- – Review intake forms and create file opening memos for new cases.
- – Manage medical, liability, and employment documentation requests efficiently.
- – Communicate professionally with clients, witnesses, and opposing counsel daily.
- – Collaborate with teams to develop comprehensive business plans for distribution.
- – Prepare and present subscriber revenue forecasts and strategic reviews to stakeholders.
- – Analyze financial models to support negotiations and identify market opportunities.
- – Build rapport with clients through quarterly check-ins and relationship management.
- – Negotiate renewals and market group plans to ensure optimal client benefits.
- – Conduct performance reviews and handle post-quote actions to address client needs.