• You analyze our clients' issues and provide suitable solution options based on your assessment. • You serve as the first point of contact for our clients regarding support inquiries. • You document support cases and the corresponding resolution steps in a structured and transparent manner in our ticketing system and actively contribute to the expansion of our knowledge base. • You set up our software solutions remotely for clients via remote support and provide training on their use. • In addition, you maintain long-term, trusting relationships with our clients and ensure a high level of client satisfaction.

• Broker distribution and development • Interpreting and qualifying Requests for Proposals (RFP’s) • Experienced user of Salesforce.com • Ability to cold call prospects and brokers • Ability to present wellness solutions with a virtual format and the use of power point • Help to manage, implement, deliver, evaluate and improve all workplace wellness programs and resources • Ability to be consultative in all things well-being • Become expert in all ancillary wellness services that are offered and have the ability to provide strategic direction for prospects and current clients • Able to generate new leads via broker and direct to end user sales channels • Build and sustain positive relationships with the entire Wellness IQ staff • Ability to present and sell to consultants or employer groups of 50-1500 employees • Interact with staff, management and vendors to ensure operational efficiency and effectiveness • Frequent travel required

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs • Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals • Responsible for generating proposals for Group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and State Paid Family Medical Leave (PFML) clients in target market of 20-500+ lives in designated territory • Provide consultative analysis and recommendations to distribution channel partners and prospective clients • Construct and maintain a business plan for your designated territory based on sales and strategic initiatives • Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience • Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually • Coordinate and track client events, meetings, appointments, and conferences • Coordinate with the Regional Account Manager on the delivery of all proposals • Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

• Independently develop, implement, and manage comprehensive territory strategies • Apply advanced expertise in educational marketplace analysis, funding developments, and industry trends • Exercise significant discretion and independent judgment in developing and executing strategic territory plans • Leverage specialized knowledge of Amplify's solutions portfolio to independently assess complex customer needs • Develop and maintain long-term strategic partnerships with key educational stakeholders • Conduct independent analysis of territory trends, competitive landscape, and funding sources • Participate in strategic organizational initiatives • Independently manage all aspects of territory operations