SureCo

• Provide HR admin platform support and troubleshooting • Assist with census management and data questions • Support enrollment dashboard usage and navigation • Handle funding and invoice inquiries • Manage broker portal support requests • Perform Tier 1 escalation triage • Manage and resolve Zendesk tickets efficiently • Handle complex employee situations requiring licensure • Conduct Medicare eligibility assessments • Conduct high utilizer consultations • Deliver compliance-sensitive Medicare counseling • Support employees with specialized benefits questions • Research carrier database for in-network providers • Research carrier formularies for covered medications • Assist employees with shopping and plan comparison • Provide enrollment troubleshooting and support • Resolve carrier portal access issues • Help interpret carrier communications • Process Qualifying Life Event (QLE) support requests • Support new hire enrollment assistance • Document interactions thoroughly in Zendesk • Identify and escalate patterns and systemic issues • Provide feedback on product friction and carrier performance • Contribute to knowledge base and self-service resources • Participate in team training and continuous improvement initiatives

• Lead technical implementation coordination including HRIS integration and platform configuration • Execute data migration from legacy systems to SureCo platform • Manage technical setup and configuration for new and existing customers • Coordinate with Product/Engineering teams on technical requirements • Own census processing and data integrity • Generate and validate technical reports for customers and internal teams • Deliver training and education to customer HR teams on platform usage

• Serve as primary point of contact for assigned customer accounts • Own day-to-day customer health and satisfaction for your portfolio • Lead Annual Benefits Planning (ABP) process for assigned accounts with senior AM guidance and support • Build strong relationships with brokers and customer HR teams • Support new customer onboarding by coordinating with cross-functional teams • Monitor customer health indicators and escalate concerns appropriately

• Drive new business growth through the broker and/or consultant channels. • Own the full sales cycle—from education and analysis to strategic contribution design and contract execution. • Provide training and thought leadership on ICHRA and SureCo’s platform. • Manage all aspects of the deal—from prospecting to final contracting. • Represent SureCo at industry events, seminars, and symposiums. • Stay current on healthcare legislation and trends impacting ICHRA and employee benefits.

• Lead the monthly, quarterly, and year-end close processes, ensuring accuracy and compliance with GAAP and company policies • Prepare and review financial statements, account analyses, and manage cash flow • Coordinate year-end audits and tax preparation, partnering with internal teams and external auditors to ensure compliance • Plans, directs, and coordinates all accounting operations policies and functions, including accounts payable, accounts receivable, payroll, financial reporting, and tax compliance • Ensures compliance with local, state, and federal government reporting requirements and tax filings • Develop and scale financial and operational systems to support rapid growth and ensure financial and operational efficiency • Oversee the company's cash management • Serve as key partner to the human resources and IT Systems teams to ensure coordination across the entire organization and leadership team.

• Own how HubSpot is used day to day across the business. • Maintain core CRM structure, including objects, properties, pipelines, lifecycle stages, and associations • Design and maintain workflows and automation that reflect real business processes • Build scalable automation using standard workflows and, when needed, coded workflows • Partner cross-functionally to translate operational needs into practical CRM solutions • Keep CRM data clean, consistent, and ready for reliable reporting • Create and maintain CRM documentation and SOPs • Support CRM training and enablement for end users • Build lists and segmentation to support Marketing initiatives • Make light HubSpot CMS or website updates as needed, such as copy changes or small tweaks