Role Description At Gallagher, we’re looking for a Client Service Manager to join our Commercial team. In this role, you’ll work closely with clients and colleagues to provide exceptional service and deliver tailored insurance solutions. You’ll help build strong relationships, solve challenges, and ensure every interaction both internally and externally adds value. This is your opportunity to grow your career while making a meaningful impact. You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients. From managing renewals to mentoring team members, you’ll help ensure client needs are met and compliance standards are upheld. - Manage the renewal process by gathering client information, analyzing their needs, and helping deliver timely, tailored solutions. - Identify gaps in coverage, review claims, secure existing business, and drive the sale of additional services and lines of coverage. - Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction. - Help your team address client risk management needs through consultative conversations and personalized strategies. - Mentor team members by delegating tasks, providing transparent feedback, encouraging continuous learning, and fostering professional growth. - Conduct regular audits to ensure compliance with regulations and maintain high service standards. - Maintain accurate and up-to-date client and policy data using Gallagher’s systems. - Use Gallagher’s technology to enhance productivity, streamline processes, and deliver quality results. - Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations. Qualifications - Bachelor's degree with a minimum of 3+ years Client service experience. - A Property and Casualty Insurance License. - Proficiency in Microsoft Office. - A desire to build relationships and deliver results. - Adaptability and resilience in managing shifting priorities. - A collaborative mindset to work with teams across Gallagher. Requirements - Candidate located in AR, LA, MO or TX. - Willingness to travel into the office as needed. 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...

Role Description We are looking for an experienced commercial professional to lead and coordinate Qompyl’s strategic partnerships, direct broker relationships, provider ecosystem, and market expansion initiatives. - Evaluate a broad range of external providers across brokerage services, market data, technology infrastructure, APIs, and other critical services. - Develop direct relationships with brokers and brokerage platforms such as Alpaca, Tradier, Webull, tastytrade, Interactive Brokers, TradeStation, Public, Schwab, E*TRADE, and others. - Take ownership of evaluating providers and strategic partners, establishing relationships, negotiating commercial terms, and supporting market-entry planning. Core Responsibilities - Develop and maintain a structured view of Qompyl’s broker, provider, and strategic partner ecosystem. - Lead commercial discussions and negotiations with brokers, brokerage platforms, market data providers, API partners, and other strategic partners. - Establish direct relationships with priority brokers to evaluate API access, account connectivity, order execution capabilities, and partnership opportunities. - Negotiate pricing, revenue-sharing models, minimum commitments, service-level agreements, and other commercial conditions. - Coordinate the commercial process from initial evaluation through technical diligence, contracting, integration approval, and ongoing relationship management. - Build and maintain strong, long-term relationships with brokers, providers, and strategic partners. - Serve as a key point of contact for partnership and provider-related matters. - Identify and develop new strategic partnership opportunities that support Qompyl’s product capabilities and growth. - Work closely with Product, Engineering, Finance, Legal, and company leadership to ensure alignment with requirements. - Coordinate legal and compliance questions related to contracts and broker integration requirements. - Support market-entry planning and partnership readiness for priority markets. - Track active relationships, negotiations, integration opportunities, and provide regular updates to leadership. Qualifications - Strong experience in strategic partnerships, commercial sales, business development, or a related field. - Proven experience negotiating complex commercial agreements and strategic business relationships. - Strong commercial judgment and understanding of partnership terms affecting long-term growth. - Excellent negotiation, relationship-building, and communication skills. - Confidence representing a company in external conversations with senior stakeholders. - Ability to quickly understand Qompyl’s business model and technical dependencies. - Highly organized and capable of managing multiple partnership and market-expansion workstreams. - Comfortable working cross-functionally in a global, fast-moving startup environment. - Experience in fintech, brokerage, financial services, trading technology, or API-based platforms is strongly preferred. - Existing relationships within the brokerage or fintech ecosystem are a plus. Requirements - This is a part-time, equity-only role, suitable as a side engagement alongside a primary job or consulting work. - The position will transition to compensated status after the MVP launch and once funding or sustainable revenue is secured.

