• Prepare compliance applications, ensuring accuracy and adherence to filing standards. • Research state-specific requirements and contact agencies directly when clarification is needed. • Complete filings using the most current client data while proactively clarifying incomplete or ambiguous information. • Act as the primary client contact for assigned filings, ensuring a positive and professional client experience. • Maintain 90% or higher client satisfaction through clear, warm, and organized communication. • De-escalate client concerns and provide proactive updates through email, phone, or video as appropriate. • Invoice filing fees and follow up on outstanding items in a timely manner. • Identify opportunities to recommend additional services based on client needs.