• Provides prompt, accurate and courteous service to our clients, producers and company personnel • Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines • Maintains knowledge of new developments or changes with various carriers and new Federal/State laws • Consults, informs and educates clients about coverage, exclusions and exposures • Generates premium allocations for clients • Negotiates rate terms and conditions with Carriers on behalf of clients • Provides technical support to Producers • Prepares necessary proposals, summaries of insurance and applications • Remarkets, contacts clients and follows up in conjunction with producers • Renews policies by agency standards • Consults, informs and educates audit procedures to clients

• Provide effective strategic and tactical sales direction and communication strategies to grow and retain existing business and to develop new business, improve profitability of existing business, and to develop new business opportunities. • Focus on the growth and retention of assigned accounts through share of wallet and developing and executing a long-term strategy. • Partner with the Marketing and Commercial Excellence teams to build account plans for assigned accounts. • Negotiate and communicate effectively internally and externally across all levels of the organization. • Manage strategic growth plans for assigned accounts and develop plans. • Maintain and build strong relationships with key decision makers of assigned accounts. • Identify key decision makers and influencers beyond purchasing (total enterprise) and craft relationship map to ensure strategic and tactical alignment. • Keep business plans and customer strategy up to date at all times using the specific Amcor Tools. • Collaborate closely with R&D, Marketing and Operations to ensure account strategies are implemented. • Monitor business performance against target - both volume and margin and coordinate corrective actions to sales programs, if necessary, to achieve target commitments. • Set up the strategy and marketing orientation for the business, on short- and long-term basis.

• Serve as the day-to-day contact for small commercial clients, providing timely and professional service support • Manage policy renewals, coverage changes, certificates, billing questions, and other service needs • Process endorsements, audits, cancellations, and reinstatements accurately and promptly • Coordinate with franchise partners and carriers to resolve service issues and ensure client satisfaction • Prepare summaries and present recommendations in collaboration with producers or franchisees • Submit applications and supplementals to carriers for quoting as needed • Maintain accurate, complete client files in the agency management system (EPIC)

• Serve as the day-to-day contact for small group accounts, providing timely and professional service support • Work alongside Mavrix Insurance Advisor on new business placements • Manage policy renewals, coverage changes, billing questions, and other service needs • Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues, open enrollment, and ensure client satisfaction • Prepare summaries and present recommendations in collaboration with Mavrix Insurance Advisors.