JOB DESCRIPTION:Setting up of insurance benefits for existing Paychex Payroll clientsDuties/ResponsibilitiesCustomer service for existing payroll clientsClient Advocacy/Operational SupportAssist in client issue resolution and researchSupport Operational activities, Enrollment and New CaseCoordinates information between Agency, HRIS, branch and carrierInsuring proper setup by confirming with clients, carriers and salesSupport daily functions of 6 sales associates and district sales managerFacilitates enrollment of new groups and newly hired employees with respective carriersHandles outstanding pending items to ensure the groups insurance approval is completed within enrollment deadlines

JOB DESCRIPTION:3rd party liaison between the borrower, broker and the lender throughout the entire modification process from start to finish. Duties/ResponsibilitiesCollect necessary documents from the broker or client(ie: paystubs, bank statements, 1040's)Organize appropriate conditions for each lenderReview financials with client and lenderSubmit full modification package to the lender, and also did negotiationsManage call center pipeline and customer service departmentManage high volume of emails/phone calls from clients and brokers

JOB DESCRIPTION:Daily support for two Directors of Area Sales and 13 Sales Associates for the southern California Territories. Customer service liaison between the sales associates and customers.Duties/ResponsibilitiesProcessing customer contracts and agreementsGenerating weekly, monthly and quarterly reports for sales and directorsHandling and directing customer calls/emails for Sales AssociatesEvent planning and set up for trade/food shows, meetings, and training eventsProcessing invoices and check requests for vendors/customers and submitting to financeOrdering sales materials for sales associates and customersCreating customer incentives in power point/word ( i.e. frequency cards and table tents)Responsible for Administrative segment on monthly team meeting agendas