Customer Service Representative Ii - (U-415)

Assists with performing basic clerical functions, including but not limited to, photocopying, faxing, scanning, word processing, and filing to assist Advisory colleagues.
Assists in the creation of presentations and program submissions, including coverage specifications, in collaboration with Advisory colleagues.
Assists with monitoring the renewal and binder control system to ensure things are progressing according to schedule.
Supports in maintaining an ongoing relationship with team colleagues to effectively service clients and assist the Advisory colleague.
Assists in following compliance and transparency standards.

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