• Assist the Client Manager in delivering exceptional service to US based clients • Work closely with the internal service team to help manage a portfolio of small commercial-focused accounts • Attend system training and liaison between tech support and the servicing team, as needed • Assist Account Executives in entering new business prospects in Salesforce • Assist with account management and marketing team in completing marketing applications • Backup designee for online quoting • Assist with updating Excel documents including client policy schedule, premium schedules, etc. • Special project support, as needed • Processing certificates of insurance and Auto ID cards • Preparing policy documentation for delivery to the client • Manage market contact information • Assist in preparation of marketing materials • Maintain complete and accurate client files within agency management system (e.g., EPIC, AMS360) • Take ownership of data integrity and enrichment through daily client engagement

• Support the operational efficiency of the Pharmacy Department by coordinating fiscal management activities • Perform data analysis and maintain departmental statistics and reports • Develop databases and manage projects • Utilize IT skills to collaborate with clinical pharmacists, residents, medical staff, and pharmacy administration

• Perform Epic-related consulting and administrative computer services for Nordic clients • Apply technical expertise to individual client system build in order to identify, troubleshoot, and resolve problems. • Mentor client project teams as necessary in project and system build strategy. • Track and document risks and issues. • Analyze and document workflows. • Work closely with project leadership, including documentation and facilitation. • Work directly with Epic end users. • Monitor workflows, provide documentation, and optimization suggestions. • Lead meetings regarding project status and on-going work-product coordination. • Additional specific duties related to the project as may be required and dictated by individual clients.

• Lead Financial Modeling and Valuation: Execute sophisticated financial models and valuation analyses to provide senior executives and the Board of Directors with actionable insights for transaction decision-making. • Coordinate Strategic Due Diligence: Collaborate with internal project teams and external partners to manage due diligence activities, acquisition pipelines, and internal reporting to ensure seamless deal closures. • Support Transaction Execution: Assist in deal structuring and negotiations while ensuring all transaction retrospective analyses and competitive intelligence research comply with organizational standards.