Relationship Building: Uses our CRM tool to create a proactive engagement plan and monitor engagements for assigned groups  Develop and maintain solid customer and broker relationships, in person and telephonically Partner with the local team and other Field Based Staff Develop and maintain key internal relationships Understand customer needs, where to prioritize efforts, and provide value-added consultation Present a positive image of UMR in the marketplace Community involvement through professional organizations, associations and local organization Communication: Proactively communicate with clients and provide updates on benefits and program initiatives Remain responsive and follow through on commitments both internally and externally Act as a consultative resource and strategic partner to the customer and broker in support of the customer’s total service experience Monitor and track on-going performance, present and recommend solutions to the customer Must be able to successfully utilize digital tools and resources such as Teams, to remotely conduct customer meetings and presentations when appropriate Healthcare Knowledge: Understand goals, health plan initiatives, operating principles, strategies and competitive position of UMR Act as a trusted advisor through in-depth healthcare knowledge, understand important trends, and know your customer base Product Knowledge: Clearly demonstrate the UMR value propositions for medical and specialty programs (where applicable) to improve customer growth and retention. Effectively communicate products and services during Open Enrollment meetings Educate customers and promote UMR Tools and Resources