• Manage technology incidents, including identification, assessment, prioritization, escalation, and resolution • Identify, assess, and mitigate technology risks to ensure the security, reliability, and availability of technology systems and services • Develop and implement preventive measures to minimize the likelihood of incidents and mitigate their impact • Communicate incident status updates to relevant stakeholders, including IT teams, business units, and senior management • Coordinate the incident response process, including conducting root cause analysis, identifying remediation actions, and implementing changes to prevent similar incidents • Continuously review incident management processes to identify opportunities for improvement and implement changes accordingly • Maintain documentation of incidents, including incident reports, post-incident reviews, and remediation actions • Develop and deliver incident management training to IT teams and other stakeholders

• Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles • Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials • Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans • Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines • Prepares trust accounting reports for Clients • Supports and completes assigned quality assurance reviews • Review non qualifying assets • Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues • Ability to successfully integrate information from alliance partners into pension software • Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies

• Assist the Client Manager in delivering exceptional service to US based clients • Work closely with the internal service team to help manage a portfolio of small commercial-focused accounts • Attend system training and liaison between tech support and the servicing team, as needed • Assist Account Executives in entering new business prospects in Salesforce • Assist with account management and marketing team in completing marketing applications • Backup designee for online quoting • Assist with updating Excel documents including client policy schedule, premium schedules, etc. • Special project support, as needed • Processing certificates of insurance and Auto ID cards • Preparing policy documentation for delivery to the client • Manage market contact information • Assist in preparation of marketing materials • Maintain complete and accurate client files within agency management system (e.g., EPIC, AMS360) • Take ownership of data integrity and enrichment through daily client engagement

• Support the operational efficiency of the Pharmacy Department by coordinating fiscal management activities • Perform data analysis and maintain departmental statistics and reports • Develop databases and manage projects • Utilize IT skills to collaborate with clinical pharmacists, residents, medical staff, and pharmacy administration