• Manage the onboarding of members into credit and verification programs by coordinating training sessions, establishing accounts, and providing necessary resources to ensure a seamless transition to our products and services • Serve as the primary point of contact for credit and verification technology (MeridianLink and LOLA), coordinating with stakeholders and distributing communications to customers regarding critical product updates and relevant information • Establish and maintain service engagement rules and guidelines in partnership with customers, ensuring alignment with their operational requirements and preferences • Monitor customer service level agreements (SLAs) to identify performance deviations from established targets and benchmarks, escalating issues and collaborating with the customer service team to determine root causes and implement corrective actions • Gather and analyze customer feedback regarding service delivery challenges and emerging trends to identify opportunities for enhancing the overall customer experience

• Conduct engaging onboarding and ramp courses and follow up workshops, for ICS and leadership emphasizing interaction and understanding with a focus on reducing new hire ramp time • Foster inclusivity across in-person, hybrid, and remote audiences during sessions • Collaborate with Sales leadership to pinpoint knowledge gaps and devise strategies to create intervention enablement, such as skills and process training • Lead the onboarding live and virtual content audit quarterly to ensure our onboarding program so content is always up to date • Create practical exercises for hands-on learning during sessions to ensure comprehension • Partner with curriculum sales enablement managers to ensure that core content and programs are addressed in ramp program • Track time-to-productivity and other ramp metrics for new hires • Inform leadership of team’s performance and engagement across the ramp cycle • Manage a Gong library folder with gold standard calls which can be used in content or have insights extracted for use in sales strategies • Provide continuous training on MEDDPICC methodologies to support ongoing learning and skill enhancement within the sales team • This position will require approximately 25-50% travel to our hub office. This candidate will facilitate live training and coaching

Role Description S&A Group is a dynamic and growth driven company. We specialize in helping families secure affordable final expense benefits. We’re expanding quickly and are looking for driven, compassionate individuals in Michigan who want to make a difference while earning uncapped pay. - Handle calls from families who have already requested information (no cold calling) - Guide clients through coverage options with care and professionalism - Complete paperwork and assist clients with any questions they may have - Collaborate with a supportive team of motivated agents - Daily pay and residual income opportunity Qualifications - Strong phone presence and clear communication skills - Reliable internet connection and a quiet workspace at home - Ability to follow instructions and complete paperwork accurately - Must reside in Michigan and pass a background check Benefits - Daily Pay – Get paid as you go for completed policies - Warm Leads Only – No cold calling! You’ll be speaking with families who are already interested in our services - Comprehensive Training Provided – No experience? We’ll teach you everything you need to know - Unlimited Growth Potential – Fast track your way into leadership roles with strong performance

• Answer incoming calls and respond to client inquiries professionally and efficiently. • Follow up with leads generated through the company website and other marketing channels. • Qualify potential clients and gather all necessary intake information. • Build rapport with prospective clients and effectively communicate company services. • Guide new clients through the onboarding process from initial contact to enrollment. • Maintain accurate records in the CRM and ensure all documentation is completed. • Coordinate with internal teams to ensure a smooth client onboarding experience. • Follow up with prospective clients to maximize conversions and engagement. • Provide exceptional customer service throughout the intake and onboarding journey.