• Engage with inbound clients and financial advisors • Conduct thorough needs analysis to identify coverage gaps and financial goals • Recommend and sell life, long-term care, and disability insurance solutions • Deliver a high-quality, consultative client experience via phone and virtual channels • Partner with financial advisors and referral sources on client cases • Explain product options, strategies, and planning concepts clearly • Provide guidance on estate, business, and insurance planning fundamentals • Maintain knowledge of term, whole life, UL, VUL, LTC, and DI products • Educate clients and advisors on product features and benefits • Assist with advanced concepts such as coverage design, 1035 exchanges, and needs analysis • Contribute ideas to improve sales processes and marketing effectiveness • Participate in ongoing training

Role Description Licensed Health Insurance Agent (Remote) - Handle inbound calls to assess eligibility, explain plan options, provide quotes, and complete enrollments. - Conduct outbound calls during downtime, including: - D‑SNP Medicaid referrals - CSNP retention outreach - Outreach to dependents who will soon need their own individual plan - Meet performance goals: - 6% conversion rate - 10 enrollments per week - Follow CMS, AHIP, and internal compliance guidelines. - Transfer misrouted calls and guide ineligible callers to appropriate resources. Qualifications - Active Virginia Health Insurance License - AHIP certification (or eligible to obtain) - Health insurance sales, Medicare/D‑SNP - Strong computer skills (Microsoft Office, MS Teams) - Positive, coachable, and customer‑focused Requirements - Fully remote position. - Schedule: - Aug–Sept: Mon–Fri, 8am–6pm EST (8–5 or 9–6) - Oct–Mar: Mon–Sun, 8am–8pm EST (rotating shifts; 2 weekends/month required) - Open to candidates in multiple U.S. states (VA license required). Benefits - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Company Description This is a Contract position based out of Charlotte, NC. The pay range for this position is $22.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Application Deadline: This position is anticipated to close on Jul 8, 2026.

• Resolve unpaid/denied claims by leveraging proprietary software system, making phone calls, generating letters, accessing client systems and insurance carrier web portals in the pursuit of getting a claim resolved. • Review medical documentation such as UB04 claim forms, EOB’s and medical records to determine the appropriate course of action for claim resolution. • Maintain familiarity with client preferences and known issues. • Meet monthly production and quality expectations. • Comply with HIPAA privacy laws. • Other duties as assigned.

Role Description This position is fully remote, but candidates MUST RESIDE in one of the following states: CT, PA, NJ, MD, DE, VA, WV, KY, OH, IN, KS, OK or SD. The primary duties of the Insurance Service Specialist are to: - Execute and facilitate insured’s service requests accurately and timely, while anticipating the sale for account rounding and cross-selling opportunities. - Work with policyholders from the agency's existing book of business through inbound telephone calls, direct mail, and email to review policies prior to renewal. - Counsel the policyholder concerning appropriate coverage, policy limits, payment options, and state laws that will best meet their needs. - Counsel the members and non-members regarding membership benefits in correlation with insurance products. - Receive and respond to calls and emails received by the insurance service center, documenting all activity (changes to policy, coverage options, recommendations, and cross-selling) in our agency management system. - Serve as liaison between the customer, sales agent, and manager to ensure timeliness of responses and compliance with established company policies and procedures. Qualifications - High school diploma or equivalent - 3+ years of customer service and/or sales experience in an insurance environment - Active Property and Casualty or Personal Lines license required - Membership license required or ability to obtain license within 90 days of employment Requirements - Schedule Requirements: Monday - Friday, 10 a.m. to 6 p.m. Central Time with rotating Saturdays with team. Saturday hours would be 8 a.m. to 4 p.m. Central Time. Benefits - Medical, Dental, and Vision plan options - Up to 2 weeks Paid parental leave - 401k plan with company match up to 7% - 2+ weeks of PTO within your first year - Paid company holidays - Company provided volunteer opportunities + 1 volunteer day per year - Free AAA Membership - Continual learning reimbursement up to $5,250 per year - And MORE! Check out our Benefits Page for more information