• Answer inbound and outbound patient calls professionally • Schedule and coordinate patient appointments and follow-up visits • Verify insurance eligibility and benefits • Assist with prior authorizations and referral coordination • Follow up with patients regarding appointments, treatment plans, and outstanding requirements • Communicate with insurance companies regarding eligibility, coverage, and authorizations • Maintain accurate patient records and documentation within the EMR • Coordinate communication between providers, patients, and external healthcare partners • Ensure HIPAA compliance and patient confidentiality at all times • Deliver exceptional customer service and support patient retention

• Lead the development and execution of integrated marketing campaigns across digital and print channels • Partner with sales and channel leadership to identify opportunities that drive advisor engagement and revenue growth • Create clear, compelling messaging that simplifies complex life insurance and annuity concepts for advisors and clients • Develop and deliver marketing content including brochures, sales collateral, presentations, email campaigns, social media, web content, and case studies • Track campaign performance, lead generation and results to ensure effectiveness and opportunities for improvement • Manage projects end-to-end, ensuring timelines, quality, and compliance requirements are consistently met • Support product or initiative launches with positioning, messaging, and go-to-market strategies • Collaborate cross-functionally with internal stakeholders and external partners to deliver high-quality marketing programs that align with partner goals and requirements • Work closely with compliance teams to ensure all communications meet regulatory standards • Develop targeted strategies for key distribution partners, market segments, and focus firms • Contribute to advisor and internal training initiatives through marketing and educational content

• Responsible for providing sales support for insurance clients by creating timely illustrations • Sending state specific and compliance forms • Providing educational or point of sale documents • Liaison between carriers and clients • Outbound and Inbound calls • Ability to elicit a client’s needs with speed and composure • Answer questions for the clients specific to service inquiries and resolving problems • Navigate the Web and provide web-based documents to clients as needed • Be computer literate and efficient in Word, Excel • Provide input and support on new product and sales processes • Participation on Team and Individual Meetings • Perform other duties as assigned

• Lead the development and execution of integrated marketing campaigns across digital and print channels • Partner with sales and channel leadership to identify opportunities that drive advisor engagement and revenue growth • Create clear, compelling messaging that simplifies complex life insurance and annuity concepts for advisors and clients • Develop and deliver marketing content including brochures, sales collateral, presentations, email campaigns, social media, web content, and case studies • Track campaign performance, lead generation and results to ensure effectiveness and opportunities for improvement • Manage projects end-to-end, ensuring timelines, quality, and compliance requirements are consistently met • Support product or initiative launches with positioning, messaging, and go-to-market strategies • Collaborate cross-functionally with internal stakeholders and external partners to deliver high-quality marketing programs that align with partner goals and requirements • Work closely with compliance teams to ensure all communications meet regulatory standards • Develop targeted strategies for key distribution partners, market segments, and focus firms • Contribute to advisor and internal training initiatives through marketing and educational content