• Grow territory significantly while maintaining relationships with customers and manufacturers. • Strong technical communication skills to explain how products work and solve problems. • Manage schedule, book of business, and customer communications effectively. • Engage with customers, including hand-delivering orders as necessary.

• Uphold and integrate the customer’s Catholic and Christian identity to foster the teachings of the Church in all aspects of job performance. • Strictly adhere to HIPAA guidelines, conducting rigorous identity verification before disclosing any protected health information. • Verify member eligibility and gather necessary information to assist with member inquiry. • Efficiently authenticate and respond to provider request regarding patient policy status, effective dates of coverage, benefits, claim status, and other inquiries. • Inform members and providers on services requiring prior authorization and track the status of pending requests. • Maintaining detailed, audit-ready logs of every call, chat, and email interaction, including clear notes on the specific resolution or next steps promised. • Assist with producer support by performing regular DOI portal audits and checking Sircon credentials to verify active licensing status. • Perform other duties as assigned.

• Review order notes • Calculate pricing • Contact suppliers websites or call • Clarify missing information with AE

• Manage assigned corporate accounts and ensure timely collections on outstanding balances • Monitor aging reports and follow up on past-due invoices via email and phone • Maintain strong relationships directly with B2B clients to ensure smooth payment processes • Determine write-offs (month end and small amount) • Apply customer payments, adjustments, and credit memos accurately • Investigate and resolve billing discrepancies, payment issues, and disputes • Coordinate with internal teams (Sales, Account Executive, Customer Service, and Finance) to resolve AR-related concerns • Make recommendations to Supervisor for collection of past due accounts • Provide clients with invoice copies, statements, and payment confirmations upon request • Maintain accurate customer records, collection notes, and account history in the system • Prepare weekly and monthly AR reports for Account Executive review • Research returned mail and bank correspondence (i.e., short- & over-payments) • Independently manage AR and escalations • Payment Research and Credit validation support when need