• Conduct quality assurance reviews to identify opportunities for improvement or potential compliance-related deficiencies within retail insurance • Communicate with stakeholders and consult on implementation plans to ensure the firm’s high-quality standards are achieved

• Demonstrate ability to perform well in a fast-paced, challenging environment, detail oriented with problem-solving skills. • The ability to manage multiple assignments, prioritize tasks, meet deadlines, coordinate, and communicate effectively both oral and written. • Ensuring the accuracy of data is crucial for compliance to manage the integrity of the data that is provided internally as well as external data from agents and borrowers. • Ability to identify and analyze insurance risk. • Prepare and submit Lender insurance waivers. • Complete blanket insurance policy analysis. • Complete internal checklists and insurance documentation that includes but not limited to review of engagement forms, Acord forms or policy copies, zoning reports, flood zone, property condition reports, blanket policies, coverages, and coverage deficiencies, required in the preclosing review process. • Function as an insurance subject matter expert, providing guidance and support regarding inquiries as it relates to coverage, coverage deficiencies, waivers and any other insurance related questions or issues to the insurance coordinators, underwriting and production teams, Closing and Servicing departments and Senior management. • Assist with special assigned projects. • Works well with a team or independently. • Participate in team meetings, complete the required annual Servicing training hours and compliance courses, participate in lender meetings and insurance industry webinars.

• Provide outstanding customer service to all of our families • Coordination of information between referring physicians, insurance companies and our own treatment clinics • Obtain insurance authorizations • Research, review, and effectively document benefits, eligibility, and authorization requirements within our system alongside our Verifications Team • Accurately review benefits and eligibility to ensure our families can make an informed decision regarding the cost associated with treatment • Communicate cost shares, co-payments and financial responsibilities with our patients families

• Authorizes and pre-certifies services by coordinating insurance verification and authorization activities • Identifies resources for families if health plan does not cover services • Collaborates with Patient Financial Services on denied claims • Initiates revenue cycle activities for pre-registration • Provides quality service to ensure safe patient care