• Develops new, profitable builder finance relationships. • Prospects for new customers through leads developed personally or that come from referral sources. • Coordinates the team approach to approving and closing new deals to grow assets and revenues. • Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio. • Collaborates with Credit team and outside counsel to prepare credit approval documents and manage onboarding process.

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings • Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in • First draft of renewal presentation • Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive • Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive • Creates and maintains client files in accordance with office procedures • May be responsible for keeping client policy records in the agency management system • First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

• Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms. • Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels. • Serve as a subject matter expert on LFG products, services, and operational processes. • Lead complex client relationship strategies that address service needs and resolve escalated issues. • Identify at risk clients and implement retention strategies. • Profile assigned territories to identify opportunities and cultivate new relationships. • Participate in industry organizations and events to enhance LFG visibility. • Collaborate with internal teams to ensure seamless processing of sold products. • Conduct client meetings and finalist presentations.

• Build, manage, and grow strategic ATS and HR technology partnerships that drive pipeline and revenue growth • Identify and develop new channel and referral partnership opportunities • Strengthen relationships with key partners • Collaborate with Sales and Marketing teams on joint campaigns, webinars, events, and co-marketing initiatives • Track and report on partner performance, pipeline contribution, and ROI metrics • Support partner onboarding, enablement, and ongoing relationship management • Partner cross-functionally with Product, Technology, Sales, and Marketing teams • Represent ClearStar in partner meetings, industry events, and networking opportunities • Help build and scale a more formal, strategic partner program