• Review, manage, and resolve CH Back-End–tagged tickets in a timely and accurate manner. • Assist with payoff quote requests from CH and lenders. • Process account closure endorsements end-to-end, including both Self-Serve and internal requests. • Handle account-closing–related unblock requests. • Post manual payments accurately and in compliance with internal controls. • Prepare bi-weekly reconveyance requests for audit review. • Submit bi-weekly reconveyance requests to ProTitle following audit approval. • Review and clear OFAC-blocked LIDs in accordance with regulatory requirements. • Manage flood insurance renewals and Letters of Lender (LOL) end-to-end. • Manage Homeowners Insurance (HOI) renewals end-to-end for condo accounts. • Coordinate with Flood and HOI agencies to resolve coverage, renewal, and compliance issues. • Conduct outbound calls to CH, lenders, and Flood/HOI agencies to resolve issues, obtain documentation, and provide status updates. • Manage and support Level 1 Customer Support Specialists, providing guidance, escalation handling, and quality oversight as needed.

• Join team as Remote Life Insurance Producers • Assist clients with securing benefits • One-on-one training to set you up for success • Continued mentorship with senior managers

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans. • Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices. • Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions. • Foster trust and rapport with clients through your outgoing personality and cooperative attitude. • Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

• Conduct quality assurance reviews to identify opportunities for improvement or potential compliance-related deficiencies within retail insurance • Communicate with stakeholders and consult on implementation plans to ensure the firm’s high-quality standards are achieved