• Maintain and update Excel spreadsheets for tracking, reporting, and administration • Support employee and client onboarding processes, ensuring documentation is complete • Track onboarding progress and follow up on outstanding requirements • Coordinate with internal teams to ensure onboarding milestones are met • Manage and organise files, records, and documentation • Assist with basic reporting and data consolidation • Handle general administrative tasks including scheduling, data entry, and email coordination • Ensure compliance with internal processes and checklists • Support ad-hoc operational and admin tasks as required

About the Opportunity Our company is growing faster than ever, and we’re looking for talented individuals with exceptional people skills to join our 100% remote team. Work from anywhere, enjoy a flexible schedule, and be part of a company that truly values your growth and success. Our Platinum Rule is: “Do more for others than you would have them do for you.” As the largest provider of life insurance in the U.S., this isn’t just a motto—it’s how we operate every day. Requirements / Responsibilities / Rewards - Flexible Work-from-Home Position: Tailor your schedule to fit your lifestyle. - Weekly Pay: Enjoy a consistent and reliable income. - Exciting Incentives: Qualify for international vacations, brand-new cars, and more. - Life Insurance Coverage: Protect yourself and your loved ones. - Health Insurance Reimbursement: Prioritize your well-being. - Retirement Plan: Plan confidently for your future. What We’re Looking For: - Ability to connect with people and build lasting relationships - Strong problem-solving skills and adaptability - Positive attitude with a passion for helping others - Comfortable working independently or as part of a team How to Apply: Submit your updated resume and compensation requirements for review. If you’re ready to join a team that values your growth and success, we can’t wait to hear from you! Note: In the interest of community wellness, all interviews will be conducted via Zoom video conferencing.

• Collects carrier/provider details: Creates LOA’s, coordinates execution between parties, validates finalized copies. • Manages data collection, status tracking, and communications regarding: LOAs, Accounts/FANs, Carrier Portal Access, Credential logging - 1Password, Paper invoice conversion, PO box redirection, Invoice Collection Configuration for standard allocation/audit/reconciliation/ rules. • Leads the efforts and configures the below w/ coordination with the Invoice Team: Initial invoices upload, Audit/Reconciliation, Data/Mappings validation, Optimization + presents results + coordinates the implementation, Fulfilment tasks/catalog/API configuration. • Participates in customer UAT • Assists operational onboarding manger in the creation of documentation of operational processes established during onboarding for Operations team (Optimization, Fulfillment, Audit/Reconciliation/Cost Allocation) • Participates in operational go-live readiness sign-off

Customer Success Leadership - Own the end-to-end customer experience and define scalable customer success strategies to support growth. - Establish and track KPIs, processes, and team goals aligned with business objectives. - Build, manage, and mentor a high-performing customer success team, including support, aftersales, and service coordination. Sales Enablement & Channel Coordination - Enable the consultative sales process through client communications across email, SMS, and social platforms. - Oversee accurate and timely quote and invoice creation using Shopify, QuickBooks, and other tools. - Support third-party and social commerce sales channels in coordination with marketing and sales teams. Post-Sales Operations & Aftersales Support - Manage client onboarding and equipment setup, coordinating installations with technical service partners. - Respond to customer inquiries regarding product use, service needs, and ongoing support. - Facilitate additional orders of accessories, filters, or parts, including sourcing specialty items not listed online. Shipping, Damage, and Returns Management - Lead customer communications related to logistics, damages, and return claims. - Work with logistics teams to ensure fast, clear resolutions and optimize related processes. Process Improvement - Monitor recurring operational pain points and identify opportunities for automation or process streamlining. - Collaborate cross-functionally to implement improvements that enhance internal efficiency and client experience.