• Broker distribution and development • Interpreting and qualifying Requests for Proposals (RFP’s) • Experienced user of Salesforce.com • Ability to cold call prospects and brokers • Ability to present wellness solutions with a virtual format and the use of power point • Help to manage, implement, deliver, evaluate and improve all workplace wellness programs and resources • Ability to be consultative in all things well-being • Become expert in all ancillary wellness services that are offered and have the ability to provide strategic direction for prospects and current clients • Able to generate new leads via broker and direct to end user sales channels • Build and sustain positive relationships with the entire Wellness IQ staff • Ability to present and sell to consultants or employer groups of 50-1500 employees • Interact with staff, management and vendors to ensure operational efficiency and effectiveness • Frequent travel required

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs • Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals • Responsible for generating proposals for Group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and State Paid Family Medical Leave (PFML) clients in target market of 20-500+ lives in designated territory • Provide consultative analysis and recommendations to distribution channel partners and prospective clients • Construct and maintain a business plan for your designated territory based on sales and strategic initiatives • Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience • Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually • Coordinate and track client events, meetings, appointments, and conferences • Coordinate with the Regional Account Manager on the delivery of all proposals • Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

• Independently develop, implement, and manage comprehensive territory strategies • Apply advanced expertise in educational marketplace analysis, funding developments, and industry trends • Exercise significant discretion and independent judgment in developing and executing strategic territory plans • Leverage specialized knowledge of Amplify's solutions portfolio to independently assess complex customer needs • Develop and maintain long-term strategic partnerships with key educational stakeholders • Conduct independent analysis of territory trends, competitive landscape, and funding sources • Participate in strategic organizational initiatives • Independently manage all aspects of territory operations

Role Description Advantmed is seeking highly organized and detail-driven (Remote) Support Executives to support our In-Home Assessment (IHA) operations. This role is responsible for coordinating administrative workflows, member activities, and provider visit logistics to ensure smooth field execution. This role is heavily focused on coordination, data accuracy, and operational efficiency in a fast-paced healthcare environment. Work Schedule: - Shift Hours: 4:00 AM – 1:00 PM PST / 5:00 AM – 2:00 PM PST - Weekend Coverage: Occasional (1-2 weekends per month, as needed) Key Responsibilities: - Manage administrative workflows for member activities - Coordinate pre-visit preparation, routing, and post pre-visit documentation - Process and manage: - Member letters and communication workflows - Task routing and internal queues - Support provider-related operations, including: - Visit coordination logistics - Gift card tracking and handling processes - Perform routing and scheduling support for onshore provider visits using mapping tools - Maintain accurate records, trackers, and system updates - Assist in payroll preparation activities - Ensure timely task completion while maintaining high data accuracy standards Qualifications - 2+ years of experience in administrative support, dispatching, or customer service roles - Proficiency in Microsoft Excel and general computer applications - Experience using routing/navigation tools (e.g., MapQuest, Google Maps) - Strong attention to detail and organizational skills - Ability to manage multiple tasks and meet deadlines in a structured environment - Comfortable working early morning PST hours Requirements - Prior experience in a healthcare or medical environment - Familiarity with care coordination or provider operations workflows - Experience handling sensitive data in a HIPAA-compliant environment Core Competencies - Detail orientation and accuracy - Time management and prioritization - Process adherence and accountability - Strong coordination and communication skills - Adaptability in a fast-paced, remote work environment Work Environment & Requirements - Fully remote role within the U.S. - Stable internet connection required - Ability to work designated PST hours consistently Compensation & Benefits - Hourly Rate: $14.00 – $16.00 per hour (based on experience and qualifications) - Comprehensive benefits package (medical, dental, vision, etc.) - Company-provided laptop and external monitor