Efficiency and precision at its best!
Your Tasks and Expectations
Keep everyone in the loop during onboarding with consistent system and status report updates.
Ensure internal tasks are completed on time, meeting
scheduled due dates seamlessly.
Facilitate a seamless client transition by providing a comprehensive hand-off to the designated relationship manager.
Skillfully prepare documents by reviewing and mapping prior plan documents, addressing routine issues with Relationship Managers or clients.
Offer valuable suggestions for non-supported plan provisions or plan design improvements.
Take charge in preparing and submitting plan change requests, supporting executed plan documents.
Identify and implement procedures, methodologies, and process improvements to elevate our growing business unit.
Demonstrate a clear understanding of legal documents, a crucial skill for success.
Utilize professional verbal and written communication techniques to ensure clarity and effectiveness