• 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

• 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 • Conduct policy reviews to verify accuracy and completeness of documentation • Maintain organized digital files and customer records • Collaborate with: Agents Producers Underwriters Account executives • Stay updated on: Carrier guidelines Industry standards New insurance products Policy changes

• Supports and services COBRA & Direct Billing participants • Provides COBRA Administration in accordance with federal COBRA regulations • Answers incoming calls and e-mails to provide support to clients, brokers, and participants • Assists clients, brokers, and participants with navigating the COBRA & Direct Billing Portal • Keeps organized notes of calls requiring follow-up • Remains familiar with reporting functionality and assists clients in running and interpreting reports • Tactfully addresses sensitive participant matters • Assumes other duties as assigned by Manager • Ensure privacy by following all security and HIPAA guidelines