Experience

Watko Benefit Group

• United States
• Insurance
• 1 - 100 Employee

• Senior Account Manager

  • Mar 2020 - Present

  • Develop prospective client proposals • Conduct marketing efforts based on needs of customer in a variety of coverage needs • Implement new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange (file transfers, enrollment systems, etc.) • Explain new benefit offerings and communication strategies to existing… Show more • Develop prospective client proposals • Conduct marketing efforts based on needs of customer in a variety of coverage needs • Implement new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange (file transfers, enrollment systems, etc.) • Explain new benefit offerings and communication strategies to existing clients • Coordinate meetings to educate employees about their benefit packages • Review agreements and documents, such as policies, employee booklets, and carrier contracts, for accuracy • Responsible for routine service, which includes the development and execution of service schedule, and coordinating questions/initiatives with the client and carriers

• Account Service Coordinator

  • Jun 2004 - Mar 2020