- – Serve as primary contact for clients, addressing inquiries and resolving issues.
- – Educate clients on benefits plans, coverage details, and claims procedures.
- – Process enrollments and maintain accurate client records for data integrity.
- – 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.
- – Provide strategic leadership for fundraising initiatives aligned with organizational goals.
- – Oversee development officer and ensure accountability towards revenue targets.
- – Establish KPIs for donor acquisition, retention, and pipeline growth monitoring.