USAble Life

• Answer a high volume of calls related to complex and sensitive insurance benefits and claims issues • Communicate professionally and empathetically to make it easy for members and employers to understand and access their insurance • Exhibit commitment to providing peace of mind • Review and proficiently explain coverage provisions, claims statuses, and claims decisions • Respond to questions from members, employers, and brokers regarding claims, policies, and billing requests • Maintain well written notes on all service interactions in a Customer Management System (Salesforce)

• Responsible for managing an application development team, including staffing, work assignments, performance management, and employee development • Develop and prioritize project plans and requirements, ensuring compliance with IT policies, security, and regulatory requirements • Manage moderate to large sized projects, including those involving multiple technologies and complex business functionality • Establish and maintain communications and working relationships with other departments across the enterprise • Provide design input and implementation supervision on complex software development projects • Provide guidance to staff regarding work procedures, code reviews, unit tests, security scans • Transfer system knowledge to junior team members and provide coaching • Lead team in collaboration on projects and customer issue resolution • Determine work requirements, priorities, and best use of resources • Perform administrative duties of enterprise applications and systems • Architect, develop and test new applications • Monitor and measure individual performance and provide feedback and training • Mentor staff for continued growth of employee skills • Hold regular meetings with direct reports to discuss goals and review performance • Evaluate each goal, behavior, and skill set • Participate in the hiring of new employees • Perform other related duties and responsibilities as assigned

• Performs systems analysis and provides support and guidance to end-users for company applications and administration systems • Acts as a liaison between internal business staff, IT technical teams and vendors to evaluate business needs and drive system solutions to support business strategies and objectives • Creates training documents and maintains project files and updates • Works closely with moderate to complex support issues and performs as a subject matter expert (SME)

• Responsible for the development, analysis, reporting and administration of the organization's sales compensation and commission programs. • Contributes to the design and development of sales compensation and commission plans that support the organization's sales positions. This includes update to sales compensation and commission collateral. • Responsible for maintaining and updating sales compensation and/or commission program applications, systems, and/or databases. • Follows corporate audit guidelines to ensure accuracy and efficiency in the processing of system hierarchy and/or commission changes and preparation of commission and/or compensation statements and files. • Monitors the sales compensation and commission payout processes, ensuring that calculations are correct, and payments are submitted for processing within specified timelines. • Acts as a liaison between the company and customer to respond to inquiries and resolve issues related to sales compensation and commissions • Performs complex data modeling to analyze the design and effectiveness of current sales compensation and commission programs, identify trends, patterns and opportunities for improvement. • Present information to stakeholders at all levels of the organization. • Analyzes data to prepare and distribute reports on commissions, bonuses, sales compensation, and Form 5500 Schedule A information, including financial accruals • Ensures documentation and procedures are updated and maintained. • Responsible for providing onboarding training to new employees and delivers training to communicate and explain sales compensation and commission programs. • Ensures that all compensation-related activities are in compliance with applicable regulations and standards • Participates in various sales compensation and commission related projects • Performs other related duties and responsibilities as assigned

• Develops and executes product strategy, analysis and recommendations to align with strategic business goals, collaboration with peers and senior management • Manages and develops product staff, assists and directs team on all relevant projects • Monitors market and customer needs and pain points, industry research and competitor trends and regulatory and compliance information • Identifies new product innovation and enhancement and development opportunities • Develops business case, project submission and implementation plans in conjunction with organizational resources • Defines product requirements, features, and functionality, as well as operational model to effectively support the business • Work closely with Claims, Legal, and Compliance peers to ensure monitoring and compliance with state and federal laws • Oversee the product development lifecycle, from concept to launch and ensures planning and execution includes upstream and downstream impacts to USAble Life, customers and Partners • Works with Marketing, Sales and Partners to ensure an effective go to market planning and product launch • Works with Pricing and Underwriting to determine product pricing model, and to analyze on-going product performance • Develops and maintains strong relationships with internal stakeholders and external partners • Communicates effectively and frequently regarding product initiatives and issues • Serves as a key resource for sales and marketing on product and industry information and product positioning and marketing • Creates product filings to meet state regulations if applicable • Prioritizes and balances product workload to meet business demands • Participates in department management and planning • May perform other duties as assigned

• Supervises the day-to-day work performed by the Data Services team, with a focus on Data Engineering, BI Reporting, and Data Operations / Production Support • This is a hands-on leadership role responsible for work planning, team execution, and operational reliability of data pipelines, data stores, and reporting deliverables • Partners closely with IT and business stakeholders to deliver trusted data products and analytics while embedding data management and data governance best practices (metadata, lineage, data quality, access controls, and standards) into delivery and operations • Responsible for ensuring corporate data assets and reporting outputs supported by the team align with IT policies, security requirements, and applicable regulatory requirements (e.g., HIPAA, Sarbanes-Oxley) • Participates in technical planning for data platform, database, and reporting initiatives; translates roadmap items into executable work • Evaluates operational data and reporting needs; partners with stakeholders to gather requirements and recommend solutions • Plans and tracks delivery for planned and ad hoc work (work requirements, sequencing, estimates, and status reporting) • Provides technical direction (standards, troubleshooting, work procedures) and supports code/solution reviews and operational readiness • Makes recommendations regarding priorities, operational improvements, and data service practices that influence outcomes for the broader functional area • Leads incident response for data pipelines and reporting: triage, root cause analysis, corrective actions, and documentation • Oversees production support practices (monitoring/alerting, deployments, scheduled jobs, runbooks) to meet reliability and SLA expectations • Evaluates and helps implement new data tools/solutions; supports integration of new technologies and initiatives (readiness, migrations, knowledge transfer) • Ensures adoption of data governance and data management practices (metadata, lineage, data quality monitoring, access controls, and reporting governance) • Ensures data and information security practices are followed, including least-privilege access and secure handling of sensitive data (e.g., PHI) • Ensures work is performed in accordance with company policies, department procedures, and established technical standards; reinforces consistent execution across the team • Coordinates work intake and delivery with customers, vendors/Partners, and other IT teams; communicates status, risks, and dependencies • Monitors individual and team performance (timeliness, quality, and SLA adherence); provides feedback, coaching plans, and follow-up to close performance gaps

