• Establish customer relationships and follow up with customers, as needed. • Use a customer-focused, needs-based review process to educate customers about insurance options. • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

• Assist individuals and families in locating, securing, and maintaining stable housing • Conduct virtual or in-person housing assessments and intake interviews • Coordinate with landlords, property managers, and housing programs to secure housing opportunities • Maintain accurate documentation and case notes using digital case management systems • Support clients in understanding rental agreements, housing responsibilities, and tenant rights • Conduct follow-ups to ensure ongoing housing stability • Collaborate with internal team members and external partners to provide wraparound support services • Attend occasional in-person meetings, property visits, or community events within the servicing county

• Maintain readiness in a fast-paced contact center work environment to support military spouses • Receive initial calls from military spouses via a live hand off using call center technology • Receive incoming live chats from military spouses • Assess military spouses’ needs and provide them with individualized available Government-approved resources • Provide education and career advising, including but not limited to: Provide recommendations regarding opportunities for online and distance education and training; Educate military spouses on the availability of financial assistance resources to assist in decision-making; Assist spouses with understanding Federal, state, and local occupational licensing • Provide credentialing information for select career fields • Schedule career coaching appointments • Assist spouses with troubleshooting website access associated with SpouseWorks programs • Assist with the administration of a Department of Defense military spouse scholarship program • Maintain government provided case management system, spouse profiles, and scholarship accounts

• Monitors social media sites (e.g. Facebook and Instagram) to ensure all support needs of the Recovering Service Members (RSM) are being met • Must respond to requests for assistance on applications or social media sites within sixty (60) minutes during operational times and within two hours of return from nonoperational times • Identifies emerging issues or trends and coordinate referrals to appropriate programs, case managers or support agencies • Assist with follow-up actions, special outreach campaigns and reporting requirements in support of program leadership • Maintains familiarity with benefits, entitlements, and support services related to medical care, transition assistance, education, employment, family support and quality-of-life services