Pareto Capital

• Develop and execute a comprehensive account management strategy aligned with the company’s overall goals and objectives. • Identify opportunities for growth within existing accounts and create actionable plans to maximize customer retention and expansion. • Monitor industry trends and competitive landscapes to adapt strategies and maintain a competitive edge. • Lead, mentor, and inspire the Account Management team to achieve excellence in client service and performance. • Establish clear roles, responsibilities, and performance expectations for team members. • Foster a culture of accountability, collaboration, and continuous improvement. • Set, track, and report on KPIs related to customer satisfaction, retention, and revenue growth. • Implement robust measurement systems to monitor performance and identify areas for improvement. • Ensure alignment between individual, team, and organizational objectives. • Build and nurture strong, trusted relationships with high-profile customers, acting as a strategic partner and advocate for their needs. • Conduct regular business reviews with key accounts to ensure satisfaction and identify opportunities for additional support or services. • Serve as the escalation point for critical customer issues, ensuring timely resolution and a focus on long-term solutions. • Partner with Sales, Marketing, Product, Underwriting, Customer Service and Customer Operations teams to align customer strategies and initiatives. • Provide customer insights and feedback to drive product development and service enhancements. • Collaborate with leadership to ensure alignment on region profitability and stop loss premium growth. • Identify and implement best practices, tools, and technologies to optimize account management processes. • Stay informed about emerging trends and innovations in customer relationship management and account strategies. • Promote and facilitate professional development opportunities for the Account Management team.

• Review medical records, diagnoses, and treatment plans for individuals and groups with high-cost or complex conditions • Assess severity, prognosis, and likely progression of illnesses or injuries • Identify potential high-risk cases, including transplant, oncology, neonatal, and chronic conditions • Develop evidence-based cost projections for ongoing and future treatment • Evaluate treatment pathways, including standard of care and emerging therapies • Estimate timing and magnitude of claims exposure for underwriting purposes • Partner with underwriters to provide clinical insight on risk selection, pricing, and policy terms • Support new business and renewal underwriting with case-specific analysis • Assist in determining appropriate laser levels, exclusions, or coverage strategies • Analyze appropriateness of care, site of service, and utilization patterns • Identify opportunities for cost containment or alternative treatment strategies • Monitor large claims and ongoing cases for changes in risk or cost trajectory • Translate complex clinical information into clear, actionable summaries for non-clinical stakeholders • Document findings, assumptions, and rationale for cost projections • Contribute to reporting on high-cost risks and emerging clinical trends • Stay current on medical advancements, specialty drugs, gene therapies, and high-cost treatments • Understand healthcare cost drivers and reimbursement trends impacting stop loss risk

• Lead or support strategic consultant and employer meetings to explain solution value, fit, and integration in a disciplined, education-first manner. • Build confidence through education with the goal of converting appropriate opportunities into adoption. • Partner with Account Managers to reduce solution complexity and elevate credibility in the field. • Deliver strategic education to help employers and consultants get the most from adopted solutions. • Serve as the escalation point for technical and clinical questions related to Pareto solutions. • Leverage knowledge to enhance credibility and support informed decision-making. • Deliver internal and external training to increase Account Manager confidence in technical and clinical discussions. • Raise the baseline level of solution knowledge across the field, reducing long-term dependency on escalations. • Identify risk early through oversight and reporting; partner with Product and vendors to resolve issues proactively. • Act as a bridge between the field, Product, Clinical, and vendor partners to improve solution performance at scale.

• Develop solutions in TypeScript using AWS cloud-based technologies to support business operations. • Interface with other engineers, management, and business analysts to develop and manage requirements, deliverables, and timelines. • API endpoint development supporting GraphQL queries. • TypeScript development of business logic libraries. • Lambda development and deployment using the AWS CDK. • Job automation making use of AWS Glue. • Angular/Ionic UI development. • Minor DevOps support to include CI/CD support and development, management of Git repos, implementation of coding standards through linting, and support of developer workflow processes.

• Become part of our talent community. • Share your details with us to be the first to learn about the latest developments at Pareto. • Gain insights into our company culture. • Receive invitations to upcoming events. • Be promptly notified as new career opportunities arise. • Expect that one of our Talent Acquisition specialists will reach out to you in the very near future. • Stay connected with Pareto Health.

