Role Description Corpay is currently looking to hire an Account Configuration Team Lead. In this role, the Account Configuration Team Lead will support the day-to-day execution of customer account configuration, onboarding, and training activities while serving as a senior resource and escalation point for the Account Configuration Group. The Account Configuration Team Lead will help ensure customers can successfully adopt and use the products they purchase by supporting accurate backend configuration, validating customer setup requirements, assisting with case prioritization, and helping team members resolve configuration or onboarding issues. This role works closely with internal product, support, implementation, operations, and project management teams to ensure a smooth onboarding experience and timely customer setup. In addition to completing account configuration work, this role will help delegate incoming case work, monitor queue health, support quality assurance, coach team members, and identify opportunities to improve ACG processes, documentation, and training standards. Role Responsibilities - Gathering, verifying, and validating customer information needed for account setup - Reviewing incoming customer configuration requests to confirm required documentation, setup templates, customer data, banking information, and implementation details are complete before work begins - Entering, configuring, and updating customer data within backend systems - Ensuring seamless integrations and proper system setup for customer accounts - Delegating and prioritizing ACG case work based on queue volume, case complexity, customer urgency, team capacity, and implementation timelines - Serving as a first point of escalation for ACG team members, project managers, and internal partners when configuration questions, documentation gaps, system issues, or process blockers arise - Supporting quality assurance by reviewing completed configuration work, identifying errors or gaps, providing feedback, and helping ensure corrective action is completed before go-live - Monitoring case progression through the appropriate workflow stages and helping ensure cases are moved forward accurately and on time - Conducting live training sessions focused on product usage, workflows, and best practices - Supporting customer Readiness Reviews and go-live activities by helping validate setup, configuration, workflow, banking, and remittance requirements - Collaborating with internal teams to resolve configuration issues and optimize onboarding processes - Coaching and mentoring ACG team members by answering process questions, sharing best practices, and supporting team development - Maintaining detailed documentation of configurations, customer interactions, process decisions, and escalation outcomes - Identifying recurring configuration issues, documentation gaps, training needs, or process improvement opportunities and escalating recommendations to leadership - Acting as a backup resource for complex account configuration work when needed - Promoting a collaborative, accountable, and customer-focused team environment Qualifications - Minimum of 2 years of relevant experience in account configuration, onboarding, payments, implementation, operations, or a related field - Prior experience with Corpay products, systems, workflows, or customer setup processes preferred - Strong understanding of account configuration, onboarding workflows, customer training processes, and backend system setup - Demonstrated ability to prioritize work, manage multiple cases, and support timely resolution of customer or internal issues - Ability to serve as a peer leader, escalation point, and trusted resource for team members - Strong attention to detail and accuracy in data input, documentation, and configuration work - Experience with system integrations or AP payments - Ability to deliver engaging and structured live training sessions - Excellent communication, organizational, and problem-solving skills - Ability to collaborate effectively with product, support, implementation, operations, project management, and leadership teams - Technical background or experience with payment automation solutions - Familiarity with financial systems, SaaS platforms, CRM tools, ticketing systems, or backend configuration systems - Ability to identify process gaps, recommend improvements, and support adoption of new workflow standards - Comfortable working through ambiguity, competing priorities, and escalations in a professional and solution-oriented manner Key Attributes of the Ideal Candidate - A trusted senior resource for the ACG team - Highly organized and able to balance case work, queue management, escalations, and training responsibilities - Detail-oriented and committed to accurate customer setup - Comfortable making prioritization decisions and explaining the reasoning behind them - A strong communicator who can work effectively with team members, project managers, internal partners, and customers - A natural coach who helps others learn and grow - Solution-oriented when blockers, unclear requirements, or process gaps arise - Confident enough to challenge incomplete documentation or unclear requests while remaining professional and collaborative - Able to take ownership of issues and follow them through to resolution - Focused on customer readiness, team success, and continuous improvement Benefits - Comprehensive Benefits Package including Medical, Dental, Vision and Paramedical benefits, as of day one - Optional company match RRSP program - Virtual fitness classes offered company-wide - Time-off including major holidays, vacation, sick, personal, and volunteer time - Discounted gym membership rate - Philanthropic support with both local and national organizations - Fun culture with company-wide contests and prizes

