• Collect, review, and manage medical records to support clinical reviews, quality programs, and regulatory audits • Request and retrieve medical records from provider offices, health systems, vendors, and EHR platforms • Review records for completeness, legibility, required date ranges, and relevance • Upload, index, and organize records in designated systems • Serve as a point of contact for providers regarding record requests

• Attract and underwrite middle market business • Deploy effective account management while fostering strong working relationships with agency partners • Execute underwriting strategy to achieve profit and premium plans • Handle a renewal book in their territory as assigned • Assist with the resolution of escalated issues, and mentor and coach team members. • Price risk commensurate with exposures and controls • Set appropriate terms and conditions to deliver a profitable portfolio • Document assigned files with underwriting thought process • Serve as a subject matter expert to assist team members with complex risks • Achieve production goals within assigned territory • Responsible for marketing, including both in-person and virtual sales calls with agencies and insureds • Prospecting and developing a strong pipeline of new business opportunities • Collaborate with internal partners to ensure optimal stakeholder management • Provide feedback to management on the current state of the marketplace, agencies, and competition • Support and participate in the deployment of technical underwriting training/content.

• Manage state licensure, DEA, CDS, and collaborative practice agreements for physicians and other practitioner types (e.g., NPs, RNs, LCSWs) • Prepare clear instructions and correspondence to guide practitioners through application completion and supporting documentation • Proactively follow up and create urgency with practitioners, institutions, and state boards via phone and email to meet start dates and resolve outstanding items • Coordinate and submit required primary source verifications to state boards • Prioritize application workflows based on business needs and departmental guidance • Track licensure progress, document lifecycle milestones, and maintain accurate, timely data in credentialing systems and shared drives • Communicate licensure status and expected timeframes to Licensing & Credentialing, Operations, and Clinical Leadership • Notify Credentialing of license issuances, renewals, and CPA submissions to avoid disruptions in credentialing or enrollment • Generate reports, monitor expiring licenses and certifications, and manage renewals • Perform recurring audits, data reconciliation, and reporting; escalate issues as needed • Ensure practitioner data accuracy across HR, CME, CVO, and credentialing databases • Maintain confidentiality and adhere to Monogram Health credentialing policies

• Partner with Sales during pre-sales engagements to accurately scope mobile deployment requirements. • Lead deployment planning conversations with customer IT and project teams. • Recommend appropriate supported deployment model for mobile applications. • Set expectations for timelines, required assets, approvals, and customer responsibilities during deployments. • Configure customer app builds in Firstup's Starship system. • Manage iOS and Android submissions through respective platforms. • Coordinate recurring custom app releases and manage review rejections.