The associate acts as the primary liaison between the account relationship and internal resources like Case Management, Sales Support, and Underwriting, handling all agent/advisor inquiries to ensure boutique-level service. Key duties include managing illustrations, service issues, commission questions, reviewing new applications, and organizing workload for timely case processing and placement.

The Provider Relations Representative 1 is responsible for delivering excellent customer service, providing timely responses to provider concerns, and delivering training and education across all product lines. This role also supports operational aspects of contracting and credentialing, including developing provider relationships and facilitating information gathering for contract negotiations.

The Client Coordinator handles inquiries from clients, physicians, and representatives, ensuring high-quality customer service while managing data preparation, entry, tracking, documentation, and filing for cases. This role involves maintaining daily contact with the QA department and ensuring all practices comply with regulatory and company standards.

Client Experience Partners will assist clients with the entire journey, including planning, booking, and providing necessary support. Key duties involve supporting travel planning, maintaining professional communication, and promptly resolving client issues.