Operate within, and escalate, technical claim issues while respecting delegated authority and established; do not independently direct claim outcomes, waive defenses, provide legal, regulatory, and claim-handling protocols, directing appropriate escalation of matters that require technical, legal advice, or exercise settlement authority unless expressly authorized. Shape retention and growth strategy in partnership with sales, business development, and executive leadership; to support, qualify opportunities, strengthen proposals and prepare RFP and RFI responses, contribute to pricing strategy, identify organic growth and cross-selling opportunities within existing client and broker relationships.