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The RIA Senior Specialist provides customer service, handles calls, assists advisers, trains new staff, and resolves operational issues.

As a Customer Service Representative, you will support insurance agents and clients by managing policy applications, providing customer service, and coordinating with various stakeholders to ensure seamless service delivery.

The Development Manager will oversee agent retention, implement training programs, and drive sales initiatives within the Colorado General Office, collaborating closely with management and agents to optimize performance and development.

This role involves training in operational and leadership skills for future management of a General Office, emphasizing customer service and team development.