Allied Benefit Systems

• Cultivates strong, productive, and influential relationships with brokers/consultants driving new business growth. • Manage complex negotiations; positions products, rate levels and expanded product portfolios to increase sales and maximize revenue. • Develops and executes sales and growth strategy for products in assigned territory and book of business. • Provides support during open enrollments and conducts open enrollment presentations independently. • Assist in training activity as needed.

• Collaborate with the Senior Manager, Proposals in the end-to-end RFP process, ensuring timely completion and submission of high-quality proposals that align with company objectives and client requirements. • Partner with the Senior Manager, Proposals to gather relevant information and develop tailored, persuasive proposals with our cross-functional teams, including sales, marketing, product, and technical experts. • Complete proposal templates set up and insert boilerplate content to streamline the proposal process reducing the time and effort required to develop proposals. • Maintain and expand the RFP response database, ensuring that all content is up-to-date, accurate, and engaging. • Support special projects as needed, including but not limited to marketing collateral and white papers to support the proposal and sales process. • Other duties as assigned.

• Act as the liaison between the client/broker and Allied Executives and Departments involved with the benefit plan. • Promptly deliver client complaints to relevant departments, including Claims, Eligibility, and Account Management. • Serve as an additional resource for Account Managers as needed. • Provide communication to clients and brokers regarding claim issue resolution, reporting, industry related and legislative information. • Provide follow up to month end strategy by closing out open claim issues. • Troubleshoot, identify, and improve internal processes with various Allied departments. • Work with and foster relationships with other internal teams such as Claims and Eligibility. • Help facilitate the renewal of existing cases by management of claim reviews and service level expectations. • Other duties as assigned

• Cultivates strong, productive, and influential relationships with brokers/consultants driving new business growth. • Effectively position Allied’s unique value proposition within the target market. • Manage complex negotiations; positions products, rate levels and expanded product portfolios to increase sales and maximize revenue. • Collaborates with account management and underwriting for renewals on assigned book of business. • Provides effective presentations to Allied Benefit Systems constituents. • Educates key constituents on Allied Benefit Systems capabilities and effectively positions the value of Allied Benefit Systems solutions in the marketplace. • Develops and executes sales and growth strategy for products in assigned territory.

• Cultivates strong, productive, and influential relationships with brokers/consultants driving new business growth • Ability to meet or exceed new business targets established by Senior Vice President, Sales • Effectively position Allied’s unique value proposition within the target market • Manage complex negotiations; positions in products, rate levels and expanded product portfolios to increase sales and maximize revenue • Provides effective presentations to Allied Benefit Systems constituents • Educates key constituents on Allied Benefit Systems capabilities and effectively positions the value of Allied Benefit Systems solutions in the marketplace • Develops and executes sales and growth strategy for products in assigned territory and book of business • Represents Allied at civic and business functions to promote the image of the company • Collect information from prospective accounts to support collective intelligence • Meets all product and selling skills training requirements • Processes receipt and prepare Requests for Proposals (RFPs) to send to underwriting and stop loss vendors • Performs routine operational tasks associated with evaluating an RFP (e.g., disruption) • Helps resolve escalated problems (i.e., underwriting, reporting, billing, employer and member concerns, etc.) by working with the appropriate departments and the Account Manager to ensure resolution

• Maintain regular communication with vendors, addressing concerns, and building strong working relationships. • Monitor and report on performance metrics to ensure targets are met, such as turnaround times, quality, and cost, identifying areas for improvement, and ensuring vendors are being held accountable. • Acting as the first point of contact for resolving vendor-related issues, including quality control obstacles, information requests, and claim delays. • Oversee monthly aging reports, providing feedback to bring closure. • Initiate and manage continuous impact reporting. • Collaborating with Medical Management Project Analytics team to submit monthly reports to Executive leadership. • Develop and maintain written operational procedures for all tasks performed and cross train to provide effective support to all team members. • Identify and execute process improvement opportunities that enhance member experience and produce favorable business results. • Manage and resolve escalated member/client communications, concerns, and/or issues. • Proactively identifies and manages risk while eliminating barriers to help achieve business results. • Other duties as assigned.

