Establish fair market value of vehicles assisting insurers in claim settlement. Update vehicle information and determine the availability and price of new or used vehicles. Some outbound calling (non-sales related) required to automobile dealerships and adjusters. Maintain relationships with dealers and claim adjusters. Provide supplemental research as requested.

Assist clients in planning and booking their ideal vacations, from flights and accommodations to tours and activities. Offer personalized travel recommendations tailored to each client's preferences and budget. Provide outstanding customer service through phone, email, and chat. Stay informed about travel trends, destinations, and special promotions.

We are looking for someone who is a servant leader with excellent customer service skills to build the best experience for onboarding Corporate, Non-Profit, and Trust accounts. Responsibilities include helping customers complete ID verification, reviewing documentation, and communicating with clients to obtain additional information. The role also involves coordinating with the custodian and internal teams to improve the onboarding process.