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21 results for File Clerk in Morristown, NJ

File Clerk
  • Saddle Brook, NJ
  • onsite
  • Temporary
  • 17.00 - 17.00 USD / Hourly
  • <p>We are looking for a temporary detail-oriented Book Scanning Team Member to join our team in Saddle Brook, New Jersey. As a Contract position, it offers an excellent opportunity for individuals skilled in document management to contribute to a fast-paced environment within the Information Technology industry.</p><p><br></p><p><strong>Position Title:</strong> Book Scanning Team Member</p><p>(Scanners and slicing machine operators)</p><p><strong>Overview:</strong></p><p>We are seeking detail-oriented, technically capable, and proactive individuals to join our book scanning team. The members will be responsible for the careful and efficient digitization of printed books using highspeed scanners. The ideal candidate is not only skilled with equipment but also confident in making independent decisions to ensure scan quality and workflow integrity.</p><p><strong>Key Responsibilities:</strong></p><p><strong>Move and sort boxes of books</strong></p><p><strong>use cutting machine to cut pages out of books</strong></p><p><strong>scan books</strong></p><p> Operate book scanning equipment (highspeed floor mount scanners, desk type scanners) in accordance with established procedures.</p><p> Inspect and handle books carefully to prevent damage during the scanning process.</p><p> Ensure scanned images meet defined quality standards (alignment, focus, clarity, cropping).</p><p> Adjust scanner settings (DPI, contrast, color mode, file type) as needed based on the book type and condition.</p><p> Organize, label, and store scanned files correctly and systematically in digital folders.</p><p> Flag and resolve issues such as blurry pages, skipped scans, shadow interference, or mechanical errors.</p><p> Perform routine equipment checks, clean the scanner glass, and report technical faults.</p><p> Communicate with the quality control team and escalate problems when required.</p><p> Meet daily and weekly scanning targets while maintaining accuracy and quality.</p>
  • 2025-10-28T19:34:27Z
File Clerk
  • Saddle Brook, NJ
  • onsite
  • Temporary
  • 16.15 - 17.00 USD / Hourly
  • We are looking for a dedicated File Clerk to join our team on a contract basis in Saddle Brook, New Jersey. This role is essential for maintaining organized and accessible records, both physical and digital, ensuring smooth operations within the organization. If you have attention to detail and a knack for efficient filing systems, we encourage you to apply.<br><br>Responsibilities:<br>• Organize and maintain physical files to ensure easy accessibility.<br>• Prepare file boxes for storage and retrieval of records.<br>• Scan physical documents into digital formats while maintaining accuracy.<br>• Manage electronic filing systems to ensure proper categorization of records.<br>• Verify and update records to maintain data integrity.<br>• Handle confidential documents securely and in compliance with company policies.<br>• Assist in retrieving files upon request from various departments.<br>• Perform regular audits of filing systems to identify and resolve discrepancies.<br>• Ensure all records are properly labeled and categorized for future reference.
  • 2025-10-28T14:28:45Z
General Office Clerk
  • New York, NY
  • onsite
  • Temporary
  • 19.00 - 22.00 USD / Hourly
  • We are looking for a detail-oriented General Office Clerk to join our team in New York, New York. In this role, you will provide essential administrative and back-office support to ensure smooth daily operations. This is a long-term contract position offering a great opportunity to contribute to a dynamic work environment.<br><br>Responsibilities:<br>• Perform accurate data entry and maintain organized digital records.<br>• Scan and digitize physical documents for secure storage and easy access.<br>• Organize and manage files to ensure materials are easily retrievable.<br>• Provide general back-office support, including handling correspondence and preparing documents.<br>• Assist with managing office supplies and inventory to maintain a well-functioning workspace.<br>• Verify the accuracy of information within documents and files.<br>• Collaborate with team members to support administrative tasks and projects.<br>• Ensure compliance with company policies and confidentiality standards.