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Commercial Strategy & Portfolio Optimization, SME LAC Manager, Commercial Strategy & Portfolio Optimization, SME LAC is a specialist role designed to drive data-led growth opportunities across SME portfolios and elevate the quality and impact of client engagement across Latin America and the Caribbean. This role sits alongside Specialist Sales and Account Management, with a clear mandate: "To translate SME spend data into sharper, highly commercial and regionally relevant client conversations that unlock growth across diverse LAC markets". Acting as a bridge between data, strategy, product, and commercial teams this role will identify insights from SME portfolios and equip frontline teams with clear, actionable narratives to: Drive GDV(Gross Dolar Volume) growth, improve portfolio performance and strengthen client engagement. This is a highly commercial, execution-focused role centered on how we sell, ensuring every client interaction is: insight-led, locally contextualized and tied to measurable outcomes. Key Responsibilities: 1. Insight-Led Client Engagement• Analyze SME customer spend, portfolio performance, and behavioral data across LAC markets to identify growth opportunities and strategic recommendations.• Generate actionable insights tailored to different market dynamics (issuer maturity, acceptance, cross-border flows)• Translate data into clear and compelling client narratives highlighting: Spend activation, Working capital optimization, Cross-border and FX opportunities• Support frontline teams in shaping and delivering high-impact client conversations and Quartile Business Reviews 2. Enabling Sales & Account Teams (Regional + Markets)• Partner with Specialist Sales, Account Management, and Country teams• Embed insight-led selling into day-to-day client engagement• Provide: Structured talking points, Opportunity framing and Value articulation• Support priority client engagements as needed to demonstrate best-in-class conversations 3. Pipeline & Opportunity Identification• Use data-driven insights to proactively identify opportunities across SME portfolios: activation, usage growth, cross-sell / upsell and retention• Support pipeline development aligned with: cluster/country priorities and SME growth targets in LAC• Ensure opportunities are: clearly quantified and linked to GDV and revenue impact 4. Portfolio Optimization (LAC Focus)• Diagnose underperformance across markets (activation gaps, dormancy, low penetration)• Define targeted actions considering LAC-specific constraints (acceptance gaps, product penetration, informality)• Monitor KPIs and trends to assess impact• Support creation of scalable playbooks across clusters (e.g., ChiPeBol, Brazil, Mexico) 5. Cross-Functional Collaboration• Work closely with: SME Product, Data & Analytics, Marketing and Customer Solutions• Ensure insights are aligned with product capabilities and regional priorities• Feed market learnings back into product and proposition development• Support creation of repeatable sales assets and engagement frameworks for LAC Role Impact• Higher quality and consistency of SME client conversations across LAC• Stronger pipeline generation driven by data-led opportunity identification• Increased GDV and revenue via activation and portfolio optimization• Better alignment between product propositions and real SME client needs in LAC All About you:• Experience in payments, banking, product management, business strategy, commercial analytics, or SME-focused roles.• Strong ability to analyze data, identify business opportunities, and translate insights into growth strategies and commercial outcomes.• Experience with portfolio optimization, product performance analysis, • customer analytics, or similar data-driven business initiatives.• Experience partnering with Sales, Account Management, or Product teams to drive client growth and business impact.• Strong understanding of SME markets, payments, and regional dynamics across LAC.• Fluent in English and Spanish (Portuguese is a plus).• Comfortable operating across data, strategy, product, and sales functions.• Available to work from the office at least 3 days per week. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: - Abide by Mastercard's security policies and practices; - Ensure the confidentiality and integrity of the information being accessed; - Report any suspected information security violation or breach, and - Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.

• Identify targets and execute selling strategies through ethical selling practice • Drive sales growth and help derive best practices for targeting and reimbursement • Contribute key learnings to the team to demonstrate understanding of marketplace • Use approved corporate literature and scientific data to engage customers • Provide reporting and tracking of sales activities and territory sales forecasts • Demonstrate understanding of industry products and updates • Ensure compliance with company guidelines and legal standards • Assist with training field Area Managers and mentorship roles as needed