-
Execution of the
account assessment survey to determine client's
needs.
-
Collection of census
and other data required for the evaluation process.
-
Creation of a formal
request for proposals.
-
Analysis of various
carriers rates, underwriting, product features
and service.
-
Creation of a formal
proposal and post account assessment survey
meeting material--recommendations
-
Presentation of
complete analysis and recommendation to
employer.
-
Coordination with
the carrier's field and executive personnel to
establish case.
-
Completion of the
employer authorization documentation.
-
Establishment of the
case with the selected carrier.
-
Coordination of the
Team Meeting.
-
Development of
enrollment strategy.
-
Development of
enrollment time line.
-
Coordination with
human resources department and department
managers.
-
Preparation of
pre-enrollment marketing material.
(i.e. payroll stuffers, posters and needs
analysis material).
-
Establishment of
billing practices.
-
Development of
electronic case, including data input.
-
Employee
communication meetings.
-
Individual employee
benefit meetings.
-
Preparation of
technology platform.
-
"Scrubbing" and
submission of applications.
-
Communication of
benefit statements, salary illustrations and
cafeteria plan information.
-
Re-enrollment of
program each year.
-
Establishment of new
hire process.
SERVICE