• Department Coordination • Keep PBI's action and commitment tracker current at all times, flagging upcoming deadlines and overdue items to the Head of PBI • Follow up with team members and other departments on outstanding inputs and deliverables, escalating where progress has stalled • Coordinate across Finance, IT, Legal, and Compliance on routine PBI dependencies, ensuring nothing falls through the cracks • Maintain organised filing across contracts, agreements, term sheets, and reference documents • Meeting and Reporting Preparation • Prepare agendas, presentation materials, and briefing notes for PBI's weekly meetings and senior management forums • Take structured meeting notes and distribute clear action logs with owners and deadlines after each session • Consolidate team inputs for the monthly CEO reporting pack, cross-check for consistency, and flag gaps to the Head of PBI ahead of sign-off • Keep the Head of PBI's commitments to senior leadership logged and visible, with deadlines tracked • Scheduling and Logistics • Manage the Head of PBI's calendar, coordinating internal and external meetings and resolving scheduling conflicts • Prepare briefing notes and context documents ahead of external meetings with banks, acquirers, and payment partners • External Coordination Support • Send follow-up communications after external meetings, capturing agreed next steps and circulating to relevant parties • Maintain a contact log across the banking and payment partner network, tracking engagement dates, open items, and key context • Support partner onboarding logistics, including agreement coordination and introductory meeting setup

• Deliver exceptional customer service while proactively seeking solutions within compliance and legal requirements. • Communicate with customers via multiple channels (phone, chats, emails) while navigating multiple systems and platforms. • Receive and respond to inquiries related to insurance matters. • Interact with customers, agents, and others to resolve moderately complex issues regarding policy provisions and conditions. • Document customer interactions and outcomes thoroughly in system. • Escalate unresolved issues requiring advanced support for further resolution. • Stay informed about underwriting and policy guidelines and other updates including compliance and legal requirements.

• Ensure customers attain their desired outcomes using our product or service • Conduct legal research, drafting legal documents, and offering support on legal matters • Manage the process by drafting legal language to fit customer requirements • Prepare required documents for client sharing after manager review • Handle user requests and questions about services and account management • Support customers in setting up connections between their source code management platforms • Work with leads who have questions, guiding them about services • Draft reports based on customer-provided information

• Provides order-level analysis and accurate responses to client and/or candidate inquiries regarding company products and services in English and/or Spanish. • Engages and builds relationships with clients and applicants, with a focus on providing a positive customer experience. • Communicates with clients accurately and effectively in English and/or Spanish. • Understands the importance of accuracy and attention to detail; ability to rapidly process information and document with high accuracy. • Achieves and maintains customer service support levels and standards in all interactions (email, phone, and chat). • Partners cross-functionally to troubleshoot root causes of delays, errors, and system challenges. • Demonstrates understanding of Asurint products and services to facilitate quick resolution. • Handles complex customer service and support issues and escalates as necessary. • Handles all candidate inquiries. • Other duties as required.