• Serves as the main Sponsor/CRO and PI/site contact on assigned studies • Manages the day-to-day relationship for assigned top tier accounts • Manages review of Protocol/site submissions by reading, reviewing, and understanding protocol and all supporting documentation • Demonstrates an advanced understanding of multiple types of Protocol and Site Submissions • Documents and executes client customizations; processes change requests • Manages vendor relations and documentation for foreign language translations • Maintains a high level of accuracy and attention to detail and collaborates with the quality assurance team to ensure a minimal rate of error. • Completes work in a timely manner, responding to customers within 24 hours of email/voicemail receipt • Escalates any customer or timeline issues to management • Assists with process improvement initiatives • Attends conferences and workshops • Other duties as assigned

• Help solicit and develop and maintain business relationships with members and clients • Provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs • Drive results by reviewing information requests for specialized products and services and promoting and selling them • Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures • Establish an advisory relationship by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products and services and ensure member/client satisfaction • Review client needs and compile and analyze data • Handle requests and follow up as needed • Assist members and clients, listen to their needs and propose personalized solutions • Help identify your unit’s operational risks and opportunities for improvement • Stay on top of the latest standards, products and services in your field.

Role Description AO Globe Life is seeking motivated professionals to join our fully remote team supporting individuals and families across the United States. In this opportunity, you will meet with clients through scheduled virtual consultations to help them understand benefit options and make informed decisions about protecting their financial futures. This role offers flexibility, mentorship, and long-term career growth within a mission-driven organization focused on serving working families nationwide. - Conduct scheduled virtual consultations with clients via Zoom - Clearly explain and recommend benefit options based on each client’s needs - Guide individuals and families through the decision-making and enrollment process - Maintain organized digital records and complete follow-up communication - Participate in team coaching sessions and strategy meetings to support ongoing development Qualifications - Self-motivated, organized, and goal-oriented - Open to coaching and continuous professional development - Comfortable working in a fully remote environment - Strong communicator who enjoys helping others and building relationships Benefits - 100% remote work environment from day one - Equity opportunities available once performance benchmarks are reached - Pre-qualified client appointments provided — no cold outreach required - Paid training and full licensing support Company Description AO Globe Life provides supplemental benefits to working-class families across the United States, serving union members, credit union clients, and veterans. With more than 70 years of service, the organization continues to grow by offering flexible, remote-first career opportunities focused on service, stability, and professional growth.

• Act a liaison between Invitae|LabCorp, the customer base, and patients • Be well-versed in all Invitae products, processes, and policies to effectively solve client inquiries and complaints over the phone or via email • Speak with customers in a courteous, friendly, and professional manner using protocol procedures • Inquire, clarify, and confirm customer requirements and understanding of the solution • Provide additional customer education and information as needed • Qualify and establish inbound new customers requesting Invitae|LabCorp's products and services • Work in multiple databases to research complex issues and questions • Respond to client inquiries within 24 hours • Assist in resolving order submission errors with clients • Participate in peer training, documentation of client feedback, relaying of feedback to drive improvement of customer satisfaction and business performance • Engage in continuous development through customer service training, individualized coaching, constructive feedback, and performance improvement initiative • Perform administrative support for medical record management, CRM data maintenance, and internal records to assure HIPAA compliance • Manage daily workflows by prioritizing tasks and ensuring timely completion within queue-based systems