• Manages day-to-day client communication which includes but not limited to strategic updates, workflow and approval updates proactively keeping both clients and internal teams informed • Adheres to the outlined scope of work and demonstrates excellent follow-through by managing action items through to completion; Maintains forward momentum by identifying and overcoming roadblocks • Develops integrated marketing plans that deliver against client marketing and business objectives; Supports the development of cross-channel performance forecasts and media plans • Leverages data and analytics, such as first party data tools like Google Analytics and Shopify, to identify strategic opportunities; Translates learnings into clear and concise reporting with actionable next steps • Builds strong client relationships and establishes Power Digital as a trusted partner through exceptional communication and deep brand knowledge; Builds collaborative relationships among internal account teams • Manages a diverse set of clients totaling up to $200K in monthly recurring revenue • Facilitates the contract renewal strategy, presentation and proposal development alongside the Account Director to extend client partnerships • Works with the Account Director and the internal account team to identify additional strategies to improve performance and expand client partnerships • Helps improve and develop account management processes across a variety of areas: communication, strategy, reporting, retention and service expansions, among others • Participates in the account manager training curriculum by developing content, leading training sessions, or providing individual coaching • Identifies a focus area within the department that aligns with the individual’s skill set; Creates a roadmap alongside the manager to enhance and optimize that focus area (e.g., Training, Reporting, Talent Acquisition) • Employs AI technologies to enhance and optimize business processes • Utilizes and leverages Power Digital's Nova ecosystem as it relates to your department • Responsible for other tasks and projects as assigned by Client Services department leadership, as needed

• Lead the full sales cycle for K–12 education customers. • Forge mission-driven partnerships with foundations, corporations, and social impact organizations. • Navigate the intersection of education, equity, and innovation. • Expand access to STEM education for students who’ve historically been left out of the conversation.

• Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. • Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. • Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. • Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. • Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. • Maintains client files in appropriate systems. prepares billing and provides standard office/administrative support. • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. • Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner. • Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. • Assist clients in making coverage changes • Responsible for timely, accurate invoicing and monthly expirations. • Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity.

• Develop and execute a US national channel strategy to increase partner-sourced revenue and meet regional coverage targets through partner recruitment and onboarding. • Construct and implement joint business plans with national partners that include specific enablement paths, joint marketing initiatives, and mutual revenue goals. • Negotiate partnership agreements and commercial models with executive stakeholders at national distributors and strategic resellers. • Coordinate with Partner Success and Global Partner Marketing teams to deliver technical certifications, sales training, and regional lead-generation campaigns.