• Act as the primary point of contact with insurance carriers to address inquiries regarding coverage and claims• Prepare and generate essential insurance documents following precise guidelines• Coordinate communication and changes between clients and insurance carriers, ensuring smooth interactions• Input data, print proposals, and gather information at the direction of financial representative in preparation for client/prospecting meetings• Contact clients to confirm receipt of forms or requests a return of completed forms• Prepare policies for delivery• Maintain current client information for all product lines• Proficiently scan and archive documents in the relevant company system• Process incoming non-securities related insurance service requests from clients (process address changes, bank information change, loan requests and insurance service account service inquiries)• Complete monthly and quarterly tasks as well as work on ad hoc projects as needed• Responding to requests for assistance from advisors as needed• Perform other duties or special projects as assigned

• Hiring, training, coaching and managing an internal outreach team • Meeting with financial advisors and assisting them with escalated client situations• Assisting with new advisor onboarding to firm programs• Major Stakeholder in firm largest program and working directly with the Managing Directors to help manage the program• Managing the CRM client record data • Managing advisor leads and increasing sales by routing efficiently to advisors • Preparing reports and analyzing call center data to improve the process • Assist with advisor marketing which includes social media, email marketing, and database assistance in Salesforce and Advisor 360• Conducting weekly and bi-weekly meetings with team members to help improve workflowOverseeing the workflow of new business for securities accounts

• Provide top-notch administrative support to the CEO, Operations Manager, and Managing Directors• Helping manage office when manager was not in• Provide marketing support for Financial Services Representatives such as scheduling events, seminar planning, newsletters, website design, and direct mail campaigns• Assist with interviewing and Onboarding new Financial Advisors and staff to the firm• Building management contact for all building-related events, office events, and meetings. • Plan and schedule meetings with leadership, appointments with sales leads, and assist with travel and hotel accommodations.

• Provide top-notch administrative support to the CEO, Operations Manager, and Managing Directors• Provide marketing support for Financial Services Representatives such as scheduling events, seminar planning, newsletters, website design, and direct mail campaigns• Assist with interviewing and Onboarding new Financial Advisors and staff to the firm• Building management contact for all building-related events, office events, and meetings. • Plan and schedule meetings with leadership, appointments with sales leads, and assist with travel and hotel accommodations.

• Communicated with clients and businesses via phone and in person• Data entry• 50 wpm• Calendared meetings, depositions, and court appearances for office dissemination• Welcomed and checked in all clients for their meetings with the attorneys• Fielded calls regarding case status and firm inquiries

• Welcomed and checked in all clients for their meetings with arbitrators• Data Entry• 50 wpm• Professionally handled incoming calls and assisted with administrative tasks• Monitored and replenished office supplies and handled all special meeting requests• Developed a new filing system for more efficient filing and retention

• Answered phones, organized files and managed office supplies inventory• Data entry• 50 wpm• Maintained the calendar of events and sent our reminders to managers• Managed spreadsheets of documents required in files to ensure no one missed any important documents

• Provided support to the Promotions Manager, Coordinator and Director of Marketing• Coordinated events, and promoted radio stations at events and on social media• Calendared events and updated the WordPress website for the station