Maintain a current client requirements matrix for each account covering placement criteria, suit approval thresholds, settlement authority, contact and payment restrictions, reporting formats, and turnaround expectations; distribute changes to affected departments and confirm implementation. • Identify, evaluate, and adopt artificial intelligence and automation tools that improve the speed and quality of client work — including reporting production, account history research for escalations, data analysis, and drafting of client materials — and move successful pilots into documented routine use.