Cultivate and nurture strong, collaborative relationships with brokers, acting as the primary point of contact for all their inquiries, concerns, and needs
Regularly engage with brokers to understand their business requirements, address any challenges they encounter, and identify opportunities for mutual growth
Provide prompt and accurate responses to broker inquiries, demonstrating a deep understanding of medical insurance products, policies, and procedures
Proactively monitor upcoming policy renewals and develop comprehensive renewal strategies in collaboration with brokers
Conduct timely follow-ups with brokers to ensure smooth renewal processes, addressing any issues or discrepancies that may arise
Analyze renewal data and trends to identify factors influencing client retention rates
Implement proactive measures to enhance client satisfaction and loyalty, such as conducting client feedback surveys, organizing client appreciation events, and offering value-added services
Collaborate with internal teams to address systemic issues impacting client retention and develop solutions to improve overall retention rates
Actively prospect for new business opportunities within the medical insurance market, leveraging existing broker relationships and networking channels
Develop compelling proposals and presentations tailored to the specific needs and preferences of prospective clients
Collaborate with cross-functional teams, including underwriting, marketing, and product development, to execute strategic initiatives aimed at driving business growth
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