• Responsible for the development of the sales and/or client relationship management strategy • Creates, monitors, and revises lead generation plans for new revenue pipelines • Oversees key client relationships ensuring satisfaction and efficient problem resolution • Serves as consultant on how T. Rowe Price products can satisfy client needs • Responsible for the achievement of substantial sales targets and works with territory partners • Maintains in-depth knowledge of assigned clients, their sensitivities, and business needs • Conducts quarterly business reviews with manager and partners

• Process purchase requisitions and convert them into purchase orders in Coupa • Review requisitions for completeness, accuracy, and policy compliance • Partner with internal stakeholders to resolve issues and ensure timely processing • Communicate effectively with suppliers on purchase orders and issue resolution • Track PO status and manage follow-ups for delivery and invoicing • Support supplier onboarding activities • Maintain procurement records and ensure adherence to controls • Support process improvement initiatives

Role Description Primary focus is to assist Underwriter/Broker Senior in servicing and operational management of accounts. - Underwrites, services, and manages assigned accounts. - Has Production and Service goals assigned and is measured on attainment of both. - Underwrites individual insurance applications to cover property and casualty with guidelines set for the issuance of policies on a standard or substandard basis. - Determines whether to accept, modify or decline a risk through evaluation of the property's value, location, usage, and safety features, and other information pertinent to the decision. - Has frequent contact with field to gather information on which to base and defend underwriting decisions. Qualifications - Bachelor's degree and 3 years related experience required. - Working knowledge of Microsoft Windows applications and Microsoft Office. Requirements - Assignments are broad in nature and usually require originality and ingenuity. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...

• Partner with other FP&A team members to drive the company-wide financial planning processes (budgeting, forecasting, long-range planning) with rigor and strategic insight. • Serve as a thought partner to support planning, tradeoffs and investment decisions, proactively sharing insights recommendations, opportunities and other ways to improve both financial and business performance. • Serve as dedicated FP&A partner to program teams and functional leaders across the organization, embedding financial insight into how the business plans, operates and makes decisions day to day. • Partner with senior leaders to evaluate strategic opportunities, challenge assumptions and drive disciplined decision-making around investments, resource allocation and portfolio priorities. • Advance financial systems, reporting and analytics to improve decision-making and accountability across the business. • Champion the adoption of AI and automation across FP&A to streamline workflows, reduce manual effort and free up capacity for higher-value analysis. • Ensure resource alignment with corporate strategy; conduct scenario analyses and risk/opportunity assessments. • Identify emerging risks and opportunities early, proactively raising issues and proposing solutions that support company objectives. • Build financial transparency across the organization by translating complex analyses into clear, actionable insights that enable faster and better decisions. • Support the accounting close process as needed, partnering with Accounting to ensure timely and accurate financial reporting.