Job Functions
, Essential Duties and Responsibilities
Manage a book of business as defined in the annual goals.Request and follow-up data, trust, documents, and other information needed to complete our work in a timely fashion and minimize rushes.Assign appropriate tasks in Workflow and manage due dates with clients and specialists.Monitor Workflow reports for routine follow up tasks.Work with assigned Specialists to ensure Normal Recurring Services is completed within our service standards.Work with assigned Specialists to ensure Other Services are completed by agreed upon due date with client.Provide answers and solutions to problems Specialists encounter.Ensure all client phone calls and emails are responded to within the same business day but no later than 24 business hours.Build strong relationships with each client and TPA and ensure needs are being met.Manage changes of client needs and ex...