FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Insurance carrier paid flat fee or commission, depending on client size and needs.
- What is your typical process for working with a new customer?
Introductions and objectives discovery- Employee Data and Benefit analysis- Capabilities Proposal- Recommendations- Partner acceptance- Open Items, Actions and Execution assignment.
- What education and/or training do you have that relates to your work?
11 years employee benefits management experience and ongoing course study though American College and Hub University. Numerous carrier courses and CE courses certified by the state Department Of InsuranceI. Life and Health licensed. CEBS and consultant license course study.