Resolves routine administrative problems and answers inquiries
Uploading time sensitive documents into the system
Daily client follow-up inbound and outbound calls
Communication with headquarters with a variety of questions
Handling incoming mail and packages
Navigating thru the system of Life Manager, Life Conservation, Child Rider Conversion, End of Term Manager, Increasing Benefit Rider Report, Shareholder account manager, Recruit Tracker, License Manager, Client Relationship Manager (CRM), Client Inquiry, Life app/policy inquiry, Active Life Clients, Terminated Life Clients, Recognition Certificates, Special Reports, Competition Scoreboard
Scheduling/Follow up with APPS & Examone on status and updates on client medical exams and obtaining medical records when necessary
Contact/Follow up with Licensed Sales Representatives on status and updates on pending client applications, Life Manager & Life Conservation
Daily Disposal of Sensitive Client Information via Shredder
Perform other related support duties as requested
