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

• Assess and analyze global markets for power uprating, superpower uprating, long‑term operation, and beyond SLR operation, identifying demand drivers, customer needs, and competitive dynamics. • Execute product strategies and go‑to‑market approaches to grow Engineered Solutions revenue across uprating and LTO offerings. • Support Global Markets, Sales, and Tendering teams by articulating clear value propositions, differentiation, and customer benefits for uprating and long‑term operation solutions. • Contribute to regional and account growth strategies by aligning product offerings with utility long‑term operational, performance, and investment objectives, including operation beyond 80 years. • Develop and own a global portfolio of uprating, super uprating, and LTO offerings, spanning feasibility studies, implementation solutions, and long‑term support services. • Expand beyond traditional License Renewal by defining LTO and SLR product offerings, including operation beyond 80 years. • This includes aging and obsolescence mitigation strategies, long‑term asset management support, and phased investment approaches aligned with regulatory milestones, plant performance targets, and return‑on‑investment expectations. • Identify opportunities to extend scope beyond traditional NSSS boundaries, including Balance of Plant, electrical systems, and plant‑level integration where relevant to uprating and long‑term operation programs. • Own product roadmaps, lifecycle management, and business cases for assigned offerings, from concept through deployment and evolution. • Drive New Product Introduction (NPI) initiatives with clear business objectives, customer value, and return‑on‑investment targets. • Help develop integrated uprating and super uprating solutions that enable utilities to increase plant output while maintaining safety, reliability, and regulatory compliance. • Ensure uprating solutions are developed in direct connection with long‑term operation strategies, integrating aging management, inspection and replacement strategies, and investment timing to optimize plant performance and economic return under extended lifetimes. • Incorporate customer considerations related to grid demand growth, data centers, hyperscalers, and revenue optimization into product definition and value messaging. • Work with engineering and licensing teams to ensure offerings are technically feasible, licensable, and executable across different plant configurations and regulatory environments. • Drive innovation across the full product lifecycle, from idea generation through New Product Introduction, to address evolving customer pain points associated with uprating, Subsequent License Renewal, and long‑term operation beyond 80 years. • Collaborate with AI&I (R&D, Digital, Advanced Reactors & Fusion) to co‑develop technology bricks, analytical tools, and digital enablers applicable to uprating and LTO offerings. • Support opportunities to leverage external or public funding and collaborative development where relevant. • Ensure innovation activities translate into deployable, scalable, value‑adding products, rather than standalone technical developments. • Leverage global product heatmaps to promote reference solutions to operating plants across ES regions, steer cross-region collaboration to ensure reference solutions are introduced and implemented for all applicable operating plants. • Collaborate with other Engineered Solutions Product Managers (e.g., NSSS components, Balance of Plant / Plant Engineering, New Markets, Digital & Training) to drive cross‑fertilization, consistency, and portfolio coherence. • Work with APx Global Engineering to align product strategy with engineering capabilities, execution readiness, and resource planning. • Support make‑versus‑buy evaluations, supply‑chain alignment, and manufacturability considerations for uprating and long‑term operation solutions. • Collaborate with Engineering, Licensing, APx, Supply Chain, Global Markets, Sales, and regional teams to align product strategy, execution, and delivery. • Support tendering activities through solution definition, technical clarification, and customer‑focused value positioning. • Provide high‑quality input to the corporate strategic planning cycle related to uprating, SLR, operation beyond 80 years, and portfolio investment priorities. • Use market intelligence, fleet data, and analytics to guide portfolio prioritization, product evolution, and investment decisions.

• Own daily retail operations processes, including item setup, portal management, compliance documentation, and distributor coordination. • Ensure speed, accuracy, and consistency across retailer and distributor requirements. • Identify and surface operational bottlenecks and implement process improvements that streamline workflows and scale with growth. • Collect, analyze, and report on syndicated and retailer data (SPINS, Nielsen, IRI, retailer POS). • Build dashboards and scorecards that track velocity, distribution, sell-through, and promotional effectiveness. • Provide reporting and insights that inform assortment, pricing, and promotional planning discussions. • Partner with Finance to analyze deductions, chargebacks, and trade spend ROI. • Evaluate promotional calendars and shopper programs with data-backed insights. • Provide Finance with accurate, timely retail reporting aligned with financial tracking. • Share insights with Marketing and Retail Leadership to inform launches, category storytelling, and in-store activations. • Deliver standardized reporting frameworks that align the broader organization on retail performance and GTM priorities.