Liviniti

• The Proposal Strategist/Writer manages high complexity weighted proposals. • The Proposal Strategist/Writer works closely with leadership throughout Liviniti to create customized responses to RFx documents that differentiates Liviniti in the market, while developing strategic content tailored to the needs of clients. • This role performs the full range of tasks required to develop a strategic and compliant proposal that is in alignment with client requirements and Liviniti’s brand guidelines. • Provides leadership and guidance of the proposal response, including several SME functional areas and senior leaderships to help in articulating solutions that are in alignment with proposal requirements and client needs. • Creates new proposal text by meeting with subject matter experts or using reference documents. • Edits proposal language to ensure compliance with proposal requirements and incorporates strategic win themes or solutions into the proposal. • Performs a thorough compliance review and quality check of drafts and final proposal version. • Develops a proposal calendar and proposal project plan to ensure the proposal remains on track. • Provides proposal health updates to leadership throughout the proposal development stage, ensuring that milestones are met. • Schedules, coordinators, and participates in color team reviews ensuring compliance with solicitation requirements and client need. • Uses proposal management tools for the effective outreach and engagement of key stakeholders throughout the organization. • Analyzes compliance-driven/technical documentation to determine customer requirements and to understand complex customer issues within the PBM industry. • Formats responses into a professional template in alignment with Liviniti's brand standards. • Participates in proposal kick-off meetings and facilitates discussion on areas of concern. • Reviews and edits content and coordinates with senior leaders to ensure accuracy of revisions. • Submits proposals by the identified due date, coordinating the submission; proactively identifies, communicates, and develops risk mitigation plan to support revenue-generating proposals for Southern Scripts. • Abide by all obligations under HIPAA related to Protected Health Information (PHI).

• Support pharmacy benefit management programs with the development of clinical strategies • Develop new clinical strategies and provide oversight of clinical programs • Analyze, interpret, and develop recommendations using prescription claims data • Participate in client implementation meetings and maintain client relationships • Make recommendations for clients regarding drug pipeline activity • Provide drug information and operational expertise • Analyze and evaluate pharmacy data and reporting • Develop communication materials regarding formulary and utilization management changes • Support customer service department when clinical claim review is needed • Collaborate with cross-functional teams and report on various responsibilities

• The Proposal Coordinator provides sales and proposal administrative support for our Proposal Strategist as well as administrative support for the Liviniti Sales Team. • This essential position requires a self-starter who will assist in the initial receipt, internal documentation and provision of inquiries (when necessary) to the Proposal Strategist in order to facilitate a complete response to the requestors. • The Proposal Coordinator assists in formatting responses into a professional template for client delivery within a specified timeframe. • This position supports new organizational sales including the coordination of requested analyses and proposal (RFP) responses for prospect delivery. • The Proposal Coordinator will work with the Sales/Proposal team in supporting updates to the Proposal Library of approved responses. • Maintaining and loading new prospects in our system. • Also maintains relevant information in the platform including pertinent meetings, forecast category, revenue projections, etc. • Coordinate proposal reviews, ensuring compliance with solicitation requirements. • Support and maintain a proposal library/database. • Support and maintain inventory of all opportunities – past, present, and future. • Receiving and logging new requests into the dashboard. • Supports the buildout of a question/answer database. • Assistance completing the more basic proposals. • Establishes, develops, maintains and updates electronic document management systems, and assists in the retrieval of information from files when needed. • Organizes and prioritizes large volumes of information and calls. • Works independently and within a team on special nonrecurring and ongoing projects. • Abide by all obligations under HIPAA related to Protected Health Information (PHI).

• As a Paralegal – Contracts & Compliance, responsible for supporting Liviniti’s Legal and Compliance Department through contract administration, regulatory and licensing support, and day-to-day legal operations. • Prepares client and vendor contracts and other legal documents from standard forms for review, approval, and use by Legal Counsel and Legal Department. • Assists with online legal ticketing system, including reviewing ticket inquiries, preparing necessary documentation, responding to ticket inquiries, maintaining ticket organization, and adhering to expectations regarding turnaround times. • Assists in maintaining the internal database for ticket and contract tracking. • Files correspondence and legal documents in the companywide contracts database or file server. • Assists with client and vendor contract follow-up for all company contracts and other legal documents sent out by the Legal Department. • Assists in responses to redlines on common or standard requests in a timely manner. • Assists in Request for Proposal tasks, as needed. • Assists with coordinating, preparing, and submitting applications for all licenses and registrations within the company to ensure timely submissions and maintain licensing files. • Researches and analyzes law sources such as statutes, recorded judicial decisions, legal articles, and legal codes. • Attend, complete, and demonstrate competency in all required HIPAA Training offered by the company. Abide by all obligations under HIPAA related to Protected Health Information (PHI). • Assists Legal Counsel, Manager, and Administrator with various tasks, as needed. Performs clerical duties such as scheduling appointments and providing information to callers. • Participates in special legal projects, as assigned.

• Ensure the success and satisfaction of health system and hospital clients. • Manage client relationships and oversee the implementation process. • Drive project management initiatives to enhance client experience and operational efficiency. • Respond to all client inquiries and address needs in a timely manner. • Prepare account management-related documents and follow-ups from client meetings. • Ensure discussions are documented and follow-ups are delivered within timelines. • Maintain records of project information and objectives of assigned clients. • Adhere to procedural and quality standards. • Utilize project management skills to track milestones and deliverables. • Oversee and manage all ID Card processes and issues.

