• Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners • Lead the full sales cycle from qualification to close, consistently exceeding revenue targets • Serve as the primary point of contact for clients throughout the transaction process • Review and approve all client documents for accuracy and compliance • Communicate complex federal tax code implications in a clear, compelling manner • Develop and refine policies, procedures, and sales processes to increase close rates • Implement strategies to convert qualified leads into long‑term clients • Collaborate with internal teams to ensure seamless client service and satisfaction • Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings • Document all activities, communications, and deal progression in the CRM for accurate reporting

Department: 13298 Enterprise Revenue Cycle - Eligibility: Illinois Status: Full time Benefits Eligible: Yes Hours Per Week: 40 Schedule Details/Additional Information: Schedule: Virtual position. Standard hours are 10:30 AM–7:00 PM, with one weekday off (Tuesday or Thursday). Every other weekend is required (8:00 AM–5:00 PM). Schedule determined at hire. No holidays. Pay Range $22.90 - $34.35 Major Responsibilities: - Calculates and provides patients with personalized estimates of their financial responsibility based on their insurance coverage prior to service. - Communicates patient liability clearly and accurately while adequately explaining concepts such as deductibles, coinsurance, and/or copayments and how they may affect the cost of care. Explains how non-covered and out-of-network services factor into the out-of-pocket cost. - Requests upfront payment toward self-pay amounts, including estimated out-of-pocket costs and outstanding previous balances. Establishes payment arrangements in advance of scheduled services when applicable, communicating due dates and the amount of each installment. - Interviews uninsured patients to assess for qualifying financial needs. Identifies available assistance programs and coordinates with patient to complete paperwork and applications for any potential coverage(s). Continues follow-up efforts to obtain a funding source for patient’s health services. - Initiates credit scoring to determine each patient’s eligibility for Medicaid, hospital-sponsored charity care, and other programs through a comprehensive patient interview. - Works in conjunction with state social worker and/or outside eligibility vendor to assist in the appropriate completion of Medicaid applications, ensuring this funding source is maximized based on patients’ eligibility. - Demonstrates working knowledge of insurance benefits, insurance companies, and Marketplace insurance options, and stays informed of other payer sources entering the markets. - Educates physician office/patient on the organization’s applicable policies such as Financial Assistance Policy, Patient Financial Responsibility, Non-Covered Services, and Deferral of Care. Coordinates with provider office to determine scheduling options based on the need to secure funding and clarify patient’s financial responsibility. - Stays current on regulations and eligibility requirements for government funding, especially Medicare and Medicaid. Understands and complies with all internal charity care policies and processes. Understands, complies with, and can articulate federal regulations around 501R. Performs in a HIPAA-compliant manner with all pertinent patient interviews, including management of demographic data, topics discussed, and actions taken. - Collaborates with peers in the operational flow for uninsured patients or patients that are concerned about costs for upcoming services. Serves consumers in various settings, including virtual, bedside, Emergency Department room, clinic exam room, Urgent Care, consult space, or a Financial Resource Specialist office. Licensure, Registration, and/or Certification Required: - None Required. Education Required: - High School Graduate, or - Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED). Experience Required: - Typically requires 2 years of experience in Patient Access, health care, insurance industry, or in a customer service setting. Knowledge, Skills & Abilities Required: - Ability to communicate clearly and proactively to management about issues involving customer service and process improvement opportunities. - Ability to articulate explanations of HIPAA and EMTALA regulations as they relate to all patient interactions within the operational flow involving the Financial Advocate, either virtually or in person. - Has solid knowledge of how various types of insurances operate related to denials and appeals processes. - Basic medical coding knowledge. - Understanding of insurances, billing and denials - Ability to use a combination of scripted notes and clear, written communication when documenting in patients’ accounts. Physical Requirements and Working Conditions: - This position requires travel, therefore, will be exposed to weather and road conditions. - Operates all equipment necessary to perform the job. - Exposed to a normal office environment. - Must be able to sit a majority of the workday - Occasionally lift up to 10 lbs. This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties. Our Commitment to You: Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including: Compensation - Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training - Premium pay such as shift, on call, and more based on a teammate's job - Incentive pay for select positions - Opportunity for annual increases based on performance Benefits and more - Paid Time Off programs - Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability - Flexible Spending Accounts for eligible health care and dependent care expenses - Family benefits such as adoption assistance and paid parental leave - Defined contribution retirement plans with employer match and other financial wellness programs - Educational Assistance Program About Advocate Health Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

