- Conduct all training necessary for new hires and oversee startup procedures - Build relationships through social channels with other users, customers, potential customers, business prospects, potential business prospects, others in the industry and bloggers with large followings - Direct marketing of products and brand - High level of organizational skills, strong ability to prioritize and multi-task - Inform audience of products, generate sales leads and close sales - Grow audience and build/maintain relationships - Staying abreast of the social media landscape, looking for opportunities to improve engagement and performance - Team player - Work independently while collaborating with a team - Grow a successful six figure business remotely from home

- Lead role in new client on boarding, primary contact for insurance brokers, clients, internal departments - Provide quotes and complete info about products/services to insurance brokers and potential clients - Build and nurture strong relationships with insurance brokers, agencies and clients - Review/audit plan design details, gather required information and forms - Excellent communication skills (written, listening & verbal) - Provide exceptional customer service as primary contact and front line face of the company - Liaise between clients, sales executives, insurance brokers and internal depts. to resolve issues - Coordinate enrollments and creation of legal plan documents, service agreements, BAA/HIPAA and SPD’s - Work with clients and agents to obtain plan changes and facilitate internal process to implement changes - Maintain current understanding of insurance marketplace and employer pre-tax benefit plans - Process a high volume of claims. Issuance of reimbursements, plan changes, status changes and enrollments - Excellent problem-solving skills. Approve or deny claims - Work jointly with claims specialist to conduct webinar training for clients to educate on internal processes - Accurately enter and audit participant claims and determine eligibility for reimbursement - Ability to adapt to change on a regular basis

- Worked under critical time constraints with extreme accuracy - Processing complex transactions that require strong attention to detail - Ensure the quality of transactions within departmental standard operating and client’s procedures - Ability to meet precise deadlines throughout the day - Answer external and internal calls while interpreting and implementing corporate policies - Account Maintenance including broker/dealer, branch, representative, matrix levels and registration changes - Primary Contact for researching answers to investor and broker questions- around 30 calls/day - Write up claims calculating gains/losses and monies owed - Timely problem solving skills exercising best judgement - Work in a matrixed environment reporting to multiple supervisors when necessary - Draft and process claims and redemption fees