the delivery of agency value-added resources (e.g. Executive Risk Assessment, Zywave, Loss Prevention, Home Inventory...
accounts receivable and accounts payable Manage commission receipts and tracking using QuickBooks and Zywave Collect... (especially Excel) Ability to manage deadlines and work independently Systems & Tools QuickBooks Zywave or other agency...
technology platform and tools such as Benefitpoint, Monday.com, Zywave and others. Actively communicates with or visits...
, master internal systems (Employee Navigator, BenefitPoint, Zywave) Participate in client meetings to strengthen...
platforms: Zywave Relationship/Account management experience Demonstrated proficiency in managing client relationships...
records in Zywave/Agency Management System or appropriate enrollment platforms such as Employee Navigator, BenefitsConnect... using Zywave's Enrollment Guide builder. Coordinate and support Open Enrollment activities under Account Manager guidance...
listening skills. Strong computer skills including MS Office Suite and Google. Prior experience with Salesforce and Zywave...
, Cascade AI, Glean, Salesforce, Zywave, etc.) to create a seamless ecosystem. Scalability: Ensure systems are designed...
-paced environment Proficiency in MS Office Suite (Outlook and Excel proficiency required) Experience with Zywave products...
: Zywave Relationship/Account management experience Demonstrated proficiency in managing client relationships with multiple...