Samantha Rizo

Emerson Rogers/ Rogers Benefit Group

08.2017 - Current

Increased client satisfaction by building strong relationships and addressing their needs promptly.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Negotiated renewal contract terms with insurance carriers for large segment clients, securing favorable agreements for both parties.
Interpret and explain renewals and benefit changes and guidelines to clients.
Operated internal and external computerized systems to obtain and extract information, documents, activities and changes for tracking, information gathering and troubleshooting.
Thoroughly documented inquiry outcomes for accurate tracking and analysis.
Received and placed follow-up telephone calls / e-mails to answer customer questions.
Served as a liaison between the customer and insurance carriers.
Performed routine data entry or document management.
Achieved recognition for outstanding client service, contributing to team's reputation for excellence.
Built relationships with customers and community to promote long term business growth.

Summary