• Responsible for identifying and developing strategic business relationships with a broad spectrum of cross-industry clients. • Working closely with the Team Leaders and Senior Management to identify prospective client company prospects. • Develop new business opportunities that support our Company's overall growth strategy. • Target Senior Level Hiring Managers and Human Resources leaders actively promoting our Executive Recruiting and Recruitment Services. • Achieve set sales goals by signing up new clients seeking our services. • Maintains a sales database within CRM.

• Own sales and business development across LPs and GPs, including family offices, pensions, endowments, foundations, wealth managers, and RIAs • Attend conferences, roadshows, and industry events regularly to build relationships and source opportunities • Proactively generate leads through cold outreach, calls, emails, LinkedIn, warm introductions, and networking • Act as a visible representative of Tangible in the market and in industry events • Build and manage a strong pipeline from first conversation through close • Collaborate closely with internal teams on positioning, messaging, and strategy • Maintain strong organization and discipline around pipeline, follow-ups, and activity tracking • Use data and insight to continuously refine outreach and sales approach

• Creates and executes territory plans that demonstrate a clear understanding of territory with effective travel plans. Aligns with the regional resources to understand territorial differences in opportunity and profit potential. • Works to position BHHC as the market of choice with our agents and identified target markets. Proactively searches out new agency appointments, prospect meetings, opportunities for book transfers, identifies additional agency production sources, effectively gains agency commitment and looks to drive new agency partner’s production. • Monitors agency growth and profitability. Proactively identifies performance gaps, trends and issues. Develops agency profit improvement and growth plans that drive profitable business. • Manages agency partnerships aimed at achieving minimum premium standards and growth goals. Processes agency appointments and terminations timely. Initiates renewal strategy discussions. Actively engages in encouraging appointed agents to ensure mutually profitable, significant and efficient relationships. • Conducts in-person agency visits and participates in prospect meetings, claims reviews, meet and greets, and stewardship meetings. When appropriate, initiates strategic co-travel with Underwriting, Client Services and Loss Control teams. • Influences productive partnerships by educating agents on BHHC’s value proposition, target market opportunities, target acquisitions opportunities, territory goals and service model by premium size. • Acts as a resource to peers and brokers. Senior-level may mentor other Business Development Managers aimed at helping them professionally grow. Works to quickly adapt and assist with implementation of new tools and processes. • Participates in weekly underwriting meetings and contributes to discussions around large accounts with up to date agency needs to win the account. Takes a proactive approach to push Underwriting to hit targets by getting quotes to the agency partners. Helps to support efforts in developing new or additional opportunities by industry, class code, and/or segment. • Gathers, analyzes and evaluates competitor information and territory opportunities through agency visits and/or attendance at agency-sponsored activities. Develops action plans that make use of competitor intelligence. Provides input and data on Agency Marketing Reviews and actively shares information with peers and Underwriting partners. • Works with Marketing, Underwriting, and IT to ensure ease of doing business in our templates, systems, and product offerings to ultimately drive success of the team and company. Looks for opportunities to enhance our capabilities, optimally position our strengths. • Develops and maintains accurate Producer Profiles, Business Plans, Agency Files and Bravo contacts. Documents New Business Not Taken, Active submission Listing, Call and Monthly Reports. • Maintains accurate President’s Circle information for assigned agencies and uses the program to leverage both new business and renewals effectively. • Serves on internal committees, external insurance committees, participates in yearly charity events with appropriate approval, and attends insurance conferences. Works to continue to expand knowledge and expertise in workers compensation and insurance to assist others as a resource. • Assists with special assignments and projects as needed.

• Act as a day-to-day contact for assigned clients, ensuring timely support and a positive experience • Coordinate and schedule client meetings, check-ins, and follow-ups • Collect and summarize client performance data, feedback, and usage trends • Track client inquiries and collaborate with internal teams (Implementation, Production, Sales, Marketing, Engineering) to resolve issues efficiently • Help maintain strong client relationships through consistent communication • Monitor key metrics (usage, satisfaction, engagement) to identify risks and opportunities • Support renewal processes with relevant data and documentation • Identify clients suitable for testimonials or case studies in collaboration with marketing • Assist onboarding and implementation teams to ensure smooth client transitions • Support identifying growth opportunities within existing accounts • Gather and share client feedback to improve products and services • Contribute to internal documentation and reporting for continuous improvement