• Process and input new client matters and documentation into the Firm's case management system• Prepare routine engagement letters and manage their distribution• Request, follow up and obtain medical records/bills related to client treatment• Verify, confirm, and document account balances with medical personnel• Prepare and maintain both hard-copy and electronic files, ensuring their accuracy and completeness• Copy, scan, and organize case documentation for paralegal files• Perform clerical and administrative tasks such as word processing, filing, copying, and scanning, ensuring their accuracy and timeliness

•Contacts And Qualifies Prospective Customers And Explains Features And Merits Of Policies Offered, Recommending Amount And Type Of Coverage Based On Analysis Of Prospect's Circumstances• Communicates Professionally With Customers To Explain Policies, Show Value Of Brand(S) Represented, Follow-Up As Necessary To Sell Appropriate Plans Or Policies• Calculates And/Or Quotes Premium Rates For Recommended Policies• Develops And Maintains Thorough Product Knowledge• Demonstrates A High Degree Of Integrity And Follows Compliance/Quality Assurance Requirements• Utilizes Client And/Or Company-Provided Computer Systems To Perform Accurate And Timely Data Entry And Submit Applications• Follows Scripts And Designated Sales Processes To Complete Sales In A Compliant And Effective Manner• Participates In Training And Coaching On An Ongoing Basis To Maintain And Improve Performance• Other Duties May Be Assigned

• Support customer success and seek ways to improve moderately complex inquiries or issues from customers regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication• Perform routine tasks such as answering inquiries, resolving problems, and providing a best in class customer experience while adhering to work guidelines, policies, and regulations• Regularly receive direction from management, escalate questions and refer more difficult issues to staff• Perform research to resolve moderately complex customer issues including communicating with other departments for issue resolution• Interact with experienced representatives on difficult issues• Be responsible for coaching new hires and less experienced staff• Respond to inquiries and issues from customers

• Always demonstrate superior customer service and professionalism. • Work to resolve any issues/concerns to retain loyal business and enhance overall efficiencies. • Provide administrative support to staff/management as needed. • Participate in meetings for professional development and updates in organizational process. • Answer incoming calls and respond to client inquiries, scheduling appointments according to an established calendar. • Process client payments and maintain records for easy follow-up. • Help interview prospective Paralegals to fill the opening in the office