ALTUS Receivables Management

• Own and continuously improve client-facing marketing collateral across all five business units, including capability decks, one-pagers, and leave-behinds tailored to specific buyer roles including claims leadership, CFOs, and underwriting. • Work closely with the Chief Strategy Officer and business unit leaders to develop new ideas and approaches for how ARMStrong presents its services to the market. • Build and maintain a library of prospect dossiers and meeting prep tools to equip sales reps with personalized conversation hooks and competitive intelligence ahead of prospect meetings. • Partner with sales leadership to identify and reduce administrative burdens on reps, freeing capacity for prospect engagement and cross-sell activity. • Support the cross-sell strategy by developing materials and tracking tools that help reps identify and act on multi-BU opportunities within existing client relationships. • Own and evolve the brand identity, messaging, and visual standards for ARMStrong and each of its five business unit brands, ensuring consistency and differentiation across all touchpoints. • Develop clear, compelling positioning for each business unit that resonates with P&C company buyers and distinguishes ARMStrong from competitors. • Lead the development of ARMStrong's AI positioning and messaging strategy, helping the company articulate its AI capabilities clearly and credibly to the market. • Ensure all sales materials, website content, and external communications reflect a coherent and up-to-date point of view on how ARMStrong uses AI to deliver better outcomes for P&C companies. • Own and continuously improve the websites for ARMStrong and each business unit, working with agency partners to ensure they effectively communicate value propositions, reflect the company's scale and credibility, and support inbound interest. • Develop and execute an SEO strategy to improve organic visibility across relevant P&C insurance search terms and buyer intent signals. • Oversee content strategy including case studies and white papers that support business development and reinforce ARMStrong's market authority. • Partner with the Chief Strategy Officer and business unit leaders to refine and execute go-to-market plans for ARMStrong's services, with particular focus on cross-sell strategy across the five BUs. • Develop and maintain cross-sell tracking and reporting tools that give leadership visibility into pipeline activity, conversion rates, and opportunities across business units. • Manage conference and event strategy, including coordination of ARMStrong's presence, pre and post-event sales enablement materials, and follow-up outreach to maximize the return on each event. • Monitor competitive activity and market trends across relevant insurance services verticals, translating insights into actionable positioning updates.

• Contact consumers via phone, email, and mail regarding past-due accounts • Negotiate payment plans in accordance with company policies • Document all communications and account updates accurately • Adhere to federal and state collection laws, including FDCPA • Meet performance goals and maintain high customer service standards

• Monitor progress notes to ensure updates are entered at required 14-day intervals; generate exception reports for the supervisor to address non-compliance • Track and obtain status updates • Submit and manage reopen requests; assign cases appropriately once returned to holding • Review and process requests to return nonproductive audits after verifying all required contact attempts have been made • Ensure carrier-specific scheduling procedures are followed on each case • Fulfill requests to send audit records to carriers in a timely manner • Maintain an active audit inventory of approximately 100 cases • Meet weekly productivity expectations, including billing a minimum of 15 hours

• Manage all aspects of the full cycle recruitment process for the organization, including recruiting, interviewing, assessment, selection, and onboarding. • Coordinate and distribute resumes to managers for review, schedule interviews and track status, warrant timely candidate feedback from hiring managers. • Build a pipeline to meet the talent needs of the organization, including but not limited to outreach to potential active and passive candidates via multiple sources. • Partner with hiring managers at different business units on regular basis to understand current talent gaps, organizational changes and quickly adjust recruiting plans to prioritize business needs accordingly. • Establish credibility with the business as a trusted advisor who provides expert advice relative to the integration of talent acquisition processes, programs and practices to drive efficiency and increase productivity of the TA function.

• Participate in client governance meetings and operational reviews. • Assist with client communications and follow-up activities. • Support preparation of client presentations and reporting materials. • Develop understanding of client-specific workflows and operational requirements. • Assist with management of client escalations and service issues. • Support day-to-day operational oversight of healthcare recovery programs. • Monitor performance trends, recovery results, and operational metrics. • Assist with operational planning and resource allocation. • Participate in process improvement initiatives and special projects. • Assist executive leadership with implementation of new client initiatives. • Support onboarding of new recovery programs and business opportunities. • Participate in strategic planning discussions as business knowledge develops. • Collaborate with internal departments on operational enhancements. • Develop expertise in healthcare overpayment recovery methodologies. • Learn payer/provider dynamics and client-specific operational processes. • Gradually assume increasing responsibility for client relationships and governance activities. • Progress toward broader leadership responsibilities based on demonstrated performance and business knowledge.