  • 2025-10-30T12:53:47Z
Data Entry - 2
  • Readington Township, NJ
  • remote
  • Temporary
  • 17.00 - 18.00 USD / Hourly
  • <p>We are seeking a detail-oriented and organized Data Entry Clerk to join our team in New Jersey. The ideal candidate will be responsible for accurately inputting, verifying, and maintaining policy-related data within proprietary systems, ensuring compliance with established quality standards and procedures. This position offers a long-term contract opportunity with room for growth and development in a collaborative office environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Transfer and update client and policy data across multiple proprietary systems with a high level of accuracy.</li><li>Verify and compile data prior to entry, ensuring completeness and applying appropriate coverages as required.</li><li>Identify and address referral issues, collaborating effectively with agents, underwriters, and internal team members.</li><li>Meet established performance goals:</li><li>Quality: 80% accuracy within 90 days; 95% within 150 days.</li><li>Production: 60 completed entries within 90 days; 90 within 150 days.</li><li>Review, correct, and resolve data errors within 24 hours as directed by team leads or trainers.</li><li>Maintain accurate documentation and follow all established procedures and workflows.</li><li>Manage time effectively to balance independent work with team collaboration.</li><li>Handle multiple priorities while maintaining accuracy, confidentiality, and compliance with company standards.</li><li>Represent the company professionally in all communications and interactions.</li></ul><p><br></p>
  • 2025-10-15T16:59:12Z
Customer Service Representative
  • Parsippany, NJ
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • We are looking for an experienced Customer Service Representative to join our team on a long-term contract basis in Parsippany, New Jersey. In this role, you will play a key part in ensuring smooth and efficient order management while delivering exceptional service to our clients. The ideal candidate will be detail-oriented, proactive, and skilled in communication to support our dynamic business operations.<br><br>Responsibilities:<br>• Accurately input and manage domestic and international sales and sample orders, ensuring all details such as pricing, product specifications, delivery timelines, and account information are correct.<br>• Monitor and oversee open orders, adjusting to changes prompted by customer requests, production schedules, or shipping delays.<br>• Maintain and update customer pricing information, running reports to identify issues and ensuring accurate billing for shipped orders.<br>• Process chargebacks related to demurrage or detention with high precision and ensure proper customer billing.<br>• Utilize tools like SAP, OneNote, and SharePoint to organize customer and product information while managing Z block reports.<br>• Work collaboratively with teams in logistics, supply chain, marketing, and sales to streamline order processing and enhance customer satisfaction.<br>• Investigate and resolve customer inquiries or concerns promptly and professionally to maintain strong client relationships.<br>• Generate reports and analyze data to identify trends or areas for improvement in customer service operations.<br>• Communicate effectively with customers via email and phone to provide updates, clarify details, and ensure their needs are met.
  • 2025-10-22T19:24:39Z
Receptionist
  • Eatontown, NJ
  • onsite
  • Temporary
  • 20.00 - 20.00 USD / Hourly
  • We are looking for a detail-oriented and friendly Receptionist to join our team in Eatontown, New Jersey. This is a long-term contract position that offers the opportunity to grow within the organization. You will play a vital role in ensuring smooth communication and providing exceptional support to both staff and clients.<br><br>Responsibilities:<br>• Greet visitors and clients warmly while managing the front desk operations efficiently.<br>• Handle incoming calls using a multi-line phone system and direct them to the appropriate team members.<br>• Maintain an organized and detail-oriented reception area to create a welcoming environment.<br>• Assist with administrative tasks, including data entry and scheduling appointments.<br>• Provide support for office operations, ensuring a seamless day-to-day workflow.<br>• Respond to inquiries and provide accurate information to clients and staff.<br>• Monitor and manage office supplies, ensuring necessary items are stocked.<br>• Coordinate with team members to support internal communications and processes.<br>• Handle confidential information with discretion and professionalism.<br>• Facilitate communication through virtual platforms such as Teams when required.
