• Serve as the primary analytics thought partner and data expert for the Partnerships leadership team, spearheading strategic decisions around agent acquisition, baseline pricing, and new market opportunities. • Track, evaluate, and optimize the agent-facing platform experience. Define precision usability metrics for new product features to ensure engineering sprint cycles drive positive user actions. • Build diagnostic data models to analyze, track, and mitigate backend financial exposure. Slice historical operational datasets to pinpoint risk concentration hotspots within external agencies and design targeted debt recovery frameworks. • Isolate critical growth levers across the agent journey to define the definitive onboarding metric (the "aha moment") that yields a positive snowball effect on platform retention and aggregate revenue generation. • Manage performance frameworks and monitor conversion steps for our emerging annuities business lines using a classic Direct-to-Consumer (D2C) funnel approach. • Collaborate with data engineers and broader analytics teams to maintain scalable business logic, deploy clean tracking dashboards, and enable self-service analytics across the organization. • Actively build, test, and integrate advanced generative AI tools to automate internal analytics processes and maximize delivery speed. • Provide ongoing guidance, peer code reviews, and tactical leadership training to distributed junior analytics resources across our global offices.

• Perform daily verification of system and algorithm functionality; • Validate that data is correctly received, processed, and calculated; • Approve daily system operation according to a rotation schedule, including weekends and holidays; • Validate new products and changes to existing products; • Analyze the impact of changes on data, reports, and business rules; • Work closely with Product and Engineering teams; • Provide technical customer support through ticket management and resolution; • Identify, document, and communicate system inconsistencies, failures, or bugs; • Prioritize tasks based on urgency and business impact.

• Advanced-level role responsible for auditing and evaluating internal Commercial claims operations and Third-Party Administrator (TPA) claim handling performance • Analyze adherence to claims handling standards, regulatory requirements, SLAs, and KPIs • Identify operational, compliance, and claim quality risks and provide recommendations for improvement • Develop and enhance audit methodologies, scorecards, reporting tools, and operational dashboards

• Test and maintain health insurance benefit plans in the company's systems, ensuring accuracy and compliance with regulatory requirements. • Conduct regular audits and reviews of benefit configurations to identify discrepancies, inconsistencies, or errors. • Resolve configuration errors in a timely manner and document changes. • Work closely with IT teams to ensure seamless integration of benefit configurations into the company's technology platforms. • Maintain comprehensive documentation for benefit configuration, ensuring that processes and procedures are well-documented. • Evaluate and validate all medical billing codes, various coding services and align to accurate benefit coding. • Perform audits on all clinical documents and prepare coding to provide support to all services. • Perform research on various coding methods and facilitate all plans to resolve all discrepancies and coordinate with all clinical and non-clinical groups to manage documents according to required guidelines. • Administer review of professional billing systems and perform research to resolve all coding errors and evaluate all claims work queues. • Review procedure code master file and evaluate authenticity of all entries and evaluate all through efficient usage of codes. • Analyze and maintain all code master files for all inappropriate codes and inform staff for same and collaborate with staff to resolve all coding issues and ensure accuracy of same. • Perform testing of coding and policy changes via reports, claim adjudication and other testing software. • Manage and resolve all discrepancies in entry of codes and maintain knowledge on all procedural codes and reimbursement plans and prepare reports for all coding guidelines. • Maintain knowledge and compliance of CMS (Center for Medicare Services) guidelines and coding/billing processes. Ensure compliance with other insurance governance agencies. • Participate in and support all training in regard to new benefit designs or benefit changes as the result of CMS or other insurance regulations.