• 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.

• Flexible Hours: Manage your time around your full-time job, working from the comfort of your home. • Tech-Savvy Work: Handle analog to digital conversions with provided equipment and support customers with tech-related queries. • Customer Interaction: Meet customers at your door, requiring excellent communication skills. • Equipment Provided: We supply everything you need to get started, from digital converters to software tools.

• App Development in Navy FlankSpeed/MS365: Configure and maintain Power Apps, including the manipulation of forms, views, and site maps. • Standardized Configuration: Perform basic modifications to Model-Driven App components, such as updating Views, Forms, and Navigation (Site Maps). • Dataverse Familiarity: Employ data tables from various sources and formats to perform bulk updates using standard tools (e.g., Excel Add-in). • App Monitoring: Experience monitoring Power Automate run histories to identify failed flows and performing simple "resubmits" or basic logic troubleshooting. • Dataverse Management: Use table relationships (1:N, N:N), column types, and business rules to ensure data integrity. • Power Automate: Create, troubleshoot, and optimize automated, instant, and scheduled flows to handle business logic and notifications. • App Logic: Experience setting up "if/then" rules and basic calculations to facilitate automated information processes. • System Maintenance: Performing routine "health checks" on apps to identify and address issues and ensuring compatibility with Navy FlankSpeed/MS365 updates. • Data Presentation: Experience extracting data and creating dashboards using PowerBI, Tableau or Qlik Operations & Support (Sustainment) • Ticket Management: Manage assigned backlog prioritizing "break-fix" issues versus enhancement requests. • Basic Break-Fix: Resolve common issues, such as correcting data validation errors or updating simple Business Rules. • Troubleshooting & Root Cause Analysis: Identify sources of issues from the Power Automate logic, Dataverse data constraints, or user permission errors. • User Acceptance Testing (UAT): Coordinate with customers and end-users to validate fixes and new features before deployment to production. • Roadmap Support: Translate user feedback and recurring support pain points into actionable suggestions for the Customer Architect’s roadmap. • Requirement Gathering: Interview end-users to document exactly what a requested "minor enhancement" should look like. • Instructional Support: Provide 1-on-1 "desk-side" support or virtual screen-sharing sessions to walk users through app features. • Documentation: Maintain technical documentation and user "How-To" guides to reduce recurring support inquiries. • Communication: Navigate direct customer interactions, providing status updates on the backlog and clarifying requirements for minor enhancements. • Compliance Adherence: Follow established organizational UX/UI standards and governance protocols.

The Voucher Processing & Redemption Specialist (VPRS) is focused on supporting multiple state and municipal sponsored voucher programs that CALSTART administers. The VPRS’ responsibilities include: Efficient processing and management of numerous vouchers Ensuring data accuracy across multiple sources & systems Complying with state agency and company policies Exhibiting excellent emotional intelligence (EQ) while managing multiple internal and external stakeholders (e.g., applicants, dealers, Original Equipment Manufacturers (OEMs)) to quickly resolve voucher discrepancies Key Responsibilities include: Voucher Processing: Thoroughly review voucher applications for eligibility, data accuracy, completeness, and compliance with program guidelines, policies, and procedures in a high-volume processing environment. Data Entry and Management: Accurately enter application data into the Voucher Processing systems (e.g., Salesforce), maintain up-to-date records, and perform daily charting (aka digital documentation). Communication: Provide clear and timely written communication with external stakeholders regarding the status of applications, missing or out of compliance documentation, and to outline next steps. Possess an intuitive understanding when to move beyond asynchronous communication (e.g., email) and exhibit a level of comfort speaking directly with stakeholders to troubleshoot and guide them along the application journey. Monitor and respond to programname@CALSTART... program email inquiries. Customer Service: Professionally address inquiries from applicants, dealers, and other external stakeholders, provide pertinent information, both stated and unstated, and anticipating future needs. Reporting: Understand and interpret voucher dashboards and reports on application progress, voucher redemption rates, and program metrics. Process Improvement: Identify opportunities for process improvements and liaise with internal stakeholders to design, test, and implement changes that reduce errors and fix bottlenecks to improve overall program effectiveness. Collaboration: Work closely with the Voucher Processing team, CALSTART staff, and external partners to ensure program success.