• Deliver high-quality, patient-centered, virtual-first primary care to patients across the United States through video visits, live chat, and secure messaging • Conduct comprehensive virtual assessments, diagnoses, and evidence-based treatment planning for patients across various ages and backgrounds • Managing and coordinating care for chronic conditions • Providing preventive care, wellness counseling, and health education to promote holistic well-being • Ordering and interpreting diagnostic tests and lab results • Prescribing medications in accordance with state and federal regulations • Handling referrals and prior authorizations • Completing administrative tasks including documenting tasks and communications in the electronic medical record (EMR) • Completing compliance, CME, and licensing tasks in a timely manner • Maintaining up-to-date clinical knowledge and processes • Participating in clinical quality and process improvement initiatives • Meeting or exceeding established performance standards related to patient satisfaction, documentation, response time, clinical quality metrics, and productivity benchmarks • Serving as a collaborating physician for assigned Nurse Practitioners, providing oversight and mentorship consistent with applicable state laws • Maintaining compliance with HIPAA and confidentiality standards • Taking on other duties as assigned

• Support care navigation across the continuum of cancer by facilitating guideline-aligned treatment, symptom tracking, and member re-education. • Collaborate with RNs, providers, and interdisciplinary teams to ensure care plans, referrals, and authorizations are coordinated and care transitions are smooth. • Assist with clinical trial participation, manufacturer assistance programs, and identifies grants or foundations to provide insight and guidance to the team and our members. • Review active infusion medications to coordinate with external resources for infusion services, help with claim reviews, and manage administrative tasks, all while maintaining your own caseload of members and following up per each member's unique cadence. • Maintain regular contact with assigned oncology members via phone, text, email, and video calls to provide follow-up and support. • Assist and coordinate with the RN in member care delivery by communicating with providers and pharmacies and facilitating referrals to third-party infusion services for cost containment. • Identify, coordinate, and facilitate referrals to infusion services, clinical resources, or supportive care programs. • Address social determinants of health (SDOH) affecting members’ access to care, adherence, and overall well-being. • Provide education and guidance on treatment logistics, medication access, and community or program resources, reinforcing physician-directed care. • Provide emotional support and connect members to counseling, support groups, survivorship resources, and other supportive services. • Collect, document, request, and send member information in the EHR per HIPAA; escalate clinical concerns to the RN as appropriate. • Track member interactions and support the RN in meeting enrollment, engagement, and quality metrics. • Collaborate with the RN and interdisciplinary team to ensure members receive timely, coordinated oncology care.

• Communicate with customers to understand their needs and provide available product information. • Assist in developing relationships with new and existing customers across multiple product lines. • Support daily office operations, including documentation, scheduling, and follow-up activities. • Participate in marketing efforts to promote awareness within the community. • Maintain accurate records and ensure a consistent customer experience. • Collaborate with team members to achieve office objectives.

• The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. • The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. • The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. • Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. • Prepare Fiduciary Plan (Design) Review for meetings and delivery. • Prepare Provider Review for meetings and delivery. • Plan design and proposal preparation. • Facilitate and navigate plan changes, including plan design, fund changes, etc. • Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process. • Transitioning clients – collaborate with advisors to ensure a seamless transition process. • Answer inquiries regarding the plan from plan administrators/sponsors and participants. • Ensure strong client satisfaction and retention from plan administrators/sponsors. • Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.