• Develop a thorough understanding of Crossix offerings, competitive advantages, and processes. Learn to articulate them persuasively to prospects and customers • Develop strong and mutually valuable relationships with new and existing customers • Manage pipeline with CRM tools for maximum efficiency and visibility, with carefully executed follow-up to closure • Work in close partnership with Client Services to manage successful client deployments and to ensure ongoing high client satisfaction, renewal, and deep penetration of customer organizations for incremental business • Keep current with industry trends; engage your customers, address their business challenges, and propose solutions

• Monitor the Onboarding Pipeline to ensure a smooth transition at each step of the process. • Guide staff through contract terms and expectations during the initial assignment phase. • Coordinate the delivery of welcome packets, including client logins and software requirements, before the staff's first day. • Conduct onboarding discussions to familiarize new hires with client house rules and guidelines. • Completing the background check compliance for new hires. • Conduct offboarding discussions to ensure proper notifications and smooth transitions. • Assist staff with the offboarding process and liaise with the offboarding team to address any concerns. • Provide support for post-offboarding inquiries and issues. • Complete the offboarding checklist, including recommendations for staff reprofiling. • Collaborate closely with the Workforce Planner to monitor daily attendance and prepare accurate reports. • Engage in documented touch-base sessions to discuss client feedback and expectations of results. • Address staff inquiries and concerns promptly to maintain a positive working relationship. • Review and approve staff paid hours, providing feedback on productivity as needed. • Work alongside the Client Success Manager to enhance staff experience and adherence to client standards. • Stay informed about voluntary benefits available to individual contractors. • Efficiently maintain up-to-date trackers related to attendance and system issues. • Coordinate with Staff Services on HubSpot ticket movements. • Deliver refresher training on Client's Core Values to staff members with tenure of 2 weeks and 3 months. • Undertake additional tasks as required from time to time to support team and client requirements. • Assist in the preparation and monitoring of client-requested reports to ensure accurate and timely delivery. • Coordinate with staff and schedule a call with the Client Success Manager if needed.

• Develop new business in assigned territory • Collaborate with operations, marketing, and sales leadership • Establish and maintain peer-to-peer relationships with clients • Support sales initiatives and provide relationship support • Execute lead generation and growth strategies • Oversee contract negotiations • Perform market research and analysis • Support proposal processes • Monitor external and internal environments for new market segments • Assist in developing marketing campaigns

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines. • Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals. • Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy. • Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure. • Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction. • Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization. • Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit. • Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement. • Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers. • Mentor junior account management staff, providing training, technical guidance, and performance feedback.