• Maintains and develop existing customers through appropriate and ethical methods in order to optimize the quality of service, business growth, and customer satisfaction and retention. • Actively identifies opportunities to introduce additional services, thereby increasing the revenue opportunity within each customer’s business portfolio. • Proactively conducts outbound customer outreach calls weekly. • Maintain a high-profile presence in the market by conducting client care visits; turning a sales relationship into a long-term partnership. • Proactively conducts strategic account reviews with all assigned customers on a regular basis in order to review service needs and usage trends. • Formulates strategies to retain customers where revenue may be decreasing. • Handles and resolves all issues and concerns in a timely manner. • Completes standard weekly and quarterly reports along with any ad hoc reporting requests. • Participates in all sales and other training provided by Shred-it. • Participates in special projects and promotional campaigns under the direction of the District Sales Manager/Director of Sales. • Maintains a responsible approach to all security and safety matters related to Shred-it operations, following the company’s policies and procedures at all times and bringing the manager's attention to any areas of concern. • Liaises with customers to understand their requirements with respect to products and services that the business currently offers or is planning to offer. • Handles and responds to all customer problems and inquiries expediently and in the best interest of both the customer and Shred-it. • Establishes personal relationships with current and potential customers in the assigned territory. • Serve as a Helpful Expert in exceeding customer expectations on a regular basis. • Partner with the Service Manager on retention, customer issues and concerns. • Debrief on any service issues with SM, Operations Manager, and CSRs, as required. • Perform other duties and responsibilities, as assigned.

• Successfully renew contracts for all assigned channel clients • Cultivate and nurture positive relationships between our clients and brokers • Educate our client base (brokers and clients) on the Nonstop Health product • Demonstrate expertise with both fully-insured and self-funded plan designs • Review renewal and marketing (RFP) results and produce client-facing presentations (analytical comparisons) • Maintain renewal project workflow by successfully collaborating with cross-functional teams and partners (internally and externally) • Retain and cultivate a profitable book of business by owning the renewal process • Provide timely updates to brokers and clients regarding upcoming initiatives, deadlines, topics of interest, and contracts/renewal packages • Provide support and guidance on a variety of healthcare requirements and regulations • Work with sales executives, implementation, and leadership to support the development of growth strategies

• Seek out and secure new business opportunities. • Manage sales process & accounts within an assigned sales territory. • Generate leads from proactive prospecting calls & emails, networking. • Handle all inbound Carrier, TPA, SIG, and Captive Group program inquiries. • Conduct research to identify leads, account records, appropriate industry and size. • Make initial phone contact with potential client to determine needs, company fit, volume potential and identify carrier & states with exposure. • Present proposal & program in person or via phone/webinar; Handle objections and gain commitment. • Work with the Account Managers and other Outside Sales representatives to retain existing clients and pursue opportunities to win back lost clients.

• Own Strategy: Translate client business goals into performance marketing plans that win. • Manage the Work: Set the pace, run agile standups, and keep teams aligned and accountable. • Lead the Relationship: Be the voice clients count on for clear guidance and smart recommendations. • Think in Numbers: Analyze performance data, ask the right questions, and bring strategic insights. • Talk on Your Feet: Whether it’s presenting to a C-suite or fielding an unexpected question, you’re ready. • Drive Growth: Spot new opportunities, pitch great ideas, and get buy-in to execute. • Mentor & Manage: Be the lead on clients and coordinate resources for those clients. • Master the Details: Keep budgets, invoicing, forecasting, and documentation sharp and accurate.