Role Description As a Reimbursement Services Representative, you will support timely, accurate billing by confirming coverage details, resolving missing information, and keeping patient accounts current in a fully remote setting. This role exists to reduce reimbursement delays and ensure patients and payers have clear, correct documentation. - Confirming insurance eligibility via phone and online portals - Contacting patients to obtain updated insurance details - Updating accounts with correct coverage and related invoices - Managing assigned queues, reports, emails, and denial documentation - Sending termination letters when patients cannot be reached and processing returned mail Qualifications - Strong attention to detail and clear written communication - Professional, empathetic customer service and phone presence - Self-motivated, organized, and comfortable working independently A Typical Day Your day begins by reviewing paper denials received by mail and organizing them for follow-up. You’ll move between online payer portals and phone calls to confirm current coverage, then document updates in the patient record so billing details align with the latest information. Throughout the day, you’ll rotate through email, system reports, and work queues to keep items moving and prevent aging accounts. When patients are difficult to reach, you’ll prepare and mail required termination letters, then log and route any returned mail appropriately. The pace is steady and detail-driven, with clear priorities and frequent documentation touchpoints. Benefits - Medical, Dental, and Vision coverage - Life Insurance - Access to a 401(k) - Paid Time Off - Competitive Salary

• Deliver comprehensive support to FraudCapture® clients • Conduct user training sessions and develop help documentation • Promote strong customer engagement • Act as first point of contact for issues and escalations • Perform initial troubleshooting for reported issues • Maintain routine communication with clients

• Client Leadership + Strategic Advisory • Account Management: As the main point of contact for clients, you are responsible for the overall success and strategic management of client accounts. • Strategy: Serve as a senior strategic advisor to clients, building trusted relationships with executive stakeholders and guiding long-term partnership growth. Lead high-stakes client communications, issue management, and strategic decision-making. • Performance: Oversee campaign performance analysis and provide strategic recommendations based on data, reporting, and audience insights. Ensure campaigns deliver measurable impact aligned with client KPIs and business objectives. • Client Deliverables: Oversee the development of client deliverables, including memos, presentations, creator briefs, and campaign messaging, while providing guidance and editorial oversight to junior team members. • Business Operations: Oversee client budgets, contracting, and invoicing to ensure operational accuracy and alignment with client scope and budget parameters. • Cross-Functional Leadership • Cross-Department Coordination: Partner cross-functionally with teams across strategy, business development, talent management, production, distribution, and measurement to deliver integrated campaigns. • Processes: Improve internal systems, workflows, and operational processes to support scalable growth. • Internal Leadership: As a member of senior leadership, help shape team culture, operational processes, and the continued growth of Palette. • Business Development + Industry Leadership • New Business: Support agency growth through participation in pitches, proposals, and strategic business development initiatives. • Upsell Opportunities: Identify opportunities to expand existing client relationships and drive long-term account growth. • External Events: Represent Palette externally through thought leadership, speaking engagements, industry events, and relationship-building. • Thought Leadership: Contribute to Palette’s perspective on the evolving creator economy, digital culture, and internet influence.

• Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors • Prepare documentation and provide updates to IAs in preparation for client meetings • Create reports for analysis of client accounts and communicate with customers to provide mentorship • Submit marketing pieces for approval and maintain marketing materials • Familiarize and adhere to compliance requirements and provide high level of client service • Deliver the 'gold standard' client experience at every interaction • Use insights to continually improve individual and team performance for clients