Role Description In addition to the responsibilities listed below, this position is also responsible for developing and implementing standard and non-standard competitive sales and retention strategies for Multi-State accounts; providing a positive experience to customers with Multi-State accounts with minimal guidance; supporting change management for new tools and capabilities; ensuring collaboration within teams to support customer needs for Multi-State accounts; executing sales and renewals for Multi-State accounts with minimal guidance; and meeting standard and non-standard goals for sales and retention of Multi-State accounts. Essential Responsibilities - Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. - Listens to, seeks, and addresses performance feedback; provides mentoring to team members. - Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples. - Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes. - Supports and responds to the needs of others to support a business outcome. - Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed. - Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information. - Supports, identifies, and monitors priorities, deadlines, and expectations. - Identifies, speaks up, and implements ways to address improvement opportunities for team. - Provides a positive customer experience within market turnaround expectations by: - Building and maintaining strategic relationships with customers, consultants, brokers, and/or channels while acting as the KP representative to ensure contract, benefit/service, and renewal activities. - Demonstrating comprehensive product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving moderately complex questions or concerns. - Building a comprehensive understanding of prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer goals. - Partnering with engagement team/specialist to monitor engagement programs (e.g., member wellness) with minimal guidance. - Providing accurate information including recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs with minimal guidance. - Demonstrates commitment to KP sales and retention goals by: - Implementing standard and non-standard strategies to meet or exceed targets for retention and growth for accounts in the Book of Business. - Holding accountability for Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management (CRM) platform. - Contributing to the sustained growth and competitive position of KP in the market. - Contributes to the execution of sales and renewals by: - Implementing the RFR process end-to-end, following established timelines and best practices. - Executing standard and non-standard sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation. - Ensuring that contracts, pricing, and membership accounting implement the negotiated terms for sales and renewals. - Creating cross-sell and upsell opportunities to increase growth and retention. Qualifications - Bachelors degree in Marketing, Finance, Business Administration, or related field AND minimum two (2) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field OR minimum five (5) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field. Requirements - Health Insurance License (Maryland) within 3 months of hire - Accident and Health Insurance License (California) within 3 months of hire - Accident, Health or Sickness Insurance License (District of Columbia) within 3 months of hire - Accident and Health or Sickness Insurance License (Hawaii) within 3 months of hire - Health Insurance License (Oregon) within 3 months of hire - Disability Insurance License (Washington) within 3 months of hire - Health Insurance License (Virginia) within 3 months of hire - Accident and Sickness Insurance License (Georgia) within 3 months of hire - Accident and Health Insurance License (Colorado) within 3 months of hire

Role Description Implements standard sales and retention strategy for health insurance or workers compensation accounts with guidance from a supervisor. Utilizes opportunities, resources, technology tools, and customer performance data (e.g., cost utilization, financial, clinical) to meet competitive revenue and growth targets with coaching from a supervisor. Builds and maintains relationships with customers, consultants, brokers, and/or channel partners, including providing information and foundational product knowledge, and resolving or escalating concerns. Builds foundational knowledge of customer businesses and develops account strategies in alignment with customer goals. Collaborates internally and externally to develop account strategy, including supporting communication, and recommending solutions to customers. Follows best practices and established timelines to execute sales and renewals, including administration, negotiations, presentations, rate, product and benefits with guidance from a supervisor. Is accountable for Key Performance Indicators (KPIs) to support the sustained growth and competitive position of KP in the market. Essential Responsibilities - Pursues effective relationships with others by sharing resources, information, and knowledge with coworkers and members. - Listens to, addresses, and seeks performance feedback. - Pursues self-development; acknowledges strengths and weaknesses based on career goals and takes appropriate development action to leverage/improve them. - Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work. - Assesses and responds to the needs of others to support a business outcome. - Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; follows procedures and policies, and applies data and resources to support projects or initiatives with limited guidance and/or sponsorship. - Collaborates with others to solve business problems; escalates issues or risks as appropriate; communicates progress and information. - Supports the completion of priorities, deadlines, and