- Verifies and documents participation status with all insurances and umbrellas
- Take calls to follow up on specific issues or requests with insurance and umbrellas
- Perform related duties as assigned, within your scope of practice
- Assist with client communication, including scheduling meetings, preparing materials, and following up on action items
- Maintain accurate client records and update account information in Google Sheets for shared updates between client and Account Manager
- Coordinate project timelines and deliverables for external clients to maintain progress within their given process
- Prepare paperwork (contract applications and letter requests) for assigned accounts
- Handle routine client inquiries and escalate complex issues appropriately
Microsoft Office Suite