Jacquelyn Cohen

About Jacquelyn Cohen

I graduated from University of Maryland College Park with a Bachelor’s Degree in…

Experience

1. Client Services Executive

   Acrisure

   Aug 2015 — Present · San Jose, CA, US

   Objectives:• Proficient small group employee benefit knowledge• Effective communication skills as well as strong organizational skills and demonstrated attention to details• Able to work independently and within a team environment• Embraces customer success• Proficient in MS Office applications and experience with AMS or related software• Can manage multi customer related activities simultaneously• Be the HR and benefits resource for my clients • Solve client problems by understanding and exceeding their expectations• Coordinate internal and external resources to expedite workflow• Manage effective communication between upper management, employees, and their families• Illustrate the value of products and services to facilitate employee comprehension and create growth opportunitiesResponsibilities:• Pro-actively manage an assigned book of business• Provide accurate, timely and professional service to assigned customers• Retain assigned customers and grow relationships where appropriate by providing solutions and leveraging internal and external data to support and educate the customer• Complete necessary workflows and activities in Agency Management System (AMS) and other applicable software• Maintain accurate data for assigned customers activity in the Agency Management System• Prepare employee communications for renewals and enrollment period• Be a student of the business by growing group insurance knowledge through company provided online learning tools as well as industry content and publications• Develop and maintain carrier relationships and share knowledge with peers and leadership• Provide day-to-day benefits and HR compliance support for HR teams and their employees• Research and assist with program development and deliver overall program administration• Manage client renewals• Develop and maintain relationships with partners whose services complement ours• Maintain database of clients, prospects, partners and vendors

Skills

• Microsoft Word
• Customer Service
• Stata
• Social Networking
• Editing
• Microsoft Office
• Powerpoint
• Microsoft Excel
• Leadership
• Public Speaking
• Event Planning
• Photoshop
• Teamwork
• Social Media