• Conduct in-depth in-person and telephonic meetings with potential new clients to perform a needs analysis • Maintain a tracking system to monitor leads, new clients, and referral sources • Enter client data in the case management system • Follow up with potential new clients who have not yet retained us • Find and participate in networking activities on behalf of the Firm • Work with the Marketing Assistant to plan networking activities for the staff and Owner • Produce weekly lead conversion and cost of acquisition reports for review with the Owner. • Oversee the smooth transition of new cases to the legal team • Manage client feedback and reviews

• Acts as primary point of contact for identified customers and builds strong, collaborative relationships • Understands key elements of the business agreement with each customer • Develops and executes account plans capturing the product, color and services needs of the customer • Understands and accurately communicates the values and benefits of Axalta product, color, and services • Follows-up on issues in a timely manner and identifies and advises on process improvements to alleviate roadblocks facing the customer • Effectively prioritize tasks and contributes to regional team’s expected results for revenue, profitability, customer retention, and distributor management with a high sense of urgency • Maintains accurate account information and contact data in SalesForce (SFDC)

• Assist union members who have requested their benefits package • Communicate professionally to ensure clients receive the coverage they qualify for • Build and maintain relationships with new and existing members • Work independently while contributing to team performance goals • Adapt to new training, tools, and strategies in a fast-paced environment

• Assist clients in securing their benefits • Provide hands-on training with a dedicated supervisor • Participate in weekly training sessions with the organization’s owner