Katiejo Forman
Director, Client Relationship Management @Sun Life
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WORK HISTORY
Director, Client Relationship Management @Sun Life
Recruit, manage, coach and train a staff 12-15 Client Relationship Executives, Client Advocates and Renewal Portfolio Managers who have daily direct customer/broker contact.Oversee Renewal strategy for clients with 2-99 EE\'s, and Service and Persistency for clients enrolled Driving consistent execution of business strategies at customer levels to achieve profitable top and bottom line growth Develop and implement a service delivery strategy which will lead to a consistent service experience for all brokers and customers Develop and implement industry best practices Develop, implement and oversee region and segment-specific proactive, customer outreach programs resulting in higher persistency rates and improvements Provide tactical advice and strategies to develop competitive renewal offers for inforce customers.
EDUCATION
University of New Hampshire
Bachelors, Finance and Economics
SKILLS
ABOUT KATIEJO FORMAN
Director, Client Relationship Management
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