• Provide quality customer service and professional expert advice to clients • Proactively conduct renewal reviews to ensure customer retention targets are met • Handle outbound calls to existing clients for renewal review as necessary • Liaison with insurers, building and maintaining relationships • Administer, support and complete policy changes within our company partner’s portals and websites • Review policies and make recommendations as required • Adhere to the underwriting criteria set out by our broker partners • Coordinate and follow up on client documents • Respond to incoming calls and service customer needs • Give claims advice to clients, report claims, follow up on claims • Strong Ability to multitask, prioritize, and manage time effectively

• Servicing assigned customer accounts, maintaining customer files, processing orders, and setting up new accounts • Qualifying new clients by reviewing patient orders and clinical notes • Reviewing patient paperwork to ensure it is complete and accurate • Initiating initial calls to patients to establish relationships, ensure receipt of pump and supplies • Initiating scheduled follow-up calls with patients to monitor pump usage and supply needs • Reviewing records and working with wound care nurse to determine ongoing need for pump when applicable • Ordering home wound care supplies to be delivered to patients • Monitoring usage of supplies and other consumables at the account • Processing customer and patient orders • Handling customer and patient complaints • Producing and submitting reports as requested by Management • Processing documents in fax server as required • Answering phones as required • Other duties as assigned

• Serve as a primary point of contact for client inquiries regarding insurance coverage, billing questions, policy updates, premium changes, and renewals • Provide clear and accurate explanations to help clients understand their policies and available options • Deliver professional, friendly, and responsive customer service across phone, email, and digital communication channels • Process policy updates, endorsements, and renewals accurately • Review premium changes and assist with policy analysis • Support producers and agents with policy-related administrative tasks • Collaborate with agents, producers, underwriters, and account executives • Conduct policy reviews to verify accuracy and completeness of documentation

• Serve as a primary point of contact for client inquiries regarding: Insurance coverage, Billing questions, Policy updates, Premium changes, Renewals • Provide clear and accurate explanations to help clients understand their policies and available options • Deliver professional, friendly, and responsive customer service across phone, email, and digital communication channels • Process policy updates, endorsements, and renewals accurately • Review premium changes and assist with policy analysis • Navigate carrier rating systems and insurance platforms • Support producers and agents with policy-related administrative tasks • Ensure policy documentation remains organized, updated, and compliant • Assist clients in gathering required documentation for claims processing • Coordinate with adjusters and internal teams to support timely claim resolution • Maintain organized records of claims, policy documents, and customer communications • Ensure all documentation complies with applicable insurance standards and internal procedures • Conduct policy reviews to verify accuracy and completeness of documentation • Support compliance with NAIC regulations and carrier requirements • Maintain organized digital files and customer records • Assist with operational and administrative workflows related to policy servicing and customer support • Collaborate with agents, producers, underwriters, and account executives • Stay updated on carrier guidelines, industry standards, new insurance products, and policy changes