• Serves as the initial point of contact for customers seeking financial guidance related to retirement, personal insurance, savings and investment options. • Triage inbound calls and place prospects with financial planning and retirement planning advisors. • Handle calls from new customer prospects (via phone, video, email, etc.) to introduce the Advice Center and match customers with the appropriate advisor; refer complex inquiries to higher level staff. • Guide customers through the Transamerica customer experience; gather information and create customer profiles in order to identify and assess needs. • Schedule appointments with advisors for simple/routine customer requests. • Facilitate two-way communication with the advisor team to ensure customer needs are addressed in a timely manner. • Keep abreast of product offerings to better identify the value proposition to customers.

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Housing Coordinator SCHEDULE: Tuesday - Friday 10:30am–7:30pm EST , Saturday 9am-6pm EST PRIMARY PURPOSE: To coordinate customized temporary housing solutions for displaced policyholders in a fast-paced, service-driven environment. This role demands strong communication, research, negotiation, and multitasking skills to ensure insureds are matched with suitable like, kind, and quality accommodations. The Housing Coordinator serves as both a client advocate and housing specialist—blending empathetic support, strategic property research, and lease coordination to secure safe, comfortable, and comparable housing while delivering an elevated service experience with urgency and professionalism. ESSENTIAL FUNCTIONS and RESPONSIBILITIES - Support and promote Sedgwick’s mission, strategic vision, and value proposition to adjusters and policyholders. - Serve as a key point of contact for policyholders during their relocation, ensuring consistent communication, clear expectations, and empathetic support. - Qualify housing needs by gathering details about the insured’s lifestyle, household makeup, accessibility needs, pet considerations, and preferred amenities. - Conduct detailed market research using listing platforms, vendor databases, and internal tools to locate viable, like-kind-and-quality housing options. - Collaborate with corporate and independent housing vendors, landlords, and leasing agents to secure short-term rentals under time-sensitive circumstances. - Apply negotiation skills to secure favorable lease terms, maximize policy benefits, and stay within Additional Living Expense (ALE) guidelines. - Customize housing options that align with both policy coverage and the insured's expectations—balancing budget, availability, and quality. - Maintain high touch service throughout the policyholder’s stay, proactively resolving issues and supporting lease extensions, furniture adjustments, and service needs. - Draft and review lease agreements and related documents with attention to detail and policy compliance. - Enter and maintain accurate data in housing databases, CRM tools, and internal platforms. - Stay informed of local rental trends, landlord regulations, and insurance housing best practices to advise clients and partners effectively. - Handle multiple claims and assignments at once with professionalism and urgency. - Serves as the point of contact for VIP clientele. ADDITIONAL FUNCTIONS and RESPONSIBILITIES - Performs other duties as assigned. - Supports the organization's quality program(s). QUALIFICATIONS Education & Licensing Bachelor's degree or equivalent from an accredited college or university preferred. Experience Two (2) years experience in inside sales, customer service, or account management. Previous experience in insurance, temporary housing, corporate lodging, or real estate strongly preferred. Skills & Knowledge - Exceptional verbal and written communication skills; capable of calming distressed clients with professionalism and compassion. - High emotional intelligence with the ability to adapt tone and approach to diverse client situations. - Proficient in Microsoft Office Suite (Word, Excel, Access) and adept at learning new housing and CRM platforms. - Advanced internet research capabilities to locate viable rental properties in limited markets. - Detail-oriented and organized with strong documentation habits. - Ability to multitask in a fast-paced environment with shifting priorities. - Negotiation and relationship management skills with vendors, property managers, and landlords. - Solutions-oriented mindset with a focus on timely, proactive service delivery. - Experience coordinating accommodations for high-net-worth clients or large-loss claims is a plus. - Bi-lingual English/Spanish a plus. WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical: Computer keyboarding, travel as required Auditory/Visual: Hearing, vision and talking NOTE: Credit security clearance, confirmed via a background credit check, is required for this position. The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $17-$18/hr. Always accepting applications. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

• Drive the organization's strategy and tactical execution, aligning customer conversations to their cybersecurity and risk management objectives. • Act as a trusted advisor and subject matter expert in the SecurityScorecard platform and cybersecurity risk domains. • Drive retention and expansion within your account portfolio, including accurate forecasting and close collaboration with internal sales teams. • Identify opportunities to increase customer value through platform adoption, new use cases, and expanded engagement. • Collaborate with CS and Sales leadership to improve the customer journey and refine tools, templates, and best practices. • Share insights and solutions with peers to tackle new customer challenges and drive collective team success. • Represent the voice of the customer in product feedback and service delivery discussions. • Build and nurture relationships across the entire client organization, from daily users to C-suite, in 1:1 and group settings, facilitating executive-level connections to foster account growth.

• Customer Engagement & Support o Serve as the primary clinical contact for assigned post-implementation accounts. o Provide timely responses to customer inquiries and proactively follow up to ensure satisfaction. o Deliver customer-facing presentations and training as needed. • Cross-Functional Collaboration o Partner with Sales and professional services to develop strategies that enhance customer experience. o Collaborate with the Implementation Team, Technical Support Center (TSC), and Global Complaint Management (GCM) to ensure coordinated post-go-live support. • Support Data Analytics Program o Ability to analyze infusion data o Ability to analyze and interpret clinical reports across multiple infusion platforms o Present data analysis and strategies to customer stakeholders to improve outcomes • Performance Monitoring & Strategic Insights o Create, implement, and monitor key performance indicators (KPIs) that drive long-term customer success. o Provide clinical expertise to enhance the customer experience in support of customer satisfaction initiatives • Tools & Documentation o Develop customer-facing tools, templates, and status reports for leadership and Professional Services. o Maintain accurate and timely documentation of customer interactions, communications, and complaints in the business automation system. • Product Expertise o Maintain a deep understanding of ICU Medical’s infusion products and services to provide expert guidance and support. o Strong clinical practice background Customer Success Nurse Consultant