• Review and transfer part information from TRIX sheets into associated STEPQ events • Perform daily surveillance and validation of TRIX sheets to ensure: - Data accuracy and completeness - Timely updates and submissions - Inspector adherence to established protocols • Support data consistency efforts across 25+ programs • Assist with process improvement initiatives to reduce duplicate data entry through MICCS integration and automation opportunities • Support event and workflow management activities across Inspection, Audit, and Engineering services, including: Creation and management of events/service requests, LTE management and tracking, monitoring and correcting event stages: Closure/Completion, In-Progress, Escalations • Updating and assigning associated requirements and tasks

• Support daily cash management, liquidity monitoring, and payment processing (wires, checks, FX) • Perform bank reconciliations and investigate discrepancies • Support claims-related financial activities, including loss funds, payments, and reporting • Assist with reinsurance trust account administration and compliance requirements • Process accounts payable transactions and maintain payment records • Support regulatory reporting, audits, and internal controls • Contribute to process improvements, automation initiatives, and system enhancements • Maintain records such as check registers and support uncashed check operational processes to escheatment.

• Oversees daily line management responsibilities of assigned team • Serves as positive leadership and professional role model for all clinical administration staff • Responsible for effective resourcing, alignment, training and ongoing professional and technical development • Collaborates with clinical operations senior management and executive staff on strategic planning and business development • Acts as point-of-escalation regarding performance concerns and training needs • Manages staff, including interviewing and selection, performance management, coaching and mentoring

• Research and fetch complete contact details of leads—including Name, Email Address, Contact Number, LinkedIn URL, City, State, Country, and more, using tools such as Clay, ContactOut, Apollo, Hunter, Lusha, Snovio, and similar data sources. • Ensure all contacts in HubSpot are regularly updated, validated, and enriched with accurate and complete information. • Build, maintain, and optimize HubSpot automation workflows to ensure only relevant and qualified contacts remain in the CRM. • Support data hygiene tasks, including duplicate checks, segmentation, list cleaning, lifecycle stage updates, and contact scoring. • Collaborate closely with the Marketing Team to design and implement outbound email campaigns and configure them within HubSpot and Instantly. • Assist with report generation, dashboards, and CRM insights to support sales and marketing decision-making. • Maintain documentation of prospecting processes, workflow configurations, playbooks, and templates. • Work efficiently with distributed teams and proactively communicate progress, blockers, and improvements.