• Be the overarching relation with assigned broker firm while continuously growing broker headcount by effectively presenting our value proposition. • Develop an intimate knowledge of the broker firm and broker book of business to leverage BenefitMall capabilities to maximize revenue growth. • Recruit and train new agents to BenefitMall by promoting BenefitMall’s unique experience through deep, trusted relationships powered by the industry’s best technology solutions. • Work with agents/brokers to develop revenue growth strategies focused on increased sales activity, increased products per customer, and expanded understanding of BenefitMall’s specialized services. • Work effectively in a team sales environment and coordinate all sales and retention activity as needed to assure the fastest, easiest, and most trusted benefits selling experience. • Lead POD to service agents/brokers’ business and encourage them to grow their clients’ business by educating and training agents on carrier administrative procedures, product availability, and the value each brings to the customer. • Hosting strategy calls with POD to discuss priority issues, quote volumes, renewal activities and schedules as necessary. • Utilizing internal systems (Salesforce, Zoom, etc.) for activity tracking and metrics. • Effectively market to agents/brokers and encourage them to place their clients’ business with us by coordinating necessary in-field sales and retention activity to close sales, renew cases and add products to in-force customers. • Providing “just in time” sales expertise to maximize results. • Developing strategies with targeted agencies to drive technology adoption to assure the elimination of manual processes and adherence to safe, secure electronic transfer of data.

• Manage accounts from submission through binding, including coordinating all required documentation and communications • Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business • Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions • Select appropriate carriers and manage the marketing process for assigned accounts • Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions • Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines • Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate • Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities • Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships • Conduct research and prepare account or market analysis to support client and business development efforts • Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training

• Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality • Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant • Assist with general office tasks and administration • Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders • Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows • Maintain accurate and up-to-date data in agency systems • Ensure timely completion of tasks and activities • Keep the account team informed of workload status and any issues • Provide proactive and responsive service • Ensure productivity and quality standards are met • Participate in team building and promote a positive work environment • Seek and adopt best practices • Stay updated on company policies and procedures • Enhance technical skills and industry knowledge • Foster positive relationships with colleagues and leadership • Demonstrate integrity and leadership

• Identify, prospect, and develop new business opportunities within assigned territories and target accounts. • Manage the entire sales cycle from initial outreach through contract negotiation and closing. • Build and maintain a strong pipeline through outbound prospecting, networking, industry events, and strategic outreach. • Conduct consultative sales conversations with senior stakeholders and executive-level decision-makers. • Understand customer business challenges and align solutions to their strategic objectives. • Collaborate closely with marketing, partner teams, and internal stakeholders to maximize revenue opportunities. • Develop and execute territory and account plans to achieve and exceed sales targets. • Maintain accurate sales forecasts and CRM records. • Stay informed about industry trends, market developments, and competitive activity. • Drive long-term account growth through relationship building and expansion opportunities.