Job #: 1677

Title: Sr. Advisory Rep – Atlanta GA

Region:

  • Other
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 1 year ago
    • This position has been filled

    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.​