• Focusing on member engagement, complete scheduled shifts for: • Member calls, chats, and internal referrals into CCP • Targeted outreach shifts to engage at-risk members into CCP • Use autodialer tooling for targeted outreach to the eligible population • Manage and triage related care plan task queues • Coordinate care for members and their families/caregivers, as identified by the clinical team* • Recommend benefits available to members through their employers (benefits navigation) • Initiate related cases (e.g., Provider Match, Concierge Referrals, Expert Medical Opinion, Claims), as identified by the clinical team • Complete administrative tasks such as: • Compose letters and mailings to members and providers • Obtain medical releases and records • Triage callback tickets, referrals, and escalations • Monitor email referrals and communications • Monitor and manage portals, such as Ovia and ACM insurance feeds • Attend huddles when requested • Attend ongoing training and courses to stay current with new developments in healthcare • Comply with organizational guidelines and healthcare laws and regulations • Other duties, as assigned

• Raise and distribute multi-entity customer invoices through Sage Intacct; monitor aged debtors and conduct proactive email credit control, escalating complex accounts to sales reps or the CFO where necessary • Manage the AP inbox, processing and GL-coding supplier invoices using Lightyear automation; prepare multi-currency payment runs (BACS, international transfers) and execute statement reconciliations • Perform regular bank reconciliations across multiple entities and currencies, supporting daily cash flow monitoring and assisting with the ongoing consolidation of legacy accounts into HSBC • Reconcile corporate credit card receipts and audit internal employee expense submissions to ensure compliance with company workflows and accurate tax treatment • Assist the wider team with month-end close activities (including AR cut-offs and journal postings), prepare documentation for external audits, and support integration tasks for newly acquired entities