• Conduct comprehensive telehealth assessments for older adults with chronic and complex conditions • Identify clinical risks and gaps in care across diagnoses, medications, and recent utilization • Oversee patient care plans in partnership with healthcare advocates, addressing both medical needs and social determinants of health • Collaborate with therapists and care teams to ensure physical health is fully integrated into ongoing care

• Handling inbound calls and providing financial education. • Answering complex questions, investment and payment options available to plan participants. • Offering guidance on appropriate tools and services. • Providing information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules. • Working independently to troubleshoot and research issues, and develop solutions. • Processing transactional support to plan participants. • Focusing guidance on qualified and non-qualified retirement plan benefits.

• Accurately label and rank machine learning data with advanced proficiency in Chinese, ensuring data integrity and quality. • Scrutinize and rectify any inaccuracies in language data (may include text, image, JSON, TSV/CSV, Markdown), maintaining the highest standard of data accuracy. • Efficiently complete reading and text-based assignments, with high attention to detail. • Evaluate and complete tasks, assessing which responses in Japanese best conform to project guidelines. • Identify and suggest opportunities for improving data quality and model performance in Japanese language tasks. • Collaborate and communicate effectively, providing feedback to cross-functional team members, particularly on Japanese language-related matters. • Maintain meticulous attention to detail while performing repetitive and precise tasks, particularly when working with language data.

• Submit fee schedule requests to Medicare, Medicaid, and commercial payers (e.g., BCBS, UHC, Aetna, Cigna) across NY, NJ, CA, TX, FL, PA, CO, WI, WA, MD, and MO. • Follow up persistently with payer representatives by phone and email to obtain written copies of confirmed rates and resolve information gaps. • Verify that all requests include the correct CPT codes, provider NPIs, tax IDs, and any other payer-required identifiers to ensure accurate and timely fee schedule retrieval. • Log detailed, accurate status updates in our tracking systems in real time so the internal team always has current visibility. • Flag discrepancies, missing rates, or unusual findings clearly, with enough context for the team to act. • Collaborate with credentialing and billing team members to prioritize requests and escalate stalled items.