• Serve as a liaison between Hamilton Insurance Agency and clients • Retain existing clients by building and solidifying relationships • Answer product and service questions in a timely manner • Respond to telephone and email inquiries from clients • Follow up on pending issues • Act as liaison between client and carrier on escalated service issues • Assist Sales Executives with research and preparation for client presentations • Prepare client spreadsheets and presentations • Coordinate renewals with Producer and/or management and BA • Maintain accurate records and handle confidential information • Manage overall case management and service coordination

• Client Relationship Management Works collaboratively to serve as the liaison between the organization and a substantial number of EAP client accounts. • Builds and proactively maintains relationships with client HR teams, leadership, and stakeholders, while balancing engagement with productivity. • Collaborates with team members to learn about individual clients and strategizes together to conduct regular communications and support for the client group. • Assesses any special needs or requirements of specific clients and works collaboratively to adjust programming accordingly and ensure satisfaction with EAP services. • Performs in the context of a team of Client Relations Managers supporting the transactional and performance-specific needs of organizational clients. • Available to be on-call after-hours as part of a shared rotation • Program Implementation, Strategic Development, & Ongoing Support Coordinates the onboarding process for new clients, including service delivery setup, training, and communication plans. • Collaborates with internal teams to provide standard offerings while working to align client-specific goals and organizational culture within the scope of the EAP. • Manages accounts with efficiency, ensuring fundamental access to all EAP services for members, and promotional assets are available to HR and Benefits managers. • Provides ongoing support to customer points of contact, addressing inquiries, concerns, or escalations promptly and effectively. • Engagement & Utilization Develops and executes engagement strategies to promote EAP awareness and utilization among client employees. • Coordinates the delivery of presentations, webinars, and training sessions to employees and management on available EAP services and wellness topics.

• Responsible for sales, strategic account planning and overall relationship management for a number of “target” customers in South FL area • Develop and implement a comprehensive sales plan for each “target” account and or geography and their buying centers covering the full portfolio of Motorola products and services • Assemble and coordinate a diverse team of internal & external sales resources to assess customer’s needs and address their requirements • Act as a trusted advisor to influence customer’s technology platform decisions and develop preference and loyalty for Motorola Solutions • Proactively develop large project opportunities encompassing a wide range of products and services • Proactively engage and lead channel partners in selling Motorola products and services • Develop strong relationships with key decision makers and influencers within and outside of public safety; Sheriff, Mayor, CIO, Police Chief, Fire Chief and other officials in order to understand and influence technology and funding priorities • Proactively engage Motorola executive sponsors to build a strategic relationship to position long term opportunities for Motorola • Develop Motorola procurement vehicles for multiple solutions to be leveraged across an entire “target” account

• Owning the day-to-day communication and relationship management for a portfolio of existing accounts within a fast-moving fintech and cryptocurrency platform. • Driving retention, renewals, and growth by staying ahead of client needs, resolving issues with urgency, and identifying opportunities to expand product adoption. • Serving as the primary day-to-day contact for a portfolio of existing accounts — managing all communications across phone, email, chat, and meetings with professionalism and consistency. • Building strong, long-term relationships with key stakeholders by deeply understanding each account's goals, operations, and pain points, and proactively delivering value at every touchpoint. • Running regular check-ins, account reviews, and performance updates to ensure ongoing alignment, satisfaction, and trust. • Owning the full retention strategy for assigned accounts — identifying churn risk early, executing mitigation plans, and managing contract renewals end-to-end including timelines, pricing discussions, and stakeholder coordination. • Leading renegotiations as needed, partnering with internal teams across Legal, Finance, Compliance, and Sales Leadership to finalize and execute contract terms accurately and on time. • Troubleshooting account issues and coordinating cross-functional resolution with Operations, Support, Product, Compliance, and Engineering — triaging requests, setting clear expectations, and driving timely outcomes. • Identifying and closing upsell and cross-sell opportunities by educating clients on new products, features, and programs relevant to their business — maintaining an active pipeline of expansion opportunities and reporting progress against targets. • Maintaining accurate account documentation, communication logs, and pipeline data in CRM at all times.