Wake up, then get on the treadmill for an hour.
Out the door, conference call on the drive to the office to confirm my enrollment and communication team is onsite for the annual open enrollment for one of our clients.
Visit the drive-thru to get my daily coffee and oatmeal to-go breakfast.
Discuss case strategy on a new client with my new business team. We've been working on an onsite clinic strategy for the past six months, getting close to finalizing the details. We need to nail down contract terms and location.
Off to a staff meeting after reviewing the day's latest news in benefits. Staff meeting discussion revolves around new opportunities from our team, renewal case updates from the staff. Discuss our health care reform strategy and our employer impact calculator tools. We are looking at the staffing requirements and data points necessary to provide the impact study information to our employer groups in a timely manner. Data requests have already be requested for our larger clients.
Flu shots for the office staff and myself.
Review final information on early retirement buy-out for a client I am meeting with at 3:30 p.m. today.
Review emails and must-do's, quick check with my executive assistant to make sure the benefit analysis due today is on track.
Leave for a client meeting, and during the hour-long drive make service calls to two clients regarding current issues.
Meet with a prospective client at lunch to discuss a project. The employer is struggling with their renewal and needing help. Explain what our team can do and how we might approach the project. We review the current work and find several flaws that we can correct quickly. Set up tentative meeting for later this week.
Meet with client on an early retirement buy-out, get paperwork signed, explain the buy-out opportunity to an eligible group of employees and spouses. All goes well; they are pleased with our work and appreciative of having the option.
Drive back to the office, catch up with my team on the drive, set up work for later this week. Then back at the office; do a quick catch up with my VP of client services, discussing several ongoing issues and agree to catch up more in the morning. Then, review emails that had not yet been reviewed.
Leave work to see the grandkids and also help my son with some home remodeling and moving details that he and his wife are working through.
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