Roles Specialization. Everyone wins in the "team" approach. Coordinator. Opener. District Manager. Benefits Counselors. Coordinator & Opener. Roles Specialization.
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Everyone wins in the "team" approach.
Coordinator & Opener
The OPENER: Responsible for prospecting, opening and closing an account direct or through brokers and servicing/maintaining the working relationship.
The COORDINATOR: Responsible for implementing and managing entire enrollment process from pre-enrollment to post enrollment and assisting in service and account management.
The BENEFIT COUNSELOR: Responsible for educating, positioning and enrolling employee’s one on one.