• Assisted in obtaining prospect information and prepared forms, applications, and agreements to complete insurance process• Provided operational support for Financial Advisor by opening client accounts, conducting asset transfers, and process distributions from both taxable and retirement accounts• Managed Advisor calendars for client meetings, sales strategy reviews and business travel

• Act as “liaison” between CEO, clients, internal staff and high-level executives to achieve client objectives• Request and verify insurance authorizations in a timely manner• Send, collect and file intake paperwork for new members• Make all invoices for, and enter bi-weekly client billing cycles• Respond to a daily influx of telephone-based and written communications from members and providers pertaining to benefit plans, claim payments, reimbursements, and referrals• Create and update excel docs for billing, client intakes and authorizations• Manage APEX client waitlist• Respond to a daily influx of telephone-based and written communications from members and providers pertaining to benefit plans, claim payments, reimbursements, and referrals• Assist with other duties assigned by office manager

• Provided classroom structure and discipline• Implemented behavior management according to individual educational plan• Attended and participated in professional development meetings

• Provided guidance and support to student’s basic life skills and academics, language and cognitive skills• Implemented behavior management plans and participated in the development of lesson plans• Ensured the safety and support of students in a classroom and 1:1 setting