• Monitor daily workflow and inventory movement. • Assist with workload distribution and resource allocation. • Track operational productivity and performance metrics. • Identify workflow bottlenecks and escalate concerns. • Support implementation of operational procedures and best practices. • Provide coaching and support to collectors and supervisors. • Assist with onboarding and training activities. • Monitor adherence to company policies and procedures. • Support performance management and employee development initiatives. • Promote accountability and teamwork. • Monitor daily, weekly, and monthly KPI performance. • Prepare operational reports and productivity summaries. • Assist leadership with performance tracking and trend analysis. • Coordinate follow-up on action items and operational initiatives. • Identify opportunities to improve efficiency and productivity. • Assist with documentation of procedures and training materials. • Support quality assurance and compliance initiatives. • Participate in cross-training and business continuity efforts.

• Identify and engage prospective health payor clients • Present and promote overpayment recovery solutions to decision-makers • Manage the entire sales process, including prospecting, presentations, negotiations, and closing • Develop and maintain strong client relationships to ensure long-term partnerships • Collaborate with internal teams to ensure seamless onboarding and client satisfaction • Achieve sales targets and contribute to overall business growth • Maintain accurate sales activity records and prepare reports for management • Attend conferences and networking events to expand industry presence • Monitor competitors, market conditions, and product developments

• Provide structure to enterprise-wide training & mentoring initiatives to support Premium Audit operations teams • Modify & enhance the audit training platform to provide more effective training, particularly for inexperienced employees • Review presentation and reinforcement methods to better support initial retention, individual topic reinforcement, and module-based (automated), self-paced learning • Consider revamping the curriculum, also creating separate tracks for experienced vs. inexperienced auditors • Develop “click-n-learn” videos/modules to drive sustainable automated training tools • Evaluate using an LMS to create/house training videos and track employee completion • Use enhanced training and mentoring to drive improved auditor retention rates • Assist with improving new hire production during first 6 months of employment • Assist the Training department with training sessions as needed to support business operations • Working with Recruiting/HR, use knowledge/insight to fine-tune candidate profiles, interviewing and hiring practices, and onboarding processes • Support ongoing individual auditor technical improvement, encouraging completion of APA and PAAS certifications • Develop annual goals for experienced and inexperienced auditors • Coordinate Review Mentoring and field ride-a-long initiatives to ensure uniformity and adherence to NEIS SOP • Working alongside Training and Management, personally engage in auditor mentoring to drive learning • Also work with management and mentoring teams to ensure sufficient post-training support and proper inventory levels and balance of carriers • Assist with ongoing updates to NEIS SOP, reinforcing field compliance • Include adherence to all NEIS standards, processes, and technical reference tools • Drive process improvement and lead ongoing development and learning initiatives • Become a thought leader within the organization, maintaining fresh perspective and an open mind toward progressive learning, automation-assisted support, and AI integration • Provide Admin support to NEXUS audit software adoption and training, becoming a Subject Matter Expert • Refine training programs to support ongoing Nexus training, including adoption of NEXUS workforce management tools • Assist with the development of audit process enhancements, including but not limited to, the enhancement of a structured online web portal • Program scope will include Parent Note and Checklist integration, which will likely require content and format modifications • Future projects will also likely include AI integration into audit processes • Work with NEIS leadership to identify short-term and long-term goals that will help focus energy and resources on driving product innovation and maintaining market leadership • Work well with other functional groups at NEIS not under your control • Foster an environment of incorporating differing ideas and thought processes in order to identify and pursue the best possible solutions for efficiency improvement • Occasional travel required

• Assist in preparing special client remits and billings • Create billings to upload to invoice tracking software/portals for specific clients • Create and maintain accurate client customized remittance records via Excel and/or PDF • Prepare weekly, monthly and quarterly reports as needed • Working alongside colleagues to respond to client queries in a timely manner • Communicate respectfully and effectively with authority figures and staff • Uphold judgment and discretion in handling sensitive and confidential information

• Handle premium audits for dedicated AAD customers. • Prepare for the audit by identifying the necessary information and type of records needed • Prepare schedule to maximize optimal use of time • Correspond with insured via phone, email and mail to setup audit appointments, determine record-keeping system, and request specific records required • Examine the policyholder's records, gather data to determine correct classifications for business activities and write an effective description of operations • Using SOP and Client requirements, prepare complete audit document and explain results to insured • Meet minimum billable requirements