• Assist Lien Analysts with organizing and managing medical bills, liens, and supporting documentation. • Contact medical providers to verify account balances, request billing information, and ensure claims are billed to insurance when appropriate. • Prepare and organize closing documents and other case-related correspondence. • Maintain accurate and up-to-date client records within the case management system. • Review files for accuracy and identify billing discrepancies or missing documentation. • Track outstanding requests and follow up with providers to ensure timely responses. • Prioritize multiple tasks while meeting deadlines in a high-volume environment. • Provide administrative support to ensure cases move efficiently through the settlement process.

• Open auto insurance claims with liability and first-party carriers • Verify insurance coverage and policy information • Obtain liability decisions and claim status updates • Follow up with adjusters regarding pending claims • Document all claim activity in the case management system • Assist clients with property damage claims • Coordinate vehicle inspections, estimates, repairs, and total loss claims • Communicate with insurance companies regarding rental vehicles and settlements • Follow up until property damage claims are resolved • Request and gather insurance declarations, photographs, and other claim documents • Upload and organize documents within the case management system • Maintain accurate notes and records • Monitor task lists and follow-up deadlines • Assist with general file maintenance

• Support the Sales Director with executive administration, calendar management, and communication • Organize the Sales Director's inbox and prioritize emails • Maintain CRM records and assist with customer meetings • Help with administrative purchasing tasks and documentation organization • Schedule personal appointments and coordinate personal errands • Identify opportunities for process improvement and efficiency • Provide high-quality, task-specific services as a contractor

• Maintain organized systems for documents, files, and records to ensure the President's office runs efficiently. • Coordinate logistics for meetings, offsites, and executive events, including venue selection, catering, and materials preparation. • Plan and execute domestic and international travel itineraries, anticipating needs and resolving conflicts proactively. • Plan, schedule, and coordinate internal and external meetings, including US&G leadership meetings and special team offsites. • Prepare agendas, presentation materials, and briefing documents ahead of key meetings. • Coordinate with internal teams and external partners to plan company events and leadership engagements. • Draft, proofread, and manage correspondence on behalf of the President, ensuring accuracy and a professional tone. • Prepare briefing materials, talking points, and follow-up summaries for meetings with internal stakeholders, clients, and the Board of Directors. • Track action items from meetings and follow up to ensure timely completion. • Support special projects and initiatives on behalf of the President, tracking deadlines and deliverables. • Partner with leaders and teams across departments and global offices to coordinate priorities and ensure alignment. • Act as a liaison between the President's office and internal/external stakeholders, including ELT, clients, and Board members. • Manage the President's complex calendar, prioritizing and coordinating scheduling across time zones and global teams. • Handle day-to-day administrative needs, including reporting, travel arrangements, and general office support. • Serve as a first point of contact for the President, screening and prioritizing inquiries, calls, and requests. • Support the President and Executive Assistant to the CEO with facility management duties as required including scheduling maintenance, cleaning, catering, etc. as needed.