• Successfully complete all required certifications to represent state-specific and national insurance carriers. • Support early outreach efforts to new members by making outbound and outreach calls with members to introduce WTW. • Spend approximately 80% of your scheduled shift during AEP (Oct-Dec) engaged in phone conversations with participants. • Use a consultative sales approach to listen to and assess each Medicare eligible participant’s need. • Clearly explain the costs and benefits of multiple insurance plans using an empathetic and professional communication style. • Maintain professionalism and patience with each caller. • Collaborate with team members and contribute to a positive, diverse call‑center environment.

• Manage All Leads from assigned clients In Highlevel. • Properly follow up with all Leads from assigned clients. • Must show tact when in conversation with prospects. • Must never discuss price in during lead engagement. • Must be persistent in your approach. • Must follow proper documentation and reporting. • Must properly communicate any issues, bottlenecks, or trends. • All leads are called twice within 5 minutes. • All incoming text messages are replied to within 5 minutes. • All Leads are tagged properly based on the situation. • A minimum 50% of Leads book an appointment. • A minimum 40% of Leads Show to the consultations. • All power dialers are cleared 2 times per day following the assigned call schedule. • All scheduled callbacks are called at the appropriate time.

• Develop and implement data-driven marketing strategies tailored to client needs • Collaborate with clients to understand their business needs and objectives • Communicate insights and reports on performance • Develop and maintain strong client relationships • Work with the Client Strategy Manager to manage multiple client accounts • Upsell and cross-sell additional services to clients

• Perform DRG Clinical Validation reviews to ensure diagnoses are accurate, supported, and compliant • Evaluate medical records, diagnostic findings, and treatment plans using evidence-based guidelines • Produce clear, concise clinical summaries and determinations within established turnaround times • Identify opportunities for improved documentation, coding accuracy, and cost containment • Conduct readmission and level of care reviews, including outlier and appeal cases • Collaborate with internal teams and, when needed, engage with providers to support clinical findings • Contribute to quality assurance initiatives and ongoing program development.