Tanner works as a Client Relationship Manager at Roop Financial Services. He orchestrates the development of the group insurance benefit programs.
- Preparing proposals
- Implementation of benefit package and enrollment
- Renewal preparation of plan changes
- Enrollment
Tanner is not registered with LPL Financial
Tanner works closely with our clients to include, but not limited to:
- Preparing requests for proposals (RFP) from the carriers
- Analyzing claims experience, plan designs and carrier proposals
- Preparing and presenting proposals
- Implementation of benefit package and enrollment
- Renewal preparation and recommendation of plan changes
- Render assistance to clients with claims and billing problems
Tanner is a graduate of University of Memphis with more than over 5 years of financial and banking experience. Tanner is married with two daughters.
Tanner is not registered with LPL Financial.