• Helping people whose homes have been damaged by an event • Assisting businesses whose operations have been disrupted and individuals whose projects have been unintentionally affected • Independent handling and settlement of property and liability claims with a focus on building damage (structural and civil engineering) • Conducting on-site inspections and damage assessments • Independently preparing expert reports, assessments and statements • Assessing causes of damage, extent of damage and remediation costs • Coordinating and liaising with all relevant parties (insurers, policyholders, service providers, other experts, etc.) • Ensuring quality- and customer-oriented claims handling

• Build and maintain relationships with educators and school employees • Identify client needs and recommend insurance and financial solutions • Generate new business through referrals, school partnerships, and networking • Retain and renew policies while delivering exceptional service • Cross-sell auto, home, life, and retirement products • Participate in community and educator-focused events

• Answer inbound warm leads from potential members who are interested in our pet insurance policies. • Use a consultative approach to understand each member’s unique needs and tailor insurance solutions accordingly. • Present the value of Trupanion's pet insurance policies, emphasizing benefits over price. • Maintain call control and guide conversations effectively to achieve successful enrollment. • Provide detailed information about policies, coverage options, and address any members questions or objections. • Accurately enroll pets in policies, ensuring thorough collection and documentation of necessary information. • Serve as a dedicated point of contact for current members, addressing policy inquiries, providing guidance, and ensuring their overall satisfaction is met every step of the way. • Handle inquiries from current members expressing their intention to cancel their pet insurance policy.

• Verify patient insurance eligibility and benefits before scheduled appointments. • Review deductibles, copays, coinsurance, and patient financial responsibility. • Ensure insurance information is accurate and updated within the EHR/EMR. • Document all eligibility verification activities accurately and thoroughly. • Submit and obtain prior authorizations through insurance portals and payer websites. • Monitor pending authorization requests and follow up with insurance companies as needed. • Communicate authorization updates promptly to providers and clinic staff. • Maintain accurate records of authorization status and supporting documentation. • Create new patient charts and update existing medical records. • Ensure patient demographics and insurance information remain complete and accurate. • Maintain organized documentation within the electronic medical record system. • Answer overflow inbound phone calls when the in-office team is unavailable. • Assist patients with general inquiries in a courteous, professional, and empathetic manner. • Route calls appropriately and ensure timely message delivery. • Support the front office with insurance-related administrative tasks. • Maintain strict HIPAA compliance and protect patient confidentiality at all times.