• Conduct sales via telephone (telemarketing) • Prospect, follow up with, and maintain the customer portfolio • Prepare parts quotes • Issue orders and invoices • Track orders with customers and the shipping/dispatch department

• Identify client needs and recommend tailored mortgage protection solutions • Educate clients on life insurance policies with living benefits for disability, critical illness, or chronic conditions • Build and maintain strong, trust-based client relationships • Generate leads through networking, referrals, and company-provided resources • Follow up with prospects to close sales and ensure customer satisfaction • Stay up-to-date on industry trends, products, and carrier offerings • Work independently while collaborating with a supportive, high-energy team

• Researching and analyzing accounts to ensure underpayments are identified and recovered. • Communicate directly with payors to follow up on outstanding underpayments. • File underpayment appeals with payors. • Resolve account variance and ensure timely and accurate recovery of underpayments. • Identify root cause of underpayments, denials, and delayed payments. • Document all activity accurately in the client’s host system, Ensemble IQ, or other tracking systems. • Demonstrate initiative and resourcefulness by making recommendations and communicating trends.

• Provide expert support to international customers, addressing their applications needs and resolving equipment and software issues • Lead and mentor junior staff, encouraging professional development and high performance • Ensure timely and successful completion of work according to the planned schedule • Independently lead projects to support building improvements, software application and control testing, and applications development • Work together with Engineering, Software, Science, and Production groups on special projects • Maintain a positive attitude and promote continuous improvement within the team.