• Educate prospects on the innovative ways to capture additional insurance coverages for dental, eye care, and auditory that may be little or no cost to the subscriber. • Create a regular cadence of calls to connect and keep in contact with prospects and others influencing their healthcare decisions. • Utilize best practices in sales and education guidelines to help maximize the conversion of prospects to the appropriate policies. • Collaborate with Partners and Clinical Coordinators to address service issues from calls/customers to ensure the quality levels are maintained. • Updates current database as needed to ensure resident and facility account information is up to date. • Maintains and enhances product and technical knowledge in the industry. • Sell Medicare supplemental policies such as Vision, Dental, Audiology and Podiatry. • Meet or exceed monthly sales targets. • Performs other job-related duties and responsibilities as assigned.

• Collaborate in collecting, reviewing, monitoring, and analyzing business data • Support team in determining business needs • Gather data on business operations and resources • Compile business analysis results for customers

• Support team in determining business needs through understanding business unit operations. • Gather data on business operations, human capital, and resources. • Collaborate with team to determine areas for improved business performance. • Contribute to identifying solutions to improve business performance. • Compile business analysis results for customers.

• Monitor individual pipeline and identify estimated monthly closing production • Timely review and submission of all file documents in the required format for underwriting review • Follow up on all necessary ordered services • Follow up with clients as necessary to obtain documents or answer processing related questions • Stay up to date on agency guidelines, internal underwriting/processing procedures and Company policies • Assist various departments in closing, post-closing or funding issues • Timely review and submission of all TRID Changed Circumstance requests to ensure re-disclosures requested are submitted in compliance • Stay up to date on all applicable compliance regulations