• An Account Manager owns the day-to-day customer service and support for their assigned clients to deliver best-in-class service and ensure all client needs and objectives are met. • This role is responsible for ensuring project deliverables and timelines align with client service agreements and requirements, service levels are achieved, identified issues are resolved timely, and client satisfaction is achieved. • This role works in tandem with the Account Executive to ensure the client’s strategic plan is executed. • Functions include, but are not limited to: Providing timely responses to all client inquiries and addressing all client needs. • Can prioritize competing priorities effectively and/or request support when needed. • Works effectively across organizations to resolve client needs with a sense of urgency. • Learns from Account Executive to better understand client utilization and needs. • Ensures full understanding of client benefit package intent. • Effectively and proactively communicates with clients and ensures that all communications are easy to understand. • Delivers quality products in every interaction. • Continues to focus and invest time in learning the Liviniti product suite and process interworking. • Preparing account management-related documents such as member documents, meeting reports, and other client communications and correspondence. • Ensuring all discussions are documented, and follow-ups are captured and delivered to committed timelines. • Maintaining current work-in-progress records and archives of past project information as appropriate. • Validating all systems accurately reflects their intent. • Provide proactive communication with clients. • Abide by all obligations under HIPAA related to Protected Health Information (PHI). Attend, complete, and demonstrate competency in all required HIPAA Training offered by the company.

• Design and develop a variety of marketing assets, including PowerPoint presentations, LinkedIn graphics, email campaigns, digital collateral, and member and sales collateral • Create visually engaging presentations for internal stakeholders, executive leadership, internal communications, client meetings, and sales opportunities • Design email layouts, graphics, and supporting visual elements that enhance engagement and align with campaign objectives • Develop compelling social media graphics, particularly for LinkedIn, that support marketing campaigns and strengthen brand presence • Create and edit motion graphics, animations, and short-form video content that enhance marketing campaigns, social media engagement, presentations, and brand storytelling • Produce and maintain a wide range of marketing materials, including brochures, one-pagers, infographics, sales enablement tools, member communications, and promotional assets • Ensure all creative work adheres to established brand guidelines, maintaining consistency in visual identity, messaging, and overall quality across all channels • Collaborate with marketing, sales, client experience, and other cross-functional teams to translate business goals into effective visual communications • Manage multiple design projects simultaneously while meeting deadlines in a fast-paced environment • Prepare production-ready files and optimize creative assets for digital and print applications • Stay current on design trends, digital marketing best practices, and emerging technologies to continuously improve creative output • Own the end-to-end execution of email design, including layout, visual storytelling, and collaboration with marketing automation teams to ensure proper deployment and performance

• Build and Implement the Compliance Function • Own and maintain a state-by-state regulatory inventory and monitoring process • Partner with operations and technology to implement requirements in areas such as claims adjudication, MAC pricing, pharmacy network standards, and appeals processes • Build and maintain a continuous state of market conduct exam readiness • Conduct internal readiness reviews and mock exams • Design and implement system-based compliance controls and automated edits within PBM platforms • Oversee PBM responsibilities under the Consolidated Appropriations Act (CAA) • Provide executive leadership for the organization’s HIPAA Privacy, Security, and Breach Notification compliance programs • Serve as executive lead for HIPAA-related incidents, overseeing intake, investigation, risk assessment, and breach determination • Operate as a hands-on leader, directly owning key deliverables in early stages • Build and scale the compliance team over time • Provide regular reporting and insight to executive leadership

• The Account Executive’s primary duty is to maintain and expand relationships with the Company’s customers, vendors, and internal and external contacts to ensure needs and expectations are met and business is retained. • Establish and maintain goodwill. • Develop productive and professional relationships with customers and their associated vendors. • Work independently giving great attention to detail and displaying the initiative to prevent and resolve issues. • Serve as a superior problem solver. • Perform duties with a strong degree of organization/prioritization skills and understanding overall business goals. • Follow through on all tasks to the point of resolution in an educated, accurate, and timely fashion. • Collaborate with team members to ensure a smooth customer experience. • Coordinate internal and external resources, to meet account performance objectives. • Proactively lead the account management process fostering and developing an effective team environment. • Responsible for overall growth, retention, and strategic planning for accounts. • Such responsibilities include assisting in securing new accounts, managing the onboarding processes, promoting new products and solutions to customers, delivering and interpreting reports, consulting with customers by phone or in person, and communicating needs of the customer to other team members. • Make certain the timelines of project implementation are met. • Maintain client satisfaction throughout plan implementation, post-implementation and all other related service activities. • Conduct benefit review presentations. • Abide by all obligations under HIPAA related to Protected Health Information (PHI).

• Provides Liviniti employees and customers with comprehensive knowledge of the claim processing system. • Answers questions and assists with problem resolution. • Manages tickets within a ticketing system; troubleshoots and resolves tickets that are placed in the claims processing queues in a timely manner. • Adjudicates information on multiple software platforms. • Enforces procedures that are put in place by the Benefit Design Supervisor, Director of Claims Processing, and other Leadership. • Identifies and corrects Benefit Design errors within the claims processor based on client documentation. • Provides and potentially presents audit findings to Account Management and, on occasion, the Leadership team. • Facilitates benefit designs for new clients within the claims processor based off of documentation. • Communicates with the Implementation team to discuss and/or ask questions regarding benefit designs for new clients. • Works in conjunction with the Clinical team to input information into the claims processor and makes updates based on extensive testing to ensure the clinical request is to appropriate specifications. • Assists Customer Service Representatives with troubleshooting and resolving issues within our claims processor, when appropriate. • Works in conjunction with an external programming team to analyze and resolve programming error(s) within our claims processor.