• Collaborate with our partners and Pareto Health employees to drive successful Implementation and maintenance of the healthcare arrangement as well as cost containment initiatives for new clients • Manage post-implementation relationships with broker partners, sales team, and clients • Provide best-practice advice and recommendations based on the experience gained during engagements with brokers, other employees, and clients • Guide our broker partners through their client’s new healthcare solution, building and implementing strategic roadmaps for the achievement of key milestones. Serve as champion and advocate for business transformation • Communicate partner and client feedback to management to ensure the best possible experience and assist in prioritizing requests by communicating broker and client needs and impact • Demonstrate or possess the ability to learn how to evaluate and understand the various types of self-funded claims reporting from the Third-Party Administrators • Quotes from carriers for accuracy and fairness, can accurately put together and release member renewals • Understand and articulate how the Pareto Captive product works, including what various cost containment programs are available to members. Understand and has the ability to reiterate the Underwriting requirements written in our legal documents by captive program • Demonstrate the ability to evaluate the appropriateness of items such as renewal increases, plan change values, and other pricing adjustments. Also demonstrates the ability to analyze claims and large claims reporting for purposes of articulating a groups level of risk to both internal and external constituents

• Develop and execute a comprehensive account management strategy aligned with the company’s overall goals and objectives. • Identify opportunities for growth within existing accounts and create actionable plans to maximize customer retention and expansion. • Monitor industry trends and competitive landscapes to adapt strategies and maintain a competitive edge. • Lead, mentor, and inspire the Account Management team to achieve excellence in client service and performance. • Establish clear roles, responsibilities, and performance expectations for team members. • Foster a culture of accountability, collaboration, and continuous improvement. • Set, track, and report on KPIs related to customer satisfaction, retention, and revenue growth. • Implement robust measurement systems to monitor performance and identify areas for improvement. • Ensure alignment between individual, team, and organizational objectives. • Build and nurture strong, trusted relationships with high-profile customers, acting as a strategic partner and advocate for their needs. • Conduct regular business reviews with key accounts to ensure satisfaction and identify opportunities for additional support or services. • Serve as the escalation point for critical customer issues, ensuring timely resolution and a focus on long-term solutions. • Partner with Sales, Marketing, Product, Underwriting, Customer Service and Customer Operations teams to align customer strategies and initiatives. • Provide customer insights and feedback to drive product development and service enhancements. • Collaborate with leadership to ensure alignment on region profitability and stop loss premium growth. • Identify and implement best practices, tools, and technologies to optimize account management processes. • Stay informed about emerging trends and innovations in customer relationship management and account strategies. • Promote and facilitate professional development opportunities for the Account Management team.

• Collaborate with our partners and Pareto Health employees to drive successful Implementation and maintenance of the healthcare arrangement as well as cost containment initiatives for new clients • Manage post-implementation relationships with broker partners, sales team, and clients • Provide best-practice advice and recommendations based on the experience gained during engagements with brokers, other employees, and clients • Guide our broker partners through their client’s new healthcare solution, building and implementing strategic roadmaps for the achievement of key milestones. Serve as champion and advocate for business transformation • Communicate partner and client feedback to management to ensure the best possible experience and assist in prioritizing requests by communicating broker and client needs and impact • Demonstrate or possess the ability to learn how to evaluate and understand the various types of self-funded claims reporting from the Third-Party Administrators • Quotes from carriers for accuracy and fairness, can accurately put together and release member renewals • Understand and articulate how the Pareto Captive product works, including what various cost containment programs are available to members. Understand and has the ability to reiterate the Underwriting requirements written in our legal documents by captive program • Demonstrate the ability to evaluate the appropriateness of items such as renewal increases, plan change values, and other pricing adjustments. Also demonstrates the ability to analyze claims and large claims reporting for purposes of articulating a groups level of risk to both internal and external constituents

• Collaborate with our partners and Pareto Health employees to drive successful Implementation and maintenance of the healthcare arrangement as well as cost containment initiatives for new clients • Manage post-implementation relationships with broker partners, sales team, and clients • Provide best-practice advice and recommendations based on the experience gained during engagements with brokers, other employees, and clients • Guide our broker partners through their client’s new healthcare solution, building and implementing strategic roadmaps for the achievement of key milestones. Serve as champion and advocate for business transformation • Communicate partner and client feedback to management to ensure the best possible experience and assist in prioritizing requests by communicating broker and client needs and impact • Demonstrate or possess the ability to learn how to evaluate and understand the various types of self-funded claims reporting from the Third-Party Administrators • Quotes from carriers for accuracy and fairness, can accurately put together and release member renewals • Understand and articulate how the Pareto Captive product works, including what various cost containment programs are available to members. Understand and has the ability to reiterate the Underwriting requirements written in our legal documents by captive program • Demonstrate the ability to evaluate the appropriateness of items such as renewal increases, plan change values, and other pricing adjustments. Also demonstrates the ability to analyze claims and large claims reporting for purposes of articulating a groups level of risk to both internal and external constituents