This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As a Practice Coordinator, you will be a vital piece of the advisor’s practice by completing and leading the daily operations, including, but not limited to determine resolutions for complex situations, leveraging relationships with outside carriers and internal department specialist, mastering internal computer systems, and other tasks as assigned. Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
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Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees