Alliant Insurance Services

• Responsible for providing customer service and overall service of assigned customers and/or policies • Soliciting new business on existing accounts • Supporting Producer-led new business efforts • Supports Producer in developing new business opportunities for existing clients and prospects • Initiates renewal process for existing clients • Discusses and creates renewal strategy with Producer • Analyzes and compares current exposures and develops renewal or new business specifications for marketing • Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy • Reviews and summarizes marketing results and prepares proposals • Finalizes proposals and presentations in coordination with Producer • Binds insurance coverage and prepares binders and/or delegate certificates issuance • Reviews policies for accuracy and contracts • Prepares summaries and/or schedules of coverage for clients • Reviews client accounting history and responds to accounting inquiries • Participates in claims process as directed by management • Provides technical guidance to staff assisting with client needs or procedural issues • Notifies brokers of pertinent information related to client retention • Meets with clients as needed or directed by Producer • Collection of fees and reconciliation within 90 days of invoicing date • Complies with agency management system data standards and data integrity

• Responsible for producing print, digital media, and finishing designs for in-house design team. • Creatively collaborate with in-house design team to ensure alignment with corporate business strategies and specific industry marketing needs. • Production design for brochures, advertisements, announcements, logos, newsletters, flyers, invitations, web sites, digital media communications (including HTML email), tradeshow exhibits, and presentations. • Partner with Graphic Designers to help them execute their vision in a variety of mediums. • Responsible for finishing designs and meeting finishing deadlines. • Utilize desktop publishing tools and image editing, print design, sketching and graphic design techniques to produce creative print and digital media collateral for the organizations promotional efforts. • Translate complex business and marketing needs into simple, elegant communications that are effective either in print or on-screen, or both. • Promote brand identity standards and maintain consistency of established standards while striving to interpret them in inventive and meaningful new ways. • Participate and contribute forward-thinking design solutions or ideas during project strategy and/or team brainstorming sessions. • Stay abreast of new design industry techniques and/or technologies that will result in process improvement. • Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

• Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts • Supports Producer in developing new business opportunities for existing clients and prospects • Initiates renewal process for existing clients and discusses and creates renewal strategy with Producer • Analyzes and compares current exposures and develops renewal or new business specifications for marketing • Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy • Reviews and summarizes marketing results and prepares proposals • Finalizes proposals and presentations in coordination with Producer • Binds insurance coverage and prepares binders and/or delegate certificates issuance • Reviews policies for accuracy and review contracts • Prepares summaries and/or schedules of coverage for clients • Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections • Participates in the claims process as directed by management, including claim submission, follow-up and overall communication • Provides technical guidance to staff assisting with client needs or procedural issues • Notifies brokers of pertinent information related to client retention • Meets with clients as needed or directed by Producer • Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information) • Other duties as assigned

• Responsible for advising Alliant's employee benefits business group on a broad range of legal issues and reviewing a variety of contracts and other forms, in addition to other licensing and legal matters. • Reviews, drafts, and negotiates a variety of agreements, including master services agreements, vendor agreements, independent contractor agreements, data privacy agreements, confidentiality agreements, referral agreements, business associate agreements, and other commercial transactional agreements. • Provides business-centric and practical advice on legal issues and risks to stakeholders and leadership. • Collaborates with business units to understand key commercial requirements in contracts and legal projects. • Builds business relationships with, and gains the trust of, internal clients and stakeholders. • Partners with cross-functional corporate teams, including IT, risk management, accounting, sales, operations, marketing, and human resources, on contract review, legal compliance, and company policies. • Advises Alliant corporate departments and business groups on privacy and security laws and regulations and related industry standards that impact Alliant, including coordinating and synthesizing advice from external counsel as needed. • Reviews, updates, and maintains internal legal policies, processes, playbooks, checklists, self-service tools, trainings, and templates. • Performs all duties in accordance with all company policies and procedures, and all federal, state, and local laws wherein the Company operates. • Performs other duties as assigned.

• Manages overall client relationship to maintain high account retention rate • Solicits new accounts to conduct direct selling and cold calling • Responsible for renewal process on existing business • Evaluates assigned client coverage portfolio to implement cross selling opportunities and solicitation of additional lines of coverage • Services accounts and provides claims assistance as needed • Analyzes exposure base to identify program deficiencies and develop proper marketing strategies • Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations • Binds coverage, prepares binders and delegates certificates • Reviews coverage and determines appropriate level of coverage • Meets with clients as needed or directed by producer • Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections • Serves as technical expert, assisting department members to resolve complex issues • Provides mentoring and coaching to departmental staff in concert with Unit Manager • Creates motivational action plans for personnel development in conjunction with defined performance goals created by Unit Manager • Supplements Unit Managers oversight in compliance with Corporate procedural guidelines • Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information) • Other duties as assigned.

