Acrisure

• Manage telephonic case management for workers’ compensation claims, including assessment, care coordination, and ongoing case oversight • Collaborate with injured workers, healthcare providers, employers, claims representatives, and legal partners to support treatment plans and recovery outcomes • Evaluate treatment plans and provide guidance based on clinical knowledge and case management best practices • Facilitate return to work planning and monitor progress toward recovery goals • Maintain frequent telephonic and written communication with all involved parties throughout the life of the claim • Advocate for appropriate and cost effective care while supporting positive health outcomes • Maintain accurate, timely, and compliant documentation of all case activity • Identify barriers to recovery and implement strategies to improve outcomes • Ensure compliance with regulatory requirements, company standards, and HIPAA guidelines • Manage assigned caseload independently, prioritizing work and adjusting plans as needed

• Responsible for recruiting and interviewing to continuously grow the sales team(s) • Responsible for managing region and holding team accountable for productive sales goals • Continuously support employees in the field to best understand their challenges and coach up when necessary • Maintain existing/prospective client records, in accordance with company policies • Continuously build and develop knowledge of current product/service portfolio • Provide status updates to VP and/or SVP • Responsible for achieving minimum production requirements • Lead weekly team meeting and weekly one-on-one with team members • Conduct monthly team training sessions

• Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. • Manage and achieve Division’s productive sales goal on a monthly basis while managing and leading a team of Territory Managers and Payroll Client Advisors. • Recruit and interview TM and PCA candidates. • Deploy divisional communication, manage PCA/TM activity. • Develop TMs, build TM business plans, develop, manage, and enhance partnerships across internal teams and external organizations. • Provide status updates to VP and/or SVP. • Responsible for achieving minimum production requirements, including Install Margin Goal %. • Lead weekly team meeting and weekly one-on-one with team members. • Conduct monthly team training sessions.

• Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients • Manage and achieve Division’s productive sales goal on a monthly basis while managing a team of Territory Managers and Payroll Client Advisors • Recruit and interview TM and PCA candidates • Deploy divisional communication • Manage PCA/TM activity • Develop TMs • Build TM business plans • Develop, manage, and enhance partnerships across internal teams and external organizations • Foster collaboration and adherence to corporate sales policies and objectives • Responsible for recruiting and interviewing to continuously grow the sales team(s) • Continuously support employees in the field to best understand their challenges and coach up when necessary • Maintain existing/prospective client records in the CRM system; currently Atlas • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry • Provide status updates to VP and/or SVP • Responsible for achieving minimum production requirements, including Install Margin Goal % • Lead weekly team meeting and weekly one-on-one with team members • Conduct monthly team training sessions

• Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. • Manage and achieve their Division’s productive sales goal on a monthly basis. • Manage and lead a team of Territory Managers and Payroll Client Advisors, responsible for the direct sell of Auris’s payroll solutions. • Recruit and interview TM and PCA candidates. • Deploy divisional communication and manage PCA/TM activity. • Develop TMs and build TM business plans. • Develop, manage, and enhance partnerships across internal teams and external organizations. • Provide status updates to VP and/or SVP. • Ensure successful completion of DMAP Training Phases 1, 2, and 3.

• Responsible for prospecting new clients • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. • Attend weekly team meeting and weekly one-on-one with leader • Additional responsibilities may be assigned as needed

• Responsible for prospecting new clients into our Payroll/HCM services realm • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. • Attend weekly team meeting and weekly one-on-one with leader • Responsible for training and coaching Senior Product Advisors (SPAs), who report to them • Provide status updates to reporting PDM

• Responsible for prospecting new clients into our Payroll/HCM services realm • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. • Attend weekly team meeting and weekly one-on-one with leader • Responsible for training and coaching Senior Product Advisors (SPAs), who report to them • Provide status updates to reporting PDM • Additional responsibilities may be assigned as needed

• Responsible for prospecting new clients into our Payroll/HCM services realm • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. • Attend weekly team meeting and weekly one-on-one with leader • Responsible for training and coaching Senior Product Advisors (SPAs), who report to them • Provide status updates to reporting PDM • Additional responsibilities may be assigned as needed

• Responsible for prospecting new clients • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. • Attend weekly team meeting and weekly one-on-one with leader