• Ensure assigned products remain competitive in the marketplace by working with Sales and other internal/external areas to identify issues and competitive gaps, then developing the product solutions needed to maintain and enhance the product portfolio • Serve as the SME and point of contact for Absence & Disability products and contract information across all markets • Research current market trends and competitor offerings to identify gaps in product offerings and maintain a competitive product portfolio • Use findings to recommend product enhancements or new product development • Maintain awareness of federal and state guidelines, and participate in trade association forums, to ensure all products meet regulatory requirements and compliance standards • Continually monitor and maintain the competitiveness of assigned products by identifying issues, barriers, or emerging concerns and recommending appropriate courses of action • Collaborate with SLDA Product leadership, Underwriting, Actuarial and Finance teams to monitor product’s financial performance and determine if changes are needed to ensure products remain profitable and competitive • Independently lead product enhancement initiatives from opportunity assessment through implementation • Define and document business requirements, product specifications, and policy form changes needed to support approved product enhancements; serve as the primary owner of enhancement requirements through implementation • Coordinate cross-functional execution of product enhancements, including implementation readiness, internal product documentation, and training support • Provide sales training and develop communication plans for product launches as needed

• Supports Partner Management, Sales, and Account Management by performing business analysis, process improvement, and project leadership • Works with Partner Management, Sales, Account Management, business stakeholders, and external partners to gather, analyze, document, and communicate business requirements • Establishes metrics to measure the efficiency and effectiveness of projects • Oversees testing of each delivered objective to ensure defects are resolved before user acceptance testing • Coordinates with project team members to obtain information related to functionality • Creates and provides functional requirement documents to project team members • Contributes to business process improvement and policy analysis work for corporate strategic initiatives • Serves as the project lead for multiple medium and large complex projects • Gathers, analyzes, documents, and validates the needs of business stakeholders • Creates training documents and facilitates training on new systems and/or process implementations

• Responsible for ensuring Dental products remain competitive in the marketplace by working with Sales and other internal/external areas to identify issues and competitive gaps • Serves as subject matter expert and point of contact for dental product and contract information • Research current market trends and competitor data to identify gaps in the dental offering and maintain dental portfolio • Reviews Federal guidelines to determine if product meets regulatory requirements • Recommends future products based on market research, customer requests and sales strategies • Coordinate’s introduction of dental products to market with sales, marketing and operations • Assists in the development of communication plan with each impacted department • Creates and provides Sales training as needed • Works with print vendors to create collateral materials for open enrollment or marketing campaigns • Works with software application vendors to design and maintain dental rating engine and contract management systems • Ensure dental products meet business needs and support corporate strategy • Maintains Dental product competitiveness by identifying issues, barriers and concerns and recommending appropriate course of action • Facilitates resolution of issues • Ensures solutions meet business need and overall business direction • Participates in cross functional workgroup to discuss ongoing product enhancements and current projects which may impact dental products • Analyzes and coordinates the development of new dental products, retirement of outdated products and benefit enhancements based on market trends • Reviews dental plans and benefit summaries for accuracy during the proposal process • Reviews policy language and coordinates updates to fulfillment/renewal materials with the Blue Partner • Works with the Actuary to determine if annual rate changes are needed • Revises product proposals, benefits summaries and other legal documents as needs change • Works with Marketing to create dental materials • Provides product specific information for internal and external customers via manuals, forms and partner specific communication • Develops channels such as Dental Sales Administration bulletins, Blogs, Communication bulletins, Website Content for Partners and managed websites and Customer Service bulletins • Supports and is involved in enterprise projects • Reviews and maintains Blue Plan partner dental website and ensure compliance with CMS guidelines • Improves processes, develops procedures and program improvements to meet customer needs and department goals • Facilitates projects when necessary to ensure project outcomes • Maintains product information on key systems: Collateral Catalog, Sale support tools, rating system and dental websites • Responsible for coordination and publication of the Provider Directory by working closely with Provider Relations • Maintains professional and technical knowledge by attending workshops, seminars or online classes • Performs other related duties and responsibilities as assigned

• Acts as a Subject Matter Expert and drives data-driven decision making through advanced analytics and reporting • Focuses on developing and automating complex reports and dashboards • Ensures data integrity, performing data modeling and analysis to support Leadership • Provides critical input and analysis for corporate projects and initiatives focused on revenue growth • Owns escalation management for reporting issues