• Proactively research and understand the latest claim processing and anti-fraud trends impacting customers • Identify and collaborate with service solution providers, and Insurtech partners, to determine potential for partnerships • Create and implement a long-term roadmap based on strategic analysis, executive leadership goals, and customer needs • Independently define and manage specific partnership strategies, setting expectations with stakeholders and potential partners, to meet long-term goals. • Work closely with other departments to ensure alignment during partnership vetting – including, but not limited to marketing, sales, finance, and legal. • In coordination with Finance resources, determine potential revenue streams, business strategy, and terms through data informed decisions

• Handles underwriting information, new business and renewal set up, processing, projects, and/or communication assignments for Commercial Lines. • Sets up new business and/or renewal business applications for quoting, coordinates timely turnaround with underwriter, and reviews quote for accuracy. • Supports the underwriting function at Westfield, gathers outstanding information from producers and customers and manages issue instructions when an order is received from the producers/customer. • Assists review of individual accounts learning exposure identification and acceptability of risk in accordance with company guidelines and standards. • Determines acceptability of risk in accordance with company guidelines and standards by reviewing the application and risk for exposure identification. • Notifies agencies or producers of adverse underwriting decisions, underwriting requirements, status, and declinations. • Answers questions for agencies and producers, policyholders and other external contacts. • Ensures customer service excellence with internal business partners using Service Level Agreements (SLAs), metrics, and ongoing feedback regarding timeliness, quality, and quantity of completed work. • Supports the analysis, takes decisions on, and processes new business applications, endorsements, and renewals for multiple lines of insurance. • Delivers policy retention, premium adequacy, and customer-focused quality of new and in force business. • Evaluates and updates policy information that support premium generation, policy review, and assembly. • Updates partner quote, coverage review, error corrections, risk factors, correct classification, and premium growth opportunities. • Orders and analyzes investigative reports and predictive Underwriting on present or potential customers. • Reviews and acts on estimates of coverage gaps, statements of value, and other key underwriting information. • Develops underwriting acumen, reviews system submitted requests, inquiries received by email and phone to identify type of risk and if underwriting referral is necessary. • Develops relationships with key producers, agency personnel, other distribution partners, and customers. • Maintains and strengthens the established relationship with the agency personnel, producers, other distribution partners, local and home office team members, and the customer. • Collaborates with other Westfield teams such as Customer Care Center, Mail Center, and Claims to accomplish department service, quality, and profitability goals and assists the Legal department with reviews and responses.

• Strengthening and expanding R3’s strategic, clinical, and operational relationships with customers • Ensuring seamless transitions from sale to implementation • Driving ongoing account performance • Identifying opportunities for retention and growth • Serving as a trusted advisor to customers and an internal advocate • Building and maintaining a book of business including long-term customers • Ensuring customer satisfaction, strategic alignment, and performance outcomes • Providing proactive communication, education, and support to assigned customers • Conducting recurring strategic check-ins to review service utilization, program performance, and emerging needs • Delivering and interpreting annual stewardship reports and performance summaries, translating data into actionable insights • Identifying and closing upsell and cross-sell opportunities • Leading renewal activities including preparation, strategy development, contract review, and negotiations • Leading new customer onboarding and system integrations • Supporting internal teams in resolving process deviations and ensuring adherence to required workflows • Partnering with Sales on proposals and presentations • Collaborating with Accounting on invoices and audits • Maintaining accurate documentation and data integrity in CRM systems • Representing R3 at industry events

• Responsible for handling day-to-day account management activities in the designated market by identifying new sales opportunities with existing and new customers in the region • This activity includes conducting in-person meetings to maintain current business, drive new business, and support the overall sales goals and improved customer experience • Represent the company at networking events, trade shows, and industry functions to generate leads • Drive value-based selling across targeted channels including co-manufacturers, co-packers, remanufacturers, exporters in the Automotive Aftermarket • Identify and develop sales opportunities within targeted distribution channels across key aftermarket sectors: Automotive, Heavy Duty, Motorsports, Alternative Fuel, and Marine • Identify key decision-makers within customer organizations and build long-term relationships with stakeholders such as senior management, purchasing, engineering, and sales teams to support strategic alignment and business growth • Deliver actionable insights by analyzing market trends, competitive activity, customer retention, and sales funnel performance, while communicating Voice of the Customer feedback to internal teams to improve offerings • Maintain CRM tools (Salesforce) with sales/account activity and new business opportunities • Negotiate contracts and agreements in line with company guidelines and objectives • Manage contracts and service agreements with clients and ensure that both parties adhere to the terms • Prepare and deliver presentations, reports, and account analyses to support customer programs and business planning • Provide accurate forecasting and budgeting on a monthly, quarterly, and annual basis