Consultant

• Act as an extension of the client’s human resources department to administer all aspects of the leave of absence and accommodation process for their employees.
• Complete all administrative tasks related to leave of absence and accommodation management utilizing a date-driven leave of absence system.
• Execute new leave requests, complete reminder phone calls, emails, and return to work communication.
• Determine eligibility for federal leave of absence and accommodation regulations (FMLA, ADA, etc.), state leave regulations, and other client-specific leave policies.
• Maintain accurate records in the system for each leave of absence and accommodation case.
• Communicate with employees about their eligibility for leave and wage replacement options.
• Generate and send all required leave notices and paperwork within the designated timeframe.
• Work closely with the employee to assist with timely return of required paperwork.
• Review medical certifications and other documentation to determine if employee qualifies for leave.
• Generate and send designation notices to employees within the appropriate time frame.
• Provide frequent updates to clients regarding an employee’s leave request, status, and return to work dates.
• Act in an advisory role for reasonable accommodations under ADA and process approvals per the client’s direction.
• Help clients navigate complicated leave of absence cases and regulations.
• Generate weekly and ad-hoc reports for clients and employees.

• Reviewing moderately complex subrogation demands from third-party carriers and waivers for estimates of damages from insureds and claimants
• Reviewing damage estimates, rental bills, tow bills, diminished value claims, etc. and contacting the third-party carrier to negotiate and settle the claim for subrogation
• Summarizing documents and entering into claim system notes
• Documenting a claim file with notes, evaluations, evidence, and decision-making process
• Compiling and reviewing moderate to highly complex demands for repair estimates and total loss valuations and providing damage estimates via photos
• Researching reasonable amounts and labor rates in the local market
• Evaluating diminished value in a moderate to highly complex claim
• Conducting conferences with third-party carrier to review, negotiate, and settle moderate to highly complex demands and negotiating an agreed price with the third party
• Providing and explaining moderate to highly complex estimates and subsequent settlement process
• Preparing, reviewing, reconciling, and triaging moderate to highly complex auto demand assignment requests

Auto Adjuster Technical Review Consultant I

• Create new relationships and manage existing ones with Financial Advisors
• Increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies
• Develop and implement a business plan for the territory
• Maintain a high level of expertise related to capital markets and investment management industry
• Coordinate all prospect meetings and sales support activities
• Exhibit strong business acumen and executive sales presence
• Maintain activity information in Neuberger Berman CRM database

Advisor Consultant, Broker Dealer

• Remote troubleshooting for clients: Diagnose and resolve client issues across AV, networking, control, lighting, and surveillance platforms using remote management tools
• Remote support for Daisy techs: Provide expert support for our internal Daisy Technicians when they are in the field
• Case creation and management: Open a case in Dynamics for every material interaction and either resolve and close, or assign to a branch with full context
• Client engagement: Build trust on every call
• Work order and booking: When a truck roll is required, create the work order, schedule the booking against branch capacity, and confirm details with the client
• Payment collection: Collect payment from clients over the phone using Daisy payment links
• DaisyCare / membership enrollment: Sign clients up for ongoing support programs
• Lead handling: Pre-qualify leads against the documented lead-management process and assign them to the appropriate branch sales contact
• Documentation: Capture clear, accurate notes for every case so the next person picking it up loses no context
• Continuous improvement: Surface gaps in processes, systems and training; help refine call-center processes as the function scales

Tech Support Consultant

• Leverage strong technical skills and healthcare industry knowledge to support clinical and business stakeholders.
• Accountable for the analytical support and consultancy of internal/external customers and advisory service for internal/external senior leaders.

Senior Analytics Consultant

• Perform cost estimating, analysis, and control activities, as directed.
• Lead quality control reviews and maintain relationships with project personnel, particularly with individual discipline group leaders and engineers and provide technical direction to assigned personnel, when delegated.
• Maintain relationships with project personnel, particularly with individual discipline group leaders and engineers.
• Lead project team members and be responsible for maintaining project schedule and achieving project goals.
• Support the professional development of other staff.
• Assist in developing and implementing requirements for cost recording, reporting, and analyzing standards, programs, and reports.
• Assist in preparing cost data for projects, proposals and contract negotiations.
• Assist with scope change management.
• Determine scope definition requirements for a discipline or other specialty and work with Engineering and other sources to coordinate the production of required data to conform to the overall estimate preparation plan.
• Prepare specific budgets in accordance with prescribed standards and procedures.
• Prepare and coordinate cost reports.
• Collect and classify cost engineering data.
• Perform data analysis and development.
• Perform any other duties as directed by the Project Manager / Supervisor / Manager.

Cost Consultant

• Advise and support Franchise Owners through a consultative approach to help them achieve and exceed strategic goals
• Serve as a trusted partner to school leadership, ensuring the delivery of premier early education, trusted care, and service excellence across the Primrose network
• Build and nurture consultative relationships with Franchise Owners and school leaders, fostering trust, collaboration, and shared accountability for performance and results
• Provide holistic support across enrollment and marketing, business management, education, and operations, leveraging data, best practices, and network insights to drive continuous improvement
• Analyze school performance metrics and quality indicators, and partner with school leadership to develop and implement actionable plans for growth, improvement, and sustained performance
• Facilitate strategic planning and goal-setting conversations with Franchise Owners, ensuring alignment with Primrose’s mission, premium brand standards, and business objectives
• Coach and mentor Franchise Owners and school leaders on effective practices related to enrollment growth, financial management, curriculum implementation, and staff development
• Conduct quality assurance and Service Excellence Assurance activities, documenting strengths and opportunities through action plans and following up to ensure consistent execution of Primrose brand standards
• Serve as the first point of contact for operational challenges, brand non-compliance, reportable incidents, and school issues, guiding schools through resolution with empathy, professionalism, and care
• Collaborate with regional team members, cross-functional partners, vendors, and regulatory agencies to deliver integrated support, ensure compliance, and share insights that strengthen the broader network
• Ability to travel up to 80% of the time.

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