Job #: 1703

Title: Advisory Assistant – Washington DC

Region:

  • Other
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 10 months ago
    • This position has been filled

    ​This position is for a seasoned support staff in Advisory who works independently under moderate supervision for routine situations. He or she performs clerical functions and assists in creating presentations and programs.

    Job Description:
    Title: Advisory Representative
    Job Title Description
    Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer plans. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products.

    Purpose
    This position is for a seasoned support staff in Advisory who works independently under moderate supervision for routine situations. He or she performs clerical functions and assists in creating presentations and programs.

    Responsibility Statements
    • Performs basic clerical functions, including but not limited to, photocopying, faxing, scanning, word processing and filing to assist Advisory colleagues.
    • Assists in the creation of presentations and program submission, including coverage specifications, in collaboration with Advisory colleagues.
    • Assists with monitoring the renewal and binder control system to ensure things are progressing according to schedule.
    • Maintains ongoing relationship with team colleagues to effectively service clients and assist the Advisory colleague.
    • Understands and complies with compliance and transparency standards.

    Kick Off Call Notes:
    Task oriented role-candidate must be organized
    Policy checking-uses company provided software to compare /contrast docs
    Updates Spreadsheet
    Quality-detail oriented
    Notices errors in data
    Policy renewals-compile data-run policies through word processing program-lists corrections that need to be made-emails changes in template to client
    Pivot tables, VLook ups
    Possibility it could turn into FTE, no guarantee
    Insurance background preferred-knowledge of terms
    Extensions expected-90 days likely
    Interview process: phone​