Role Description Senior Client Executive Services will maintain and expand upon the duties and responsibilities of the Client Executive Service position, including responsibility for retention and expansion of World Class Client accounts and participating in the procurement of new business. This position also acts as an industry expert, resource and thought leader in the Business Insurance Division while taking on expanded role in client relationships. Act as a leader for the service team members to include newer Client Executive Services, Senior Client Managers, Client Managers and Client Administrators. Coordinates Marketing and Risk & Loss colleagues as the need for their expertise occurs. - Oversee ongoing account service activities - Provide thought leadership, strategic analysis and expertise - Design complex insurance programs including loss sensitive programs - Develop strong working relationships with underwriters and marketing - Establish industry expertise and understanding of unique coverages - Maintain book size within the top 10% of peer group for sustained period - Engage effectively in complex Claims situations - Develop strong client relationships and consistently take the lead in client interactions - Maintain CSE level responsibilities with performance above average ratings - Manage/collect receivables in conjunction with Client Sales Executive - Meet regularly with Client Sales Executive to update, advise and inform - Coordinate activities on accounts - Review and deliver summary, proposals and policies - Lead, present and participate in meetings with clients - Maintain current Insurance Summaries on all accounts - Update Exposure Analysis Worksheets annually on all accounts - Meet World Class Client service commitments - Establish a service plan with the client and monitor the plan implementation - Build a strong relationship with the client at various levels in the organization - Participate in new business development and proposals with Client Sales Executive - Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage - Coordinate coverage placement through managing the direction provided to service team - Participate in new business procurement, taking a meaningful role in analysis and presentations - Manage all facets of renewal process - Proactively coordinate with the client and Producer on strategy and planning for client renewals - Initiate client contact and orchestrate renewal strategy meetings - Ability to facilitate or create relevant benchmarking and analytics appropriate for client - Oversee collection of renewal underwriting information and process of preparing and updating underwriting specifications - Coordinate coverage placement through instructions provided to Marketing - Review and deliver binders, invoices, etc. - Advise, inform and involve Client Sales Executive, as required in marketing process - Prepare and deliver proposals - Prepare all orders and instructions to the service team - Manage expiration lists - Ensure renewal timelines are met and timely delivery of policies - Ensure file maintenance and documentation of client communication and account issues - Act as a leader for the service team members - Create an environment oriented to trust, open communication, and cohesive team effort - Demonstrate a positive approach and ability to work effectively with diverse personalities - Facilitate problem solving and collaboration when faced with client difficulties - Focus the team on the internal and external client requirements - Provide necessary business information to enhance the team’s professional development - Ensure deliverables are prepared to satisfy client requirements, cost and schedule - Work closely with department Manager and Director of Client Services to obtain necessary resources - Excellent communications skills and ability to provide clear explanations of complicated coverage or program structures - Independent decision making and excellent judgement in addressing and servicing client and team needs - Project management skills to organize resources - Establish and consistently maintain effective and positive working relationships with colleagues and clients Qualifications - Successful work history to include 10-15 years of service with World Class Clients - Expert knowledge in the property and casualty marketing place - Bachelor’s degree strongly preferred - Maintain a valid unrestricted California Fire & Casualty Solicitors license and a valid Driver’s license - Achieve and maintain advanced insurance designations such as ARM, CPCU or CIC - Excellent understanding of insurance terminology, trends and factors influencing the industry - Advanced skills with MS Office Software (Word, Excel, Power Point and Outlook) - Ability to present complicated information to a variety of interest groups clearly Requirements - Ability to use computer keyboard and sit in a stationary position for extended periods - Work is performed in a typical interior/office work environment - Travel to client sites will be required, usually within driving distance Benefits - Competitive total rewards package - Health and welfare benefits - Tuition assistance - 401K savings and other retirement programs - Employee assistance programs Company Description The applicable base salary range for this role is $117,900 to $219,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Applications will be accepted until: July 20, 2026

