• Work all payers in a single financial class • Identify and resolve denials through research, appeal, correcting and rebilling claims • Verify and update insurance coverage as applicable • Apply entry to intermediate level research methodologies consistent with SBO department complexity matrix • Work to identify and resolve no response claims including but not limited to claims not received, unbilled claims, and unprocessed claims • Submit corrected claims • Generate and release complex itemized statements and medical records • Attend applicable meetings including payer meetings and educational opportunities as appropriate

• Work complex to intermediate payer denials requiring entry level understanding of payer reimbursement methodologies and billing guidelines • Identify and resolve denials through research, appeal, correcting and rebilling claims • Verify and update insurance coverage using EHR tools, payer websites, or phone calls • Process late charges using the late charge functionality • Generate and release complex itemized statements and medical records. • Identify payer plan issues and work with SBO leadership to address them • Support Lean principles of continuous improvement with energy and enthusiasm • Deliver customer service and/or patient care in a manner promoting goodwill, timeliness, efficiency, and accuracy

• 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