• Serves as the primary point of contact in addressing an array of requests from basic to complex from advisors and TPAs • Provides a high level of customer service, builds relationships to ensure retention, and facilitates organic growth • Facilitates regularly scheduled calls with distribution partners to discuss outstanding items and provide updates on company initiatives • Takes ownership and applies critical thinking and problem-solving skills to resolve client-related issues efficiently and effectively and mobilizing internal teams necessary to solve escalated issues • Coordinates efforts with Sales team to ensure broad coverage and regular contact with distribution partners in assigned territory • Acts as liaison between Service, Sales, New Business Implementation teams to facilitate smooth onboarding of new clients • Reviews client data periodically for accuracy and adheres to the strictest standards of oversight, ensuring all PII is kept confidential and secure • Assists Management in identifying procedures and policies that are outdated or ineffective and suggests opportunities for improvement • Demonstrates efficiency and flexibility in resolving escalations in a fast-paced work environment with frequent interruptions and changing priorities • Assists other areas of the organization with various functions when volume is high and/or staffing levels are low • Assists Management to improve department productivity through participation in unit meetings, ongoing training and self-development • Conducts themselves professionally and partners with upper Management accordingly • Performs other duties and responsibilities as assigned