Brittany Foley
Client Executive at Marsh McLennan Agency
- Role
- Client Executive at Marsh McLennan Agency
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Brittany Foley
Employee benefits client executive with experience managing multiple clients at one time.…
Experience
Client Executive
Apr 2022 — Present · San Francisco, CA, US
CA Insurance License #0I99817- Oversees ongoing client service activities - Meet with the client throughout the year to ensure a high level of service and that client expectations are being met - Develop strong business relationships and client trust - Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution- Manage the renewal of the existing plans - Prepare and present renewal outcomes to the client - Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies are contained within the information - Act as a lead for the Client Service Team members - Create an environment oriented to trust, open communication, and cohesive team effort - Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance - Establish and consistently maintain effective and positive working relationships with associates and clients
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