• Own inbound/outbound leads flow for all U.S. based customers respond, qualify. • Execute targeted outbound campaigns via calls, emails, and digital outreach. • Run structured discovery calls to assess fit across the 908 Devices portfolio. • Maintain accurate Salesforce data and coordinate with contract-vehicle/partner routes. • Create and send quotes; track orders from quote through PO/process completion. • Identify customer friction and escalate to Field Sales or Customer Success.

• Establish an in-depth understanding of our products and processes and how agents/brokers interact with these products and processes • SLA metrics for Broker Retention and cross sell additional lines of coverage • Maintain increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers • Creating and maintaining spreadsheets for large group sales proposals • Work in tandem with Sales Executives to effectively service agents/brokers and to encourage them to maintain and grow their clients’ business including renewals by: • Conducting regular follow-up calls to agents/brokers as well as large group employers, both in office and on-site to maintain current accounts and market our services • Providing information on carrier administrative procedures and product availability, and direction in selecting appropriate group products • Pre-screening individuals and groups for medical conditions to determine suitable products and risk adjustment factors on premium rates • Assisting agents/brokers in presenting our products to clients by attending client/broker meetings and enrollment meetings as needed • Adhere to BenefitMall confidentiality standards of information • Resolve conflicts, solve problems, and provide feedback to management

• Respond promptly to customer inquiries and complaints, delivering appropriate solutions and ensuring follow-up and resolution within agreed timeframes. • Build lasting relationships with customers through open, engaging, and proactive communication. • Maintain detailed records of customer interactions, including issue tracking, account updates, and documentation. • Coordinate the shipment of materials and equipment to clients. • Generate and prepare professional documents, reports, and correspondence as needed. • Answer and direct customers from the general inquiry line to appropriate team members. • Collaborate with internal departments to ensure customer needs are met and expectations exceeded. • Use appropriate tools and systems (e.g., CRM platforms) to access and provide accurate product and service information.

• Support customers via phone, email, and chat • Solve inquiries and manage requests efficiently • Deliver excellent customer experience in a fully remote environment • Maintain high customer satisfaction and positive brand representation