Role Description The Stop Loss Revenue Associate (Revenue Associate) will engage in various supportive tasks ranging from data management to preparing proposals and assisting with network analysis reporting. Essential Functions - Develop an understanding of group medical stop loss product offerings, grasp basic group underwriting principles, and learn the methodologies to appropriately price Allied’s products and services. - Prepare the initial Request for Proposal (RFP) pages for both new business clients and renewal contracts, gathering necessary client and prospect information to create a compelling and comprehensive RFP that effectively communicates the value proposition of Allied's offerings. - Collaborate closely with Revenue Analysts to assist in the review and preparation of Allied-placed stop loss quotes for new business and renewal prospects. - Compile and package key analytical reports for distribution by the Client Executive, carefully curating data insights that are pivotal for client decision-making and strategic planning throughout the plan year. - Request and communicate network analysis reporting from appropriate networks to Underwriting Team members and Sales/Client Executives, aiding in informed decision-making. - Carry out other duties as assigned, demonstrating flexibility and a team-oriented approach to support Allied’s growth and retention goals. Qualifications - High school diploma required or equivalent work experience. - At least one-year administrative experience required. - Medical Stop Loss Underwriting experience a plus. - Strong verbal and written communication skills. - Demonstrated ability to manage multiple tasks with a high degree of accuracy and attention to detail. - Strong organizational and communication skills, with an eagerness to learn and contribute to a team. - Developing analytical and problem-solving skills. - Ability to function well in a high-paced and at times stressful environment. - Strong time management skills with a proven ability to meet deadlines. - Ability to work within a team and a collaborative environment. - Ability to learn how to self-audit. - Beginner experience with Microsoft Office Suite (Word, Excel, PowerPoint, and Dynamics). Requirements - Accountability - Communication - Customer Service Orientation - Functional/Technical Skills - Quality Focus - Time and Task Management Physical Demands - This is a standard desk role requiring extended periods of sitting and computer work. Work Environment - Remote Benefits - Competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life and Disability Insurance. - Generous Paid Time Off. - Tuition Reimbursement. - EAP. - Technology Stipend.

Role Description The Revenue Analyst supports Allied’s strategic and financial objectives by assisting in the analysis of current and historical claims data for prospective/current client engagements. - Assist in the analysis of claim data to provide insights into prospective/current client health plans. - Support the sales/retention and marketing teams with data-driven information to facilitate client acquisition strategies. - Help in reviewing and preparing new/renewal business proposals, aiming for competitive and accurate pricing of Allied’s products and services. - Gain an understanding of Allied product offerings. - Support the strategic placement of stop loss coverage under the guidance of more senior team members. - Assist in the negotiation process of new business prospects/renewal clients and manage relationships with vendor partners under supervision. - Support network analysis for new business prospects/current clients and partake in collaborative efforts with stop-loss partners for pricing strategies. - Support the Sales Executive/Client Executive in sales/retention and marketing calls. - Engage in ongoing learning in group medical stop loss reinsurance and underwriting principles. - Other duties as assigned. Qualifications - Bachelor’s degree or equivalent work experience required. - 1-3 years of experience in an analytical role required (e.g., data analyst, financial analyst, business analyst). - Some familiarity with Group Health Insurance and/or Stop Loss experience is advantageous but not required. - Medical Stop Loss Underwriting experience a plus. - Microsoft Access experience a plus. - Excellent verbal and written communication skills. - Excellent organizational skills and attention to detail. - Strong analytical and problem-solving skills. - Ability to function well in a high-paced and at times stressful environment. - Excellent time management skills with a proven ability to meet deadlines. - Ability to work within a team and a collaborative environment. - Ability to self-audit. - Moderate experience with Microsoft Office Suite (Word, Excel, PowerPoint, and Dynamics). Requirements - Accountability - Analytical Thinking - Collaboration - Communication - Customer Focus - Functional Expertise - Initiative Physical Demands - This is standard desk role requiring extended periods of sitting and computer work. Work Environment - Remote Benefits - Competitive Benefit Package including, but not limited to: - Medical, Dental, Vision, Life and Disability Insurance - Generous Paid Time Off - Tuition Reimbursement - EAP - Technology Stipend

