• Reach out to clients to assist them with scheduling medical exams for their life insurance policies. • Utilize various systems to identify client requirements needed to gain or upgrade a client’s insurance coverage. • Troubleshoot customer service phone calls. • Reply to customer and colleague voicemails and emails in a timely manner. • Provide professional customer service to clients, carrier representatives, and coworkers. • Perform task work in a timely manner to ensure the caseload is caught up and clients are contacted regularly. • Maintain documentation of client interactions and paperwork in an organized manner. • Maintain call and email quality to ensure excellent customer service standards.

• Execute land and right-of-way (ROW) acquisition projects, ensuring all activities meet project or compliance objectives and standards. • Provide regular status updates and detailed records of correspondence and activities. • Navigate and interpret legal documents, titles, deeds, and engineering drawings, ensuring accuracy and alignment with project objectives. • Maintain a strong understanding of project processes, agreement details, and professional conduct standards. • Conduct field work, meet with stakeholders to inform on and negotiate terms and conditions of contracts, and build trusted relationships with communities. • Coordinate with public and regulatory bodies, supporting community engagement initiatives. • Liaise effectively with landowners, third-party consultants, contractors, and internal teams, including Operations, Construction, Environmental, and Legal Departments. • Prioritize safety by adhering to the Occupational Health and Safety Act, company and client policies, and using appropriate safety equipment and practices. • Stay proactive in ongoing professional development, enhancing your knowledge of land management with best practices, negotiation, and legislation.

• Engage with customers through live chat, responding to inquiries about memberships, fitness classes, personal training, and wellness programs. • Assist clients in troubleshooting issues related to their accounts, scheduling, and service usage. • Provide detailed information on pricing, promotions, and membership options. • Identify opportunities to upsell services and convert inquiries into memberships. • Gather customer feedback and insights to improve services and client experience. • Document interactions for quality assurance. • Collaborate with marketing and membership teams to align on promotions and provide input on customer preferences. • Stay updated on company offerings, industry trends, and customer service best practices.

• Strengthens and maintains relationships with customers to provide best in class service and drive growth and retention • Accountable for ensuring an effortless experience and overall satisfaction is provided to assigned book of dealers • Oversees the resolution of customer inquiries, handling customer escalations, building and maintaining internal and external relationships, and managing the day-to-day needs of the customers • Collaborates with Dealer Success Manager to establish and maintain expectations and timelines • Maintain a positive attitude while assisting customers • Drive results and uphold our company culture • Drive production in a fast-paced customer service environment • Address customer concerns in a positive and calm manner • Ability to multitask between phone and email communication with customers and team • Drive a high-performance culture through accountability, consistency, and performance • Use critical thinking, prioritization, and problem-solving skills to accomplish goals within tight deadlines • Escalate queries and concerns, keeping our employees and customer experience top priority • Work with internal teams to resolve customer service issues specifically related to: Legal, Accounting, Compliance, Marketing, Loan Servicing, and Underwriting • Proactively collaborate with team and management regarding performance, adverse impact of decisions on customers, and potential risks to the business • Be a continuous positive force within the office, creating strong morale and spirit throughout the Advocate team.