• Perform routine and ad hoc insurance verification activities across a variety of commercial and employer-sponsored health plans. • Verify member eligibility, benefits, coverage requirements and coordination of benefits information, communicating through multiple channels (Zendesk, Salesforce, chat) • Review payer requirements and ensure authorizations are obtained prior to member participation in Twin programs. • Investigate and resolve eligibility discrepancies through collaboration with internal teams. • Maintain accurate documentation of eligibility determinations, verification activities, and member communications across multiple systems. • Support ongoing audits and quality assurance initiatives to ensure compliance with established operational standards. • Conduct outbound and inbound outreach regarding insurance verification, eligibility status, enrollment requirements, and coverage-related inquiries. • Provide clear, professional, and empathetic communication to members regarding eligibility outcomes and next steps. • Address member concerns and escalate complex issues when appropriate to ensure timely resolution. • Support members throughout the enrollment process by removing barriers to activation and participation. • Maintain high standards of member satisfaction through responsive and accurate support. • Support member conversion initiatives by identifying and resolving eligibility-related barriers to enrollment. • Assist with grievance resolution and member retention efforts by coordinating with internal external stakeholders. • Monitor enrollment and eligibility workflows to identify trends, process gaps, and opportunities for operational improvement. • Participate in special projects designed to improve enrollment efficiency and member experience. • Maintain, and update standard operating procedures (SOPs) and workflows. • Ensure processes remain aligned with changing payer requirements, internal policies, and operational needs. • Identify opportunities for automation, workflow enhancement, and operational scalability. • Communicate readily with Member Experience, Member Enrollment, Product, Engineering to coordinate eligibility-related activities. • Serve as a resource for eligibility process questions and operational best practices. • Contribute feedback and recommendations to improve workflows, member satisfaction, and operational performance. • Participate in team meetings, training initiatives, and process improvement discussions. • Support reporting and data collection efforts as needed. • Support Zendesk ticketing process • Assist with operational projects and organizational initiatives. • Perform other duties as assigned.

• Facilitate prospective students through the application process for their University of choice. • Uncover the needs and objectives of a prospective student through a set of interviews. • Support the student through the admissions and registration process to ensure all requirements and deadlines are met. • Communicate with prospective students through phone calls, emails, or text messages regarding the University and program. • Follow the departmental and management guidelines for lead management and moving leads through the different statuses in the CRM system. • Achieve daily metrics surrounding number of calls, speed to lead metrics, talk time per day, and number of applications per day as set by the Manager.

• Proactively identify opportunities for improvements in trading process and efficiency • Process client model change requests by generating the across-the-board (ATB) block trade orders required to affect the model changes • Process maintenance requests (new accounts, cash flows, terminations, tax harvests, etc.) by rebalancing accounts as instructed • Communicate client model changes to Model Only/UMA sponsors in accordance with the ATB trade order rotation • Perform Trading Services on behalf of Clients to assist connectivity between Vestmark and Sponsors • Responsible for all aspects of trade operations including trade order management, execution review and reconciliation on trades generated by the portfolio management team

• Proactively generate and follow up on leads to drive new business. • Meet and exceed sales targets by closing policies across multiple lines of insurance. • Identify customer needs and present tailored insurance solutions. • Conduct policy reviews and recommend coverage adjustments. • Assist with renewals, cross-selling, and upselling to maximize retention. • Maintain accurate records of sales activities and customer interactions.