• Conduct thorough and accurate audits of employee’s performance through remote monitoring. • Collaborate and provide consultation within and across teams to ensure that quality standards are met and working with leadership to enforce Quality program guidelines regarding failure to meet quality standards. • Ensure right amount of calibrations and audits are completed based on set standard for interaction type. • Provide input and status updates regarding Quality processes and results on a regular basis. • Effectively engage with and reassure members to deliver outstanding customer service, modeling successful behaviors, processes while providing coaching to team members. • Participates in weekly calibration sessions. • Maintain an overall positive and supportive attitude towards leaders, colleagues and key stakeholders. • Serve as a subject matter expert and responsible for leading a chat for questions for the team. • Providing weekend and evening coverage as needed to support the department. • Scheduling and connecting patients to Onboarding Specialists for medication reviews. • Working within defined parameters to identify work expectations and quality standards. • Assist in workforce oversight by monitoring Finesse and Call Queues. • Available to take all incoming calls during high call volume periods and conduct a health and medication review with the patient that includes a thorough review of their list of medications and administration instructions and collecting key health information. • Responsible for achieving key performance metrics as set forth by the management team. • Maintain and prepare accurate reports. • Participates in relevant trainings to stay informed of any operational changes and assist in training and shadowing. • Embody AnewHealth’s Core Values in all communications and interactions. • Other duties as assigned.

Role Description AO Globe Life is offering an opportunity for motivated individuals to begin a meaningful career in a flexible, fully remote environment. This role is ideal for those who want to build long-term success while helping individuals and families understand benefit programs that protect their financial futures. With structured training, ongoing mentorship, and pre-qualified client consultations, you’ll be set up to focus on building relationships and delivering value from day one. What You’ll Gain - 100% remote work environment from anywhere in the United States - Flexible scheduling that supports work-life balance - Pre-qualified client consultations provided — no cold outreach required - Comprehensive training and licensing support - Weekly direct deposit - Monthly and quarterly performance bonuses - Union representation through OPEIU Local 277 - Leadership development and advancement opportunities - Recognition programs and performance-based incentives - A stable organization with a 70+ year legacy of service What You’ll Do - Connect with individuals who have requested information about benefit programs - Understand each client’s needs and provide personalized guidance - Explain available coverage options clearly and professionally - Support clients through the enrollment process and provide follow-up communication - Assist existing clients with policy updates, reviews, and general support - Maintain accurate digital documentation and ensure compliance standards - Participate in training sessions, mentorship programs, and team collaboration Who Thrives in This Role - Strong communicators who enjoy helping others - Self-motivated professionals comfortable working independently - Organized individuals who can manage schedules and responsibilities effectively - Candidates confident using Zoom and digital platforms - Individuals open to coaching, mentorship, and continuous development - Customer service or client-facing experience is helpful but not required Requirements - Authorized to work in the United States - Reliable internet connection - Windows-based laptop or desktop computer with webcam - Must be physically located within the United States - Eligible to obtain a Life Insurance License (licensing support provided) Company Description For more than 70 years, AO Globe Life has served working families, veterans, and union members by providing supplemental benefits that support long-term financial security. Our organization is built on integrity, service, and long-term relationships—both with our clients and our team. Apply today to begin building a flexible, purpose-driven career with long-term growth potential.

Role Description This is a key position on our onboarding Client Solutions team, responsible for managing the new client experience coming into Breakwater. This is a hands-on leadership position where your accounting expertise, judgment, and ability to guide both clients and team members directly shape long-term client success. You’ll lead a team, serve as the primary client contact during onboarding, and ensure every client is set up with clean financials, clear processes, and confidence in their numbers. The Impact You'll Make: - Leading the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team - Developing client relationships - building trust through clear communication and strong financial guidance - Building, refining, and scaling onboarding processes to improve speed, quality, and client experience - Aligning across AP, AR, Payroll, and Accounting teams to ensure all services are delivered seamlessly - Leading and coaching a team - holding accountability while helping them grow Qualifications - 5+ years of accounting or bookkeeping experience (CPA firm, CAS, or other outsourced environment strongly preferred) - Bachelor’s degree (or higher) in Accounting - Strong controller-level skills, including financial review and issuing statements - Familiarity with revenue recognition, deferred revenue, and other advanced accounting topics - Experienced managing multiple clients and priorities simultaneously and driving them to completion - Proven people leader who can develop talent and hold a high bar - Goal-oriented, process-oriented and detail-driven, without losing sight of the bigger picture - Tech-savvy, with strong, recent QuickBooks Online experience Requirements - Bonus points for experience with onboarding or project management in an outsourced accounting or professional services setting - Exposure to audit processes or internal control design Benefits - Generous time off - five weeks PTO + holidays - Benefits + 401(k) match

• Own onboarding for existing brand upsells and expansions across ~30 key accounts, including leading brands such as Gymshark, ASOS, adidas and Princess Polly. • Partner closely with Account Managers to support expansion into new consumer groups and markets, ensuring smooth introduction and alignment with brand stakeholders. • Manage the full onboarding journey from asset collection through to setup, integration and go-live across tools such as Salesforce, Asana and Google Suite. • Coordinate and schedule launch and media campaigns, ensuring all stakeholders are aligned and launch timelines are delivered successfully. • Monitor post-launch performance in the critical first 24 hours, tracking campaign effectiveness, resolving issues, managing support tickets and proactively unblocking delays.