My Services
Expert Guidance
Does your leadership team want to focus on sales and/or other priorities but are sidelined by service problems?
I can be your service team’s Subject Matter Expert or fractional Client Service Manager. I have been focused on employee benefits client service for over two decades. I understand the value of service, and am adept at answering technical, tactical and strategic employee benefits questions.
Coaching
Are your team members overwhelmed and struggling to prioritize? Do you have a rising star who would benefit from a mentor and professional advisor? Is someone on your team struggling to adapt to changes in the business?
Improve your team’s performance and job satisfaction with coaching. I partner with leadership and team members to identify and work towards their goals by changing habits, shifting mindsets and improving client service skills.
Job Aids
Does your team need tools to stay organized? Could your service delivery approach use more consistency?
- Checklists: I create custom checklists for new business onboarding, renewals, marketings, open enrollment, and more. Don’t miss a step on service delivery!
- Templates: I work with your team to improve clarity and consistency in their communications with templates. Send streamlined and consistent communications with templates!
- Timelines & Calendars: I work with your team to map out the timing of service deliverables, both internally and externally. Establish and communicate realistic expectations!
- Process Documentation: I document your internal processes and best practices. Keep team members on track and get new hires up-to-speed quickly with thorough reference materials!
Employee Benefits Management
Is your team overwhelmed because someone is on leave or you’ve onboarded a lot of new business?
I provide short-term expert help in your Benefits Department, whether you are a broker or employer. I can step in and contribute immediately as an Account Manager or Benefits Specialist, without downtime for training.
Let’s discuss solving your team’s challenges!
