• Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations. • Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage. • Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives. • Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation. • Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings. • Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery. • Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement. • Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows. • Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal meetings. • Maintain high standards of accuracy, timeliness, and completeness in all interactions. • Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

• Supporting the strategic efforts of the POD leader in managing key business accounts. • Managing the collateral feedback and approval process, coordinating reviews across internal stakeholders, incorporating revisions, and ensuring all customer-facing materials receive required sign-off prior to distribution. • Creating monthly customer-centric content to keep the broader organization apprised of customer updates, key metrics, and other information pertinent to the Revenue & Go To Market team. • Supporting the development and delivery of presentation materials in Powerpoint/Google Slides, Word/Google Docs, and Excel/Google Sheets (QBRs, Executive Briefing Decks, process outlines, etc.). • Supporting day-to-day customer management processes.

• Manage and grow key customer accounts within the Industrial Automation sector in Mexico City. • Develop and maintain strong relationships with customers to understand their business needs and provide tailored solutions. • Identify new business opportunities and collaborate with cross-functional teams to deliver value-added solutions.

• Increase the net dollar retention of your book of business through upsells and cross sells • Negotiate client contract renewals with a focus on increased Annual Recurring Revenue and long-term relationships • Generate and close new for opportunities for ‘land and expand’ within assigned accounts • Generate proposals and other client facing documentation to assist your sales process • Identify and develop meaningful client relationships • Accurately manage and report your sales pipeline monthly and quarterly • Thoroughly understand Absorb subscription models to effectively answer client questions • Participate in team meetings and projects to improve sales processes & sales output • Develop strong internal relationships to support client lifecycle • Keep up to date with latest product releases and training seminars to ensure thorough product knowledge