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Manager, Client Services1. Submit and follow-up of all new business/change forms. These require careful proofingas incomplete applications cause delay in issuing coverage. Awareness and carefulfollow up regarding requested effective dates and expiration of existing benefits is ofgreat importance.2. Develop client proposals, spreadsheets, and comparisons.3. Prepare for client meetings and assist principals in meeting presentations.4. Participate in client meetings in and out of office as needed.5. Create and produce client correspondence.6. For established clients, take pro-active approach with policy renewals and re-marketing.Handle client service calls for all inquiries, changes, claims, etc.7. For established clients, take a pro-active approach to identify additional client needsand provide ongoing high quality service to achieve that goal. May suggest products toclients as opportunities arise.8. For prospective clients, work independently to gather information, primarily throughspecific dialogue using company questionnaires and census forms to assess clientneeds. Research appropriate products to meet client needs.9. Support opportunities to service and conserve existing/new clients. This may includeoccasional Saturday or after hours commitment of time to meet with clients, completeprojects, attend a business event, community function or client seminar, generally withthe principles of the firm.10. Diligent documentation and timely follow-up of prospect files to arrange appointmentswhile building relationships and assisting in closing cases.12. Ability to meet deadlines and communicate progress, as well as meet challenges asthey arise.13. Stay informed on industry trends and carrier product changes.14. Keep office up-to-date with current proposal software and marketing materials.15. Oversee ordering/purchase of office supplies and stationary

• Responsible for hiring, training, and development for all guest service employees• Increase sales via loyalty drivers by creating an empowered guest service culture• Educate team members on new promotions and procedures

• Increased sales to maintain a 18.5% YTD sales comp.• Passed all Health Department Audits.• Certified by the Illinois Food Safety program.

• Ran orientations• Conditional job offers• Organized team events• Organized team volunteer events• Created the weekly schedule for 200+ team members• Executed weekly payroll tasks