• Manage accounts from submission through binding, including coordinating all required documentation and communications. • Partner with brokers and underwriters to solicit, quote, and maintain new and renewal business. • Negotiate coverage terms with carriers, including pricing, deductibles, enhancements, and exclusions. • Select appropriate carriers and manage the marketing process for assigned accounts. • Prepare and deliver quotes, coverage comparisons, and recommendations to support placement decisions. • Process new business, renewals, endorsements, and cancellations, ensuring accuracy and compliance with internal and carrier guidelines. • Issue binders, invoices, and confirm coverage details, ensuring all documentation is complete and accurate. • Maintain ongoing communication with agents, carriers, and internal stakeholders to ensure timely execution of account activities. • Support retention and renewal strategies by identifying opportunities to expand coverage and strengthen client relationships. • Provide guidance and direction to support staff as needed to ensure efficient workflow and service delivery. • Conduct research and prepare account or market analysis to support client and business development efforts. • Maintain accurate records and manage all correspondence in accordance with company standards. • Stay current on industry trends, market conditions, and carrier capabilities through ongoing education and training.

• Lead generation: Generate and work leads in developed and underdeveloped territories through prospecting, cold calling, and networking under sales manager supervision. • Customer needs: selling to demonstrate T-Mobile’s value. Recommend wireless solutions, including price plans, data services, handsets, and accessories. • Deal negotiation: Negotiate and close deals. • Skill development: Develop skills in prospecting, call execution, and relationship management with leadership. Participate in product training and sales meetings. • Sales approaches: Create effective sales approaches, solutions, and proposals. • Sales automation: Utilize sales force automation, manage sales funnel, and report on sales activities and forecasts.

• Travel and engage in outside sales activities, primarily in customers' homes • Conduct professional and compelling sales presentations • Adapt quickly to changing customer needs and effectively advocate HDIS solutions • Conduct incidental activities necessary to complete sales (e.g., assessing customer needs, develop price quotes, measure product specifications, etc.) • Present warranty and available financing options to customers • Prepare for appointments, commute to/from appointments and process sales-related paperwork • Prospecting for new customers both inside and outside of assigned THD store and participate in scheduled industry events • Proactively seek out new referrals and develop and maintain relationships with store management and associates • Attend sales and store team meetings to continually improve sales techniques and learn about HDIS product offerings

• Drive incremental sales growth and profitability through account relationships • Monitor key performance indicators for assigned professional customers • Cultivate net new sales relationships • Utilize Salesforce to manage ongoing customer communications • Conduct initial customer meetings and build relationships • Produce new account revenue in line with current organization through individual targets/quotas • Establish effective partnerships with assigned customers through in-person sales appointments • Develop strategies focused on expanding customer base within defined sales territory