- – 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.
- – Drive sales of advanced technology solutions through tailored strategies.
- – Conduct deep client needs analysis to design end-to-end solutions.
- – Collaborate with internal teams to propose and deliver integrated solutions.
- – 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.