Wake up and take our two family dogs, Bailey and Rocky, for a walk.
Read my daily devotional email and check emails over breakfast. Review latest industry emails
so that I'm up to speed on the most current changes in our dynamic industry. Then I call office voicemail to set up my daily personal greeting. Final prep and review for 7:00 a.m. employee open enrollment meeting.
In addition to educating the employees on all their benefits options, I stress the importance of keeping their beneficiary info up to date and being aware of issues and options available to them when naming minors as beneficiaries.
Debrief on employee meeting with HR person and company rep. Review and sign final employer paperwork to transition one of their coverage lines.
Check emails and voicemails prior to traveling to York, Pa., office. Send several email responses to keep benefit decisions moving to next steps for three other clients.
Schedule meeting with an associate to review our in-house actuarial modeling tools for an account.
Deliver supply of open enrollment materials from prior meeting to another associate and discuss several cases with him. Confirm two pre-renewal strategy meeting dates/times with clients for later.
Working lunch to discuss renewal strategy and history on a complex account. Provide some clarity and perspective on an account that was previously handled by me but recently transitioned to another team member. We are able to decide on the next action steps for the client to take.
Prepare for prospect visit by reviewing past call notes and downloading communication materials and industry benchmarking data to support strategic discussions. It appears this prospect needs compliance support and a more formal approach to benefits strategic planning.
Second employee meeting of the day. This meeting goes even smoother than the morning meeting and is highly engaging. Maybe the p.m. meeting time has something to do with it?
Travel home and catch up on emails and voicemails. Respond to claims issues and coordinated carrier responses.
Watch my son's tennis clinic and work on a list of my to-do's/goals for tomorrow. Stop for dinner afterward, then off to my daughter's field hockey game - joining my wife and parents to see her team win an exciting match.
Home, walk the dogs again. Watch some football while checking late emails.
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