• Greet customers warmly in person and over the phone, directing them to the appropriate team members. • Manage appointment scheduling and office communications. • Assist in handling incoming inquiries and maintaining customer records. • Engage in conversations with prospective and existing customers, identifying opportunities to offer insurance options. • Provide excellent customer service and follow up on customers needs. • Support the team with various administrative tasks and projects.

• The Senior Meeting Planner is responsible for the independent planning and execution of small (under 50 attendees) meetings and events. • Accountable for updating internal systems in a timely manner and communicating program details to all necessary internal departments. • On-site management and travel may be required. • Independently coordinate all program logistics for both live and virtual events, including venue/site selection, contract negotiations, travel, food and beverage, meeting room set-up, virtual platform management and audio-visual coordination, rooming lists, and ancillary vendors. • Responsible for audience generation (recruitment) and attendee data management, including post-meeting compliance Sunshine Act reporting. • Process and manage healthcare professional payments and vendor invoices. • Track and prepare accurate attendee spend reports. • Review and reconcile final invoices and pass-through cost reconciliation within mandated timelines. • Update templates and meeting materials containing program information and coordinate distribution to all targeted attendees. • Coordinate outsourced ground transportation arrangements for attendees, faculty, client, and staff and update and manage an accurate Arrival and Departure manifest. • Work with internal departments to ensure timely coordination and appropriate planning. • Maintain ongoing dialogue with manager and project team throughout life of the program to evaluate progress and respond to any changes in the scope of the program.

• Deliver industry-leading services including call center staffing for product information requests • Identify and intake of adverse events and/or product quality issues • Medical writing and triage drug information inquiries from healthcare professionals • Maintain excellent business results and coordinate with various departments as necessary

• Respond to medical information inquiries from healthcare professionals. • Utilize medical information skills to create responses to inquiries. • Identify adverse events and product complaints during interactions. • Provide medical writing assistance for response documents. • Conduct miscellaneous projects such as market research and field team training.