- – 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.
- – Maintain and update financial records, including accounts payable and receivable.
- – Prepare and process payroll, ensuring compliance with relevant regulations.
- – Reconcile bank statements and assist in the preparation of financial reports.