$75,000 - $85,000 + $55,000 commission Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships. Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success. Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better. We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India. JOB DESCRIPTION Make an impact and love what you do! Vertafore is a top provider of software for the insurance industry that is continually transforming and improving itself each day. We create award-winning solutions to boost productivity, lower costs and help insurance agents and carriers grow their businesses. We respect and value our team, and we look to bring the best talent together to make our future even stronger. We are currently seeking engaged, energetic, and highly motivated Sr. Field Account Manager to join our team. The Sr. Field Account Manager is responsible for retaining and further developing existing customer relationships through maintaining and selling Vertafore products and services into Vertafore Field accounts. Vertafore is about bringing together top talent to make an immediate impact in software. Our culture encourages employees who can create, think and challenge each other in a fast-paced environment. We are transforming our products and services, exploiting advanced techniques to create new “ways and means” for the insurance industry, and with that the industry is changing too. Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law equal employment. Core Requirements and Responsibilities: - Expand Vertafore footprint by selling Vertafore products and services into existing accounts - Execute the Vertafore Value Selling Process - Present complex, solution-selling techniques at the executive level - Make recommendations to customers that align business needs to technology solutions and services - Retain existing revenue through building and maintaining a high level of customer satisfaction - Expeditiously and effectively resolve customer concerns - Engage with internal teams to suggest solutions and innovative ideas to better serve the customer - Regularly perform against individual monthly and/or quarterly activity targets tied to revenue expansion and retention - Chart and deliver timely and accurate forecasting and pipeline management - Ensure value-selling methodologies are leveraged to process and track opportunities

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Detection & Investigation Staff Manager within PNC's Fraud Detection Remediation organization, you will be remotely based in Greeley, Colorado. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description - Manages a team of detection/investigative staff. Oversees coordination of the procedures and operations for addressing fraudulent and suspicious bank activity and branch operational deficiencies. Manages and coordinates the day-to-day functions of the staff's procedural and operational risk, AML and fraud/loss processes. - Provides education, coaching and consultation for risk, fraud/loss/operational policies, procedures, initiatives and programs for business segments. Directs staff responsible for recognizing risk, AML, fraud/loss and potential operational activities. - Implements standards and practices for operational risk controls. Monitors operational processes to ensure adherence to policies and procedures, which is accomplished by research, reviewing reports, site visits and inspections, etc. - Coordinates with internal and external stakeholders, such as local, state and federal authorities, agencies and other financial institutions, on matters relating to fraudulent/suspicious activities and operational procedure deficiencies where appropriate. - Monitors the implementation of policies and procedures to improve operational functions and prevent fraudulent activities and to recover any incurred loss. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: - Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. - Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to: - Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking. - Live the Values - Role models our values with transparency and courage. - Enable Change - Takes action to drive change and innovation that will transform our business. - Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making. - Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Analytical Thinking, Customer Solutions, Decision Making, Operational Risks, Problem Resolution, Researching, Risk Mitigation Strategies Competencies Anti-money Laundering/Sanctions Policies and Procedures, Business Process Improvement, Fraud Detection and Prevention, Internal Resource Coordination, Operational Risk, Regulatory Environment - Financial Services, Standard Operating Procedures Work Experience Roles at this level typically require a university / college degree, with 3+ years of industry-relevant experience. An operations or production environment position typically requires 2 years of previous managerial experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $55,000.00 – $125,925.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 03/30/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Title: Account Manager Date: 2.5.26 Function: Sales Reports to: Director, Sales Location: Remote - Indiana Position Summary: The Account Manager is responsible for driving revenue growth within our existing customer base using relationship management and a value-selling sales approach. The Account Manager will develop strong relationships with key decision-makers, identify new sales opportunities, and expand our footprint within current accounts. Additional responsibility includes negotiating and supervising outreach and sales activities and supporting the customer team with renewal negotiations and value selling. Providing feedback and suggestions to improve customer satisfaction, maximize retention, and to increase the ROI of the clients in the industry. Key Responsibilities: - Own and execute growth strategies within existing customer accounts to achieve revenue targets. This includes present, pitch and negotiating new users, add-ons, or package upgrades. - Develop and maintain strong relationships with key decision-makers, influencers, and users. - Conduct regular business reviews, analyze customer needs, and present tailored solutions to help customers achieve their goals. - Identify and pursue new sales opportunities, upsells, and cross-sells within the existing customer base. - Develop and manage account plans, including customer profiling, SWOT analysis, and sales strategies. - Collaborate with internal stakeholders (e.g., Customer Experience, Sales, Marketing, Product) to ensure alignment and effective support. - Play a pivotal role with package conversations by building out proposal documents/decks, running proposal review/pitch calls and closing related growth opportunities. This will include fielding and addressing price/package objections and escalating as required. - Run outbound efforts as needed to assist with growth lead generation. This will include outbound calls and emails. - Negotiate and close deals, ensuring optimal pricing and terms. - Provide exceptional customer service, addressing concerns and resolving issues promptly. - Continuously monitor customer satisfaction, identifying areas for improvement. - Build and track the ongoing pipeline of opportunities within