  • 2025-10-28T20:04:22Z
Customer Experience Specialist
  • Parsippany, NJ
  • onsite
  • Contract / Temporary to Hire
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a Customer Experience Specialist to join our team in Parsippany, New Jersey. In this role, you will play a pivotal part in ensuring exceptional service for our customers by managing order processing, optimizing logistics, and driving efficiency in supply chain operations. This is a Contract-to-Permanent position within the food and beverage industry, offering an exciting opportunity to contribute to a fast-paced and dynamic environment.<br><br>Responsibilities:<br>• Oversee the entire order management process, from purchase order receipt to delivery, ensuring seamless coordination with internal teams and external stakeholders.<br>• Optimize shipping strategies to maximize cost efficiency and improve delivery performance.<br>• Track and analyze shipping efficiency gains and share insights with cross-functional teams.<br>• Process customer orders using SAP and proprietary systems, ensuring accuracy and timeliness.<br>• Collaborate with customers to streamline order processing and enhance overall logistics performance.<br>• Minimize claims and discrepancies by ensuring compliance with shipping and order standards.<br>• Manage returns, credits, and claims processes efficiently to maintain customer satisfaction.<br>• Generate reports and perform data analysis to support customer service and logistics improvements.<br>• Utilize advanced Excel skills, including pivot tables and VLOOKUP, to track shipments and manage order data.<br>• Support continuous improvement initiatives by analyzing processes and proposing cost-to-serve enhancements for key accounts.
  • 2025-10-09T16:29:10Z
Receptionist
  • Teterboro, NJ
  • onsite
  • Temporary
  • 19.00 - 22.00 USD / Hourly
  • We are looking for an organized and meticulous Receptionist to join our team on a contract basis in Teterboro, New Jersey. The ideal candidate will be responsible for managing daily front desk operations, ensuring smooth communication and scheduling, and providing excellent support to executive staff. This role requires a proactive individual who can multitask effectively in a dynamic environment.<br><br>Responsibilities:<br>• Operate and manage the phone switchboard, efficiently handling incoming calls and directing them to the appropriate individuals.<br>• Screen calls for executive-level staff members, ensuring only relevant inquiries are forwarded.<br>• Schedule and coordinate meetings, including reserving conference rooms and managing logistics.<br>• Maintain organized filing systems to ensure easy access to documents and records.<br>• Provide general administrative support, including assisting with tasks assigned by executive staff.<br>• Welcome visitors and ensure they are directed appropriately.<br>• Monitor and manage front desk operations, maintaining a meticulous and welcoming environment.<br>• Communicate effectively with internal and external stakeholders to address inquiries and provide assistance.
  • 2025-10-16T16:44:04Z
Part Time Receptionist
  • Easton, PA
  • onsite
  • Contract / Temporary to Hire
  • 18.00 - 20.00 USD / Hourly
  • <p>Robert Half is seeking a friendly, professional, and organized individual to join a local team as a Part-Time Receptionist. As the first point of contact for our clients and visitors, the ideal candidate will represent our company with enthusiasm and deliver exceptional service. This is a fantastic opportunity to gain experience in a dynamic and fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome clients, visitors, and staff with warmth and professionalism.</li><li>Answer, screen, and route incoming calls to appropriate departments.</li><li>Schedule and manage appointments using our booking system.</li><li>Maintain a clean and organized reception area.</li><li>Receive and distribute mail, packages, and deliveries.</li><li>Provide administrative support to various departments as needed.</li><li>Monitor office supplies and other materials for the reception area and replenish as required.</li></ul><p><br></p>
  • 2025-10-17T20:39:16Z
Small Business Help Desk Representative
  • Jersey City, NJ
  • onsite
  • Temporary
  • 18.00 - 19.00 USD / Hourly
  • We are looking for a dedicated Small Business Help Desk Representative to join our team in Jersey City, New Jersey. This long-term contract position offers an exciting opportunity to support both internal and external customers with a variety of inquiries and technical issues. The ideal candidate will thrive in a fast-paced environment, possess excellent communication skills, and demonstrate a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Respond promptly to customer inquiries via phone and email, ensuring all requests are addressed within a 12-hour turnaround time.<br>• Take ownership of customer issues, providing accurate and detail-oriented resolutions while meeting First Level Resolution standards.<br>• Collaborate with internal teams and other business units to deliver end-to-end solutions for customer inquiries.<br>• Utilize multiple systems and applications to research and resolve customer concerns effectively.<br>• Apply knowledge of small commercial insurance principles and company products to assist customers.<br>• Adhere to corporate policies, regulatory standards, and internal processes while maintaining high-quality service.<br>• Support other teams and manage transactions as business needs evolve.<br>• Maintain performance standards in a dynamic, high-volume environment.<br>• Complete additional tasks and assignments as required by management.<br>• Demonstrate strong interpersonal and teamwork skills to contribute to a collaborative work environment.
