• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates. • Interacts professionally and timely with clients via email, phone, and in-person • Maintains a proactive approach focusing on claim strategies and resolutions • Advocates for the timely and effective resolution of workers’ compensation claims for our clients. • Communicates pertinent claim information timely to internal and external clients • Maintains strong relationships with internal and external clients • Workers’ compensation subject matter expertise with deep knowledge across multiple jurisdictions. • Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc. • Develops strong working knowledge of IMA computer systems/programs • Assists Claim Manager with claim staff onboarding, training and development • Develops and expands relationships at local, regional and national levels with carriers, TPAs, legal resources, consultants, etc. • Leads and contributes to Claim Projects, and other tasks as assigned • Attends insurance related seminars including but not limited to continuing education classes

• Supports and demonstrates IMA’s core values • Values and understands the importance of diversity, equity, and inclusion among all IMA associates. • Interacts professionally and timely with clients via email, phone, and in-person • Maintains a proactive approach focusing on claim strategies and resolutions • Advocates for the timely, optimal resolution of claim matters for our clients • Communicates pertinent claim information timely to internal and external clients • Maintains strong relationships with internal and external clients • Subject matter or specific coverage line knowledge and expertise in Executive Risk (D&O, EPLI, Crime, Cyber) lines of coverage. • Participates in presentations, including new business, RFPs (clients, TPAs), claim reviews, renewals, etc. • Develops strong working knowledge of IMA computer systems/programs • Assists Claim Manager with claim staff onboarding, training and development • Develops and expands relationships at local, regional and national levels with carriers, TPAs, legal resources, consultants, etc. • Leads and contributes to Claim Projects, and other tasks as assigned • Attends insurance related seminars including but not limited to continuing education classes

• Own delivery performance across a portfolio of programs/projects, including safety, quality, schedule, cost, margin, and customer satisfaction. • Lead execution from project kickoff through closeout, ensuring readiness, planning discipline, and effective handoffs. • Drive consistent, predictable outcomes across multiple concurrent programs. • Serve as the executive-level customer interface for delivery. • Establish governance cadence including steering committees and executive reviews. • Communicate progress, risks, and decisions with clarity and transparency. • Build strong, trusted relationships with customer stakeholders. • Lead cross-functional execution across Project Management, Engineering, Electrical, Panel Fabrication, Supply Chain, Quality, Installation, Finance, and Commissioning. • Align internal teams around delivery strategy, priorities, and performance expectations. • Ensure effective coordination across office, shop, and field environments. • Partner with Commercial teams to ensure seamless transition from pre-award to execution. • Translate scope, assumptions, and estimates into executable delivery strategies. • Ensure commitments are realistic, risk-balanced, and aligned with customer expectations. • Establish and maintain program controls including integrated schedules and cost tracking. • Drive cost-to-complete (CTC) and estimate-at-completion (EAC) forecasting accuracy. • Monitor financial performance, margin, and cash flow across programs. • Ensure consistent portfolio-level reporting and performance visibility. • Lead program-level risk, issue, and dependency management. • Establish escalation paths and drive timely decision-making. • Maintain strong scope and change control practices. • Ensure proper documentation and commercial alignment of changes. • Protect margin and improve financial outcomes through disciplined execution. • Champion a strong safety and quality culture across all phases of execution. • Reinforce compliance with Thermo Systems standards and processes. • Lead retrospectives and root-cause analysis to improve delivery performance. • Drive improvements in estimating, engineering execution, field productivity, and commissioning outcomes. • Coach and develop Program Managers, Project Managers, and functional leaders. • Strengthen leadership capability across delivery teams. • Build a scalable, high-performing program delivery organization.

• Acquire net-new district logos and meet annual new business quota within an assigned territory. • Build and maintain 3x pipeline coverage to support quarterly and annual quota attainment. • Drive cross-sell of at least one new Riverside Insights product into existing customer districts each year. • Partner with Renewal Account Managers in quarterly joint account planning for top districts. • Run a disciplined, stage-based sales process with clearly defined exit criteria and accurate CRM hygiene. • Position product value and ROI against district initiatives such as MTSS, PBIS, SEL, early learning, and assessment modernization. • Convert pilots and limited implementations into multi-school or district-wide adoption in partnership with Professional Learning and Customer Success. • Deliver forecast accuracy within plus or minus 10% on a rolling quarterly basis.