• Achieves goals and objectives set for customer retention, close rates, and new business volume • Achieves goals and objectives set for gross margins and the profitability of new business • Maintains an accurate record of customer contacts in CRM system, including valuable notes to assist our sales process • Generates accurate expense reports and lists of new and/or potential contacts in their territory • Delivers accurate monthly and quarterly projections for anticipated new business volume • Responds promptly to all quote opportunities and requests from customers and prospects • Consistently follows up on quotes and gathers valuable information on upcoming work and Company's competitive position • Effectively addresses customer questions and concerns, documents the conversations, and takes appropriate action to overcome objections • Provides support for projects and uses analysis to discover the cause and effect of specific problems • Contributes to Company promotional and marketing activities to generate leads for our sales process • Assists with customer presentations and participates with customer calls or on-site customer visits.

• Manage a book of Commercial Property & Casualty Insurance business • Assist to ensure all new and renewal insurance policy tasks are processed accurately and within required timeframes by tracking policy expirations for existing clients • Works proactively to ensure appropriate actions are taken to facilitate renewals • Provides support to Account Executive or Producer in the new business and renewal business workflows including but not limited to: o Client research and gathering complete underwriting information. • Conducting Loss Run Analysis. • Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required. • Binding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or King Insurance Partners. • Review all policies, identifying and notifying Account Executive or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier. • Growing client loyalty by building positive relationships and providing high levels of advocacy, world-class service, and professional communication. • Ability and willingness to continually grow your insurance expertise, management/leadership skills, and followership skills. • All other duties as assigned.

• Serve as Director, Sales & Account Management within our Health Division. • Responsible for retaining and growing DMS’s Health Insurance client base across core product lines, including Medicare, U65, and Life. • Own revenue performance and portfolio growth, while building and sustaining strong, strategic relationships with key clients. • Align supply and demand, optimize client outcomes, and deliver against defined revenue and margin targets across the portfolio. • Work in partnership with other directors to shape strategy, execution, and growth across the Health business.

• Build and maintain strong, lasting relationships with clients through regular, meaningful interactions. • Manage client satisfaction, retention, and growth for a portfolio of existing accounts. • Support onboarding for new clients and monitor ongoing campaign performance to meet client objectives. • Collaborate with Supply, Operations, and Data teams to develop account strategies, optimize campaigns, and identify opportunities for growth. • Prepare and present regular campaign performance reports, including analysis and recommendations aligned with client KPIs. • Serve as the main point of contact for clients, ensuring transparent communication and timely issue resolution. • Investigate and resolve campaign issues or client concerns efficiently. • Contribute to team initiatives and assist with other duties as assigned.