San Francisco, CA - Sep 30
Salary: $50 to $80,000 per year
... · Primary contact for ongoing consulting services â?? marketing, customer service, new products, employee communication, legislative compliance · Manage entry of data into client management system · Review current files and formats and bring up to date · Introduction to all clients and carriers as current contact, with intent to develop long term relationship · Review contracts for accuracy and work with carriers to make necessary corrections · Review financial records and file appropriately both hard copy and electronically · Review all market survey data and results, with intent to understand current issues, and assist client in benefits decisions Work ...
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