• Provide easy and low-effort policy servicing experience to Independent Agents via their preferred method of communication (IB calls, OB calls, Chats or Emails) • Serve as a billing, technical, underwriting and technical support expert • Learn new skills and software to best support agencies • Master multi-tasker • Continually provide feedback to the rest of the Branch team to improve our IA experience • Live into our Root of *Pick up the Phone* to give a world-class Agency experience • Work in a collaborative, fast-paced environment with a team • Advanced understanding and ability to interpret policy language • Embrace Branch’s culture and focus on the importance of social responsibility. • Everyone at Branch is responsible for meeting legal, economic, and ethical standards.

• Triage or respond to second level Zendesk support tickets within SLA guidance • Answer incoming calls from our clients, patients, and pharmacies • Handle more complex technical troubleshooting and sensitive situations • Problem solve and de-escalate • Effectively escalate tickets past the tier 2 queue if required • Work cross functionally with other teams when required to solve an issue • Vet and submit JIRA tickets for Engineering and Operations teams

• Serve as the primary point of contact for Tradeify.co traders and customers, owning interactions from start to resolution through all support channels, including live chat, email, and Discord. • Accurately identify, assess, and efficiently resolve a wide range of inquiries, spanning from general account questions to more complex technical and operational issues related to trading platforms, data feeds, and execution. • Use technical ability to master trading platforms, internal tools, and proprietary systems, maintaining in-depth product knowledge through ongoing education. • Skillfully troubleshoot incoming inquiries, determining severity, and escalating to appropriate internal teams such as Compliance, Operations, and Technology when necessary, ensuring prompt resolution and diligent follow-up. • Make every trader interaction complete, using empathy as well as knowledge to provide white-glove care. • Actively participate in improving Tradeify.co’s trader-focused Learning Center and our internal knowledge bases to promote self-service capabilities for traders. • Contribute to team goals by focusing on customer satisfaction (CSAT), Quality Assurance, and overall response times. • Educate both existing and potential traders in their understanding of how Tradeify.co works. • Participate in beta testing new features and contribute to the overall growth and innovation of the company through idea generation and active participation in collaborative team projects. • Monitor trading systems for common issues and proactively identify potential problems that could impact the trader experience or operational flow. • Adhere strictly to all internal guidelines, compliance procedures, and industry best practices to ensure a secure, transparent, and trustworthy trading environment. • Potentially assist with data accuracy and reconciliation tasks as needed to support robust trading operations.

• Serve as the primary point of contact for Tradeify.co traders and customers, owning interactions from start to resolution through all support channels, including live chat, email, and Discord. • Accurately identify, assess, and efficiently resolve a wide range of inquiries, spanning from general account questions to more complex technical and operational issues related to trading platforms, data feeds, and execution. • Use technical ability to master trading platforms, internal tools, and proprietary systems, maintaining in-depth product knowledge through ongoing education. • Skillfully troubleshoot incoming inquiries, determining severity, and escalating to appropriate internal teams such as Compliance, Operations, and Technology when necessary, ensuring prompt resolution and diligent follow-up. • Make every trader interaction complete, using empathy as well as knowledge to provide white-glove care. • Actively participate in improving Tradeify.co’s trader-focused Learning Center and our internal knowledge bases to promote self-service capabilities for traders. • Contribute to team goals by focusing on customer satisfaction (CSAT), Quality Assurance, and overall response times. • Educate both existing and potential traders in their understanding of how Tradeify.co works. • Participate in beta testing new features and contribute to the overall growth and innovation of the company through idea generation and active participation in collaborative team projects. • Monitor trading systems for common issues and proactively identify potential problems that could impact the trader experience or operational flow. • Adhere strictly to all internal guidelines, compliance procedures, and industry best practices to ensure a secure, transparent, and trustworthy trading environment. • Potentially assist with data accuracy and reconciliation tasks as needed to support robust trading operations.