POSITION PURPOSE

1. Ensure exceptional service to our clients by supporting Client Advocates in the coordination of the workflow.  This will include processing information, typing correspondence, interfacing with the carriers as assigned by Client Advocate.
2. Make Maschino Hudelson & Associates the best in our business.   

                                                                    RESPONSIBILITIES

ESSENTIAL FUNCTIONS:

1. Support and coordinate workflows between Client Advocates and Carriers for client needs analysis.
2. Update and maintain Client Files. 
3. Update and maintain Agency Management System database(s).
4. Assist with renewals which may include but not limited to prepare for renewal meeting, prepare for enrollment meetings, and communicate to carriers the necessary changes, File prepared and other necessary tasks.  
5. Process eligibility which includes new enrollments/changes/terminations for appropriate carriers by faxing/email/online for clients and follow-up to ensure change is completed as necessary. 
6. Perform miscellaneous administrative responsibilities such preparing copies, creating documents/ reports, back-up receptionist.  Other miscellaneous projects and tasks as needed.

ADDITIONAL RESPONSIBILITIES:

1. Perform back up responsibilities in absence of a Client Advocate.
2. Perform your job in such a manner that other employees will consider it a pleasure and privilege to work with you.
3. Adhere to client service standards of the department and agency.
4. Perform other tasks or projects as needed/assigned.