- – Apply technical accounting knowledge to prepare financial statements and reports.
- – Manage multiple accounting assignments while ensuring compliance with standards.
- – Document audit evidence and investigate discrepancies in financial records.
- – Generate and manage leads while building strong client relationships.
- – Consult with clients to assess needs and recommend tailored solutions.
- – Present proposals and guide clients through the sales process to close deals.
- – 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.