• Insurance Claims Follow-Up & AR Management. • Follow up on unpaid claims over 30 days by contacting insurance companies via phone or portals. • Investigate reasons for delayed or denied payments and take appropriate action. • Submit required documentation such as medical records and primary EOBs to support claims. • Prepare and submit appeals for denied or underpaid claims. • Ensure all claims are resolved and paid within a timely manner (goal: before 60 days). • Track claim status and maintain accurate documentation of all follow-ups. • Work closely with internal team members to resolve billing issues efficiently.

• Manage and maintain executive calendars, including scheduling, prioritization, and coordination across stakeholders • Anticipate executive needs and act ahead of requests, preparing materials and context in advance • Coordinate complex travel arrangements, including itineraries, bookings, and logistics for meetings and events • Act as a primary point of contact between executives and internal/external stakeholders • Coordinate across time zones and manage complex scheduling constraints with senior stakeholders • Manage high-priority and time-sensitive requests, exercising strong judgment and discretion • Plan and execute team offsites, meetings, and events • Support special projects and cross-functional initiatives as needed • Maintain organizational documents such as org charts and distribution lists • Uphold a high level of confidentiality and professionalism at all times.

**Core Mission** Act as a force multiplier to the CEO. Your role is to remove bottlenecks, accelerate execution, and ensure key priorities move forward consistently—without the need for constant oversight. You will take end-to-end ownership of lead generation, outreach, research, and operational execution, driving impact across multiple areas of the business. **Executive Support & Operations** - Manage calendar, inbox, priorities, and follow-ups independently with minimal supervision - Ensure seamless communication with no missed deadlines or unresolved issues - Proactively identify needs and address problems before they arise **Lead Generation & Outreach** - Develop targeted lead lists utilizing tools such as Apollo, RocketReach, Hunter.io, and LinkedIn - Validate and cleanse data using ZeroBounce or comparable tools - Initiate and manage outbound campaigns through Lemlist or similar platforms - Monitor performance metrics and continually optimize campaign outcomes **Marketing & Campaign Execution** - Handle email campaigns from start to finish—including list building, copywriting, sequencing, and reporting - Compose or enhance messaging that encourages responses rather than just sending emails - Maintain CRM data cleanliness and ensure accuracy at all times **Research & Strategic Support** - Prepare briefs, research presentations, and partnership dossiers efficiently and accurately - Collect insights from various platforms and integrate them into actionable recommendations **Coordination & Execution** - Collaborate with vendors, legal teams, and internal departments to advance tasks - Manage contract preparation, follow-ups, and ensure timely completion - Oversee logistics for podcasts and events, including guest sourcing, outreach, scheduling, and setup

• Prepare and send travel quotes, confirmations, and documentation • Manage general administrative tasks and backend workflows • Keep internal systems and records organized and up to date • Support day-to-day business operations during busy and quiet periods • Respond to client inquiries via email and messaging platforms • Participate in WhatsApp group chats and respond on behalf of the business when needed • Provide timely, professional, and service-oriented communication • Ensure no client requests or follow-ups are missed • Research destinations, accommodations and experiences • Assist with itinerary preparation and travel-related logistics • Support flight-related admin, including check-ins and confirmations • Organize and maintain client information in the CRM (Zoho) • Ensure backend systems are accurate, structured, and easy to navigate • Help keep the business owner organized across tools and platforms • Assist with basic bookkeeping tasks using Xero (Nice-to-Have) • Support transaction tracking and financial admin (non-accounting role) (Nice-to-Have) • Help prepare records for future bookkeeping needs (Nice-to-Have) • Assist with light social media and email marketing during quieter periods • Contribute ideas or improvements if experienced in the travel industry • Potential to support shared administrative tasks for an additional business in the future (with transparency and agreement)