  • 2025-10-16T13:58:46Z
Customer Service Representative
  • Carlstadt, NJ
  • onsite
  • Temporary
  • 19.95 - 23.10 USD / Hourly
  • We are looking for a meticulous and proactive Customer Service Representative to join our team in Carlstadt, New Jersey. In this long-term contract role, you will provide exceptional support to ensure smooth order processing, accurate documentation, and excellent customer interactions. This position is ideal for someone with a strong background in administrative tasks and a customer-focused mindset.<br><br>Responsibilities:<br>• Process customer orders efficiently, ensuring accuracy and timely placement.<br>• Coordinate and create shipments to meet delivery schedules and customer expectations.<br>• Generate invoices for completed orders and ensure proper documentation.<br>• Scan and organize documents to maintain accurate and accessible records.<br>• Provide general administrative support to assist in daily office operations.<br>• Respond to inbound customer inquiries, delivering prompt and attentive service.<br>• Work closely with the team to ensure seamless communication and workflow.<br>• Utilize Salesforce or similar software to manage customer data and track interactions.
  • 2025-10-27T13:14:24Z
Front Desk Coordinator
  • Wall, NJ
  • onsite
  • Contract / Temporary to Hire
  • 25.00 - 25.00 USD / Hourly
  • <p>We are looking for an organized and personable Front Desk Coordinator to join our team at a cosmetic plastic surgery center located in Monmouth County, New Jersey. This is a Contract to permanent position with the opportunity to transition into a long-term role offering a competitive salary and full benefits. The ideal candidate will play a pivotal role in creating a welcoming environment while efficiently managing front desk operations.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact for patients and visitors, ensuring a detail-oriented and friendly experience.</p><p>• Manage a multi-line phone system to answer inbound calls and direct them to the appropriate department.</p><p>• Coordinate appointment scheduling and maintain an organized calendar for the practice.</p><p>• Provide concierge-level services by assisting patients with inquiries and ensuring their needs are met.</p><p>• Handle administrative tasks such as maintaining patient records and processing necessary paperwork.</p><p>• Collaborate with team members to support daily operations and uphold the practice’s standards.</p><p>• Maintain the cleanliness and organization of the front desk area.</p><p>• Assist with patient check-in and check-out procedures, ensuring accuracy and efficiency.</p><p>• Uphold confidentiality and compliance with HIPAA regulations.</p><p>• Represent the practice with attention to detail and maintain an appropriate appearance, adhering to the office attire guidelines.</p>
  • 2025-10-27T17:59:02Z
Customer Service Representative
  • Somerset, NJ
  • onsite
  • Temporary
  • 20.00 - 21.00 USD / Hourly
  • <p>We are seeking a Customer Service Representative to join our team on a long-term contract basis. In this role, you will serve as a key point of contact for our customers, ensuring their needs are met efficiently and effectively. This position offers an excellent opportunity to build lasting relationships while delivering exceptional service and contributing to a collaborative team environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Process customer orders accurately and promptly to ensure seamless transaction flow.</li><li>Manage customer accounts by addressing inquiries and resolving issues to maintain a high level of satisfaction.</li><li>Act as the primary liaison between customers and internal departments to facilitate order fulfillment.</li><li>Handle inbound calls professionally, providing clear and helpful responses to customer questions.</li><li>Utilize Microsoft Excel, Word, and Outlook to track orders, maintain records, and communicate effectively.</li><li>Document all customer interactions in an organized manner for future reference.</li><li>Collaborate with team members to improve processes and enhance service quality.</li><li>Address customer concerns promptly, offering solutions in line with company policies.</li><li>Monitor order status and proactively provide updates to customers.</li><li>Support additional administrative and operational tasks as needed.</li></ul>
  • 2025-10-24T13:24:31Z
Receptionist
  • New York, NY
  • onsite
  • Temporary
  • 20.90 - 24.20 USD / Hourly
  • We are looking for an experienced and proactive Receptionist to join our team in New York, New York, on a contract basis. In this role, you will be the first point of contact for visitors, ensuring a welcoming and detail-oriented experience while supporting the smooth operation of our front desk. This position is ideal for someone who thrives in a dynamic environment and enjoys providing exceptional service.<br><br>Responsibilities:<br>• Welcome and assist visitors and clients with courtesy and warmth, ensuring a positive first impression.<br>• Notify team members promptly of guest arrivals and offer assistance to visitors, such as taking coats or providing refreshments.<br>• Coordinate with building staff for maintenance needs and submit work orders as required.<br>• Manage helpdesk tickets, ensuring they are assigned to the appropriate teams.<br>• Provide light calendar management and support meeting logistics, including coordinating guest entry into security systems and arranging catering services.<br>• Keep the reception area, pantry, and communal spaces clean and organized for a detail-oriented appearance.<br>• Serve as a Floor Warden on the Emergency Preparedness Team, ensuring safety protocols are followed.<br>• Collaborate with Workplace Experience and Administrative teams to address daily office requirements.
