3 client support manager jobs at 3 companies in Morganton, NC
2mo
Save
Mark Applied
Hide
2mo
Client Support & Benefits Representative
Asheville, North Carolina, United States
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed or willing to obtain insurance license, strong communication and interpersonal skills, self-motivated, basic CRM/computer skills, ability to generate leads and manage client relationships.
Provide front-desk and clinical support including registration, scheduling, EHR management, basic lab prep, vitals/assistance, CPR, HIPAA/OSHA training, and medical assistant certification preferred.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service, manage account tasks and administrative support, use digital tools (MoneyGuide, Salesforce, Microsoft Office), and demonstrate analytical thinking and attention to detail.