Jaclyn Fackler

Experience

1. Employee Benefits Client Manager

   Sima

   Nov 2022 — Present · Richmond, VA, US

   Manages insurance plan renewals and addresses the needs of each client in the book of business.• Project manages and executes a seamless implementation process for all policies and plans.• Notifies insurance carriers and other vendors of client\'s program decisions and request all necessary implementation, amendment or termination documents to provide to the carriers.• Determines paperwork requirements and implementation schedules for each line of coverage.• Obtains and processes completed master paperwork with carriers and other vendors. Contacts client for any missing enrollment information.• Oversees the on-boarding of new clients by establishing the implementation plan, team and timeline• Manages and maintains assigned book of business for groups serving in an advisory capacity.• Manages the entire renewal process.• Manages day to day client issues• Conducts needs analysis and strategy calls• Conducts enrollment meetings• Conducts regular face-to-face meetings with clients• Advises clients in reducing costs while offering competitive benefits options• Set up and maintenance of various clients\' benefit administration platforms• Assists in growing the book of business through cross-sale opportunities• Builds relationships with clients through proactive communication• Communicates and educates clients on latest trends, concerns and changes in the industry• Provides leadership within the extended service teamSandler Sales Training

Education

• James Madison University

  Bachelor of Science - BS

• James Madison University

  Minor