Role Description The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will manage the renewal and marketing process and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned. We offer the flexibility of a remote hire - CST work hours are preferred; other time zones considered. Essential Duties and Responsibilities - Works proactively to develop relationships with carrier and client contacts; takes an active role in meetings. - Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the renewal presentation. - Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. - Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive. - Creates and maintains client files in accordance with office procedures. Keep client policy records in the agency management system. - Utilize agency management system, rating system, and carrier websites. - The first line of answering billing questions from clients and insurance company personnel. Qualifications - Highly organized with excellent verbal and written communication skills. - Self-confident to make sound independent decisions. - Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. - Ability to handle situations in a calm, courteous and professional manner. - Customer focused to establish and maintain effective relationships. - Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook. - Ability to prioritize multiple tasks to meet deadlines. - Must be able to read, analyze and reconcile financial reports. - Possess strong analytical and problem-solving skills. - Sharp attention to detail, decision-making skills, and problem resolution. - Flexibility and adaptability to changing priorities, deadlines and technology. Requirements - More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency. - Demonstrated experience in relevant lines of coverage and managing a book of business. - Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners. - Fluency with EPIC or similar agency management system. - Associate's Degree (or equivalent) or BA/BS preferred. HS Diploma or equivalent with additional education/training required. Certificates, Licenses, Registration - P&C Insurance License is required upon hire. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives may be available.

• Own the commercial relationship for a portfolio of EMEA Commercial Drata customers • Lead renewals and expansion across your book • Create, manage, and close upsell and cross-sell opportunities • Identify customer goals, uncover roadblocks, and drive the commercial strategy • Prioritize your book based on growth potential and customer engagement • Partner closely with Customer Success, Technical Support, Marketing, Product, and leadership • Provide clear visibility into renewals, expansion activity, and commercial risk • Communicate risk clearly and lead resolution strategies • Deliver value-based customer conversations • Build trusted relationships with Executive Buyers and other key stakeholders • Contribute to process improvements and team best practices

• Serve as the day-to-day point of contact for clients, building trust and proactive relationships with client teams • Shift the team from reactive to proactive, anticipate client needs before they become urgent requests • Translate client briefs and feedback clearly for internal creative, copy, and design teams • Partner closely with the dedicated studio PM to keep projects on track and aligned with client expectations • Manage high-volume social media content workflows across two fast-moving accounts simultaneously • Ensure all deliverables meet brand standards and regulatory requirements for pharmaceutical and healthcare clients • Work closely with the Account Director and studio team to deliver against client goals • Maintain clear, proactive communication across internal teams and client stakeholders • Support the senior account team on budget tracking and financial oversight

• Maximize STIHL sales by assessing market conditions, the competitive landscape and existing dealers and identifying strategies and promotions to increase distribution and profit, to include booking and sales to dealers. • Call on and visit dealers at an appropriate frequency to execute national and regional promotions, Point of Purchase, merchandising and branch programs working synergistically with marketing, customer service, finance and tech departments. • Train new and existing dealers on key STIHL programs and facilitate trainings with territory support team, including the coordination and facilitation of STIHL University to a large group of participants. • Initiate new dealer development and ensure successful store installation and initial training. • Attend and support STIHL at various regional trade shows and dealer events to promote STIHL, our products, and services. • Support initiatives as assigned (BER, EDGE, New Dealer, etc.). • Develop business/action plans with dealers in order to analyze dealer performance and establish future goals to promote overall business growth opportunities. • Maintain reporting (CRM reporting, monthly field reports, territory intelligence reports as requested). • Conduct dealer administration tasks, such as responding to email, follow-up, scheduling, maintaining Outlook calendars, STIHL website use setup and maintenance (SSO, Rewards, iCademy, eBiz, etc.). • All other duties and responsibilities as assigned.