• Serves as a client advocate and primary point of contact • Manages and maintains relationships with high-net-worth clients • Assesses clients' unique insurance needs and designs tailored coverage options • Provides personalized risk management advice • Handles policy renewals, endorsements, and changes in coverage • Assists clients with claims, working closely with carriers • Conducts regular portfolio reviews with clients

• Manage and mentor Service Representatives and Territory Managers in their designated region. • Monitor key performance indicators. • Facilitate pickup and delivery of equipment as needed. • Deliver educational content on medical devices. • Collaborate with the Divisional Operations Manager in introducing new Agiliti services. • Lead the onboarding of new clients. • Develop and maintain customer relationships at departmental and mid-level management levels within the client organization. • Prepare, complete and review analyses, surveys and reports with and for clients. • Develop an understanding of contractual provisions, including the decision process involved in contracting maintenance and repair services for each Agiliti client in the region. • Ensure compliance with Customer, Quality and Environmental Health and Safety requirements. • Collaborate with various teams to improve processes, find gaps and improve overall quality of service. • Coordinate service efforts and coverage for unexpected mobile lab or equipment failure as needed. • Perform other duties as needed.

• Provide strategic leadership and unified oversight for all divisional people teams, ensuring consistent implementation of people programs and practices across operational areas to drive alignment with enterprise business and people priorities. • Serve as the executive business partner to all Division presidents, facilitating collaboration and visibility to ensure divisional strategies and priorities are aligned with the broader enterprise strategy. • Lead the planning, development, implementation, and administration of people strategies and programs, including workforce planning, talent management, succession planning, recruitment, teammate experience, retention, and leadership development. • Advise the executive leadership team on organizational initiatives, leveraging human capital data to identify strengths and opportunities for improvement across all divisions. • Champion a culture of diversity, equity, and inclusion, and serve as executive sponsor for initiatives that enhance cultural competency and ensure inclusion across all operational areas. • Oversee workforce planning and talent management for all divisions, ensuring future staffing needs and leadership pipelines are proactively addressed. • Ensure compliance with all applicable regulations and organizational policies and lead the administration of teammate satisfaction surveys and follow-up actions to drive engagement and retention. • Develop and manage budgets for the consolidated people and business partnerships function, ensuring effective resource allocation and cost management. • Build and develop high-performing teams, providing leadership guidance and support to people and business partnerships teams to achieve organizational goals and strategies.

• Develop and maintain dealer client relationships with key auto dealer personnel • Support dealer clients by uncovering and solving needs through Integrated Relationship Management (IRM) • Build and maintain strong dealer relationships by presenting the company’s value promise • Exceed monthly and quarterly volume, quality, and efficiency objectives set by management • Be well versed in DRS natural fit IRM partners and deliver Truist solutions to dealer clients • Responsible for making quality sales calls to existing dealer clients • Utilize salesforce.com to document dealer visits and provide documentation of specific dealer issues • Act as a “Trusted Advisor” to dealer management by being aware of up-to-date industry trends • Maintain assigned Key Performance Indicators (KPI) • Comply with Truist policies with regard to expenses, corporate code of ethics, compliance, and corporate communication • Conduct investigations when needed with regard to dealer issues, and fraud accounts, and unperfected liens