Responsible for providing administrative and clerical support. Duties are complex in nature and involve access to confidential information and include, but are

Sending invoices and receiving payments, including processing credit card payments. Working with customers via email and phone to establish accounts and collect

Current state driver's license. Our Full-Time W-2 Medicare Advisor sales agents specialize in serving our community by helping those that have Medicare coverage

Review monthly partner distributions (and capital calls when necessary). Assist with dispositions, acquisitions, and any other transactions (e.g., refinancing).

Proficient with telephone etiquette as well as many types of technology: smart phones/apps, laptops, communication tools: Zoom/Teams, electronic health record