Manages client billing activities, including invoices, payment reconciliation, change reports, billing inquiries, payroll deduction issues, suspense account reconciliation, and related requests. Coordinates with client payroll deduction specialists and maintains ongoing client communication to ensure billing information is accurate and issues are resolved promptly.

Drive new business sales for voluntary benefits by building consultative relationships with brokers, agents and distributors across Arizona and New Mexico. Manage pipeline, forecasts and reporting (Salesforce), collaborate with internal teams, deliver presentations, influence RFPs, and meet annual sales and growth objectives.