• Develop and nurture relationships with new and existing assigned agents to drive qualified risk selection and foster long-term partnerships • Generate new premium growth through interaction with new and existing agencies (phone calls, emails, face-to-face visits, etc.) • Identify and develop new agency opportunities through prospecting • Deliver training and ongoing support to new and existing agencies, ensuring clarity on systems, products, and underwriting guidelines • Serve as a subject matter expert on our product offerings and core systems and stay informed on industry trends and competitive landscape • Provide account management support for agencies and maintain accurate records of agency interactions using Salesforce • Collaborate with the marketing department to ensure consistent and effective agency communication • Proactively monitor key performance metrics and identify opportunities for improvement or additional training • Work proactively with product management to communicate competitive information and convey necessary product modifications or new opportunities • Meet or exceed individual or team goals consistently.

• Responsible for telephonically assessing, planning, implementing and coordinating all case management activities • Evaluate the medical needs of the member in order to facilitate and promote the member’s overall wellness • Develop a proactive course of action to address issues presented to enhance the member's short and long term outcomes • Apply data driven methods of identification of members to fashion individualized case management programs and/or referrals to alternative healthcare programs • Conduct comprehensive clinical assessments • Evaluate needs and develop flexible approaches based on member needs, benefit plans or external programs/services • Advocate for patients to the full extent of existing health care coverage • Promote quality, cost-effective outcomes, and make suggestions to improve program/operational efficiency • Identify and escalate quality of care issues through established channels • Provide an expected very high level of customer service • Utilize assessment techniques to determine member’s level of health literacy, technology capabilities, and/or readiness to change • Utilize influencing/motivational interviewing skills to ensure maximum member engagement and promote lifestyle/behavior changes to achieve optimum level of health

• Dedicate 50-75% of the day to engaging with members and coordinating their care. • Utilize all available resources to connect with and engage 'hard-to-reach' members. • Partner with members to develop individualized care plans that encompass goals and interventions to meet their identified needs. • Maintain meticulous documentation of care management activities in the member’s electronic health record. • Work with the Interdisciplinary Care Team to address barriers to care and develop strategies for maintaining the member’s stable health condition. • Identify and connect members with health plan benefits and community resources. • Meet regulatory requirements within specified timelines.

• Develop, enhance and increase district sales performance to meet or exceed annual Company sales and market share objectives • Ensure corporate sales and marketing direction is fully executed within a geographic area • Develop and maintain solid customer relationships with key executives, decision influencers and decision makers as appropriate • Conduct account reviews for key customers as required • Provide regular, candid and timely feedback to the district sales representatives