• Coordinate commercial activity within in-field teams to ensure targets are reached for increasing sales. • Create, implement, and communicate District Sales Plan and monitor progress. • Maximize market, segment, and team dynamics to drive top- and bottom-line results. • Coach, mentor, educate and develop direct and indirect team members.

• Establish and cultivate relationships with mid-size and large national account client executive management teams and purchasing decision-makers. • Ensure high customer satisfaction, facilitating positive long-term relationships with high potential for continued business and revenue growth with customers. • Utilize business acumen in order to understand the customer's business for each of the assigned accounts; provide industry input in order to develop the company’s value proposition. • Effectively communicate with the entire internal account team to meet and exceed customer’s expectations. • Participate in sales forecasting and planning to ensure effective market planning and continued revenue stream, negotiate client contracts, build project cost models and execute direct business development programs. • Lead the development of each assigned strategic account plan and strategy coordinating with the appropriate division resources (i.e., sales directors, operational support personnel, executive sponsor, and knowledge experts). • Implement the strategic account plan and associated action plans ensuring that the Director of National Accounts is continually informed of progress and account status. • Conduct, at a minimum, quarterly Strategic Account Reviews for all key accounts along with one annual team strategy meeting. • Oversee and evaluate market research and adjust marketing strategy to meet changing market and competitive conditions. • Provide information on current and future pursuits and pipeline across assigned accounts as required to the associated leadership teams. • Forecast and track growth against the established baseline and account plan. • Monitor industry and economic trends, competitor products, sales and marketing activities. • Provide market intelligence on product research and development. • Develop and recommends product positioning and pricing strategy to earn new business. • Performs other tasks as assigned

• Manage performance against clinical and operational metrics • Lead, motivate, and drive accountability for a team of nurse practitioners, registered nurses, and social workers • Prepare, review and analyze performance and health outcome reports to identify areas requiring attention and improvement and acting quickly to resolve known issues • Plan staffing schedules to optimize efficiency and productivity • Assist in the hiring of clinical staff members • Execute corporate and regional strategy to deliver quality patient care • Perform other duties as assigned • Uphold the mission and values of Monogram Health in all respects

• Adjudicate Long Term Disability (LTD) claims within established timeframes and policy guidelines while maintaining a client-first approach. • Interview claimants and employers to gather relevant information and make fair, evidence-based decisions. • Manage all claims in accordance with client-specific service standards and ensure documentation is accurate and timely. • Utilize available resources to assess diagnoses and treatment plans, liaising professionally with physicians, employers, insurance agencies, and legal representatives. • Draft and deliver written correspondence summarizing claim activity, decisions, and next steps. • Participate in case conference calls with employers and internal team members. • Collaborate closely with the Rehabilitation Coordinator to minimize absence duration and support return-to-work planning. • Maintain strict confidentiality regarding client, corporate, and medical information.