• Expertly promote the suite of Manulife Affinity Insurance solutions (Health & Dental, Travel, simple-issue Disability and Critical Illness insurance) to our top advisors • Actively identify opportunities and activities to support and grow advisors’ businesses • Develop, analyze & refine strategies and tactics to achieve/exceed sales targets • Assist in developing and implementing plans designed to provide “best in class” marketing support and new sales ideas to advisors • Build and maintain relationships with key advisors and Intermediaries while creating professional working relationships with other Manulife field partners • Consistently maintain agreed upon levels of face-to-face contact with advisors in the sales territory and record daily activities using Salesforce.com • Conduct sales and marketing meetings and seminars with advisors and Intermediaries (e.g.: MGA staff) to train on Manulife Affinity solutions and approved sales and marketing concepts, as well as assist in developing sales opportunities with new and existing clients • As a trusted partner, raise any service-related issues on behalf of advisors when they arise • Develop and share best practices, sales, marketing and business development ideas with peers and advisors • Adherence to the highest ethical standards at all times • Perform front line business risk management function through awareness, support and implementation of compliance and company policies with advisors, including supervision of sales-related activities

• Resolving complex, higher-dollar unpaid/denied claims for long-term care (LTC), skilled nursing facility (SNF) or intermediate care facility (ICF) claims. • Preparing and submitting claims to Medicare, Medicaid, and private insurers; ensuring compliance with federal and state billing regulations (including UB-04 and RAI/MDS requirements); verifying coverage and eligibility; and resolving claim denials or discrepancies. • Coordinating with clinical, admissions, and finance teams to ensure accurate documentation, maintaining patient billing records, and optimizing reimbursement through proper coding and timely claim submission. • Possessing knowledge of LTC billing systems, reimbursement models, and payer guidelines is essential. • Identifying and reporting trends found during the account resolution process such as CPT/HCPCS errors/deletions, duplicate claims, revenue code mapping mismatches, missing charges, no claim on file. • Performing financial account assessment functions including but not limited to adjustments and determining balance to patient. • Working within client systems to complete rebill functions. • Performing administrative functions including but not limited to medical record submissions, billing claims, patient assistance outreach, obtaining documents from client systems and insurance plan code updates, review corrected claim requests and approve for client assistance or correct the bill within client platform, review and submit payment verification assistance requests. • Maintain familiarity with client preferences and known issues across multiple client accounts. • Support special projects for clients as needed.

• 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