Lots of changes but a tight-knit team
Brokerage & Agent Management/Employee Benefit Team (Former Employee) – Portland, OR – July 14, 2016
My team was highly specialized, managing Group Benefits for Trusts in three states. Our main customer was in OR, WA and AK. The office I worked for was probably one of the smaller offices of the company so it is challenging to review the company as a whole. Our office had a lot of changes in other areas going on, which our team was not impacted by. On the local level, our team worked well together, and communication was great. Since we were so specialized, a lot of the reporting was done at the local level, processes and systems were developed by our team, and anything our customers needed were produced by us. We traveled often to visit our customers and having multiple opportunities to be customer-facing is what kept our team and company first choice when it came to renewals and retention.
Corporate not involved enough