• Processes applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. • Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. • Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. • Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. • Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. • Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support. • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; • Responsible for timely, accurate invoicing and monthly expirations; • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;

• Serve as the main Sponsor, CRO and PI site, contact on assigned studies • Assist with other studies as needed and serve as a primary Sponsor, CRO and PI site contact on submissions that are assigned to you • Conduct administrative review of Protocol/site submissions by reading, reviewing, and understanding protocol requirements and all supporting documentation • Demonstrate advanced understanding of multiple types of Protocol and Site Submissions • Document and execute client customizations as requested; process change requests for approved Protocols • Manage vendor relations and documentation for foreign language translations • Maintain a high level of accuracy and attention to detail; collaborate with the quality assurance team to ensure minimal rate of error • Complete work in a timely manner, responding to customers within 24 hours of email/voicemail receipt • Escalate any customer or timeline issues to management

• Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations. • Build impactful relationships with new and existing clients and maintain relationships with firm leadership. • Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines. • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. • Mentor and coach junior team members.

• Build close, trust-based relationships with the clients you manage • Advise clients on identifying and effectively leveraging opportunities across their customers' digital journey • Drive the continuous expansion of the business relationship with multiple clients • Prepare proposals and, together with colleagues from the Client Partner team, be accountable for the agency's annual order volume