• Ensure clarity and alignment with clients about UASI services/deliverables and manage client scope and expectations through regular communication and meetings. • Facilitate client kick off meetings in accordance with the procedures established for Coding services. • Collaborate with Sales Team to identify new opportunities and ensure client management strategies are executed. • Use critical thinking skills to assess client current state and goals, conduct operational assessment, and implement actions to meet project and client goals. • Responsible for ensuring any changes to project scope are documented and any impact on goals deliverables, costs, deadlines, etc. are confirmed and agreed to in writing. • Be the subject matter expert to lead, monitor and evaluate project results for the client while balancing quality and profitability. • Manage flow and timing of all client projects and support audit activities by performing audits and consulting engagements as needed. • Collaborate with the Quality Management (QM) Team and Staff Success Manager to ensure quality expectations are achieved and opportunities for development of staff are identified. • Ensure client processes and workflows are documented. • Validate client invoices align with contract parameters including amendments. • Facilitate project kick off meetings in accordance with the procedures established for Coding services and ensure Coder's expertise is appropriate to achieve project outcomes. • Monitor and manage client profit margin by monitoring key metrics including productivity, staff utilization, and managing “miscellaneous/non-billable” non-attributable time. • Responsible for identifying additional solutions opportunities with clients. • Use expertise to identify new opportunities, collaborate with Sales/Account Management Team, and cultivate trusted relationships with our clients by using SME to demonstrate value. • Use expertise and project insight to partner with the Sales/Account Management team to create a strategy about solutions UASI could provide. • Leverages professional network and demonstrate expertise through market facing activities including professional organizations, speaking, or serving as a UASI Ambassador.

Role Description As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands-on learning, you will gain the knowledge, skills, and abilities to make client-related decisions independently. - You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business. - We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials. - You familiarize yourself with the insurance industry and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables. - We assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and create client presentations. - You observe how to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email. - You establish positive relationships in your office and support with administrative tasks as needed. - You will maintain up-to-date records in the Document Management System (DMS). - You complete all GBS Employee Benefits curriculum and learn from your team. - We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way. Qualifications - Required: High School diploma/equivalent plus 1 year directly applicable experience. - Proficiency in Microsoft Office and basic math skills. - Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. - Previous experience managing client relationships. - Exceptional organizational skills. - Proficient in using technology as a tool to maximize productivity and quality. - Strong written and verbal communication skills. 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... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. Company Description Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. - Gallagher embraces our employees’ diverse identities, experiences, and talents, allowing us to better serve our clients and communities. - We see inclusion as a conscious commitment and diversity as a vital strength. - By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors, or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Role Description This is a performance-based contract opportunity designed for professionals seeking greater flexibility while working remotely within a structured and supportive environment. In this role, you'll connect with individuals who have already expressed an interest in creating positive change in their personal and professional lives. Through introductory phone or Zoom conversations, you'll guide individuals through a proven process, introduce educational programs and live events, and help them determine whether this path aligns with their personal and professional goals. You'll receive comprehensive training, proven systems, and ongoing mentorship, allowing you to continue strengthening your communication, leadership, and relationship-building skills while building a flexible business around your lifestyle. Success in this role comes from building genuine relationships, communicating with integrity, and consistently following a structured system. What You'll Do - Connect with individuals who have expressed an interest in creating positive change in their personal and professional lives - Conduct introductory phone or Zoom conversations - Introduce educational programs, online learning, and transformational live events - Guide individuals through a structured process, helping them determine whether this path aligns with their personal and professional goals - Build authentic relationships through ongoing communication and follow-up - Maintain organized communication using proven systems and digital tools - Utilize AI-supported technology to improve efficiency and productivity - Participate in weekly mentorship, leadership development, and professional training - Manage your own schedule and daily activity within a flexible remote environment Qualifications - Enjoys meaningful conversations and building genuine connections - Naturally earns trust through authentic communication - Takes initiative and follows through on commitments - Is comfortable working independently while following a proven system - Is open to ongoing personal and professional development - Wants greater flexibility while continuing to grow professionally - Is looking for a long-term performance-based career path What This Role Offers - A flexible remote structure designed around your lifestyle - A performance-based career path where your results influence your earning potential - Comprehensive onboarding, training, and ongoing mentorship - Continuous leadership and personal development - Education on AI-supported technology and digital business systems - A supportive community focused on growth, collaboration, and continuous learning - The opportunity to strengthen your leadership, communication, and relationship-building skills Compensation This is a performance-based contract opportunity. Compensation is based on individual results, consistency, effort, and level of engagement. The posted compensation range reflects what individuals actively engaged in this role may achieve over time.

• Serve as a point of contact and escalation for an assigned portfolio of clients. • Build trusted relationships with executives, founders, and finance leaders. • Conduct regular business reviews (bi-annual) to discuss performance, priorities, risks, and upcoming initiatives. • Develop a deep understanding of each client's business objectives and evolving needs. • Ensure clients understand the full value of the firm's services. • Coordinate Accounting, HR, Payroll, Tax, Recruiting, and other internal service teams to deliver a seamless client experience. • Monitor client health through engagement metrics, feedback, and service performance (client surveys, SentimentIQ, EmploymentIQ, potential churn report). • Identify potential churn risks and develop retention strategies. • Lead renewal conversations and support contract reviews. • Advocate for the client while balancing operational and business objectives. • Foster long-term partnerships that increase client loyalty. • Provide guidance on best practices related to outsourced back-office operations. • Identify opportunities to improve client processes and operational efficiency. • Recommend additional services that align with client goals. • Track open issues via Escalon’s Client Issue (CIL) process and drive timely resolution.