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PERM Case View - 7477

📋 PERM CASE VIEW

Case: 7477 | Attorney: Employer | 12/16/2025 19:20:43

📊 CASE & CONTACT INFO

📋 Case Summary

Case Number: 7477
Attorney Case #:
Status: ["Active Case"]
Created: N/A
Activated: 11/27/2023
PWD Deadline: 12/22/2023 (-725 days)
Case Age: N/A days

👤 Attorney Information

Attorney: Employer
Firm:
Assistant:
Contact:

🏢 Client Information

Company: The Marvelous Associates, Inc
Beneficiary: ,
Contact: Jean Mervilus
Phone: (561)-201-8874
FEIN: 81-2642439
NAICS: 524210

💼 Job Details

Job Title: Operations Manager
Salary: $65,000/year
Experience:
Education:

📍 Location Information

Job Site: 3731 Lake Worth Road
Palm Springs, FL 33461
Company:
,

📈 TIMELINE & SERVICES

📊 Case Progress

25% Overall Progress - 1 services tracked

📋 Services Status

SWA
Done

🗓️ Key Dates

Ads Approved: 11/27/2023
PWD Deadline: 12/22/2023
PWD Expiry: N/A
News Dates: N/A - N/A
Local Dates: N/A - N/A
Radio Dates: N/A - N/A
SWA Dates: 12/13/2023 - 01/12/2024

🌐 Media Details

Main News: (, )
Local: (, )
Radio: ()
SWA: Florida SWA - Employ Florida
Online:

📝 Notes & Comments

Case Notes:
Job Title: Operations Manager Co.: M. Associates Location: Florida, USA About Us: M. Associates is dynamic & thriving insurance agency w/ commitment to delivering unparalleled service to our clients. W/ seven specialized depts, we pride ourselves on our ability to provide comprehensive insurance solutions tailored to unique needs of our diverse clientele. J. Overview: We are seeking experienced & highly skilled Operations Manager to join our team & play crucial role in optimizing our internal processes. ideal candidate will have extensive exp. in insurance sector, possessing deep understanding of industry workflows, client mgmt., & cross-selling strategies. Operations Manager will be resp. for creating & enforcing efficient processes & procedures to streamline workflows across all depts, ensuring maximum productivity & exceptional client service. Key Responsibilities: Process Optimization: Identify inefficiencies in current workflows & devel. strategies for improvement. Design & implement streamlined processes to enhance operational efficiency & reduce turnaround times. Regularly eval. & update procedures to align w/ industry best practices. Client Account Mgmt.: Oversee mgmt. of client accounts, ensuring high level of customer satisfaction. Collab. w/ client-facing teams to enhance service delivery & address client needs promptly. Implement strategies to proactively identify & resolve client issues. C.-Selling Strategies: Wk. closely w/ sales & mktg. teams to devel. & implement effective cross-selling strategies. Analyze client portfolios to identify opportunities for upselling & cross-selling insurance products. Monitor & report on success of cross-selling initiatives. Team Collaboration: Collab. w/ dept. heads to ensure seamless coord. betw. different teams. Provide guidance & spt. to dept. managers in implementing new processes. F. culture of continuous improvement & innovation. Qualifications: Bachelor's deg. in bus., Operations Mgmt., or related field. Proven exp. (1+ yrs.) in operations mgmt. within insurance sector. In-depth knowl. of insurance workflows, policies, & industry regulations. Strong analytical & problem-solving skills. Excellent communication & leadership abilities. Demonstrated success in implementing process improvements & achieving operational excellence. How to Apply: Interested candidates are invited to submit their resume & cover letter detailing their relevant exp. to [email protected]. Please incl. "Operations Manager App. - [Your Name]" in subject line. deadline for apps. is 12/21/2023. M. Associates is equal opportunity employer & encourages candidates from all backgrounds to apply. We appreciate time & effort involved in app. process & will contact selected candidates for further consideration.

SWA Comment:


Action Notes:

💰 FINANCIAL ANALYSIS

📊 Financial Summary

TOTAL REVENUE
$350
NET PROFIT
$350
PROFIT MARGIN
100.0%

💵 Revenue Breakdown

Media Costs (Quote): $350
Service Fee: $0
TOTAL REVENUE: $350
Actual Media Costs: $0
NET PROFIT: $350

📈 Service Costs

Main News: $0
Local News: $0
Radio: $0
SWA: $0
EWP: $0
JSBP: $0
Online: $0
TOTAL COSTS: $0

🎯 Quick Metrics

Quote Status: ["Converted"]
Case Age: N/A days
Days to Deadline: -725 days
On Track: ✓ Yes

📊 Performance Indicators

Completion: 75%
Budget Status: On Budget
Timeline Status: On Time
Risk Level: Low

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