Role Description A Level I, Bilingual Driver Services Associate (DSA) is responsible for resolving customer inquiries in accordance with client guidelines, departmental procedures, product requirements, and company policy across the core products supported in the call center. A Level I DSA will answer inbound calls and make outbound calls in an exceptional service manner to ensure customer satisfaction. In this role, the associate must be able to make decisions and resolve issues, adhere to daily schedule as assigned, accept direction and feedback from management, and respond with sense of urgency to meet service levels and minimize customer wait time. Qualifications - Bilingual (Spanish and/or French) required. - Typing 35+ words per minute. - Working knowledge of Windows operating system. - Strong Customer Service skills. - Excellent communication skills, both soft skills and influencing skills. - Able to deal with difficult and irate customers. - Knowledge of how ACD (call center) environment operates is a plus. - Knowledge of Salesforce case management is beneficial, but not required. - Self-starter, meticulous, ability to handle multiple tasks simultaneously. - Knowledge of automobile leasing industry is beneficial, but not required. Requirements - High School diploma or equivalent required. - Minimum 1 year customer service experience, dealing with customers over the phone or in person, required. - 1-2 years call center experience can be beneficial, but not required. Benefits - Competitive salary. - Extended health, dental, and vision care. - Virtual health. - Paid time off & paid holidays. - Retirement with company match. - Exclusive discount programs. - Wellness programs. - More benefits available. Company Description Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities, and protected veterans.

Role Description The Senior Director – Client Services is responsible for driving client satisfaction, retention, and growth through strategic account leadership and operational excellence. This role ensures consistent execution of client deliverables, performance expectations, and long-term partnership strategies. The position focuses on managing and expanding relationships with high-profile clients, including a key healthcare account, by aligning service delivery with client objectives and enabling sustainable business growth. Qualifications - Minimum 5+ years of Client Services experience. - Minimum 3+ years in a Director or Senior Director capacity. - Proven experience in the BPO / outsourcing industry. - Experience managing high-profile client accounts, ideally in regulated industries. - Strong financial acumen, including budgeting, forecasting, and revenue growth ownership. - Strong background in operations, client management, and business strategy. - Proven leadership and people management experience. - Strong written, verbal, analytical, and communication skills. - Ability to travel as needed based on client/business requirements. Requirements - Maintain and strengthen relationships with assigned strategic client(s), ensuring alignment on goals, performance expectations, and deliverables. - Ensure daily execution of all client commitments, including operational performance, service delivery, and contractual obligations. - Drive client satisfaction, retention, and expansion by identifying growth opportunities aligned with client strategic objectives. - Lead account strategy, including development and execution of client account plans focused on revenue growth, operational excellence, and long-term partnership value. - Monitor account performance, proactively identify risks or issues, and implement solutions to ensure consistent delivery and client success. - Partner with cross-functional leaders and Directors to support account management, client reviews, and business development initiatives including RFPs and renegotiations. - Oversee financial performance of client accounts, including budgeting, forecasting, and ensuring alignment with company financial goals. - Ensure operational practices and processes are standardized, compliant, and aligned with company directives and regulatory requirements, particularly within heavily regulated industries. - Lead, develop, and manage high-performing teams, including hiring, performance management, coaching, and succession planning. - Establish productivity metrics and ensure optimal resource utilization to achieve business and client objectives. - Represent Client Services in cross-functional initiatives and strategic projects. - Drive continuous improvement initiatives to enhance operational effectiveness and client outcomes. - Support broader company initiatives and ensure alignment with organizational strategy. Benefits - Healthcare industry experience (strongly preferred). - Experience in heavily regulated environments (healthcare, insurance, financial services). - Experience supporting RFPs, contract renegotiations, and account expansion initiatives. - Workforce planning / resource utilization experience. - Advanced Excel and PowerPoint skills.

• Manage escalations from Tier 1 and handle complex application, data, and configuration issues for plan administrators • Own the Tier 2 shared email inbox and respond to client escalations with SLA compliance during normal and peak periods • Build and maintain client relationships with plan administrators — understand their unique needs, proactively address concerns, and drive platform adoption • Provide training and presentations to clients on platform features, best practices, plan configuration, and process improvements (growing responsibility as the role evolves) • Support client implementation, configuration, and go-live activities to ensure smooth onboarding and a strong start • Troubleshoot complex technical and data issues using PowerFlex, Ariel View, and SQL to diagnose root causes and develop solutions • Perform systems audits, reconcile error reports, and manage special projects as needed to ensure data integrity and platform stability • Collaborate cross-functionally with Tier 1, adjudication, fraud, technical teams, and internal stakeholders to resolve escalations and identify improvements • Recognize process inefficiencies and recommend improvements based on escalation patterns and direct client feedback