Role Description The Agency Account Manager is a contributory liaison working with Agency Sales Reps to proactively manage client relationships and successes, ensuring the achievement of agent expectations while providing excellent customer service. This position requires excellent communication skills to help build relationships and partner with agents and Agency Sales Representatives to achieve these goals. - Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance. - Support the Agency Sales Representatives regarding activities related to all assigned accounts such as remittance processing, A/R clean up, E&O renewals, etc. - Support the Agency Sales Representatives during their customer on-site visitations and presentations (on site and virtual). - Collaborate with aligned Agency Sales Representatives to identify and implement efficiencies in the remittance, audit and compliance processes. - Support Agency Underwriting Counsel as needed. - Liaise between Agency Support and the Agent regarding AMS needs, including user log in issues, appointments, and cancellations, executions of and amendments to Schedule A. - Resolve outstanding inventory with the Agents once/quarter. - Run and distribute premium report to team once/week. - Process refund and write off requests. - Support Agency Sales Representative with regard to the distribution, processing and approval of new applications. - Assist with Continuing Education compliance. - Maintain and service any existing agents that may be assigned to you. - Additional duties as assigned. Qualifications - Ability to effectively prioritize projects and assignments. - Excellent written and verbal communication skills. - Strong command of Microsoft Excel, Word, and PowerPoint software. - Strong organizational and planning skills for multitasking. - Ability and confidence to develop original written language and correspondence for developing reports and proposals, as well as customer and field communications. - Good people skills. - Good analytical skills. - Self-starter with strong work ethic and dedication to completing projects on time. - Positive attitude, high energy level, strong desire to interact directly with customers, high comfort level making presentations, and ability/willingness to work additional hours as job requirements and projects require. Requirements - High school diploma or equivalent. - Strong oral and written communication skills. - Proficiency with computers, Microsoft Office Suite, CRM, and handheld devices. - Ability to multi-task and work in a fast-paced environment; strong organizational skills. Preferred Qualifications - Bachelor’s degree in business, finance or related field. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Requirements/ADA - No unusual physical requirements. Requires no heavy lifting, and nearly all work is performed in a comfortable indoor facility. - Job frequently requires sitting, handling objects with hands. - Job occasionally requires standing, walking, reaching, talking, hearing, and lifting up to 10 lbs. - Vision requirements: Ability to see information in print and/or electronically. Position Type/Expected Hours of Work Days and hours of full-time position are Monday through Friday, 8:00 a.m. to 5 p.m. Travel Minimal travel may be required.

• provide the highest level of customer service • work closely with automotive dealer clients to provide consultative marketing assessments • offer comprehensive marketing solutions • monitor and report on client campaign effectiveness utilizing proprietary company technology • work closely with the Client Services and Production Teams to ensure all campaign deliverables are accurately executed on deadline • ensure all projected revenue is accounted for each month • provide additional in-store training to help dealers achieve sales and service objectives

• Provide the highest level of customer service and work closely with our automotive dealer clients to provide consultative marketing assessments • Offer comprehensive marketing solutions • Monitor and report on client campaign effectiveness utilizing proprietary company technology platforms • Work closely with the Client Services and Production Teams to ensure all campaign deliverables are accurately executed on deadline • Provide additional in-store training to help dealers achieve sales and service objectives

Title: Senior Account Manager - Life Sciences & Healthcare (Remote) Location: United States Life Sciences & Healthcare Remote:Remote Job ID:JREQ135827 Clarivate is seeking a high‑performing Life Sciences & Healthcare sales professional to join our Field Accounts team. This role focuses on managing and expanding strategic, high‑value customer relationships across the US and Canada, driving sustained account growth and revenue impact. As a Senior Account Manager, you will own end‑to‑end account strategy—developing and executing account plans, identifying whitespace, and leading opportunities from discovery through close. You’ll collaborate cross‑functionally to deliver exceptional customer outcomes while expanding Clarivate’s footprint within key accounts. If you excel in proactive, high‑velocity, hunting‑style sales within life sciences or software, we’d love to connect with you. What will you be doing in this role? - Drive growth: Identify and convert high‑value upsell opportunities while maintaining an accurate forecast and strong client engagement cadence - Own account strategy: Develop and execute comprehensive account plans aligned to customer priorities and long‑term growth - Build executive relationships: Establish deep, multi‑threaded relationships to understand business objectives and unlock new opportunities - Lead the sales cycle: From discovery and solution development through negotiation and close - Deliver value: Align Clarivate’s solutions to customer challenges, maximizing long‑term impact - Sell the portfolio: Drive growth across Clarivate’s Life Sciences offerings by combining data, transformative intelligence solutions, and consulting to deliver R&D, commercial, and strategic outcomes - Influence internally: Provide market and account insights to shape broader commercial strategy - Prioritize face‑to‑face engagement: Maintain ~30% of customer interactions in person to strengthen relationships, accelerate deal velocity, and deepen account penetration About You – experience, education, skills, and accomplishments - Bachelor’s Degree or equivalent relevant work experience. - 7 Years of Relevant B2B sales experience with a track record of delivering against targets It would be great if you also have: - Experience in life sciences, healthcare, or software sales. - Experience in high‑velocity, proactive (“hunter”) sales environments - Strategic account owner experience - Experience operating at both executive and operational levels - Data‑driven with focus on pipeline, whitespace, and growth levers - Highly collaborative, thrives in cross‑functional environments About the Team At Clarivate, we empower our Life Sciences & Healthcare customers to deliver treatments that improve patient lives and create a healthier tomorrow. Our market-leading intelligence solutions and transformative data technology equip our customers with the insight and foresight needed across all their initiatives from early-stage drug discovery right through commercialization and beyond. Hours of Work This is a remote position, primarily working core business hours in your time zone, with flexibility to adjust to various global time zones and travel as needed. Compensation The expected base salary for this position is $105,600- $132,000 USD per year. This role is eligible for sales incentive bonus earnings. Individual pay is based upon experience, education, skill and ability, expertise, and relevant factors. In addition to a competitive remuneration package, you will be eligible to participate in a benefits package that includes medical, dental, prescription drug, life insurance, 401k with match, long term disability coverage, vacation, sick time, volunteer time, discount programs, and many more. At Clarivate, we are committed to providing equal employment opportunities for all qualified persons with respect to hiring, compensation, promotion, training, and other terms, conditions, and privileges of employment. We comply with applicable laws and regulations governing non-discrimination in all locations.