• Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures • Develops professional relationships and understands clients’ core business • Manages High Value agriculture, commercial and some personal portfolios • Designs insurance plans and acts as field underwriter, binding coverage as needed • Strategically remarkets complex renewals to maintain high account retention • Identifies coverage deficiencies and consults clients to limit exposures • Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies • Produces binders, certificates, policies, and endorsements accurately • Ensures timely and accurate policy renewals • Facilitates claims reporting and settlement processes • 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 • Negotiates with carriers • Recommends process improvements as needed • Quickly identifies and resolves complex client service issues • May manage and direct the work of others • Performs other projects, duties, and tasks, as assigned

• Conduct high volume of customer contact via the phone, email, mail, and fax to promote and renew assigned coverage(s) to existing Pearl Insurance clients. • Sell ancillary product(s) to clients. • Facilitate the application and underwriting process with the client and the internal underwriter including sending application to client and finalizing it. • Document sales activities in the Customer Relationship Management (CRM) system. • Build and maintain customer relationships following their first year of coverage.

• Initiate and maintain regular communication with VIP clients via phone and digital channels; • Provide personalized support and promptly resolve VIP client inquiries and requests; • Build long-term relationships with high-value clients and ensure a high level of satisfaction; • Identify clients who meet VIP criteria (deposits, trading volume, activity level) and support their transition to VIP status; • Proactively engage non-VIP clients and encourage account upgrades; • Develop customized strategies to reactivate inactive or low-activity clients; • Monitor client activity and provide tailored recommendations based on trading behavior; • Maintain accurate and up-to-date records of client interactions in the CRM system; • Work closely with internal teams to improve client experience and retention

• Serve as the strategic advisor and main point of contact for high-value clients, ensuring the successful delivery of marketing solutions that meet defined KPIs and marketing objectives. • Build, maintain, and grow multi-stakeholder relationships, including executive and senior-level client contacts. • Develop and execute account growth strategies, identifying upsell and cross-sell opportunities that drive incremental revenue. • Monitor account performance through data-driven insights, preparing detailed performance marketing reports and presenting strategic recommendations to clients and leadership. • Lead weekly strategic planning sessions to assess progress, recalibrate priorities, and mitigate risks. • Anticipate client challenges and proactively deliver solutions to maintain satisfaction and retention. • Collaborate with internal stakeholders to optimize workflows, processes, and client delivery standards, ensuring operational excellence. • Represent the agency’s brand and values in all client interactions, maintaining professionalism, transparency, and accountability.