Salesforce and assist as needed to forecast growth revenue. - Stay up to date on industry trends, market developments, and competitor activity. Skills and Experience Needed: - Bachelor’s degree in business administration, Marketing, or related field - 3-5 years of experience in Account Management or Sales, preferably in a B2B environment, SaaS industry preferred. - 3-5 years of experience setting and conducting in-person, phone, and video calls/presentations. - Proven knowledge and execution of successful sales, renewals management - and/or business development strategies. - Proven track record of consistently meeting or exceeding sales targets. - Excellent communication, interpersonal, and negotiation skills. - Strategic thinking and problem-solving abilities. - Strong proficiency in MS Office Suite and experience with CRM software (e.g., Salesforce, Gong, ZoomInfo and ChurnZero). Competencies: Accountability Adaptability Applied Learning Business Acumen Collaboration Customer Focus Dealing w/Ambiguity Decision Making Driving for Results Initiating Action Planning and Organizing Technical/Professional Knowledge AI Adoption About the company: Boards set the standard for what organizations can achieve. At OnBoard, our board management software helps boards function at a higher level so every organization can make a bigger difference in the world. Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 5,000 organizations and their 12,000 boards and committees in 60 countries worldwide. With customers in higher education, nonprofit, healthcare systems, government, and enterprise business, OnBoard is the leading board management provider. OnBoard has grown from a class project at Purdue University in West Lafayette, Indiana in 2003 into the world’s leading board management software platform today. Backed by JMI Equity and the acquisitions of eScribe and Govenda, OnBoard is positioned to become the industry leader in Board Management and Meeting Solutions for private and public sector entities. Benefits and Perks: - Company provided equipment (laptop, software, etc.) - Employment with a growing, casual, fun, philanthropic minded company - US Based Employees - Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.   - An employer contribution to your Health Savings Account (HSA) if you participate in a High Deductible Healthcare Plan.  - Medical Flexible Spending Accounts available.   - Dependent Care Flexible Spending Accounts available.  - Basic life insurance in the amount of $50,000 or 1 X’s your salary (whichever is higher). - Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.  - 401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following 60 days of employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%. - Paid Time Off (PTO)/Holiday  - CAN Based Employees - Employer paid Life and Accidental Death Insurance - Contribution to Health Care Spending Account - Dependent Life Insurance - Optional Life Insurance - LTD Insurance - Drug and Paramedical Coverage - Dental Insurance - Vision Insurance - EAP - AUS Based employees - Monthly stipend for insurance purchase - UK Based Employees - Employer contribution to pension - EAP Diversity Statement - Culture of Togetherness: At OnBoard, our mission is to encourage and celebrate a culture of togetherness. We acknowledge that uniqueness is powerful, and we welcome, foster, and appreciate all. Diversity, Equity, and Inclusiveness fuel the Pathfinder atmosphere and all our efforts. Our power is in our people and we Pledge 1% to give back to our communities and across the globe. OnBoard is an equal opportunity employer and committed to a diverse and inclusive working environment. Passageways does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation please email peopleops@passageways.com.

The Opportunity: Serve a portfolio of captive clients by providing responsive, accurate, and timely financial and regulatory reporting for their captive insurance companies. The ideal candidate would have accounting and captive management experience along with strong excel skills and excellent communication. They would be a team player, and demonstrate initiative with strong analytical abilities. The ideal candidate should be located and able to work remotely out of South Carolina or Tennessee. Are You A Match? The Captive Account Manager is driven by prompt, accurate and thoughtful service to clients and internal team members. With prior captive account management experience she/he will need to have a comfort with financial and regulatory reporting. In This Role You Will Execute On: - Timely and accurate financial statement reporting - Timely and accurate regulatory reporting - Effective communication with client and other service providers to ensure the captive insurance entity remains compliant with regulatory requirements - Strong time management skills demonstrated by an ability to manage a portfolio of captive clients with competing deadlines - Ability to work well with others, and accept direction In This Role You'll Need: - Prior Experience with: Accounting and Captive Management - Strong Excel Skills - Ambitious – Desire to develop skills and abilities in order to advance personal career and the firm. - Analytical – Ability to consider multiple data sources and draw relevant conclusions. - Detail-oriented – Ability to notice inconsistences and errors in work product and documents. - Enthusiastic – Exhibits passion and excitement over work. Has a ‘can-do’ attitude. - Efficient – Able to produce significant output with minimal wasted effort. - Flexible / Adaptable – Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change. - High standards – Expects personal performance and team performance to be nothing short of the best. - Honesty / Integrity – Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully. - Intelligence – Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information. - Listening Skills – Lets others speak and seeks to understand their point of view. Willingness to learn and accept direction. - Organization and Planning – Plans, organizes, schedules and budgets in an efficient, productive manner. Focuses on key priorities. - Persistence – Demonstrates tenacity and willingness to go the distance to get something done. - Proactivity – Acts without being told what to do. Brings new ideas to the company. - Professionalism – Remains calm under pressure; responses to criticism in a courteous manner; demonstrates a lack of bias in working relationships due to gender, age and race. - Teamwork – Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship. - Temperament – Remains calm under pressure - Work Ethic – Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard. About the Hylant Captive Team We believe that risk is important. So do our clients. Our sole mission is to help organizations navigate the world of captive insurance to better define, finance and manage the risks inherent in their businesses. Our team works closely with other professional partners to deliver a broad spectrum of alternative risk solutions. These specialized programs often play a crucial role in sustaining the long term success of our clients. Why Hylant? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 20 offices in seven states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you. Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify #LI-Remote