• Responsible for managing all aspects of the team responsible for the management and optimization of key corporate applications. • Responsible for leading, mentoring, and developing a high-performing IT team, fostering a culture of collaboration and continuous improvement. • Ensure appropriate project deadlines and performance standards are developed and maintained. • Conduct regular team meetings to align on goals, share updates, and address challenges. • Promote professional development opportunities for team members. • Manage team performance through regular evaluations and feedback, ensuring alignment with company objectives. • Oversee the team that administers, configures, and optimizes ServiceNow, Kofax, SharePoint, and other corporate applications. • Collaborate with stakeholders to identify application requirements and implement solutions that enhance functionality and user experience. • Ensure applications are maintained according to best practices and comply with security and data governance policies. • Monitor application performance and implement improvements to enhance efficiency and reliability. • Plan, coordinate, and execute IT projects related to application development, upgrades, and integrations. • Manage project budgets, timelines, and resources to ensure successful delivery. • Communicate project status and outcomes to stakeholders, addressing any issues or risks proactively. • Collaborate with cross-functional teams to identify opportunities for process improvements and technology solutions. • Develop and maintain strong relationships with vendors and external partners related to corporate applications.

• Responsible for all aspects of agency and staff insurance licensing • Coordinates with applicants and state agencies to ensure timely and efficient license acquisition and renewal • Ensures compliance with all applicable regulations • Reviews and submits new and renewal license applications and amendments to Departments of Insurance for individuals and agencies • Maintains a 90-day license expiration list and secures completed renewal forms from staff for processing prior to license expiration • Maintains various licensing information and generates reports and checklists using databases, Excel, and SharePoint • Assists with report analysis • Follows up with staff to have Continuing Education completed prior to license expiration • Coordinates pre-licensing course registration and state-administered testing • Reports changes in background to Departments of Insurance • Manages the agency branch office registrations with the Departments of Insurance • Processes and tracks confidential personal and corporate information • Handles the carrier appointment verification process • Responds to miscellaneous time-sensitive requests from carriers and states • Researches specific licensing issues • Contributes toward process improvement projects • Other duties and projects as assigned

• Responsible for all aspects of agency and staff insurance licensing • Coordinates with applicants and state agencies to ensure timely and efficient license acquisition and renewal • Ensures compliance with all applicable regulations • Reviews and submits new and renewal license applications and amendments to Departments of Insurance for individuals and agencies • Maintains a 90-day license expiration list and secures completed renewal forms from staff for processing prior to license expiration • Maintains various licensing information and generates reports and checklists using databases, Excel, and SharePoint • Assists with report analysis • Follows up with staff to have Continuing Education completed prior to license expiration • Coordinates pre-licensing course registration and state-administered testing • Reports changes in background to Departments of Insurance • Manages the agency branch office registrations with the Departments of Insurance • Processes and tracks confidential personal and corporate information • Handles the carrier appointment verification process • Responds to miscellaneous time-sensitive requests from carriers and states • Researches specific licensing issues • Contributes toward process improvement projects • Other duties and projects as assigned

• Responsible for advising Alliant's employee benefits business group on a broad range of legal issues and reviewing a variety of contracts and other forms. • Reviews, drafts, and negotiates a variety of agreements, including master services agreements, vendor agreements, independent contractor agreements, data privacy agreements, confidentiality agreements, referral agreements, business associate agreements, and other commercial transactional agreements. • Provides business-centric and practical advice on legal issues and risks to stakeholders and leadership. • Collaborates with business units to understand key commercial requirements in contracts and legal projects. • Builds business relationships with, and gains the trust of, internal clients and stakeholders. • Partners with cross-functional corporate teams on contract review, legal compliance, and company policies. • Advises on privacy and security laws and regulations and related industry standards impacting Alliant. • Performs all duties in accordance with all company policies and procedures, and all federal, state, and local laws.

• Build employer relationships, deliver presentations, and sell services that help businesses support employees through effective benefits solutions. • Develops and executes a proactive sales strategy to promote Medicare education services to employee benefits brokers, agencies, and employer groups. • Owns the entire sales cycle including prospecting, lead generation, outreach, relationship building, proposal development, negotiation, and closing new business. • Identifies and pursues new growth opportunities with benefits brokers and B2B clients, engaging C-suite and senior leadership audiences as needed. • Builds and maintains strong, long-term relationships with brokers, consultants, and employer stakeholders through consistent, value-based engagement. • Conducts consultative sales conversations to assess client needs and position our Medicare education services as strategic solutions. • Develops and delivers sales presentations, virtual meetings, and in-person discussions tailored to brokers and executive audiences. • Attends industry events, trade shows, and networking functions to expand brand visibility, generate leads, and strengthen partner relationships. • Travels to meet with prospects and broker partners to build relationships and close business. • Collaborates with internal teams to ensure seamless onboarding, implementation, client satisfaction, and ongoing relationship management post-sale. • Maintains accurate records of sales activity, pipeline, and client interactions in CRM systems. • Responsible for meeting or exceeding defined sales quotas and performance metrics. • Monitors industry trends, competitive activity, and regulatory considerations to inform sales strategy and uncover new opportunities. • Works independently while aligning with company goals, values, and growth initiatives. • Assists with special projects and strategic initiatives as assigned by leadership.