• Ensure client success by providing oversight of assigned clients • Triage and respond to medical information inquiries from healthcare professionals • Mentor junior staff and ensure staff performance

• Ensure client success by providing oversight of assigned clients. • Act as liaison with client stakeholders to manage all aspects related to services provided by EVERSANA Medical Information Contact Center. • Mentor junior staff and provide initial and ongoing training to staff. • Triage and respond to medical information inquiries from healthcare professionals and consumers. • Maintain product, therapeutic area, and client specific requirements knowledge.

• Serve as the first point of contact for clients, providing prompt and professional service. • Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. • Assist with gathering underwriting information and preparing submission materials. • Maintain strong carrier relationships to secure competitive quotes and solutions for clients. • Ensure the successful renewal and retention of accounts through proactive service and relationship management. • Maintain accurate and up-to-date records in the AMS360 agency management system. • Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. • Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

• Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend360’s P&L. • Partner directly with Private Equity investors, Board members, and C-suite executives (COO, CTO, CIO, CHRO) to align on transformation goals, milestones, and outcomes. • Translate the client’s business transformation agenda into actionable delivery roadmaps that blend technology, AI/agentic automation, and operational redesign. • Drive multi-year account planning, forecasting, and expansion opportunities within the client ecosystem. • Own the commercial structure, profitability, and growth targets for the engagement. • Ensure disciplined financial management – pipeline health, deal economics, contract renewals, and revenue recognition. • Lead renewal and expansion discussions tied to new automation initiatives or product innovations. • Operate as a trusted advisor to senior client stakeholders, connecting Blend360’s capabilities to strategic business priorities. • Build and sustain C-level trust through transparent communication, thought leadership, and business acumen. • Represent Blend360 at all governance forums and transformation steering committees. • Guide the work of 6 Agentic delivery PODs, ensuring alignment between Blend360 and client IT/application teams. • Partner with internal delivery leads to define and measure outcomes around automation, cost reduction, and innovation. • Anticipate risks in delivery or stakeholder alignment and lead proactive course corrections. • Identify new opportunities for Blend360 to expand its footprint within the client’s modernization program – e.g., new intelligent applications, process digitization, or AI-driven insights.