Client Operations Associate

• Manage and provide executive support to executive calendar, schedule appointments, meetings, and travel arrangements.
• Support existing client service requests
• Mange the input of CRM data
• Insurance application submissions
• Carrier follow up and case management
• Underwriting tracking
• Prepare and organize materials before and after client meetings
• Maintain accurate and confidential client records
• Foster positive relationships with clients through excellent customer service
• Track key deliverables and ensure timely follow-ups
• Provide administrative support by preparing reports, presentations, and correspondence
• Maintain office organization and ensure a professional environment
• Handle phone systems and manage incoming calls with professionalism and courtesy

Compensation:

$50,000.00 - $55,000.00 per year

Benefits:

Dental insurance

Employee assistance program

Health insurance

Paid time off

Parental leave

Professional development assistance

Referral program

Vision insurance

Compensation Package:

Bonus opportunities:

Performance bonus

Please complete the required 5-minute assessment here: https://surveys.cultureindex.com/s/A256360000/16956