• Serve as the go-to Subject Matter Expert (SME) on network partnerships including rules of engagement, guidelines, and competitive advantages. • Provide insight and guidance to internal teams and in support of our sales and renewal processes. • Create, update, and maintain product documentation related to our network partnerships. • Track and analyze performance metrics to ensure networks are functioning as intended and collaborate cross-functionally to recommend and/or implement improvements to processes. • Provide training and support for to sales, account management, and other internal teams. • Develop rapport and maintain relationships with network partners including management of escalated issues. • Coordinate with marketing on strategy, product positioning, and creation of product collateral. • Collaborate and develop relationships with internal teams including operations, sales, account management, marketing, and others. • Manage escalated issues that require product expertise in coordination with other teams such as claims, operations, finance, and others. • Help assess new opportunities and partnerships, as needed. • Support product management team with initiatives and special projects, as needed.

Role Description The Campaign Manager will support the execution and optimization of product marketing campaigns that drive member enrollment and engagement across Allied’s key programs and services. This role is hands-on and execution-focused, owning the day-to-day management of campaigns while partnering with Product and Marketing leadership on strategy and direction. This role will focus on building and executing omnichannel campaigns (incl. email, SMS, direct mail, web, and mobile app touchpoints), managing campaign workflows, and analyzing performance to continuously improve results. Essential Functions - Execute end-to-end campaign delivery for key products and programs, including campaign setup, content development, segmentation, scheduling, and deployment. - Build and manage email campaigns within marketing automation tools (HubSpot preferred), including workflows, list management, and basic personalization. - Support development of omnichannel campaigns across email, web, direct mail, and mobile channels with guidance from leadership. - Create and edit member-facing content (emails, flyers, FAQs, product demos, landing pages, etc.) that is clear, engaging, and aligned to campaign goals. - Track and report on campaign performance, including key metrics such as open rates, click-through rates, engagement, and conversions. - Assist in defining and monitoring KPIs for campaigns; identify opportunities for improvement based on results. - Coordinate with internal stakeholders to ensure alignment on messaging, timing, and campaign execution. - Support direct to member communications, ensuring accuracy, consistency, and quality across all touchpoints. - Manage campaign logistics with external vendors, tracking timelines and deliverables with oversight from leadership. - Contribute to sales enablement and product marketing materials as needed. - Stay current on email marketing and engagement best practices and apply learnings to campaigns. - Other duties as assigned. Qualifications - Bachelor’s degree or equivalent experience required. - 3–5 years of experience in campaign marketing, product marketing, digital marketing, or a related role. - Proven hands-on experience executing email campaigns using a marketing automation platform (HubSpot preferred but not required). - Experience with campaign setup, segmentation, list management, and performance tracking. - Familiarity with omnichannel campaign execution (email required; web, mobile, or direct mail preferred). - Strong organizational and project management skills, with ability to manage multiple campaigns simultaneously. - Comfortable working with campaign metrics and basic performance analysis; ability to translate results into actionable improvements. - Strong written communication skills with the ability to develop clear, member-friendly content. - Experience collaborating cross-functionally in a fast-paced environment. - Proficiency in Microsoft Excel and PowerPoint is required. Physical Demands - This is a standard desk role requiring extended periods of sitting and computer work. Work Environment - Remote Benefits - Medical, Dental, Vision, Life & Disability Insurance - Generous Paid Time Off - Tuition Reimbursement - EAP - Technology Stipend