The representative will handle client inquiries via phone and email, issue certificates of insurance, and process applications and claims. They are also responsible for resolving customer complaints and assisting with policy renewals and updates.
Analyze existing business workflows and technology systems to identify inefficiencies and implement automation solutions. Act as a bridge between business teams and technical developers to optimize the company's operational infrastructure.
The specialist will implement SEO strategies to improve organic visibility, search rankings, and qualified traffic through technical and on-page optimization. Responsibilities include conducting keyword research, performing website audits, and monitoring performance metrics to drive measurable results.
The specialist will monitor client accounts, track outstanding balances, and apply incoming payments to correct policies. They are also responsible for reconciling premium trust accounts and supporting the month-end close process.