  • 2025-10-30T12:53:47Z
Receptionist Advanced (>6 years)
  • New York, NY
  • onsite
  • Temporary
  • 19.00 - 21.00 USD / Hourly
  • We are looking for an experienced and detail-oriented Receptionist to join our team on a contract basis in New York, New York. In this role, you will serve as the first point of contact for clients and visitors, ensuring smooth daily operations and providing exceptional customer service. The ideal candidate will have a proven track record in managing reception tasks, handling multi-line phone systems, and supporting various administrative functions.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring a welcoming and organized environment.<br>• Answer and direct incoming calls using multi-line phone systems.<br>• Coordinate meeting room reservations, including catering and audiovisual setup.<br>• Collaborate with team members to ensure seamless daily operations.<br>• Manage correspondence and distribute incoming mail to appropriate departments.<br>• Support event planning and execution, including conference calls and logistics.<br>• Address unresolved issues promptly and escalate when necessary.<br>• Maintain the reception area and facilities to uphold a clean and organized workspace.<br>• Partner with colleagues to improve processes and client relations.<br>• Provide administrative assistance to various departments as needed.
  • 2025-10-29T18:09:05Z
Customer Service Representative
  • New York, NY
  • onsite
  • Contract / Temporary to Hire
  • 20.90 - 22.00 USD / Hourly
  • We are looking for a dedicated Customer Service Representative to join our team in New York, New York. In this role, you will provide exceptional support to clients within the real estate industry, ensuring their inquiries are handled efficiently and professionally. This is a Contract-to-permanent position, offering an excellent opportunity to grow within the organization.<br><br>Responsibilities:<br>• Respond to inbound calls and address customer inquiries with professionalism and efficiency.<br>• Manage email correspondence with clients, ensuring prompt and accurate communication.<br>• Handle data entry tasks, maintaining precise and up-to-date records.<br>• Schedule and confirm appointments, coordinating effectively with internal and external stakeholders.<br>• Utilize Microsoft Excel and Word to create reports and maintain documentation.<br>• Process orders and manage related administrative tasks with attention to detail.<br>• Support call center operations by managing both inbound and outbound calls.<br>• Leverage Yardi software to assist with real estate-related customer service tasks, if applicable.<br>• Work collaboratively with team members to enhance client satisfaction and resolve issues promptly.<br>• Maintain a thorough understanding of company policies and procedures to provide accurate information to customers.
