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© All Rights Reserved. ApplyBlast.com
Meritas Advisory Group
The Customer Service Representative provides support to the sales and service teams by handling tasks such as renewal processing, report generation, and certificate issuance. The role involves gathering information for new and renewal applications, managing insurance coverage changes, and maintaining detailed records in the Agency Management System while communicating proactively with customers.
Headquarters
Belleair Bluffs, Florida, United States
Company Size
1-10 employees
Founded
2019
Meritas Advisory Group is a leadership advisory firm that helps leaders align their people, strategy, and spend through services including talent optimization, executive coaching, mental fitness (PQ), and strategic procurement advisory. Founded in 2019, they have coached 600+ leaders and delivered $500M+ in procurement savings, serving clients from startups to Fortune 100 companies. The firm is a Certified PI Partner and Talent Optimization Consultant, and authored the book 'Build Teams That Click.'
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Meritas Advisory Group.
34% below the average for this role
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