• Deliver a Territory Business Plan • Develop and maintain strong working relationships with key Urology decision makers and other healthcare providers with assigned accounts • Exhibit proficiency in discussing and demonstrating the company’s product and understanding of related device/equipment partners • Maintain a high profile with decision-makers of the assigned strategic accounts • Promote, facilitate, and conduct required customer training programs • Manage sales promotion related to assigned territory • Complete all administrative duties (CRM input, expense reporting, etc.) in a timely fashion and work within specified budget • Adhere to promotional guidelines and corporate code of conduct policies • Work collaboratively with promotional marketing partners • Attend Urological industry meetings as needed

- Build annual channel and account growth plans aligned to TRUFF’s revenue objectives. - Forecast volume, new placements, promotional activity, and trade investments with discipline. - Define KPIs for distribution gains, menu placements, operator adoption, and velocity growth. - Identify whitespace opportunities across sub-channels and develop expansion strategies. - Own relationships with foodservice distributors (e.g., Sysco, US Foods, regional independents) and channel brokers. - Develop and execute distributor activation plans to drive pull-through and operator demand. - Support operator sell-in, menu placement, LTO programs, and culinary activations. - Coordinate closely with Culinary, Marketing, and Supply Chain to meet operator requirements and timelines. - Manage foodservice trade budgets with ROI discipline. - Track deductions, billbacks, pricing structures, and promotional performance. - Evaluate pricing strategy, case configuration, and margin protection within distributor environments. - Monitor inventory and demand trends to minimize risk and maximize service levels. - Expand distribution across targeted sub-channels (Colleges, Hospitality, Military, B&I, etc.). - Drive incremental placements, secondary features, and seasonal programs. - Develop compelling sell stories tailored to foodservice operators and channel partners. - Represent TRUFF at foodservice trade shows, distributor shows, and operator events. - Anticipate supply, forecast, and relationship risks and proactively propose mitigation plans. - Ensure compliance with distributor agreements, pricing structures, and contract terms. - Maintain disciplined reporting across volume, margin, trade, and distribution metrics.

Role Description The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities - Evaluates exposures, obtains quotes, reviews, negotiates, and finalizes quotes. - Obtains information from clients, analyzes risk, and applies technical expertise/knowledge to make recommendations. - Determines markets within Core Carrier Strategy. - Creates solutions and makes recommendations in preparation for the strategy meeting with Client Advisor. - Creates complete carrier submission and submits. - Obtains signed binding and notifies carriers. - Reviews binding documents for accuracy. - Conducts contract reviews. - Sets up and maintains accurate account details, contacts, and policy information in EPIC. - Processes renewals, endorsements, acknowledgments, cancellations, and proofs of insurance. - Attaches, organizes, and names documents in EPIC. - Leverages templates and system-generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc. - Creates activities in EPIC and assigns to applicable team members. - May be responsible for ordering loss runs, generating proofs and endorsements, and audit review. Qualifications - 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages. - Must hold state Property & Casualty insurance license. Essential Skills/Competencies - Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. - Able to understand new technology platforms quickly. - Proficient in agency management systems (EPIC) and carrier sites. - Hands-on personal approach to customer service; maintains effective relationships with clients, co-workers, and colleagues. - Viewed as a team player and is cooperative and collaborative. - Has an understanding of guaranteed cost program design and coverage forms; able to provide consultation of coverage needs. - Has a deep and thorough understanding of client requirements, competitive market, industry trends, and recognized internally and externally as a subject matter expert. - Strong written, oral, and interpersonal communication skills. - Able to solve difficult problems that are not routine, but not overly complex. - Able to develop short- and long-term strategies that have high impact on client/prospects and the business. - Provides resolution to a diverse range of problems; uses critical thinking to identify key barriers to resolve complex situations. Education - High School Diploma or equivalent experience. Physical Demands & Working Conditions - Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. - Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. - Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

• Lead sales execution and distributor performance across California • Manage wholesaler relationships and drive account-level growth • Conduct regular market visits, ride-alongs, and business planning • Educate distributor sales reps on Fremont’s brands and culture • Track distributor performance, identify execution gaps, and adjust market strategy • Call on 8–10 accounts per day for placements and relationship building • Maintain and grow existing accounts through follow-up and program execution • Plan and execute tastings, festivals, and key account events