Initial consultation to discover where you are and what direction you wish to proceed with respect
to Group Health, Life, Short and Long Term Disability Insurance, Dental, Vision and 401K options.
Group Health Insurance:
• Review current plan and renewal options
• Shop up to nine comparable carriers with client’s prepared census
• Prepare spreadsheets for all quotes collected along with plan designs for client presentation book
• Review with client and discuss viable alternatives
• If change of carrier is desired, prepare submission package for client and their staff to complete
• “Scrub” applications and work with client for a “clean” submission
• Submit all documents to carrier of choice for final rates and enrollment
• Prepare “Contact” sheet showing pertinent telephone numbers and plan designs for employees’ reference point
• Conduct group meeting on site with all employees explaining new carrier, benefits and procedures
• Schedule regular quarterly visits on site to visit with employees and staff regarding questions and concerns
• Work with Human Resources Director on a daily basis to effect enrollment changes and answer any questions including COBRA issues
• Schedule monthly appointment with new hires to complete forms and explain benefits
• Process changes in enrollment with the carrier on client’s behalf including COBRA enrollment and letters
• Field employees’ phone calls on a daily basis answering questions and interceding for them with the carrier
• Upon renewal we start the quoting process over again preparing spread sheets , client books and client meetings.
Limitations may apply
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