Help Us Execute Our Vision Drive our team to destinations beyond our imagination.
Our team seeks to fill the role of Practice Manager. This individual serves as the central point of cohesion and forward action for the practice. By driving our practice priorities, leading both people and the processes, and effectively communicating with clients and team members, the practice manager helps the team execute its vision of success.
How will you help grow our Practice?
You will…
· Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions, as well as tracking each through completion.
· Assist with the continuous development and implementation of our client service model.
· Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.
· Respond to routine client service issues and requests.
· Champion, train and implement technology.
· Provide administrative support to the team as needed: schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials.
· Coordinate with firm support staff/specialists as necessary.
Who do you need to be?
· You will be systems focused, pragmatic, patient, and able to create order in a way that is both structured and flexible.
· Organized, efficient and proactive are words people use to describe you.
· Attention to detail and a commitment to measuring results are key.
· This position requires the ability to be flexible, to prioritize tasks, as well as the ability to put the team’s needs first.
Experience Needed
· Experience establishing and maintaining systems for measuring activity
· Demonstrated organizational and time management skills under pressure
· Microsoft Office Skills – Word, Outlook, and Excel
· Highly accurate typing, data entry, spelling, and proofreading skills
#LI-MMP1
· FINRA licenses preferred
We are seeking a talented individual to join our Government Healthcare Consulting team at Mercer. This role will be based in any metropolitan... ...to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development...
...Epic Piping has an exciting opportunity available for a Material Control Coordinator to be an integral part of our Pipe Support team. Epic takes pride in our quality of work and has a goal ofbuildingour workforce with the most talented employees. Youll have an opportunity...
...Houston Licensed Life & Health Agents This Is For You. If youre already licensed in Texas and tired of: Buying expensive leads Low contracts Poor support No real growth plan Team Nexa Life & Health is expanding in the Houston market. We provide...
...and be part of the experience. Location BSH Bronson South Haven Title Medical Lab Scientist/Medical Lab Technician (MLS/MLT), FT, days, BSH Individuals are responsible to perform diagnostic and analytic testing on human specimens to produce sound, reliable...
...This is where your work makes a difference. At Baxter, we believe every personregardless of who they are or where they are fromdeserves a chance to live a healthy life. It was our founding belief in 1931 and continues to be our guiding principle. We are redefining...