• Ensures quality control across all files, meticulously scrutinizing active and expired policies, endorsements, and documentation for accuracy, timeliness, and adherence to policies. • Drafts error free submissions to communicate coverage terms with underwriters under the guidance of the broker. • Reviews, analyzes, and underwrites risks, rates submissions for premium and terms and analyzes exposures for quotes for new and renewal business. • Issues quotes and binders, processes new business to grow revenues and maintain retention and profitability. • Delivers customer service during the marketing of new and renewal business to underwriters and clients. • Possesses understanding of market dynamics and negotiates pricing and coverage terms with underwriters. • Communicates corrections and clarifications in all policy documents to clients and underwriters. • Forges collaborative relationships with clients, agents, and internal teams. • Develops a robust network of industry contacts. • Demonstrates a commitment to ongoing professional development by completing assigned educational courses.

• Drafting & negotiating contracts — clinical study agreements, service agreements, team member agreements, and related documents. • Interpreting site feedback within local legal and business frameworks to guide internal decision‑makers. • Ensuring compliance with ICH‑GCP, local laws, and internal guidelines. • Managing the full contract lifecycle — from first draft to final signature and archival. • Building strong relationships with clinical trial sites and internal stakeholders. • Spotting risks early and collaborating with the Site Contract Lead to resolve them. • Tracking progress in real time and keeping teams informed. • Driving process improvements to make contracting faster, clearer, and more efficient.

• Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions • Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters • Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking • Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management • Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence • Participate in the timely and accurate completion of business processes and procedures • Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics • Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives

• Owns all assigned expanded projects spanning all client types, ensuring they meet company standards, client needs, and agreed scope, timeline, and budget • Takes full responsibility for each project’s success by driving effective planning, coordination, communication, and execution from start to finish • Leads or joins project kickoff meetings to confirm requirements, check assumptions, and ensure everyone understands goals, deliverables, and success criteria • Sets and communicates daily priorities for team members to keep work focused on project goals and deadlines • Responds quickly and professionally to client communications to maintain strong relationships and high client satisfaction throughout the project • Tracks project progress, spots risks or issues early, and escalates concerns to stakeholders to protect quality and timelines • Reviews project plans, designs, and deliverables for quality and accuracy before sharing them with internal or client stakeholders