• Monitoring, tracking, researching, and responding to borrower complaints received through non-regulatory channels • One-call resolution on complaint calls • 2nd level support to assist agents with supervisor calls and answering questions • Ongoing monitoring of complaints and disputes across all channels • Research borrower’s accounts, documents, etc. against the complaints received • Write a clear summary of the problem and resolution • Perform professional and comprehensive issue resolution and service to build strong dealer relationships • Work with various departments to facilitate resolution

• Conduct active and inbound prospecting of clients (individuals and businesses). • Present and offer insurance products and services according to the client's profile and needs. • Provide consultative service, delivering clear and concise information about coverages, terms, and benefits. • Lead negotiations and close sales. • Monitor ongoing proposals and provide post-sale support. • Keep the CRM up to date with contact records and opportunities. • Work in alignment with the team and follow the insurance brokerage's commercial guidelines.

• Oversee and coordinate the preparation, negotiation, and execution of clinical trial agreements and budgets for assigned studies or portfolios • Manage end-to-end site contracting activities for assigned studies, including template use, negotiation, and execution tracking • Serve as a primary escalation point for contract issues, proposing solutions that balance sponsor, site, and internal requirements • Collaborate with legal, finance, and project teams to ensure alignment on contract language, budget assumptions, and risk positions • Monitor contracting timelines and metrics, identifying bottlenecks, and driving corrective actions to improve cycle times • Provide guidance and oversight to Site Contracts Negotiators working on the same studies or programs • Contribute to the development and refinement of contracting playbooks, templates, and standard processes

• Heavy phone communication with customers, utilizing a variety of software tools to navigate customer accounts, process online sales and returns • Represents Tommy Bahama through direct and professional interaction with our guests both verbally and in writing • Responsible for coordinating credit approvals and fulfillment of all online orders • Troubleshoots guest issues with orders and general product inquiries • Provides product recommendations and substitutions as appropriate • Escalates guest issues efficiently and to the right place for resolution • Other special projects as requested by supervisor