WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans. The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY - Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures - Partners in the strategic development of insurance plans tailored to client needs. - Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate. - Strategically manages the remarketing of renewals to ensure high account retention rates. - Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options. - Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs. - Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements. - Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action. - Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity. - Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services. - Recommends process improvements as needed. - Quickly identifies and resolves complex client service issues. - Performs other projects, duties, and tasks, as assigned. WHAT SUCCESS LOOKS LIKE IN THIS ROLE - A Property and Casualty License from state of domicile is required and must be maintained with preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM). - High school diploma or equivalent required. Four-year degree preferred. - Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required. - Bilingual (Spanish/English) a plus or a must in some locations. - Strong analytical and mathematical skills. - Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. - In-depth understanding of advanced commercial lines of coverage with the ability to advise clients concerning their complex insurance needs. - Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. - Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications. - Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures. - Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation. WHY CHOOSE RELATION? - Competitive pay. - A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. - Career advancement and development opportunities. . Note: The above is not all encompassing of the full position description. Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. . $43,000.00 - $93,000.00

• Increase customer revenue through effective and informed cross and upselling of products and services in an assigned region. • This is accomplished by making outbound calls and emails to discuss drug testing needs, business needs, obtain re-orders for point of care devices, discussion of new services/products and customer care. • Relationship development with key customers through quarterly business reviews, and proactive and insightful outreach. • Develop Territory Action Plan for the assigned region which includes sales targets, focus areas, customer needs, and anticipated trends to meet revenue goals. • Analyze accounts and identify the sales potential of existing customers, understand sales cycles, budgets, and funding. • Monitor account performance and proactively address gaps in product adoption or usage, introduce new products promptly and effectively. • Create, maintain, and provide accurate and timely sales forecast and pipeline information through capture in Salesforce.com. • Develop relationships with customer personnel and make new contacts with other government and customer organizations to identify key purchasing decision makers to facilitate future sales. • Work with other individuals and departments within the Government Services organization in a team-oriented fashion, supporting a unified approach to delivering customer solutions. • Coordinate customer requests for contracts and renewals with the Contracts Team.

• Onboard, develop and maintain a high-quality portfolio of hotel products • Build and maintain strong relationships with hotel partners • Assist in developing account plans, proposals, and business cases • Secure seasonal deals and promotions • Research competitors, markets, and customer industries

About Our Company We’re a physician-led, patient-centric network committed to simplifying health care and bringing a more connected kind of care. Our primary, multispecialty, and urgent care providers serve millions of patients in traditional practices, patients' homes and virtually through VillageMD and our operating companies Village Medical, Village Medical at Home, Summit Health, CityMD, and Starling Physicians. When you join our team, you become part of a compassionate community of people who work hard every day to make health care better for all. We are innovating value-based care and leveraging integrated applications, population insights and staffing expertise to ensure all patients have access to high-quality, connected care services that provide better outcomes at a reduced total cost of care. Please Note: We will only contact candidates regarding your applications from one of the following domains: @summithealth.com, @citymd.net, @villagemd.com, @villagemedical.com, @westmedgroup.com, @starlingphysicians.com, or @bmctotalcare.com. Job Description Could this be you? The Broker Manager is responsible for driving individual Medicare attribution growth in partnership with assigned broker agencies and advisor distribution partners. As a key member of the market growth team, they collaborate with clinical and operations teams to develop and execute market-level growth strategies. This role requires close coordination with growth, marketing, local market leadership, and enterprise matrix partners to ensure successful outcomes. Additionally, the Broker Manager supports Medicare Advantage (MA) attribution growth through the National Educate and Advise (E&A) call center, while leading local market execution of marketing and promotional campaigns on behalf of VillageMD. They are directly accountable for driving attribution growth with Select Local Broker Agencies and Advisors, aligning with VillageMD's value proposition and clinic-level growth strategy, as formulated and executed by the Director. The Broker Manager will support the Director, MA Market Growth in developing local payor partnerships in coordination with local market leadership with whom they will identify and cultivate preferred local broker agencies and advisors aligning with markets, clinics and associated growth strategies and performance targets. To assure local market success, the Broker Manager is responsible for clinic-level readiness for AEP, OEP and Lockin/SEP for assigned geographies and clinics, including alignment on growth objectives and roles and responsibilities, understanding of growth strategy, channel distribution partners and intimacy of relationship between clinic staff and assigned agencies and advisors. The scope of performance accountability is for designated geographies and clinics within the market and assigned broker agencies and advisors. This role will report directly to Director, MA Market Growth with responsibility to local market leadership. How you can make a difference - Understand national and market-level MA attribution objectives and strategy - Accountable for achievement of personal MA Attribution growth objectives and execution of development of local market strategy in coordination with Director, MA Market Growth. - Assist in curating select broker agency – advisor partners for clinic-specific assignment - Facilitate the development of assigned broker agency – advisor growth strategy and tactical event and activity plans - Document executable local agency – advisor and assigned clinic project and performance management plans. - Responsible for timely and effective tactical execution of project management plans and achievement of incremental measurement of performance against Key Performance Indicators (KPI’s). - Apply broker agency – advisor and clinic – level performance metrics and dashboards to drive broker agency and advisor performance on execution of plans to achieve individual growth objectives - Manage Broker Engagement Coordinator performance on execution of clinic– level broker agency and advisor strategy and tactical activities and events throughout AEP, OEP and Lockin/SEP - Apply strong leadership, training, analysis, problem-solving, teambuilding and coaching to optimize assigned broker agency and advisor performance - Work within market operating budgets supporting growth objectives and rigorously adhere to VillageMD compliance and expense policies and procedures - Advocate for VillageMD vision, mission and goals, supporting with strong understanding of VB PCP differentiation based on PCP centricity, 24/7patient access, pharmacist supported, team-based care Staywell model with proficiency in training and developmentand effectively facing out to payor and broker partners Experience to drive change - Bachelor’s Degree highly preferred - 3 + years in direct sales in health insurance, insurance broker or healthcare provider space with strong track record of measurable success - Experience in working in high-performance, accountable cultures and developing teams - Ability to inspire, train, and motivate broker agency -advisors and clinic team members to drive business results - Strong oral and written communication skills - Ability to apply data and analytics skills to broker agency – advisor, clinic and personal performance - Strong work ethic, uncompromising honesty and integrity About Our Commitment Total Rewards at VillageMD Our team members are essential to our mission to reshape healthcare through the power of connection. VillageMD highly values the critical role that health and wellness play in the lives of our team members and their families. Participation in VillageMD’s benefit platform includes Medical, Dental, Life, Disability, Vision, FSA coverages and a 401k savings plan. Equal Opportunity Employer Our Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to, and does not discriminate on the basis of, race, color, religion, creed, gender/sex, sexual orientation, gender identity and expression (including transgender status), national origin, ancestry, citizenship status, age, disability, genetic information, marital status, pregnancy, military status, veteran status, or any other characteristic protected by applicable federal, state, and local laws. Safety Disclaimer Our Company cares about the safety of our employees and applicants. Our Company does not use chat rooms for job searches or communications. Our Company will never request personal information via informal chat platforms or unsecure email. Our Company will never ask for money or an exchange of money, banking or other personal information prior to the in-person interview. Be aware of potential scams while job seeking. Interviews are conducted at select Our Company locations during regular business hours only. For information on job scams, visit, https://www.consumer.ftc.gov/JobScams or file a complaint at https://www.ftccomplaintassistant.gov/.