• Lead, mentor, and develop a team of Campaign Operations professionals, establishing clear ownership, priorities, and performance expectations. • Drive operational excellence through standardized processes, documentation, workload management, and SLA development. • Apply systems thinking to identify root causes of operational inefficiencies and redesign workflows for scale and consistency. • Own end-to-end execution of integrated marketing campaigns across email, webinar, lifecycle, and digital programs. • Ensure campaigns are delivered accurately, on time, and with high quality across platforms including Marketo, Iterable, Segment, and BigMarker. • Oversee intake, build, QA, launch, and post-launch processes to ensure operational reliability and consistency. • Design and evolve scalable campaign operations infrastructure, including workflows, templates, and governance models. • Establish and enforce QA standards, SLAs, and best practices to improve execution quality and efficiency. • Drive automation across campaign workflows and leverage AI capabilities to reduce manual effort, increase speed to launch and enhance personalization at scale. • Manage campaign intake and prioritization across competing stakeholder requests. • Partner with Marketers to translate marketing strategy into executable plans. • Ensure alignment on audiences, timelines, dependencies, and performance expectations across all campaigns.

• Own end-to-end strategic and operational initiatives: From problem definition through implementation and measurement. • Partner with department leaders: Diagnose where their operations need to evolve for the next stage of scale, and co-own the work to get them there. This includes working closely with clinical leadership to design "lighter-touch" workflows that respect clinical judgment while ensuring efficiency. • Build the analytical foundation: Create frameworks for measuring operational performance across functions to replace decisions currently made by intuition. • Lead specific workstreams: Drive company efficiency, measure AI integration impact, and identify upstream drivers of CX volume to solve problems before they reach agents. • Run cross-functional projects: Take ownership of scale initiatives where no single department owns the outcome. • Shape the S&O function: Define how this team operates, how it engages with the rest of the company, and what profiles we hire next.

Role Description Insurance Specialists provide remote CSR services in both commercial and personal lines to agency clients, operating within AMS360. This role is essential to ensuring agencies receive accurate, timely, and professional support in managing their daily service needs. By upholding the high standards set forth by Angela Adams Consulting Services, Inc., Insurance Specialists help agencies operate more efficiently, enhance client satisfaction, and maintain compliance with industry’s best practices. The position requires strong technical expertise, attention to detail, and a client-focused approach to deliver reliable, high-quality service. Success in this role: - Mastery of the CSR, Insurance Specialist skillset, which entails: - Checking all new/renewals/rewrite policies - Check Endorsements including cancellations and reinstatement - Generate and process daily downloads of reports - Create activities with accurate action codes and descriptions - Attach documents in management systems with correct Doc Type - Add a Holder only to an existing Master Certificate with no additional wording or endorsement required - Update Claim Details in the management system - Creating Evidence of Insurance - Generate Binders - Generate Auto ID cards - Generate Accord applications - Policy change request Responsibilities - Oversee all CSR projects of assigned agencies - Ensure workflows are documented and updated in teams - Ensure we are meeting all obligations and expectations of each assigned agency in an accurate and timely manner - Maintain regular communication with clients to support strong relationships - Provide daily and weekly updates to the insurance Segment Leader - Always maintain client confidentiality - Accurately record time spent on each task and review processor time entries for each client - Remain available to clients during regularly scheduled core business hours - Perform other duties as assigned to support client and organizational needs Timekeeping Responsibilities - Submit timesheets daily, ensuring that all entries include detailed notes - Accurately track time spent on each task using timers - Monitor hours against contracted or projected hours for each project and notify your manager if the monthly hours are likely to exceed projections - Keep non-billable administrative time at 10% or less than total hours worked Professional/Team Effort - Attend and actively participate in all required meetings - Clock in and out according to company policy - Seek opportunities to prevent loss for both Angela Adams Consulting and its clients - Plan, coordinate, and organize work effectively to meet deadlines - Uphold Angela Adams Consulting core values in daily work - Follow the Employee Guide by maintaining confidentiality, minimizing absenteeism, and communicating schedule changes with your manager - Update your individual performance plan monthly to set goals and track progress - Complete assignments on time and with accuracy - Support colleagues by assisting during uneven workloads - Collaborate effectively and demonstrate teamwork - A minimum of 30 hours per week, with at least half being within Core Business Hours

• Visit newly signed repair shops in your region and get them ramped up on the Partly platform • Understand why shops aren't placing jobs through us and figure out how to fix it • Genuinely help shops to optimise and streamline procuring parts • Track and improve repairer activity, reporting back to the team on what's working • Build authentic relationships with shop owners and parts managers • Feed insights back to the wider business so we keep making the product and onboarding better