• Professionally handle incoming calls and ensure that inquiries and issues are resolved promptly and thoroughly. • Manage large volume of inbound calls in a timely manner. • Efficiently research and document call reason and resolution, with focus on privacy regulations. • Handle inquiries in the best interest of the customer and company. • Provide quality service and support to a variety of areas including but not limited to Financial Advisors, Claimants, Exchange Companies/Funeral Home Assignment Companies. Follow documented procedures and guidelines when providing service to F&G customers.

• Coordinates the insurance needs of every matched surrogate, including maternity, accidental death, complication, and bedrest policies. • Assists third party insurance brokers to secure policies and provide medical records to support the underwriting process • Liaise with clients and vendors to actively manage and complete financial and insurance tasks related to the client’s journey. • Works closely with vendors providing medical claim resolutions and payments • Disburse payments for insurance and medical claims through escrow • Review and audit medical claims, confirming appropriate amounts paid • Ensure standards and requirements are met for every match • Coordinates with internal teams, including Sales, Legal, and Operations to prioritize and complete tasks, and help resolve customer-facing issues in a timely and satisfactory manner. • Performs financial analysis as requested • Ensures all records are entered on a timely basis and accurately coded, including transaction consistency between QuickBooks Online, Salesforce, and Escrow systems. • Represents ConceiveAbilities as a warm and best-in-class service through exceptional communication and follow through

• Receive and process claims notifications • Manage the administrative and operational follow-up of files • Support policyholders throughout the claims process • Analyze documents and information required for claims handling • Manage communications with stakeholders (policyholders, experts, insurers, third parties, etc.) • Handle subrogation and recovery actions when necessary • Ensure compliance with procedures and processing deadlines • Update tracking and management tools

• Investigate Commercial Transportation claims specifically to Inland Marine and Cargo, involving physical damage to trucks, tractors, trailers, buses, commercial fleets, and specialized transportation equipment. • Review policy language to determine coverage applicability, exclusions, limits, deductibles, and endorsements. • Evaluate liability associated with losses occurring while commercial vehicles are under the care, custody, or control of insured garage operations. • Obtain and analyze repair estimates, maintenance records, inspection reports, photographs, contracts, invoices, and statements from insureds, claimants, and witnesses. • Coordinate inspections with appraisers, heavy equipment specialists, engineers, salvage vendors, and independent adjusters. • Assess damages involving commercial vehicles, cargo-related equipment, specialized transportation units, and fleet assets. • Establish and maintain appropriate claim reserves based on exposure and severity. • Negotiate settlements with insureds, fleet owners, repair facilities, attorneys, and third-party claimants within established authority levels. • Identify and pursue subrogation opportunities against responsible parties, manufacturers, vendors, or contractors. • Manage litigation and work closely with defense counsel on disputed liability or coverage matters. • Detect and escalate potentially fraudulent claims for special investigation. • Maintain accurate claim documentation and diary management in compliance with company procedures and regulatory requirements. • Deliver timely and professional customer service to insureds, brokers, agents, fleet managers, and transportation industry stakeholders. • Participate in claim audits, training initiatives, and process improvement efforts.