Account Associate Liaison
3 days ago
Made up of a diverse team of professionals, Medavie is a national health solutions partner that puts people first in everything they do. With over 8,000+ employees, the company brings together a cross-section of life experiences and career expertise to create industry-leading solutions in insurance, primary care, and emergency medical services that impact millions of lives each year.
Job DescriptionThis role as Account Associate Liaison will work closely with Account Executives and other operational teams to assist in the sale and retention of clients. The ideal candidate will have experience managing business relationships and be motivated to provide the highest level of customer service to clients, consultants, and advisors (brokers).
- Managing inquiries including complex service inquiries of an urgent nature, coordinating resolution of escalated service concerns, and communicating results to the customer/advisor.
- Maintaining strong relationships with clients, consultants, and brokers while providing support and handling their day-to-day inquiries.
- Providing support to Account Executives and recognizing issues or opportunities that require their attention.
- Involvement in account management at all stages of small group cycle: quotes, enrolment, service, and renewals.
- Coordinating the installation/enrolment process for new groups and revisions; working with advisors to gather enrolment requirements, coordinating delivery of cards, booklets, and contract.
- Leading presentations with Clients/Advisors.
- Preparing renewal documentation received from underwriting for delivery/presentation, including rate spreadsheets, reports, covering letters, and revision quotes.
- Providing Group Administrator training via telephone or face-to-face.
- Assisting with the group quotation process, including review/follow-up of specifications, coordinating with underwriting throughout the rate calculation process, preparing proposal documents and/or presentations, maintaining timeline commitments, and completing all tracking requirements.
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