Sure

• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track • Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise • Serve as the primary day-to-day partner contact during implementation projects that continue throughout the lifecycle of the partnership • Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution • Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders • Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)

• Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track • Gather and document partner requirements into clear deliverables that EPD can execute on; hand off solutioning when technical decisions arise • Serve as the primary day-to-day partner contact during implementation; transition relationship continuity to the CSM at launch • Track and communicate project health proactively — flag delays, blockers, and scope risks early and drive resolution • Craft clear, well-written deliverables including meeting agendas, minutes, and business reviews for internal and external stakeholders • Maintain a tight feedback loop with the assigned CSM and accurate records in Sure's CRM (Attio)

• Deliver outstanding customer experiences across multiple channels including phone, text, and email • Serve as the go-to insurance expert, guiding customers through the full policy lifecycle—from initial sales through coverage adjustments, policy updates, billing questions, verification and beyond • Maintain proper documentation of all customer interactions • Assist with billing adjustments, including payment and refund processing and tracking. • Provide white-glove service that exceeds customer expectations at every touchpoint • Identify opportunities to enhance processes and contribute to operational efficiency • Participate in special projects aimed at scaling operations and improving customer outcomes • Provide continuous feedback to optimize tooling including AI assistants. • Build strong working relationships across customer experience, partnerships, leadership, and cross-functional teams • Challenge conventional approaches and bring fresh perspectives to insurtech challenges • Operate as a collaborative team player in a dynamic, entrepreneurial setting

• Own the sales pipeline from qualification to close, driving new partnership acquisition in real estate, property management, and adjacent verticals with support from a dedicated Business Development Representative for prospecting and lead generation • Nurture existing opportunities through strategic follow-up and relationship management to consistently move deals forward • Identify and evaluate new partnership opportunities, assessing which partners and programs align with our growth objectives • Structure partnership agreements that align incentives and set partners up for successful distribution of our insurance programs • Achieve and exceed quarterly and annual revenue targets through effective pipeline management and deal execution • Track partner performance data to identify trends, best practices, and optimization opportunities • Maintain accurate and up-to-date records in CRM to improve visibility and decision-making • Analyze partnership economics and performance metrics to inform recommendations on resource allocation and priorities • Manage partner requests and ensure smooth operational execution across the partnership lifecycle • Provide regular reporting on pipeline health, forecasting, and business performance • Work closely with Product, Engineering, and Design teams to translate partner needs into product requirements and roadmap priorities • Collaborate with sales leadership to support business unit strategy, contribute to revenue forecasting, and align on growth initiatives • Serve as the voice of the partner, advocating for features and improvements that drive better distribution outcomes • Partner with internal teams to ensure seamless partner onboarding and ongoing support