  • 2025-10-23T21:54:19Z
Customer Service Representative
  • Rockleigh, NJ
  • onsite
  • Contract / Temporary to Hire
  • 21.85 - 23.30 USD / Hourly
  • <p>We are looking for a skilled and proactive Customer Service Representative to join our team in Rockleigh, New Jersey. This is a contract position ideal for individuals who are passionate about delivering excellent customer support and maintaining efficient operations. The role requires a detail-oriented individual who can effectively manage administrative tasks, assist with customer inquiries, and collaborate with various departments.</p><p><br></p><p>Responsibilities:</p><p>• Perform accurate data entry tasks to update customer account records and process orders efficiently.</p><p>• Coordinate and distribute repair estimates to customers, ensuring timely communication and follow-ups.</p><p>• Respond to customer inquiries by directing them to the appropriate department or individual, maintaining a high level of professionalism.</p><p>• Monitor incoming communication, including faxes, and route them appropriately.</p><p>• Maintain adequate office supplies for the customer service team to support smooth operations.</p><p>• Address customer concerns with empathy and provide effective resolutions or escalate issues when necessary.</p><p>• Collaborate with team members to adapt to changing priorities and support department goals.</p><p>• Operate office equipment such as computers, printers, and copiers to complete daily tasks.</p><p>• Ensure all tasks are completed within established timelines while adhering to company policies</p>
  • 2025-10-24T13:44:01Z
Customer Service Representative
  • White Plains, NY
  • remote
  • Temporary
  • 19.00 - 21.00 USD / Hourly
  • <p>We are seeking a dedicated and customer-centric <strong>Bilingual Spanish Customer Service Representative</strong> to join our team. In this role, you will provide exceptional service and support to customers in both English and Spanish, addressing inquiries, resolving issues, and ensuring customer satisfaction. The ideal candidate is passionate about helping others, has excellent communication skills, and thrives in a fast-paced environment.</p>
  • 2025-10-24T20:08:47Z
Customer Service Representative
  • White Plains, NY
  • remote
  • Contract / Temporary to Hire
  • 19.00 - 22.00 USD / Hourly
  • <p>We are looking for a dedicated Customer Service Representative to join our team in White Plains, New York. This part-time position offers an opportunity for long-term growth, allowing candidates to showcase their skills and advance within the role. The ideal candidate will provide exceptional support to our department by assisting with deliveries, tracking drivers, and handling customer interactions.</p><p><br></p><p>Responsibilities:</p><p>• Manage customer inquiries, including resolving issues and providing timely updates.</p><p>• Process and issue credits accurately within the internal system.</p><p>• Create and manage special orders to meet client needs.</p><p>• Escalate complex issues to the appropriate team or department for resolution.</p><p>• Engage in dispatching responsibilities to ensure smooth operations.</p><p>• Conduct data tracking and entry in company systems to maintain accurate records.</p><p>• Collaborate with team members to improve service efficiency and customer satisfaction.</p><p>• Participate in on-site training to become proficient in system navigation and role-specific tasks.</p>
  • 2025-10-16T19:09:06Z
Client Service Associate
  • New York, NY
  • onsite
  • Permanent
  • 75000.00 - 90000.00 USD / Yearly
  • <p>Join a well-established, independent wealth management firm with a long-standing reputation for delivering personalized investment strategies to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management space. You’ll be working directly with high-net-worth clients and gain hands-on exposure to multiple areas of the business—from onboarding and account servicing to client communications and marketing support.</p><p><br></p><p>Responsibilities of this position will include:</p><p>·      Manage new client onboarding and account setup</p><p>·      Handle day-to-day service requests (wires, transfers, maintenance)</p><p>·      Support relationship management for select clients</p><p>·      Liaise with attorneys, accountants, and custodians</p><p>·      Prepare client communications and quarterly reports</p><p>·      Assist in marketing efforts: update materials, create presentations, and support email campaigns</p><p>·      Participate in developing better client communications and social media initiatives</p><p><br></p><p>For immediate consideration for this position please email Alex.Muzaurieta@roberthalf.</p>
  • 2025-10-09T15:09:13Z
Client Outreach Representative
  • New York, NY
  • remote
  • Permanent
  • 40000.00 - 50000.00 USD / Yearly
  • <p>We are looking for a highly driven Client Outreach Representative to join our team in New York, New York. In this role, you will play a key part in connecting small business owners to tailored solutions that help restructure their financial obligations and enable sustainable growth. If you excel in communication and enjoy making a meaningful impact, this position offers an exciting opportunity to contribute to client success.</p><p><br></p><p>Responsibilities:</p><p>• Conduct outbound calls daily to engage with potential clients and introduce service offerings.</p><p>• Utilize conversation guides and criteria to pre-screen prospects effectively.</p><p>• Identify client challenges and match them with appropriate solutions and product paths.</p><p>• Forward leads to the underwriting team or account executives for further processing.</p><p>• Maintain accurate records of interactions and notes using the designated CRM system.</p><p>• Collaborate with internal teams to ensure seamless client experiences.</p><p>• Stay updated on service offerings to provide accurate and relevant information during outreach.</p><p>• Monitor and assess client feedback to improve outreach strategies and communication.</p><p>• Support the development of outreach campaigns to enhance client engagement.</p>
  • 2025-10-29T19:49:04Z