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Need a Freelance with Multiple Administrative Roles

Position Type:
Part-time
Salary Range:
$20.00 Hourly
Organize our client communication- handle everything outside of quarterly meeting
Responsibility to engage with clients
Operations
Applications
Document & information f/u
Communication/questions (mind map)
Formalize Insurance system
Work with me to understand plan for each client and how to motivate them to achieve their goals.
Standardize process and systems and work with clients to achieve their goals
Work with compliance and operations
Best practice training throughout the year

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