Spotlight on Excellence

As Senior Account Manager, Caroline Dalton is the first line of defense for all her clients’ issues. She identifies goals and objectives based on their benefits program needs and acts as the linchpin connecting clients to carriers and Corporate Synergies resources.

In this capacity, she supervises all health and welfare benefits program deliverables and assists in their development. Caroline draws upon her human resources and account management background to deliver exceptional client service alongside her account management colleagues. Her expertise includes technology, financial analysis, marketing, negotiations, carrier relationships and client retention. She manages day-to-day activities in the marketing, analysis, and renewal process and works closely with carrier underwriters to troubleshoot health plan issues as they arise. She also participates in renewal strategies and wellness coordination.

When client crises do emerge, Caroline proactively engages with her team and carrier partners to resolve them with swift and efficient service. If an employee concern comes in through BenefitsVIP, Caroline and the employee advocacy team troubleshoot on the client’s behalf removing the burden from HR. If a client brings a systemic issue to her attention, Caroline investigates and escalates the problem with the carrier to ensure they handle the matter appropriately.

All of this to say that Caroline likes that every day at her job is different. She loves that she is constantly learning and growing. Adapting to the needs of her clients as she hops on calls and attends open enrollment meetings, Caroline is an enthusiastic client advocate in all that she accomplishes.