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Project Management (Top 5 Strengths (Input, Intellection, Learner,…
Project Management
Top 5 Strengths
Input
Intellection
Learner
Ideation
Restorative
Pros
Time to build system out while waiting for new AMs
Work with all AMs and Consultants
Removes some work from AM's plate
Opportunity to dig into some services we don't have time for now
Data Mining/Reporting
Benchmarking
CLUE
Digging into claims
Whatever Veronica needs to keep our clients up to date
Salesforce
Commission Spot Check
Plan Spot Check
Refining Systems
(Make the boat go faster)
Can review processes currently in place
What aren't we doing that we should be
Cons
Could get stuck doing "Emergency Work"
all the time
Would need to spread my cases to others
Can't do until more AMs are hired
Must create a clear process to avoid confusion
Immediate
(or soon thereafter)
Work w/ Andria on client transfer of my groups
(Now has SF groups + 1 client in renewal process)
Work with Maryn on client transfer
Work with Letti on client transfer
Onboarding
New Client
1st 100 Days
CRM?
AOR letter to carriers?
(will confuse carriers)
New Carrier
Implementation Calls
Census
Pre-fill New Client Paperwork?