• Communicates with sales representatives, clients and other operations personnel as needed • Shares all pertinent information with the client and coordinates with sales and operations • Conducts introductions as a Moving Coordinator to clients who are already booked • Provides support to the customers with any questions arising from documentation sent by the company • Serves as the primary contact for the clients from the confirmation call, until the completion of the move • Collaborates with the Sales Representative on service requested by a client • Confirms moving details, addresses, services, dates, and times with clients prior to the scheduled move • Assists client with COI (certificate of insurance) issuance for all required locations and send to our COI team to be completed and sent back • Provides excellent customer service and resolutions to any issues occurring during and after the move • Any damages we escalate to Claims and send by e-mail our Intro TO Claims (ITC) process • Maintains consistent attendance while exhibiting professional behavior in alignment with Roadway values • Any other related duties as assigned

• To determine account management strategies related to client service plans. • Responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business. • Provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models. • Oversee the work of other local Client Services staff. • Conducts pre-renewal visits reviewing client loss experience and general company performance.

Role Description The Member Services Representative (“MSR”) is responsible for receiving, answering, and/or resolving calls received through a remote Call Center. The Call Center receives phone calls from insureds and their dependents, providers and their staff, employer/group staff, and brokers. The MSR will use the company's Claims/Eligibility database to inquire on the status of claims, ID cards, addresses, and other issues as queried by the caller. Additionally, the MSR is the primary source for issuing authorizations when eligible for services. - Provide timely and accurate information to basic incoming customer calls from members, providers, and other external & internal constituents including: - Issuing authorizations - Handling claims inquiries from providers and members - Communicate the correct information regarding accessibility, claims status and other calls of a service nature - Providing benefits information - Process customer claims according to established department policies and procedures - Checking voicemail boxes and handling customer/provider requests for: - I.D. cards - Authorizations - Customer Service questions and issues - Fulfill rapid call volume by handling the appropriate number of calls coming into the call center daily - Complete Provider Relations requests for service - Provide timely feedback to the company regarding customer service failures and/or customer/provider concerns - Partner with Sales and Provider Relations to meet and exceed customers’ expectations - Provide excellent customer service and handle all customers in a professional and courteous manner - Perform other duties as assigned Qualifications - High School Diploma or Equivalent (Required) - Business-related college courses preferred - Associates degree highly preferred Requirements - 2 Years of customer service or call center experience (Required) - 2+ years of experience in the health care industry or insurance environment preferred - Associates degree in lieu of experience will be considered Benefits - Medical, dental, and paid vision coverage - Paid time off and company holidays - Retirement savings with employer contribution - Employee wellness resources - Professional development opportunities - Flexible work arrangements - Employee assistance programs - Other programs that support you both at work and beyond

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs. Responsibilities - Supervise and develop team members to achieve exceptional deliverables - Manage client service accounts and engagement workstreams - Independently solve and analyze complex problems - Utilize PwC's technical knowledge and industry insights to address client needs - Drive digitization, automation, and efficiency improvements - Coach teams to enhance their skills and performance - Oversee successful planning, budgeting, and execution of projects - Foster a culture of continuous improvement and innovation What You Must Have - Bachelor's Degree in Accounting - 4 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - Thorough knowledge of tax compliance for Real Estate Trusts - Knowledge of partnership structures and real estate transactions - In-depth technical skills in real estate tax services - Experience identifying and addressing client needs - Building, maintaining, and utilizing networks of client relationships - Success as tax technical business advisor - Familiarity with CRM systems - Knowledge of automation and digitization in professional services - Experience with alternative fee arrangements and pricing strategies The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines #LI-Hybrid #BI-Hybrid