• Provide best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts to achieve business growth and customer retention. • Develop and manage effective primary relationships with primarily advisors, and channel relationships through frequent contact, proactive touchpoints, proactive phone calls, professional negotiation, responsive communication, and problem resolution. • Provide plan design consulting services as needed. • Act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. • Drive client retention by providing value added information to advisors and delivering information such as plan reviews through virtual meetings. • Coordinate the installation of assigned new groups with the advisor and plan sponsor and channel relationships.

• Promotes BeOne’s Hematology products through calls on targeted physicians in assigned territory. • Implements sales, marketing and patient support programs. • Trains and educates physician support staff on the proper use of BeOne’s Hematology products. • Maintains communication and integrates activities with BeOne’s Market Access Team. • Identifies customer changes and ensures appropriate resources are allocated. • Performs administrative functions including reporting call activity and customer information, and submitting expenses.

• Manage investigative files from assignment through invoice, including coordinating and overseeing providers conducting work on assigned cases to ensure timely completion and adherence to client requirements. • Review new files, confirm objectives, and request additional information as needed • Schedule assignments in accordance with client specifications and turnaround times • Provide timely client updates and acknowledgements in a clear and concise manner • Ensure accurate documentation, billing, and case notes in the case management platform • Proof files for accuracy and completeness • Monitor dashboards, due dates, and hard due files • Respond promptly to internal and external communications • Collaborate with providers, clients, and other departments • Assist the Director with special projects and analysis

Account Specialist About the Role: Nuvant is seeking Account Specialists to join our team. In this role, you’ll support individuals and small businesses by helping them understand and access personalized financial solutions. You’ll manage inbound and outbound communications and offer thoughtful recommendations based on the client’s goals. Core Responsibilities - Proactively reach out to clients and handle inbound inquiries - Discuss client goals and align solutions accordingly - Provide clear explanations of services and next steps - Track activity and maintain up-to-date records in CRM - Support retention efforts through ongoing communication Qualifications - High school diploma or college degree preferred - Prior experience in sales, lead generation, or customer service roles a plus - Results and goal oriented - Able to work independently in a work from home environment What We Offer - Competitive base salary plus performance-based bonuses and incentives. - Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off. - A work from home environment with flexible scheduling options - Ongoing training and support