• Serve as the main point of contact for a designated book of clients, managing their insurance needs with minimal oversight. • Support the full client lifecycle — from onboarding and quoting to renewals, endorsements, audits, and claims. • Provide guidance on coverage options, policy structures, and strategic insurance decisions. • Coordinate with agents, underwriters, and carriers to ensure timely, accurate submissions and resolve client issues. • Prepare proposals, renewals, and reports using CRM, mapping, and quoting tools. • Maintain detailed client records and document all servicing activity in AMS360 or other systems. • Assist with prospecting, referral follow-up, and client retention efforts. • Support team projects and contribute to process improvements. • Stay current on licensing, product training, and industry trends. • Mentor junior team members as needed.

• Drive business growth by implementing strategic plans that foster long-term client relationships and revenue expansion. • Develop and execute strategies to achieve 20%+ (or as agreed) revenue growth within the client portfolio. • Actively manage and develop a pipeline within accounts, aligned to a go-to-market strategy in collaboration with a Business Development Manager (BDM). • Leverage business acumen to identify and capitalize on untapped growth opportunities within clients. • Dedicate over 50% of time to cultivating new business and relationships within clients, actively participating in promotional activities. • Proactively leverage professional networks to generate new opportunities with existing clients. • Build personal brand and relationships with senior stakeholders (C-level across business, tech, sales, marketing) within the client portfolio. • Spend significant time face-to-face with clients, ensuring strong engagement and understanding of their needs. • Accountable for revenue and profit forecasts and delivery. • Delegate delivery responsibilities to relevant Delivery Managers (DMs) while maintaining oversight. • For mature accounts, iteratively explore replacement pipelines to mitigate ramp-downs. • Ensure accurate financial forecasts, projections, and adjustments. • Manage and mitigate risks effectively, including succession planning. • Own P&L and meet agreed financial targets (budgets, order book, revenue, margin, and other metrics). • Ensure robust account growth planning (leveraging Client Growth Model / CGM) aligned with client business needs, including strategies for significant renewals. • Drive continuous improvement and innovation in solutions, commercials, and positioning within the portfolio. • Ensure compliance with governance, business rules, and regulatory standards. • Embed critical initiatives and processes within the client portfolio to achieve strategic objectives. • Foster a culture of high performance and continuous improvement within the team.

• Ensure client success by providing oversight of assigned clients • Triage and respond to medical information inquiries from healthcare professionals • Mentor junior staff and provide initial and ongoing training • Collaborate with EVERSANA Quality to facilitate audits