Client Services
Describe Clarke & Company’s philosophy/approach to client services.
As a local brokerage firm, we believe in hands-on support, education and communication. Our account managers have a combined 28 years of experience in the insurance industry. We believe in communication when working on tasks. If an issue comes to our account managers, the issue is acknowledged with a timeline of the estimated completion and step by step communication. Brokers meet with account managers on a regular basis to discuss workflow and activity. Productivity is measured on an ongoing basis. Service activities are also documented in our Account Management System. This system allows us to view all service activities and time spent in certain areas. Our system has reporting capabilities that can be sent to the client.
Publications, webinars, seminars, and training materials:
- We offer our clients access to ThinkHR. ThinkHR gives our clients access to training courses, legal support and a document builder (Handbook, SPD, Section 125 or 105).
- A custom webpage that houses all benefits related documents and provider links. This stores plan summaries, SBC, CHIPRA, WCRA.
- Monthly newsletters can be supplied with emphasis on health and wellness and/or benefits education.
Examples of events hosted by Clarke & Company:
- January 2017 – Breakfast with Our Legislators (Columbia)
- March 2017 – Recruiting & Maintaining Talent (Think Forward Breakfast, Columbia)
- April 2017 – ACA Update (Think Forward, Florence)
- August 2017 – Cigna Happy Hour – Product & Market Update (Greenville)
- January 2018 – Breakfast with our Legislators (Columbia)
- February 2018 – Breakfast with our Legislators (Florence)
Webinars: (several offering SHRM credits)
- Feb 2017- Executive Benefits Webinar
- Feb 2017 – Working & 65 – What Are My Options?
- March 2017 – Working in HR Connection
- March 2017 – Make Your Wellness Challenges More FunApril 2017- Level Funded Plans – Get the Basics
- May 2017 – Corporate Training: The Benefits & Where Do I Start?
- October 2017 – Understanding the Opioid Epidemic
- October 2017 – FMLA Case Studies Webinar
- November 2017 – Health Care Consumerism Webinar
- February 2018-How to Engage and Keep Great Employees
- March 2018-Why Employers Need Updated ERISA and IRS Benefit Plan Documents
- April 24, 2018- Update your Employee Handbook
ThinkHR Webinars examples: How to Engage & Keep Great Employees, Forced Workplace Closures, Preparing for Emergencies, Connection Safety to your Workforce, and Transform your Hiring: Conscious Hiring & Development
Describe all services Clarke & Company can offer.
At Clarke & Company Benefits we invest in our staff and technology to ensure a positive, hassle-free experience for you and your employees’ benefit plan. As a team we provide the following services to our clients:
- Strategic planning for benefit designs, implementation and compliance
- Cost control planning and renewal management utilizing Decision Master Warehouse (DMW)
- Renewal strategic planning meetings, communication, and open enrollment sessions
- New Hire communication support
- Account management support by a lead account executive and a customer service representative
- Compliance support when dealing with ACA and ERISA
- Human Resource and Training Support through ThinkHR
- Online web portal customized for your employee benefit plans
- Clarke & Company Benefits mobile app; this houses your employee benefits summaries, provider links and member information along with benefit guides
- Education campaigns targeted to disease profiles that exist in your claims data
- Ben-administration system guidance and support depending on your needs
- Many more tools that are embedded into our systems
Describe your procedure for dealing with employee inquiries, claims and/or coverage questions?
All of these would be directed and handled by our account management and CSR staff in-house.
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