• Conduct outbound telephonic patient outreach and provide one-on-one coaching and support to patients managing chronic conditions. • Help patients execute personalized care plans and achieve their goals by providing education and coaching. • Conduct comprehensive assessments of patients' health status and readiness to change. • Educate patients on disease management, medication adherence, and prevention strategies. • Monitor patients' progress, adherence to treatment plans, and health outcomes. • Document patient interactions and identify barriers to care. • Collaborate in real time with clinicians and patient support teams.

• Maintain and support Loss Control systems and workflows, including RCT, LC 360, and vendor platforms • Monitor and manage system defects, troubleshoot issues, and coordinate resolutions with IT and vendors • Generate vendor reports, manage survey assignments, and track workflow requests across systems • Upload and maintain Loss Control matrices and ensure accurate system data management • Identify opportunities for workflow automation and process optimization using tools such as Power Automate • Support system upgrades, testing, implementation activities, and change management processes • Serve as a primary point of contact for vendor integrations, site development, and system security matters • Collaborate with internal IT teams and business partners to ensure systems align with operational and compliance requirements • Monitor data quality and ensure reporting accuracy across platforms and dashboards • Support reporting and analytics initiatives using tools such as Power BI and Excel • Document workflows, procedures, and operational processes while maintaining process manuals and standards • Provide technical and operational support to internal and external users across multiple business areas • Assist with training, onboarding, and guidance related to Loss Control systems and workflows • Contribute to continuous improvement initiatives that enhance operational efficiency and user experience

• Contribute to daily treasury operations • Ensure accurate cash and other reporting • Assist with other treasury activities • Complete all required functions to meet compliance requirements • Conduct periodic reconciliation of deposits • Fulfill all reporting to remain in compliance • Process bank fee invoices

• Provide business support through Salesforce administration and development efforts, including requirements gathering, testing, and ongoing maintenance. • Manage and maintain data within Salesforce, ensuring accuracy, completeness, and compliance. • Facilitate business admin processes to include external data into Salesforce. • Develop and deliver Salesforce reports and dashboards to support TMs and leadership in sales execution. • Collaborate with multiple teams across IA Distribution and the enterprise, including leadership, distribution, data & reporting, ACM, and SFEA. • Gather, analyze, and translate business needs into technical requirements and admin-facilitated solutions. • Communicate effectively with business and IT partners, ensuring alignment and clarity on project goals. • Identify system gaps and process improvements, providing recommendations to enhance Salesforce functionality and business outcomes.