• Respond to customer inquiries through phone and email in a professional, timely manner. • Actively listen and communicate with empathy to ensure customers feel heard and understood. • Provide accurate, detailed, and timely resolutions to customer questions. • Escalate issues appropriately when necessary. • Stay informed about task updates and policy changes to maintain accuracy. • Meet and maintain established performance metrics.

• Support our Legal Support Center team - high volume, fast paced • Demonstrating strong initiative, with the ability to resolve document issues quickly • Collaborate with team members to manage multiple projects/tasks • Communicate professionally to develop rapport with team and end-users • Handle confidential and sensitive information • Maintain strong working relationships with team members • Provide legal transcription and proofreading support as needed • Ensure high attention to detail in all tasks performed

• Manage customer email communication (order status, documentation, updates) • Enter customer orders in QuickBooks/ ERP • Prepare export documents, packing lists, certificates, and shipping documents • Coordinate with freight forwarders • Prepare weekly reports

• Manage the end-to-end RFP process, ensuring timely, accurate, and high-quality proposal submissions. • Use quoting platforms and tools to pull rates and benefit information and format data into clear, professional proposals. • Work directly with carrier partners to request and secure underwritten quotes. • Create and maintain proposal documents that align with company branding and compliance standards. • Collaborate with the sales team to understand client needs and tailor proposal content accordingly. • Maintain strong attention to detail when compiling and presenting benefit data. • Demonstrate advanced Microsoft Excel skills for rate analysis, comparisons, and data integrity. • Prioritize and manage multiple proposals simultaneously, ensuring on-time delivery under tight deadlines. • Exhibit excellent written communication and customer service when interacting with internal stakeholders and external partners. • Support the sales team with administrative and operational tasks, including creating and updating spreadsheets with benefit details, pulling Summary of Benefits and Coverage (SBC) documents, assembling benefit booklets and sales packets, organizing and maintaining documents, contacts, and opportunities in Salesforce CRM, leveraging Salesforce to track tasks, manage data, and support overall sales organization, responding to a queue of sales support requests efficiently and with a high level of accuracy, assisting in preparing presentations, client communications, and sales documentation.