• Responsible for servicing an assigned book of business • Serves as the main point of contact for all existing clients • Responds to all service requests inclusive of billing inquiries and coverage options • Maintains accurate account files, records, and documentation • Prepares and submits policy change requests to carriers • Monitors the status of change requests • Makes recommendations to prospects and current clients through an annual insurance review process • Prepares Stewardship & Insurance Summary reports for clients • Maintains client relationships and supports retention ratio • Performs all phases of renewal and remarket processing • Identifies and processes coverage enhancements and cross-sales opportunities • Resolves client and/or carrier accounting issues • Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff • Remains current with respect to industry updates • Maintains favorable and productive relationships with all underwriters • Attains further education and skills development opportunities for professional designations

• Assist Partner Managers in identifying and onboarding new partners aligned with GoTo’s ideal partner profile, helping expand our reach in untapped regions and segments. • Support partner readiness by delivering tailored onboarding and enablement initiatives in collaboration with sales, marketing, and distribution teams. • Support revenue growth by helping to generate and track partner-attributed pipeline and opportunities. • Collaborate with the partner team to maintain strong relationships through regular check-ins, training, and joint planning sessions. • Deliver regular reports with clear KPIs and insights to continuously optimize partner recruitment and development strategies.

• Live by and champion our values: #clientjoy, #teamspirit, #enthusiasm, #initiative, #gratitude. • Ensure each client receives the highest level of support. • Respond to client inquiries by understanding the inquiry, reviewing previous inquiries and responses, gathering and researching information, assembling and forwarding information, and verifying client's understanding of information and answer to their inquiry. • Document all escalated issues and resolutions, from clients or internal sources, within the CRM ticket management system. • Update the CRM and ensure appropriate team members are aware of changes or other pertinent information about our clients. • Continually improve client service with a focus on maximizing client’s ROI and level of service and minimizing client service personnel response time. • Proactively remain in contact with and manage our client base through email, phone, Slack, and other communication channels to develop relationships and ensure each client is overjoyed by our service. • Proactively call and manage our client base to present new products and features that are released. • Highest level of responsiveness to urgent client problems. • Provide online meetings to fully onboard and orientate a new client, to include presenting new functionality, performing training, and collaborating with clients about their priorities.

• Develop a comprehensive strategy to grow channel revenue, defining key milestones, KPIs, and scalable processes • Identify and secure new channel partners aligned with our corporate gifting goals, focusing on industries such as HR consulting, event management, corporate travel, loyalty programs, and office procurement • Cultivate strong relationships with existing channel partners, providing ongoing support and enablement resources to maximize partner engagement, performance, and loyalty • Design and implement partner training programs, sales tools, and marketing collateral that empower partners to effectively promote and sell our products • Work closely with sales and marketing teams to develop promotional campaigns, co-marketing opportunities, and joint go-to-market strategies to drive sales through the partner network • Regularly track, analyze, and report on channel partner performance against revenue targets, using insights to adjust strategy and improve partner outcomes • Partner with Product, Marketing, and Sales teams to ensure the channel program aligns with overall business strategy and to tailor offerings for partner success • Stay up to date on industry trends, competitor activities, and market shifts to identify new partnership opportunities and refine strategy