Contact: Paul Henry, Managing Director phenry@limra.com 860-285-7878
Call Center personnel can play a critical role in determining client satisfaction and in helping you to retain or capture assets when participants leave a defined contribution plan. LIMRA programs will help you screen applicants to identify those most likely to succeed in a Call Center environment, help you develop scripting and provide training to enhance asset retention, and can help you benchmark quantitative measures of service. We will be happy to provide a price quote based on the scope of your project.
Contact Paul Henry for more information.
This 3-hour workshop is designed for managers at all levels who are new to the retirement plan services industry or who want to refresh their knowledge, or for management teams that want to establish a common framework for viewing industry issues and opportunities. LIMRA will facilitate a discussion of the competitive environment, recent regulations, product and market trends, channels of distribution and service standards. The fee is $250 per participant with a $2,000.00 minimum, and a 15 person maximum participation per workshop. Any travel expenses will be added to the cost.
LIMRA can customize workshops to meet your needs in the areas of