• Primarily Outbound calls with Inbound call opportunities (80/20 Split) • Work with clients to deliver Medicare Health Plans solutions that work with their doctors, hospitals, and medications. • You will work with most major insurance carriers and be able to sell Medicare Advantage, Medicare Supplement, and/or Part D Prescription Drug Plans. • Fulfill all policy requirements • Constantly update job knowledge and learn about new products and services • Attend and participate in team meetings • Be coachable, open-minded, and open to constructive feedback (we want you to grow!)

• Handle a high volume of inbound calls from brokers, providing timely, accurate support across a range of inquiries • Assist with day-to-day requests such as application status, system navigation, and general troubleshooting • Use multiple systems and tools to research issues, document interactions, and deliver effective resolutions • Apply active listening and critical thinking to understand each situation and determine the best outcome • Meet performance expectations around call quality, attendance, productivity, and schedule adherence • Maintain consistent communication with your supervisor and team • Participate in team meetings and ongoing training to stay current on processes and updates

• Execute new and renewal business activity by quoting, placing, binding, and confirming policies within established guidelines • Market insurance products by identifying appropriate coverage solutions through accessible markets for less complex risks • Negotiate coverage terms with carriers within defined underwriting and pricing parameters • Serve as a primary point of contact for agents on assigned accounts, managing communication and responding to inquiries in a high-volume environment • Ensure accuracy of submissions and policy information, including risk details and coverage structure • Monitor assigned accounts to maintain compliance with company policies, procedures, and underwriting standards • Support production goals by driving transactional deal flow and contributing to overall team performance

• Lead the broker-dealer supervisory program and ensure compliance with applicable laws, regulations, and firm policies. • Supervise, coach, and develop Regional Supervisory Principals, providing leadership and performance management. • Establish strategic objectives for the supervision function aligned with enterprise compliance goals. • Oversee supervisory activities, including new account approvals, trade reviews, variable annuity and insurance product reviews, branch surveillance, and heightened supervision programs. • Maintain and enhance Written Supervisory Procedures (WSPs) and supervisory controls. • Identify emerging supervisory risks and implement monitoring programs and surveillance enhancements. • Lead regulatory examination preparation and coordinate responses to regulators and internal audit findings. • Prepare and present monthly and quarterly supervision reports to executive leadership. • Develop and deliver supervisory training for registered representatives, principals, and field leaders. • Foster a culture of compliance through effective communication, leadership, and continuous improvement.