• Manage inquiries, requests, bookings, and ticketing with accuracy and attention to detail, ensuring all travel arrangements meet client expectations. • Build and maintain strong relationships with clients, providing personalized service to ensure their needs are met at all times. • Complete all tasks related to client and supplier interactions promptly, ensuring smooth continuity of service for all team members. • Stay updated on airline rules, regulations, and industry standards to make informed travel arrangements and resolve any en-route traveler concerns quickly. • Organize and manage workload efficiently, particularly during peak periods, ensuring that all tasks are completed in a timely manner. • Work collaboratively with other team members to support and complete all customer service functions. • Accurately process complex reissues and pricing records, ensuring all details are correct. • Negotiate the best rates and deals with vendors to help clients save on travel expenses. • Ensure all PNR entries in GDS are accurate and fully completed. • Respond promptly and efficiently to all communications, keeping clients and team members informed at all times. • Consistently demonstrate high attention to detail, ensuring that errors are avoided. • Inform supervisors of potential issues and take corrective action when necessary, offering alternative solutions as needed. • Build professional relationships with key vendors and support preferred supplier programs. • Participate in company training sessions to stay current with industry trends and best practices. • Investigate and resolve client complaints and issues while maintaining the highest customer service standards. • Take care to prevent financial losses due to errors or mishandled bookings. • Perform other related tasks as assigned.

• Drive sales and build client relationships • Close deals efficiently and ensure smooth loan submissions • Stay updated with rates and compliance rules • Master loan processes and tools • Communicate effectively with all parties involved • Lead initiatives and innovate solutions

• Overall responsibility for successful planning, execution, monitoring, and driving post-sales client learning; this individual is expected to spend time in front of clients and partners as well as internal teams, which may include travel to on-site meetings. • Determine and evaluate client training needs, then work with marketing to design and deliver training and materials to ensure all of our brokers and groups understand the SmithRx offering • Collaborating with organization units and internal/external Subject Matter Experts (SMEs) to design training programs aligned with competencies and strategic learning opportunities • You will create, design and execute enablement training for our clients and customer success teams, in a variety of environments. • Support the implementation and adoption of existing programs and tools and adoption of new programs and tools through training and education. • Perform administrative tasks such as scheduling classes, setting up systems and equipment, and coordinating enrollment • Effectively communicate updates with internal teams and leadership to ensure successful implementation of content, as well as to foster cross-project collaboration and continuity • Ensure all milestones and learning objectives are met/delivered on time, within scope and budget • Track and regularly report on key training metrics to determine the effectiveness of all training and development programs • You will gather feedback from the business to consistently improve enablement efforts • Ability to accommodate different learning styles and engage the audience with proven build-upon learning methodologies • Develop strong relationships and an ability to partner with client stakeholders to drive ownership and product adoption • Requires up to 40% travel

• Manage on-call schedules for employees and ensure proper coverage • Coordinate emergency responses and escalate issues as needed • Communicate effectively with team members, clients, and other relevant parties • Document incidents and resolutions for future reference • Provide support and guidance to on-call staff during critical situations