- – 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.
- Build great customer experiences to drive repeat business
- Connect with customers to recommend suitable products
- Foster customer loyalty and meet sales targets
- – 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.