Trucordia

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans. • Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices. • Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions. • Foster trust and rapport with clients through your outgoing personality and cooperative attitude. • Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

• Serve as the first point of contact for clients, providing prompt and professional service. • Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. • Assist with gathering underwriting information and preparing submission materials. • Maintain strong carrier relationships to secure competitive quotes and solutions for clients. • Ensure the successful renewal and retention of accounts through proactive service and relationship management. • Maintain accurate and up-to-date records in the AMS360 agency management system. • Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. • Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

• Support the development and execution of benefits strategy for assigned clients, including plan design, benchmarking, and cost analysis. • Collaborate with Producers and internal teams to deliver high-quality service and strategic consulting throughout the client lifecycle. • Participate in carrier negotiations and renewals, partnering with carriers and internal teams to deliver competitive and comprehensive benefits solutions. • Assist clients in understanding and complying with regulatory requirements (e.g., ACA, HIPAA, ERISA). • Contribute to the creation of client presentations, rate analysis tools, and open enrollment materials. • Participate in employee education meetings and webinars, helping to communicate benefits programs clearly and effectively. • Stay informed on industry trends, new products, legislative developments, and emerging market practices.

• Own Trucordia’s end-to-end Revenue Enablement and Revenue Operations strategy. • Ensure Producers, Sales Leaders, and Client-Facing Teams are equipped with the tools, insights, processes, and operating discipline required to drive sustainable, profitable growth. • Accountable for maximizing revenue across the entire customer lifecycle, including acquisition, expansion, retention, and cross-sell. • Serve as the connective tissue across Sales, Marketing, Client Experience, Operations, Finance, IT, and Product to align strategy, execution, and measurement against enterprise revenue priorities. • Define and own Trucordia’s enterprise Revenue Enablement strategy and ensure alignment across Sales, Client Management, Marketing, and Operations. • Act as a trusted advisor to executive leadership on revenue performance and operational effectiveness. • Own and mature the Revenue Operations function across Sales, Marketing, and Client Operations to lead revenue process optimization and go-to-market initiatives.

• Meet established sales quotas on monthly, quarterly, and annual basis • Conduct initial outreach to sales leads/prospects • Set phone and in-person appointments • Conduct client consultations regarding risk management and life and health solutions • Follow sales methodologies and best practices

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans. • Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices. • Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions. • Foster trust and rapport with clients through your outgoing personality and cooperative attitude. • Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

• Responsible for the day-to-day account management of an assigned book of business which may include client communication, policy changes, renewals, payments & claims. • Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. • Operate and maintain our agency management computer program. • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client’s needs. • Actively close sales depending on the client’s needs. • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

• Meets established sales quotas on monthly, quarterly, and annual basis. • Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business. • Acts as subject matter expert to master chosen area of focus for highest probability of long-term success. • Continually manages a book of business to support high renewal rates. • Collaborates with Client Service to analyze renewal business and place new business accounts. • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

• Responsible for owning Trucordia’s end-to-end Revenue Enablement and Revenue Operations strategy. • Ensure Producers, Sales Leaders, and Client-Facing Teams are equipped with necessary tools and insights. • Maximize revenue across the entire customer lifecycle, including acquisition, expansion, retention, and cross-sell. • Align strategy, execution, and measurement against enterprise revenue priorities. • Serve as a trusted advisor to executive leadership on revenue performance and operational effectiveness. • Lead the Revenue Operations function across Sales, Marketing, and Client Operations. • Establish capacity planning, pipeline management, forecasting, and performance management discipline. • Provide strategic oversight of CRM and revenue technology platforms.

• Meets established sales quotas on monthly, quarterly, and annual basis • Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business • Acts as subject matter expert to master chosen area of focus for highest probability of long-term success • Continually manages a book of business to support high renewal rates • Collaborates with Client Service to analyze renewal business and place new business accounts • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform