• Create and manage carrier portal login credentials for agents, accountants, and all other World employees. • Coordinate with newly acquired agencies and new hires to obtain and process carrier authorization requests and credentialing documentation. • Maintain and update employee credentials records throughout onboarding and offboarding process. • Communicate with insurance carriers to obtain, manage and maintain administrative access credentials. • Research, verify and validate carrier codes to ensure accurate recordkeeping and timely processing. • Partner with Carrier Administration to resolve discrepancies. • Identify opportunities to streamline processes and improve existing workflows and procedures. • Participate in special projects and perform additional duties as assigned.

• The Clinical Territory Associate (CTA) will work closely with the Clinical Sales Manager to gain knowledge in all aspects of our business to include technical, clinical, and sales. • Train to be a da Vinci® Surgery technical and sales expert across all primary surgical specialties to develop surgical robotics programs in the assigned territory. • Support a specific region by maximizing the utilization of installed da Vinci® Surgical Systems by leading product demonstrations/in-services and sales activities. • Be a resource to the surgical team by providing guidance, insight, and training on the use of the da Vinci® Surgical System. • Lead all technical in-services for customers to include OR staff, surgeons, etc. • Contribute to Clinical Sales Manager team quarterly sales goals by helping influence behavior change in customers. • Support and or coordinate regional sales and marketing development events that create system awareness and procedure adoption through product demonstrations/in-services and selling activities. • Act as a Medical Device Consultant, after appropriate training, as per legal requirement and provide guidance, insight, and support in the proper handling of Intuitive medical devices.

• Provide first-level technical support to end users for technology-related issues. • Experience with Desktop Remote Control tools (i.e., ScreenConnect, Bomgar LogMeIn, etc.). • Experience using an incident tracking system. • Ensure proper documentation for each interaction and escalate when necessary. • Resolve all issues using standard practices, procedures and company-approved troubleshooting tools and workflow processes. • Provide support to investigate data anomalies to determine possible root causes. • Provide solutions and/or recommendations to end user problems reported to Service Desk. • Maintain a working knowledge of the content of the system user and training documentation and manage document changes and version control processes. • As needed, provide support to coach/mentor system functional end user training. • Will be rated and reviewed in customer satisfaction surveys for delivery of service.

• Assists Financial Advisors and provides clients with quality service • Services a high volume of daily interactions, including inquiries and scheduling of meetings • Works independently and within a team to provide support • Processes client financial transactions and expense reports • Opens new client accounts and researches client and security information • Ensures accuracy of client paperwork and documentation • Prepares letters, forms, and reports • Actively engages in training and professional development opportunities • Performs other duties as assigned