• Achieve territory product sales goals while adhering to ethical sales practices, compliance guidelines, and required promotional regulations • Effectively promote and educate targeted physicians/HCPs on the use of product portfolio through one-on-one meetings and group presentations • Work 5 days in the field each week, supported by office time as needed for call planning, customer follow-up, preparing presentations, making appointments, report generation, etc. • Ensure high performance levels of call and field productivity • Meet call plan expectations and achieve territory product sales goals while adhering to ethical sales practices, compliance guidelines, and required promotional regulations • Execute company-approved product marketing plans and territory/regional business plan activities • Support targeted customers using company-approved resources and sales materials • Ensure territory sales strategy execution using periodic territory business plan and call activity reports • Accurately report/submit sales call activities, territory expenses and written reports in a timely manner • Attend all company-sponsored sales and medical meetings as directed by sales leadership • Balance territory and regional work and projects while maintaining a solid level of sales performance • Exhibit an acceptable level of skill in all competencies

• Own a portfolio of existing enterprise accounts. • Drive expansion and renewal revenue. • Lead QBRs and value realization sessions. • Identify growth opportunities aligned with customer goals. • Manage renewals, pricing adjustments, and contract expansions. • Partner closely with internal teams. • Monitor account health and mitigate churn risk. • Maintain accurate expansion and renewal forecasts. • Act as the internal voice of the customer. • Ensure compliance with security and company policies.

• Manage a book of personal lines clients (home, auto, umbrella, etc.) • Handle policy servicing including endorsements, renewals, certificates, and billing inquiries • Communicate with carriers to market, quote, and bind coverage • Provide clear, timely, and professional client support via phone and email • Identify coverage gaps and cross-sell opportunities in a consultative manner • Maintain accurate documentation and follow agency workflows • Collaborate closely with producers and internal team members

• Handle direct sales process • Responsible for sales expansion and customer retention • Inform clients about new products and services • Organize visits to clients