• Services EMC’s large account risk control portfolio within assigned region by conducting risk control surveys and services to our largest and most complex accounts. • Oversees the delivery of risk control services within the assigned region, ensuring risk control field team members consistently provide high-quality, value-driven support to Large Account policyholders. • Provides advanced, expert level consultation by completing or assigning other risk control team members according to skill set to deliver high-quality and technical on-site risk control surveys for both current and prospective policyholders across all EMC business areas, including niche markets. • Produces detailed written reports and recommendations to support underwriting decisions, risk selection, and account retention efforts. • Identifies key loss exposures to loss and recommends mitigation strategies, including removal or evaluation of existing controls when elimination is not feasible. • Communicates the impact of identified exposures to Underwriting, quantifying deficiencies to support informed decisions on risk selection, pricing, terms, and conditions for highly complex large accounts. • Designs and delivers strategic service plans for EMC’s largest and most complex accounts, addressing key loss drivers and operational exposures. • Provides expert-level consultation informed by data analysis, field observations, and collaborative engagement with clients and technical risk control staff to drive measurable risk improvement. • Influences and guides insureds toward adoption of service plans and implementing tailored risk control recommendations. • Provides advanced technical expertise and guidance to other risk control team members to include co-surveys, reviewing service plans, and completing quality control reviews on survey reports. • Serves as a trainer to less experienced Risk Control team members at the discretion of Risk Control Services (RCS) leadership. • Builds and leverages strong relationships with policyholders, underwriting, claims and agents in the large account sector, serving as a trusted advisor through the delivery of stewardship programs that reinforce value, support retention, and align risk control services with client needs. • Actively participates in cross-functional meetings with Underwriting, Sales, and Claims to share insights, align service strategies, and strengthen renewal decision-making and account retention efforts. • Promotes Risk Control capabilities in collaboration with Underwriting, Claims, and Sales through targeted agency engagement, including client visits, presentations at agency and industry association events, and other strategic outreach initiatives.

• Lead the strategic development and execution of the firm’s information governance program. • Collaborate with senior stakeholders to establish firmwide policies and best practices. • Centralize and drive firmwide efforts to mature data governance capabilities.

• Develop and lead a digital-first information governance strategy that aligns with firm priorities and regulatory obligations. • Establish and maintain an information governance framework, including roles, processes, and tools for managing data across its lifecycle. • Lead the development and enforcement of policies and best practices around data classification, metadata tagging, data retention, structured/unstructured data, and data lifecycle management, providing thought leadership on data architecture and data quality standards to support strategic firm initiatives. • Evaluate, select, and deploy technologies that enhance data visibility and control, including data loss prevention, information rights management, and automation frameworks, ensuring effective implementation and integration with firmwide systems. • Collaborate with Legal, IT, Compliance, Security, and Risk teams to ensure aligned, secure, and efficient data practices, including data policy development, defensible purging, and legacy data management. • Centralize and drive firmwide efforts to mature data governance capabilities and promote continuous improvement. • Provide expert consultation on projects involving Information Governance, data migration, and M&A while facilitating stakeholder engagement across lawyers, professional staff, and clients. • Ensure compliance with applicable privacy laws and data handling standards (e.g., GDPR, HIPAA, CCPA). • Oversee the development and implementation of defensible retention schedules and audit trails in collaboration with Legal and Risk functions. • Build a strong Information Governance culture through targeted training initiatives, awareness programs, and enablement strategies for attorneys, paralegals, and professional staff, and measure adoption and progress. • Manage firmwide change initiatives related to data and technology governance, ensuring user adoption and policy adherence.

• Achieves annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients. • Exhibits thought leadership & industry engagement through associations, speaking panels and in general demonstrates expertise in selected industry vertical(s). • Develops annual, individual sales plan (ISP) with a pipeline coverage ratio of 5X or one that is in line with current company metrics to ensure stated goals are consistently met. • Builds an active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s), other Relation colleagues and Relation marketing sources. • Documents new business activity in the appropriate system(s). • Appropriately closes new business, documenting won/loss opportunities and reasons for all clients in the system in place at that time. • Develops and presents recommendations to clients based on consultative selling approach. • Assesses & identifies risk issues, needs and possible uninsurable or difficult to insure exposures for clients. • Recommends and assists clients with technical services including loss control and claims advocacy programs utilizing our in-house loss control and claims advocacy teams. • Seamlessly transitions sold clients to the designated client service/account management team. • Serves as client’s valued advisor, building a strategic and personal relationship with key client decision makers. • Communicates with leadership, providing field input on market trends, competitor analysis and other business intelligence. • Performs other projects, duties, and tasks, as assigned.