• Receives inbound calls from customers who have questions on health insurance options • Assists with escalated customer issues • Provides a positive customer experience with excellent customer satisfaction • Meets sales and productivity goals on a daily, weekly, monthly and annual basis • Updates customer file in CRM with summary of interaction • Makes outbound sales calls on a variety of sales campaigns • Consults and educates seniors 65 years of age and older on the best Medicare Life and Health Plans that would best suit their needs. • Follows up on “book of business” on a consistent basis by making outbound follow up calls to prospects.

• Act as a customer-facing advisor, articulating the value of Kinaxis and Maestro and serving as a supply chain planning subject matter expert across the customer journey. • Lead investigation of complex planning behaviors by analyzing data, configurations, and algorithms; identify root cause and drive plans to rapid resolution with cross-functional teams • Provide functional and technical guidance during solution design and development, ensuring teams effectively leverage Maestro capabilities and deliver scalable, maintainable implementations • Define, document, and present Maestro best practices (e.g., authoring standards, data modeling, integration, and performance considerations) to customers, partners, and internal teams • Drive continuous value and adoption by aligning on business objectives and recommending tactical and strategic improvements (process, data, and configuration) that improve customer outcomes • Partner with Product to translate customer challenges into clearly defined use cases and to validate that new features and best practices meet market needs • Advise on and support Maestro integrations and data, including troubleshooting data quality and end-to-end process impacts

• Responsible for the strategic and operational oversight of Occupational Health and Workers' Compensation programs • Provide subject matter expertise in medical surveillance, claims, and compliance • Collaborate with stakeholders to promote injury prevention and return-to-work strategies • Manage Workers' Compensation programs and case management for claims • Conduct annual reviews of claim trends and ensure compliance with regulations and internal policies

• Establishing strong connections with new businesses • Generating a robust client portfolio through various prospecting methods • Expertly presenting product insights to potential clients, showcasing how our solutions address their needs • Managing and growing existing accounts through upselling and cross-selling • Conducting effective closings to meet the unique requirements of new clients • Engaging in targeted research and proactive engagement for prospecting purposes