• The primary focus of this role is to maintain superb client servicing through the policy term. • Client Manager’s process changes (Vehicle, Driver, Location, Policy Limits, etc.) and certificates in real time to support Mid-Market Trucking businesses. • They must be extremely accurate and efficient in maintaining their EPIC home screen tasks that include but are not limited to: adding/deleting vehicles, adding/deleting drivers, processing monthly reports, processing financing requests, issuing certificates, processing cancellations/reinstatements, communicating challenges with clients or producers and most of all solving problems either on their own or with their Account Executives and Producers. • At times, they will need to support their Account Executives in building policies and importing/issuing batch renewal certificates.

• Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight. • Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. • Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. • Oversee onboarding of new accounts, including collection and analysis of underwriting data. • Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. • Manage endorsements, claims inquiries, audits, and other service items with high attention to detail. • Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities. • Mentor or support more junior account team members as needed. • Stay informed on industry trends, product offerings, and regulatory changes impacting clients.

• Own and manage a regional and/or nationwide MSP portfolio of healthcare staffing accounts. • Build and maintain strong client relationships through regular communication, performance reviews, and proactive engagement. • Drive TOA growth by managing open requisitions, identifying expansion opportunities, and aligning staffing strategies to client demand. • Define, document, and communicate MSP-specific submission requirements and expectations to recruiting teams. • Partner with recruiting leadership to align on priority requisitions, submission pacing, and fulfillment strategy. • Serve as the primary escalation point for client and provider issues, resolving concerns quickly and professionally. • Maintain portfolio health through extensions, renewals, contract changes, and retention efforts. • Monitor client satisfaction and portfolio performance using quality metrics, scorecards, and operational KPIs. • Ensure credentialing and compliance alignment in accordance with Joint Commission (TJC/JCAHO) standards. • Support confirmation calls, assignment changes, and terminations as needed. • Build strong rapport with healthcare professionals to support retention beyond current assignments. • Participate in client site visits, networking, and industry events as required. • Execute referral initiatives and other client engagement programs as assigned.

• Build and own enterprise-wide account plans that align Fieldguide’s strategic value with the customer’s vision, priorities, and business outcomes. • Coordinate and drive cross-practice initiatives — connecting Advisory, Audit, Technology, and operational leaders with internal Fieldguide product and delivery resources. • Partner with the Strat AE on expansion opportunity identification, prioritization, and execution. • Serve as a trusted advisor and point of strategic coordination across executives and senior leaders at customer organizations. • Facilitate executive business reviews (EBRs) and alignment sessions that reinforce value delivered, unlock sponsorship, and deepen strategic partnerships. • Orchestrate internal Fieldguide teams (AE. ELTm Product, CSE, CS, RevOps, Marketing) to remove blockers, streamline delivery, and ensure proactive outcomes. • Act as the integrated linchpin across functions — reducing friction and accelerating customer momentum. • Establish playbooks, frameworks, and repeatable patterns for managing enterprise complexity, tracking initiatives, and reporting progress. • Use qualitative insights and quantitative signals to inform strategic decisions and improve customer experience and outcomes. • Advocate for customer needs internally — shaping product and roadmap discussions based on deep customer insights. • Represent Fieldguide at customer events, industry forums, and executive gatherings to elevate Fieldguide’s brand and strategic value.