• Development and support of the distributor network (50%) • Identify and prospect new distributors to expand the network. • Support existing distributors in expanding product ranges, promoting and selling our products. • Train distributor teams on the technical features and benefits of our tools. • Monitor distributor performance regularly and suggest areas for improvement. • Act as the primary point of contact for distributors and ensure a trusted relationship. • Specification and influence with target users (50%) • Identify strategic end users (tradespeople, construction professionals, industrial clients, etc.) and understand their needs. • Present and demonstrate the technical and practical advantages of our tools. • Organize product demonstrations on-site or at professional events. • Build trusted relationships with users to foster loyalty to our products.

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs. • Prepare and review client communications and deliverables. • Manage certificate of insurance process, if necessary. • Prepare, process, and distribute endorsements and invoices. • Monitor and resolve billing discrepancies and perform reconciliations. • Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc. • Execute consistent and accurate database and document management processes and workflows. • Coordinate and own the renewal process workflow for successful, timely execution.

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs. • Prepare and review client communications and deliverables. • Manage certificate of insurance process, if necessary. • Prepare, process, and distribute endorsements and invoices. • Monitor and resolve billing discrepancies and perform reconciliations. • Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc. • Execute consistent and accurate database and document management processes and workflows. • Coordinate and own the renewal process workflow for successful, timely execution.

• Prepare and send renewal solicitations; coordinate client update calls with insurance carriers. • Assist with marketing contractor renewals and project specific business. • Prepare client presentation and proposal materials. • Prepare insurance summaries and confirmations of insurance. • Input data and information into systems and maintain the accuracy and completeness of policy management systems. • Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately. • Prepare invoices and manage tasks related to client billing • Perform other duties and assist with special projects as assigned.