• Serve as a primary point of contact for routine client inquiries. • Support preparation for client meetings, including gathering and updating financial data. • Attend client meetings as needed and assist with follow-up actions. • Resolve client service requests in a timely and professional manner. • Prepare financial planning deliverables (charts, reports, and presentations). • Assist in developing portfolio recommendations aligned with client goals and risk tolerance. • Support portfolio reviews, reporting, and rebalancing activities. • Monitor account activity and assist with trade coordination. • Process new accounts, transfers, and account updates. • Coordinate with custodians and internal partners to complete account activity. • Maintain accurate client records and ensure compliance with regulatory requirements. • Support ongoing data management and reporting needs.

• Provide reassurance and solutions that make a difference in our customers' lives when they need us the most after an accident. • Inspect and assess vehicle damage, estimate vehicle repair costs, negotiate equitable settlements, and partner with body shops, rental companies, and parts providers. • Consult with involved parties, review insurance contracts, inspect vehicles, write estimates, and manage rental cars. • Resolve customer concerns, ensuring a positive experience. • Drive customer satisfaction through meaningful interactions.

• Handle complex claims using technical and industry knowledge • Settle claims promptly and accurately • Deliver excellent customer service • Collaborate in a team environment

Role Description The Dispatch Specialist I is responsible for managing dispatch functions for crisis line services. This position promotes and maintains a business culture that is focused on Solari’s core values of compassion, effort, and ownership. - Receives and dispatches teams/clinicians timely and effectively. - Provides concise and accurate information to teams/clinicians; maintains awareness of teams/clinicians’ needs and safety. - Manages tracking logs accurately and in a timely manner; creates reports when business needs dictate. - Documents all dispatch and related interactions in the electronic health record and tracking logs. - Adhere to call center policy and procedures. - Participate in required training and supervision; willingness to expand knowledge of suicide intervention and prevention, the behavioral health and physical health systems, Medicaid managed care, mental health and diagnostics, community resources, and recovery and resiliency practices. - Demonstrate effective documentation skills; ensure all interactions are documented in the designated electronic health record in accordance with policies and procedures. - Assist other Contact Center staff in answering and screening incoming crisis requests when business needs dictate. - Respond to incoming calls and requests for dispatch services; complete outbound calls, emails, text, or chat to effectively coordinate care and resolve crisis situations. - Demonstrate effective engagement skills; inspire hope and promote recovery and resiliency. - Screen incoming requests. - Screen and dispatch incoming calls or contacts from first responders directly. - Back up for other Contact Center staff as required by business needs. - Other duties as assigned. Qualifications - 1-2 years of Dispatch, contact center, or emergency services experience preferred. - GED/High School diploma, required. - Must meet the following BHPP education and experience requirements: An individual who has six weeks of behavioral health work experience/dispatch experience and has the skills and knowledge required to provide behavioral health services and has one of the following: an Associate’s degree, a High school diploma, or equivalency. Requirements - Ability to operate computer systems and use multiple computer screens simultaneously. - Strong problem-solving and multi-tasking skills. - Strong knowledge of resources and systems in the community to better assist the team. - Ability to act professionally and maintain appropriate boundaries with clients and staff. - Ability to consistently demonstrate compassion and meet people with compassion; Effort, every interaction deserves my best effort; and Ownership, which drives the company's success. - Demonstrate effective engagement skills; inspire hope and promote recovery and resiliency. - Demonstrate effective documentation skills; ensure all interactions are documented in the designated electronic health record in accordance with policies and procedures. Benefits - Friendly work environment. - Generous paid time off (PTO). - Health benefits (Medical/Dental/Vision) that start the first of the month following the hire date. - Competitive compensation. - Convenient office locations and Hybrid Schedule. - On-site fitness room free to all employees (Tempe Office). - Basic Life Insurance. - Voluntary Life, Spouse, Child Insurance. - Critical Illness w/free dependents. - Critical Illness Spouse. - Short Term & Long Term Disability- Starts first of the month after 90 days of employment. - 401K & 401K Roth - Starts first of the month after 90 days of employment. - United Pet Care. - LifeLock for identity theft. - LYRA EAP Program- 25 free sessions for mental health per family member.