Courtney Refakes

Account Coordinator @Stumm Insurance

Work with multiple Account Managers and Account Executives with online enrollment site management and transaction processing • Manage and maintain Account Coordinator Resources including carrier portal guides, carrier contact sheets and carrier eligibility rules • Create materials essential for RFPs including building censuses and pulling carrier bills • Communicate with carriers on a day to day basis in order to facilitate employee benefit transactions • Serve as the Eligibility Expert, mastering the nuanced rules of each carrier