internal part...
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