expectations. - Identifies and speaks up for ways to address improvement opportunities. - Provides a positive customer experience within market turnaround expectations by building and maintaining strategic relationships with customers, consultants, brokers, and/or channels while acting as the KP representative to monitor contract, benefit/service, and renewal activities. - Demonstrates foundational product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving any questions or concerns. - Builds a working understanding of prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer goals. - Partners with engagement team/specialist to coordinate engagement programs (e.g., member wellness) with coaching from a supervisor. - Provides accurate information including recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs with coaching from a supervisor. - Demonstrates commitment to KP sales and retention goals by implementing standard strategies to meet or exceed targets for retention and growth for accounts in the Book of Business. - Documents progress on Key Performance Indicators (KPIs) and maintains updated Customer Relationship Management (CRM) platform with coaching from a supervisor. - Supports the sustained growth and competitive position of KP in the market. - Contributes to the execution of sales and renewals by supporting the RFR process end-to-end, following established timelines and best practices. - Supports standard sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation. - Follows up on contracts, pricing, and membership accounting to implement the negotiated terms for sales and renewals. - Identifies cross-sell and upsell opportunities to increase growth and retention. Qualifications - Bachelors degree in Marketing, Finance, Business Administration, or a directly related field OR minimum three (3) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field. - Accident and Health or Sickness Insurance License (Hawaii) within 3 months of hire.

Role Description This is a case management focused administrative role. You will serve as the organizational backbone of the client experience - managing documentation, maintaining case accuracy, communicating with clients, and ensuring nothing falls through the cracks. This is not an entry-level position. We are looking for someone with a proven track record of administrative excellence who is ready to contribute from day one and grow with us long term. Essential Duties and Responsibilities - Client Relationship Management - Serve as the primary point of contact for assigned clients, building strong, professional relationships through proactive communication. - Communicate with clients via phone, email, and text to answer questions, gather documentation, provide updates, and schedule meetings. - Maintain a supportive and empathetic presence while assisting clients through complex or stressful situations. - Case and Project Management - Manage client case files with precision, ensuring all documentation is complete, accurate, and up to date. - Track project milestones, deadlines, and outstanding action items to keep client engagements moving forward. - Review documentation for completeness and follow up on missing information as needed. - Team Coordination - Coordinate with internal team members to ensure client work progresses efficiently and deadlines are met. - Communicate updates, priorities, and outstanding items across departments to maintain seamless service delivery. - Escalate concerns or roadblocks when appropriate while helping facilitate timely resolutions. - Administrative Support - Maintain organized digital records, client files, and supporting documentation. - Handle administrative responsibilities, including filing, scheduling, document preparation, and project coordination. - Ensure client information is maintained accurately across internal systems. - Problem Solving & Quality Assurance - Identify potential issues early and resolve them independently using sound judgment. - Monitor client progress to proactively address obstacles before they impact timelines or service quality. - Maintain accuracy and attention to detail while ensuring company policies and standards are followed. Qualifications - 3+ years of administrative experience in a professional environment. - 3+ years of customer facing or client service experience. - Demonstrated remote work experience with a reliable, distraction-free home workspace. - Ability to manage multiple priorities in a fast-paced environment. - Proficiency with Microsoft Office or Google Workspace. - Ability to maintain confidentiality and handle sensitive financial information professionally. Preferred Skills - Strong critical thinking and independent problem solving skills. - Exceptional attention to detail - you catch what others miss. - Ability to learn CRM platforms. - Professional written and verbal communication skills. Work Environment - This is a remote position performed from a dedicated home office. Must reside in the United States. - Employees must maintain: - A reliable computer capable of running Microsoft 365 and other required business applications. - High-speed internet with dependable video conferencing and telephone capabilities. - A quiet, private workspace free from regular distractions. - Availability and responsiveness during normal business hours in the Central Time Zone, including participation in virtual meetings and timely communication with clients and team members. Physical Demands - Ability to remain in a stationary position (sitting or standing) for extended periods during the workday. - Ability to use a computer, keyboard, mouse, and telephone for prolonged periods. - Ability to communicate effectively verbally and in writing, including participating in video conferences. - Ability to type accurately and efficiently to perform essential job functions.