The Ben-e-lect News…Brief   

                                                                                    February 24, 2006

Did you know...

Our Account Managers are dedicated to making your life easy...

 
In 2005 we created a new position designed to help streamline the enrollment process and ensure excellent ongoing service for our clients and agents. 
The primary job duties are, but are not limited to:
  • Enrollment-       The Account Manager can handle the whole enrollment process for you or can help assist you with the process.
  • Underwriting-     When you do not have the time to follow up on the status of your case, or do not wish to be involved in the underwriting process, our
                            Account Managers are available to oversee it for you.
  • Service-            Your Account Manager is the "one person" who is dedicated to you and your client.  If you have a service question, call them.  If your client has
                            a service question, they too can call their Ben-e-lect Account Manager.  The Account Manager will bring the question back to our office, get the 
                            answer and make sure every party involved is completely satisfied before closing the file.
  • Renewal-           Our Account Managers are in charge of delivering your renewals to the client or to you,  whichever you desire.  This ensures that you have a 
                            person in front of you who is aware of all aspects of our renewal binder, the previous plan year and what your clients upcoming needs will be.            
                            We are confident this will create a smooth renewal process for everybody involved.
We knew that creating this position was equivalent to striking gold, we just want to make sure you also see the value in having a dedicated Account Manager.
 
ACCOUNT MANAGERS
 
Monica Harman                209-612-3749    monica@benelect.com     Stanislaus, San Joaquin, Tuolumne, Calaveras, Alpine, Amador, Sacramento, El Dorado,
                                                                                                     Placer, Sutter, Yuba, Nevada, Colusa, Butte and other Northern Ca. Counties.
Susan Smithson               559-905-1791    susan@benelect.com       San Luis Obispo, Kern, Tulare, Kings, Fresno, Inyo, Madera, Merced, Mariposa and Mono County
Vickie Cardenas               415-531-5557    vickie@benelect.com        San Francisco, Alameda, Contra Costa, Solano, Marin, Sonoma, Napa, Yolo, Lake 
                                                                                                     and Mendocino County.
Kristi O'Brien                    818-458-5853    kristi@benelect.com         Santa Barbara, Ventura and Los Angeles County.
Valerie Lane                     707-315-2950    valerie@benelect.com       Monterey, San Benito, Santa Cruz, Santa Clara and San Mateo County.
Cathy Gronemeyer            949-973-5679    cathy@benelect.com        Orange, Riverside, San Diego, San Bernardino and Imperial County.
 
   We will keep you posted…                                                            

  
Tip of the week
Because of our Account Managers the Regional Sales Managers are now available to help you gather, understand and present your proposals.  Please do not hesitate to contact them with any questions you may have.

Past News Briefs...

 
          SHARED FUNDING * HSA * HRA * MERP * SECTION 125 * COBRA * SECTION 105  
 
                                        888.886.7973