• Act as the primary author on underwriting guidelines and related materials on assigned products. • Complete guideline gap analyses to develop new products and identify gaps between existing products and marketplace for management review. • Initiate the guideline update process by gathering information, presenting recommendations for review, updating related documents, and coordinating with pricing and product development to ensure accurate and timely deployment. • Maintain guidelines across multiple origination channels, ensuring consistency and leaving only gaps that are intended. • Conduct credit training related to new product rollouts and updates as needed. • Assist scenario, exception, underwriting, and post-closing teams to address and resolve any ambiguities that exist within the guidelines and identify frequent exception requests for future guideline consideration. • Develop and maintain a set of frequently asked questions and responses, which can be used to identify potential guideline clarifications and/or enhancements, and opportunities to better train sales and/or underwriting teams. • Additional ad-hoc responsibilities as needed.

- Conduct comprehensive assessments of individuals to identify behavioral needs and goals. - Develop individualized behavior intervention plans (BIPs) based on assessments and clinical data. - Implement and supervise the implementation of BIPs in various settings, including clinic, home, school, via telehealth. - Monitor and analyze data to assess the effectiveness of interventions and make necessary adjustments. - Provide training and supervision to behavior technicians and other team members. - Collaborate with multidisciplinary teams, including speech therapists, occupational therapists, and educators, to ensure a holistic approach to treatment. - Maintain accurate and up-to-date client records and progress reports. - Stay current with the latest research and best practices in the field of applied behavior analysis (ABA). - Other duties as assigned.

Role Description This role is central to ensuring exceptional client experiences through the seamless delivery of professional services and client-focused solutions. The Service Delivery Associate manages projects from initiation to completion, coordinating internal teams and external vendors to meet client expectations and company standards. Acting as the main point of contact for assigned accounts, the role fosters strong relationships, provides consultative support, and ensures timely execution of deliverables. With a focus on quality, compliance, and efficiency, this position contributes directly to client satisfaction and operational excellence. It offers a collaborative, fast-paced environment where adaptability, attention to detail, and proactive problem-solving are key to success. The role also supports the sales team by providing insights, updates, and recommendations that enhance client engagement and drive business growth. - Serve as the primary point of contact for clients on assigned accounts, building strong, consultative relationships. - Oversee and coordinate projects across all stages of service delivery, ensuring alignment with client expectations, company standards, and contractual obligations. - Collaborate with internal teams and external vendors to plan, execute, and monitor client deliverables, including electronic filings, document production, and reporting. - Provide timely updates and communication to clients regarding project progress, timelines, and issue resolution. - Identify operational inefficiencies and recommend process improvements to enhance workflow, scalability, and service quality. - Support sales initiatives and client presentations by providing operational insights and assisting with project planning. - Participate in training and professional development to stay current on emerging platforms, tools, and industry best practices. Qualifications - 5+ years of experience in client services, post-sales support, professional services, consulting, project management, or account management. - Strong knowledge of regulatory filings, document production, and transactional workflows, with experience in SaaS platforms or financial services tools preferred. - Proven ability to manage multiple projects simultaneously, prioritize tasks, and meet deadlines under pressure. - Excellent verbal and written communication skills, including client-facing presentations and reporting. - Demonstrated problem-solving skills with the ability to drive solutions and maintain high-quality outcomes. - Highly adaptable, independent, and collaborative, with strong organizational and multitasking abilities. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, PowerBI), Salesforce, and other proprietary software platforms. Benefits - Competitive salary and performance-based incentives. - Comprehensive medical, dental, and vision coverage. - Flexible work environment with remote work options. - Paid time off and holiday leave. - Opportunities for professional growth and ongoing training. - Retirement plan with employer contributions. - Wellness programs and additional voluntary benefits, including insurance and employee support resources.

100% Remote | Flexible Schedule We are a mission-driven organization dedicated to helping individuals and families secure meaningful protection. We’re currently seeking coachable, self-motivated professionals looking for a flexible remote career with strong growth potential. Key Responsibilities ● Build trust-based client relationships ● Conduct virtual consultations and full-cycle presentations ● Identify coverage needs and recommend tailored solutions ● Utilize company-provided digital tools to manage workflow Qualifications ● Strong English communication skills (written & verbal) ● Basic computer proficiency (Zoom, email, CRM tools) ● Self-disciplined and reliable in a remote environment ● Passion for helping others What We Offer ● Fully remote work environment ● Comprehensive training program ● Ongoing mentorship and leadership support ● Performance-based earnings ($50K–$85K+) ● Advancement opportunities