• Work with multiple carriers and customers to create an outstanding customer experience • Handle daily communications among clients, producers and underwriters in a timely manner • Maintain agency system/applications with current information • Market, negotiate, prepare, analyze and propose commercial insurance options for both new and renewal clients • Process Insurance Applications and proofs of insurance • Inform and educate clients about coverage, exclusions and exposures; documenting electronic files accordingly • Assist clients in making appropriate coverage changes • Act as coverage/risk consultant for agents’ accounts where we have responsibility for sales • Cross selling / Up selling lines of coverage

• Handling new sales quotes, including formulating contracts, quotations and pricing, product research, customer relations, follow-up, coordinating due dates, placing service orders, managing and communicating test and turn up of circuits, etc. • Assist in identifying wholesale opportunities outside of company's current markets. • Have a working knowledge of Carrier Ethernet, optical waves, dark fiber, and broadband services. • Developing and maintaining relationships with transport engineers from various carriers. • Designing and creating customer network configurations. • Responsible for working with operations to ensure accurate order processing and service delivery. • Handling a wide variety of customer support, including resolving billing issues, managing customer inquiries, customer turn-up, and general customer satisfaction and relations. • Lead, identify and manage internal communications needs, disseminate information regarding relevant activities and obtain appropriate corporate approvals. • Work with sales management, product management, IT, regulatory, corporate marketing, and other inter-departmental stakeholders, by managing resources and timeframes required to complete and recommend customer solutions, requirements, pricing, and implementation. • Assures effective communications are maintained within areas of responsibility. • Where appropriate, informs employees as to plans in progress. • Performs other related duties as assigned to ensure effective operation of Company.

• Prospecting & Pipeline Development: Drive outbound prospecting efforts through phone, email, events, and social channels • Develop and execute targeted account strategies to generate new opportunities • Maintain a highly organized and accurate sales pipeline within the CRM • Sales Execution: Manage the full sales cycle from discovery through proposal, negotiation, and close • Conduct consultative discovery conversations with multiple stakeholders • Present tailored solutions aligned with institutional priorities • Collaboration: Partner with Marketing, Product, Customer Success, and Customer Experience teams • Share market insights and customer feedback to influence product and go-to-market strategies • Operational Discipline: Maintain pipeline visibility and forecasting accuracy • Execute repeatable sales processes to support scalable growth

• Lead complex, solution-based enterprise sales efforts across Financial Services and Technology sectors, owning both account expansion and new enterprise development • Increase engagement and expand relationships within assigned enterprise accounts • Elevate report based requests into broader strategic discussions • Develop new enterprise relationships through marketing generated leads and your professional network • Engage executive level stakeholders across Security, Risk, Operations, and Real Estate • Coordinate internal research and analytics experts to design tailored, data driven solutions • Structure and negotiate multiyear agreements • Navigate procurement, legal review, and supplier onboarding processes • Maintain disciplined pipeline management and accurate forecasting