• Establish customer relationships and follow up with customers, as needed. • Use a customer-focused, needs-based review process to educate customers about insurance options. • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

• Build and manage a high-quality pipeline within K12 school districts, with a strong emphasis on funnel health, stage progression, and conversion efficiency • Drive consistent pipeline creation through disciplined outbound prospecting, including targeted outreach, conference engagement, and ecosystem development within assigned territories • Own deal execution end-to-end, with a clear focus on advancing opportunities through each stage of the funnel, from initial engagement through procurement and close • Demonstrate strong command of the K12 buying cycle, proactively navigating long, multi-stakeholder sales processes including board approvals, budget alignment, and procurement requirements • Engage and align diverse district stakeholders (Superintendents, Cabinet leaders, Finance, Student Services, and Counseling teams) ensuring momentum and consensus at each stage of the deal • Maintain rigorous pipeline hygiene and forecasting accuracy, using data to prioritize opportunities, identify risk, and drive consistent quota attainment • Effectively map and manage decision processes within districts, including funding sources (grants, Title, state/local budgets) and timing constraints, to accelerate deal closure • Consistently meet or exceed new business targets through disciplined funnel management, strong closing capability, and effective navigation of complex public sector sales environments • Partner closely with BDRs and the broader GTM team to generate pipeline, while actively feeding back market insights, messaging gaps, and buyer signals to continuously sharpen go-to-market strategy and execution • Performs additional tasks and projects as needed to support the evolving needs of team objectives and company goals.

• Achieve and exceed all sales expectations and goals • Grow market share in designated territories • Own all stages of the sales process from prospecting to close • Uncover goals/objectives of clinic/administrative staff and align product offering as a solution to meet their needs • Deliver effective presentations to relevant stakeholders • Coordinate with Sales Leadership to ensure targets/metrics are being met or exceeded • Establish a routine customer targeting plan • Uncover new strategic opportunities with channel partners • Post-sales support • Determine key stakeholders and set up initial calls and stakeholder meetings • Support GSP navigation system deals as necessary • Performs additional tasks and projects as needed to support the evolving needs of team objectives and company goals.

• Build strong and consistent client base and sales strategies to provide exceptional service. • Manage customer accounts and update information in the database. • Assist customers with policy changes and inquiries. • Process insurance claims and follow up with customers on claim status. • Coordinate with underwriters to ensure timely policy issuance.