Veterans Sourcing Group

Manage and improve the trial user experience through data-driven product enhancements, collaborating with various teams to increase adoption and conversion. | Experience in product management or related roles, strong analytical skills, ability to define and track KPIs, and excellent communication skills. | Title: Product Manager for Web Experiences Location: 100% Remote Duration: 11 Months (Possible extension/hire) • Role/Purpose: Responsible for increasing user adoption and conversion by creating a seamless and valuable trial experience. • Serve as the voice of the trial user, working with cross-functional teams to identify and eliminate pain points in the journey. This work requires balancing the needs of the customer with business objectives. • Ship successful products by defining vision, strategy, and outcome-driven product roadmaps. • Manage the full product lifecycle to deliver the value for customer experiences. Functions as a central resource collaborating with design, production, quality, test, marketing and distribution as the product(s) move through their lifecycle. • Directs those involved in the design, modification and evaluation of all phases of specific features, products or group of products. Selects, develops, and evaluates personnel to ensure the efficient operation of the function. Principal Duties and Responsibilities 1. Strategic planning and execution Develop a vision and roadmap: Collaborate with go-to-market teams to establish the product strategy for the trial experience across company portfolio. This includes setting goals and prioritizing initiatives to improve conversion rates and customer satisfaction. Drive product improvements: Lead scrum teams to deliver iterative improvements to the trial process, focusing on quick, user-friendly wins and measuring their success. Coordinate launches: Oversee end-to-end product launches and feature rollouts related to the trial, collaborating with marketing, engineering, and support teams. 2. User research and data analysis Understand customer needs: Use data analysis, usability studies, and customer interviews to gain a deep understanding of trial users' behaviors and pain points. Define success metrics: Establish and track key performance indicators (KPIs) and goals to measure the success of the trial experience, such as download rates, in-app feature usage, and conversion to paid subscriptions. Use data for personalization: Collaborate with AI/ML teams to integrate data-driven personalization into the trial, such as recommending relevant features or learning paths. 3. Cross-functional collaboration Align with internal teams: Work with internal stakeholders, such as marketing, sales, and engineering, to ensure a cohesive strategy. Communicate effectively: Clearly communicate product vision, strategy, and roadmap to all stakeholders. Advocate for best practices: Promote data analytics, experimentation, and AI-driven design across the organization to create better user experiences. FUNCTIONAL SKILLS • Strong verbal and written communication skills Ability to adapt communication style for the audience Ability to facilitate effective meetings Demonstrated ability to define and track KPIs and other measurable success criteria Able to define complex logic flows. • Strategic thinking. • Explain complex problems to multiple audiences, both internal and external. • Ability to break down complex problems into actionable steps. • Define product functionality and workflow requirements. • Demonstrates thought leadership Great analytical skills; uses analytics to make data driven decisions. • Strong business acumen; understands the company s products, markets, processes. • Ability to quickly understand a specific market domain and identify trends and opportunities in that space. • Industry knowledge and passion for the product. • Strong storytelling skills. Keep team focused on key priorities. Demonstrated ability to influence decision making.

Manage premium collection records, execute collection activities, communicate policy information, and handle policy amendments and customer inquiries within assigned group products. | High school diploma with relevant customer service experience in a high volume transaction environment, ability to multitask and work independently, and proficiency in billing and underwriting systems. | Policy Change Senior Associate Duration: 6 months Location: Remote position - central would be ideal, but open Pay Rate: $19.50/hr. Manager Call Notes • Handle some admin as a team member - 3 team meetings per week • 1 interview done by the managers • Experience with life insurance is good, but not required • Multitasker and can work independently • Handling 50 transactions a day Job Description Description: Summary: The main function of a Policy Administration Rep is to be responsible for establishment of premium collection system records for new groups and changes as a result of amendments and renewals for all group products within assigned block of business. Responsible for ongoing application of received premium within the premium collection system within assigned block of business. Responsible for execution of collection activities for all customers within the EB Division. Job Responsibilities: • Responsible for execution of collection activities for all customers within the EB Division. • Responsible for ongoing application of received premium within the premium collection system within assigned block of business. • All roles will perform service functions related to the life cycle of a policy. • Proactively communicate sensitive policy information and service options in a clear and effective manner to policyholders, producers, third party administrators (TPAs), field force and home office staff on based contractual provisions, regulations and other related policy information. • Utilize established procedures to ensure accurate policy administration in accordance with contractual provisions. • Research, evaluate and resolve policyholder and field force requests. • Identify and recommend alternative administration options and negotiate exceptions to established procedures with policyholders, field force and other home office staff. • Establish new group and system records. • Identify omissions in submitted materials and obtain necessary information to ensure billing and administrative accuracy. • Initiate and implement policy amendments by analyzing and resolving issues with policyholders, field force, underwriting and other home office personnel. • Interpret information provided by the field and underwriting; communicate administrative changes to policyholder and field force; prepare updated, revised billing statements; determine effective dates, billing modes and policy acceptance requirements in order to update system records to reflect changes in coverage. • Recognize the impact of policy changes to policyholder administration, commissions and claim adjudication. • Receivables and Collections duties such as: tracking and reconciling receivables, updating and maintaining data in system, communicating to policyholders of any coverage lapses and terminations due to non-payment. • Evaluate lapse, termination and reinstatement requests from policyholders, field force and home office staff in order to make legally defensible decisions based upon contractual requirements, established guidelines and control procedures and other factors; • Negotiate repayment plans or other satisfactory solutions to recover outstanding premium amounts from policyholders; • Review and update system based on information and premium received as a result of collection activities. Skills/Qualifications: • Perform detailed data entry and basic math functions with a high level of accuracy; provide superior customer service; plan and prioritize work to meet multiple deadlines; problem solve with initiative; work effectively within a team; and express ideas clearly both in group and individual settings, orally and in writing. • Ability to: work within a high volume transaction environment, operate within a defined process, develop proficiency on billing and underwriting systems, develop and populate basic spreadsheets, operate professionally within sensitive situations (i.e., bankruptcies, non-payment of premium, terminations); understand current authority levels and the critical impact they have on the Company’s success. • Working knowledge of: group contracts provisions, billing and billing support systems, spreadsheet and database applications Education/Experience: • Education: High School diploma • Relevant work experience including demonstrated customer service skills in a high production environment, or the equivalent combination of education and/or relevant experience.