As Financial Services Coordinators, we coordinate with Insurance Coordinators to analyze the client’s insurance policies and suggest cancelations or changing insurance providers based on the client’s needs. We also analyze all client’s financial data, monitor all transactions, and prepare relevant reports such as fiscal and accounting reports for every individual project on a regular basis. We maintain a database of records to ensure a smooth transaction for all financial processes while providing technical support to all clients and assisting in submitting applications for social programs such as Medicare.
Core tasks:
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