• Engage effectively with customers to process renewals on-time • Negotiate favorable renewal terms and identify contract value opportunities • Collaborate with internal resources to develop renewal strategies • Maintain an accurate forecast of renewal risks

• Serve as the main point of contact for school districts, primarily via email (routing, dispatch, and customer service inquiries) • Process change requests, including student additions and removals, in a timely manner • Maintain and optimize transportation routes for efficiency • Build quotes and conduct route analysis • Manage and update calendars, including holidays, early dismissals, and emergency weather updates • Perform accurate and timely data entry

• Serve as a strategic clinical voice across Periop and PCC product lines. • Leverage expertise in pre-anesthesia testing, perioperative nursing, and clinical workflow design. • Partner with clinical directors to ensure product decisions reflect actual care practices. • Drive expansion through clinical insights and own clinical workflow design and signoff.

• Drafting various correspondence to wealth management teams and clients • Following best practices for group, client, and advisor interaction • Liaising with other groups and wealth management teams to ensure an exceptional client-advisor experience • Building out and updating training materials and providing training to Estate Planning Service Specialists • General administrative tasks and other duties, as needed • Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion • Maintaining client files and updating case management systems • Supporting as a liaison with estate planning specialists, wealth management teams, and clients