• Oversee the preparation, review, and timely delivery of client and carrier invoices. • Ensure alignment of billing allocations based on client and carrier instructions. • Provide support for high-value, complex, or exception billing scenarios. • Supervise processing of fee agreements and managing of internal fee allocations in alignment with client and carrier requirements. • Review calculation of surplus lines tax obligations for accuracy and alignment with state regulations. • Supervise coordination with accounting to confirm carrier payment terms and ensure smooth payment processing. • Monitor SOX compliance documentation to ensure adherence to billing and audit requirements. • Serve as an escalation point for complex accounting discrepancies related to billing and payments. • Oversee preparation of premium finance quotes for viable accounts. • Review carrier audits for accuracy and partner on corrective actions as needed. • Provide coaching, feedback and support to Billing Analysts. • Assign workloads, monitor productivity and ensure adherence to standards.

• Support Account Executives in the post-sale process. • Prepare sales materials such as recaps and client-facing documents using tools like PowerPoint, Salesforce, and internal systems. • Monitor campaign performance and assist in compiling data for client reporting and renewals. • Manage deadlines and deliverables to ensure all client expectations are met or exceeded. • Serve as a liaison between sales, programming, and operations to ensure alignment and communication. • Assist with billing and reconciliation to ensure accuracy and timely processing.

• Develop and implement territory-specific medical education plans aligned with area strategy and market development goals • Serve as the primary medical education liaison for assigned regions • Moderates medical education events by guiding discussions, engaging participants, and ensuring alignment with program goals • Collaborate with field team to identify educational gaps and opportunities • Design and deliver high-quality educational content for live and virtual programs • Partner with regional KOLs, clinical educators, and healthcare institutions to co-create and disseminate educational initiative • Lead regional KOL onboarding and development • Monitor and evaluate the effectiveness of regional education programs • Provide strategic insights to inform future educational initiatives

• Collaborates with members of an inter-disciplinary care team to improve quality and meet the needs of the individual • Facilitates communication, coordinates care and service of the member through assessments • Develop and regularly update a person-centered individualized care plan in collaboration with the ICT • Identify and manage barriers to achievement of care plan goals • Educate the member/natural supports about treatment options, community resources, insurance benefits, etc. • Document care coordination activities and member response in a timely manner according to standards of practice and CareSource policies