• Responsible for effectively responding to members, association staff, and general inquiries received in the ticketing system regarding YMCA association information, membership, childcare, and programs. • Process ticket transaction requests per department guidelines on accounts in YMCA association specific operating systems (Daxko, Core, ActiveNet, Saleforce/Traction Rec and Amilia, etc.), including but not limited to, activation, cancellation, enrollment, unenrollment, registration, upgrades, downgrades, merges, changes, discount application, discount removal, financial assistance review and approval, generating fees, processing payments, scheduling payments and processing refunds. • Assists with YMCA program entry and maintenance within association-specific operating systems. • Respond to ticket submission and other email requests, within the expected timeframe of 2 business days or less, to meet or exceed the YESS Customer Experience Team SLA (Service Level Agreement) with YMCA associations. • Complete daily, weekly or monthly audits of YMCA association data of new membership, childcare and program registrations, following audit guidelines, to ensure YMCA association accounts are accurate. • Escalate issues as needed to supervisor. • Responsible for learning and following published policies and procedures for the YMCA associations served and YESS Customer Experience Team, to optimally support guests, members, program participants and association staff.

POSITION SUMMARY The Stop Loss Manager is responsible for managing the day-to-day operations of the Stop Loss department. This position will work closely with the Director, Stop Loss to establish and meet expectations and business goals. The Manager will focus on innovation, ensuring audit metrics are kept, tracking stop loss claim filings, reimbursements, and advance funding claims to ensure the department is running in an efficient and thorough manner. Ensuring all administrative, organizational, and auditing functions are maintained by the team. ESSENTIAL FUNCTIONS Manages the day-to-day operational functions to include, workflow management, staffing needs, systems, procedures, and reporting. Proactively addresses critical issues and identifies ways to streamline and improve efficiency of work Monitor all claim filings, including both specific and aggregate. Collaborate cross departmentally to ensure business objectives and performance standards are met. Assesses current processes and procedures for innovative opportunities amongst teams. Design and implement policies and procedures most efficient to corporate directives and strategy. Ensure all define processes and quality standards are followed. Foster a sense of urgency and commitment to achieve goals Ability to troubleshoot daily issues that arise throughout each team. Maintain direct report assignments, performance management and relative goals. Perform weekly audits of specific claims to ensure all claims were filed correctly and all reimbursements have been received. Coordinate reprocessing of claims according to carrier negotiations Request reporting for mid-year takeover stop loss policies Responsible for the filing of aggregate claims and securing reimbursements. Assist with making claim adjustments for claims paid in a current contract but should be applied to a prior contract. Lead, coach, motivate and develop. Responsible for one-on-one meetings, performance appraisals, growth opportunities and attracting new talent. Clearly communicate expectations , provide employees with the training, resources, and information needed to succeed. Actively engage, coach, counsel and provide timely, and constructive performance feedback. Work on special projects, duties or tasks as assigned. EDUCATION Bachelor’s degree or relevant work experience required EXPERIENCE AND SKILLS At least 5 years stop loss experience required, either at a TPA or stop loss carrier. At least 3 years at a supervisory level and possess successfully demonstrated leadership competencies required. Intermediate level work experience with Microsoft Office, Word, Excel, and Power Point software applications required Group Health Insurance/Benefits experience preferred Excellent written and verbal communication skills POSITION COMPETENCIES Accountability Communication Action Oriented Timely Decision Making Building Relationships/Shaping Culture Customer Focus PHYSICAL DEMANDS •    This is a standard desk role – long periods of sitting and working on a computer are required. WORK ENVIRONMENT Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

• Provide first-line technical support for manufacturing software solutions, including Opcenter APS, MES, QMS, and related tools. • Diagnose and resolve software issues efficiently, ensuring minimal disruption to customer operations. • Collaborate with development and product teams to address complex technical challenges. • Assist in the implementation and configuration of software solutions to meet specific client requirements. • Conduct system testing, debugging, and validation during deployment phases. • Deliver end-user training on manufacturing software applications. • Develop and maintain comprehensive user guides, troubleshooting documentation, and FAQs. • Gather customer feedback to identify software improvement opportunities. • Ensure adherence to industry and client-specific compliance standards.

• Effectively manage an individual lead database and pipeline according to company contact standards. • Conduct high-volume outbound calls and handle inbound inquiries via phone, email, and live chat to engage prospective homeowners and provide prompt, professional support. • Support the sales team by managing document collection through phone, text, email, and CX portal requests, ensuring a seamless and efficient process. • Deliver compelling introductions to Unlock’s HEA product, clearly explaining its benefits compared to traditional home equity loans. • Qualify leads by assessing homeowner needs, financial situations, and readiness to engage further in the sales process. • Schedule appointments for senior sales consultants, ensuring a smooth transition of qualified leads. • Maintain detailed and accurate records of all homeowner interactions within the CRM system. • Collaborate with sales consultants and marketing teams to refine sales strategies and improve homeowner acquisition efforts. • Meet or exceed monthly performance targets related to call volume, lead conversion, and appointment setting. • Continuously improve knowledge of Unlock’s products, market trends, and competitors to effectively position HEA solutions.