Job TitleKey Responsibilities:
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