Role Description The Associate Underwriter serves as a key liaison between brokers, medical and/or ancillary carriers and sales consultants, ensuring the efficient processing of new business submissions and benefit modifications. This role involves reviewing applications, identifying and resolving submission issues and facilitating communication between all stakeholders. By applying carrier underwriting guidelines and internal procedures, the Associate Underwriter ensures accuracy and compliance throughout the underwriting process up to approval. Strong attention to detail, problem solving skills, and the ability to manage multiple cases simultaneously are essential for success in this position. Overview of Responsibilities - Case Review - Review new case submissions and promptly communicate with brokers and sales consultants regarding requirements or special circumstances within service level expectations. - Request necessary documents as per the carrier guidelines and maintain ongoing/open communication with the broker and sales consultant throughout the underwriting process. - Acknowledge receipt of required documents and submit group applications to carriers clean and complete, in a timely manner. - Ensure accurate and timely completion of all necessary documentation for approvals, modifications, or withdrawals. - Provide brokers with updates on any processing delays and potential impacts on coverage or premium costs. - Maintain knowledge of carrier guidelines, forms, applications, submission deadlines, completion deadlines, and relevant technology systems. - Make applicable recommendations regarding underwriting guidelines to broker and/or sales executive as needed for submission processing. - Conduct quality reviews of own work prior to submission to ensure accuracy and compliance with company standards. - Process post-approval corrections on behalf of the group, as needed. - In some markets, oversee the installation of the case, including welcome package and submission to finance for approval. - Client Communication - Monitor the status of submissions and proactively follow up with brokers to ensure timely receipt of carrier requirements. - Analyze and request any applicable carrier requirements from broker within applicable timeline set by the carrier. - Assist brokers who have questions pertaining to carrier guideline clarification or submission processing. - Collaboration and Team Support - Provide backup support, desk coverage and assist other team members or departments as needed when requested by management. - Participate in knowledge-sharing and skill development. - Share observations and insights to contribute to process improvement discussions. - Maintain open communication with internal teams, brokers, and carriers to ensure efficient operations. - Perform related responsibilities and additional tasks as needed to support team and business operations. - Customer Service - Respond promptly to customer inquiries within established service level and provide exceptional service throughout the underwriting process. - Acknowledge urgent requests upon receipt. - Address client questions, concerns, or adjustments regarding their case submissions and work to resolve any issues in a timely manner. - Escalate any exception requests or escalated issues to a senior team member or manager. - Depending on the market, handle all customer service requests for the first 30 days post installation. - Expected Leadership Qualities - Treat all employees and internal/external customers with respect and support a positive and professional work environment. - Adhere to company policies, including those related to punctuality, attendance, workplace conduct and professionalism. - Adapt to change with a positive mindset and contribute to a supportive team environment. - Demonstrate strong judgment, integrity, and accountability in all aspects of job performance. - Complete assignments on time and proactively seek additional responsibilities when possible. Qualifications - High school diploma or equivalent required; advanced education preferred. - Previous underwriting experience or a related background is beneficial, minimum of 1 year. - Strong written and verbal communication skills. - Proficient using computer systems, office software, and data entry. - Strong planning, organizational, and time management skills. - Solid analytical and problem-solving abilities with a focus on attention to detail. - Ability to multitask and work effectively under pressure. Working Conditions - While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities. - Office-based or remote, depending on the employer’s structure. - Full-time, Monday to Friday, with company-assigned overtime during peak periods, holidays, and weekends as requested by management. - Minimal travel may be required for client meetings or training sessions. Compensation - Hourly Range: $25.59- $30.59 per hour. - Actual compensation may vary from posting based on work experience, education, and/or skill level. - The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. - The Company may ultimately pay more or less than the posted range. - This range may be modified in the future. - No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. - The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Benefits - Merit increases. - Paid holidays. - Paid Time Off. - Medical, dental, vision benefits. - Short- and long-term disability benefits. - 401(k) + match. - Life insurance.

• Build and formalize a structured monthly reporting package including full financial statements and department-level Budget versus Actual reports • Partner with department leaders to extract operational data and standardize reporting workflows • Develop scenario models to guide pricing, revenue, and program decisions • Provide board-ready financial presentations and insights • Manage multi-year capital expenditure budgets • Oversee project-level cash flow tracking and variance analysis • Review vendor contracts and monitor milestone-based spending • Maintain a rolling 13-week cash flow forecast to ensure liquidity planning • Maintain audit-ready financial records and oversee tax compliance coordination • Monitor loan covenant compliance and lender reporting requirements • Serve as the internal systems lead for accounting and financial management platforms, owning modules including A/P, A/R, billing, fixed asset schedules, and financial reporting • Improve data integrity across POS and accounting systems • Identify and automate manual reconciliation processes using reporting tools and Excel-based workflows • Lead annual insurance renewal processes • Partner with brokers to evaluate coverage and cost impact • Analyze premium shifts and their effect on the operating budget