AGIA Affinity

• Partner directly with underwriting leadership to evaluate and price Aggregate Excess of Loss opportunities • Assess provider risk arrangements involving Medicare Advantage, Commercial, Medicaid, and other value-based care programs • Analyze healthcare claims experience, provider performance, and financial risk-sharing structures • Develop actuarial models and pricing methodologies to support underwriting decisions • Identify and evaluate emerging opportunities within value-based care markets • Provide insight into payer-provider relationships, reimbursement structures, risk adjustment, and performance incentives • Help establish underwriting guidelines and risk selection frameworks for new market opportunities • Support portfolio management efforts by monitoring trends, profitability, and volatility across the book of business • Serve as a trusted subject matter expert with carrier partners and internal stakeholders • Collaborate with leadership on strategic growth initiatives and market expansion opportunities

• Process surplus lines transactions across all applicable jurisdictions • Prepare, review, and file surplus lines tax reports on a monthly, quarterly, semi-annual, and annual basis • Reconcile discrepancies between tax filings, policy documentation, and invoicing records • Coordinate the timely payment of surplus lines taxes, stamping fees, and related regulatory fees • Assist in the development, documentation, and continuous improvement of surplus lines tax processes • Research and interpret state surplus lines statutes, regulations, and legislative updates • Maintain accurate, organized, and audit-ready filing records and supporting documentation • Ensure compliance with regulatory guidelines governing non-admitted insurance transactions

• Own and manage a profitable book of marine business (new and renewal) • Exercise advanced underwriting authority and pricing strategy within carrier guidelines • Analyze portfolio performance, loss trends, and market dynamics to optimize results • Structure and negotiate complex risks with brokers and partners • Develop and execute a strategic broker/agency growth plan • Cultivate and expand relationships with key producers and distribution partners • Identify, recruit, and onboard new high-value trading partners • Lead or contribute to new product/program development • Monitor market trends, competitor activity, and emerging risks • Recommend and implement strategic adjustments to drive growth • Mentor and develop junior underwriting talent • Serve as a subject matter expert on complex marine risks • Promote underwriting excellence and best practices across the team • Oversee account servicing, endorsements, and policy lifecycle management • Review inspections and ensure appropriate underwriting actions are taken

• Manage Marketing Campaigns • Identify, develop, and execute digital and direct response marketing campaigns for assigned clients/partners as defined in assigned marketing plans. • Own end-to-end campaign execution using defined processes and marketing technology platforms to ensure accuracy, quality, and on-time delivery. • Coordinate campaign tasks across internal stakeholders to manage timelines, dependencies, approvals, and deliverables. • Leverage historical campaign results, product knowledge, and current marketing materials to support effective execution and testing. • Maintain documentation, schedules, and project tracking to support consistent delivery and process adherence. • Analyze Results and Recommend Strategy • Assist in analyzing historical marketing results to recommend creative and segmentation strategies that meet or exceed revenue projections. • Apply basic statistical principles to determine appropriate test quantities and configurations for valid creative testing (A/B testing). • Support analytics collection and reporting by compiling campaign results and performance insights for internal teams and external partners. • Support Partner Relationships • Support partner relationships by providing marketing reports and responding to external communications in a timely, professional manner. • Communicate with partners to obtain approvals on marketing campaigns and creative assets. • Share campaign strategy information and performance results with internal stakeholders (e.g., Business Development) and, as needed, directly with external partners. • Help ensure consistent, high-quality delivery across channels by collaborating closely with internal teams and external vendors.

• Research, evaluate, and document complex accounting issues under U.S. GAAP • Prepare high-quality technical accounting memos and position papers • Develop and maintain a robust set of accounting policies and internal guidance • Monitor new and emerging accounting pronouncements • Lead purchase accounting analyses for acquisitions • Provide technical accounting guidance on transaction structures • Support accounting diligence efforts and review of transaction-related agreements • Partner with internal teams to ensure alignment on accounting treatment • Support the preparation and review of GAAP financial statements and disclosures

• Own and manage the roadmap for all business applications supporting MGA operations, including underwriting workbench, policy administration and other systems that will be onboarded. • Lead delivery of new systems and enhancements across the MGA portfolio, ensuring adherence to architecture standards and delivery best practices. • Partner with M&A, operations, and business unit leaders to evaluate acquired MGA technology environments, plan system transitions, and integrate into the enterprise platform ecosystem. • Oversee implementation of next-generation underwriting workbench, policy administration and other underwriting systems, ensuring configurability and reusability across MGAs. • Develop and maintain digital tools for brokers and underwriters, including quoting, submissions, and binding portals. • Manage technology vendors (e.g., Duck Creek, Majesco, Salesforce, Guidewire, EIS, Federato, Convr, Sunlight etc) and integration partners to deliver on business commitments. • Drive migration of business applications to Azure or similar cloud environments to improve performance, scalability, and cost efficiency. • Collaborate with the enterprise data and architecture teams to ensure seamless data flow between MGA systems and central data lakehouse environments. • Ensure systems adhere to insurance regulatory requirements (licensing, bordereaux reporting, data privacy, and surplus lines compliance). • Define KPIs and SLAs for uptime, performance, incident management, and delivery throughput. • Build strong working relationships with underwriting, operations, and finance leaders across all MGAs, ensuring application strategy is tightly aligned to business priorities. • Recruit, mentor, and retain a high-performing, business-focused application delivery organization that blends internal and partner talent.

• Provide Strategic Reporting to Leadership • Serve as the primary point of contact and accountable owner for all recurring and ad hoc operational and carrier/client reporting deliverables • Ensure data used for strategic decision-making is accurate, validated, timely, and actionable • Develop and enforce stringent standards for reporting requirements • Serve as a technical subject matter expert for operational databases, reporting datamarts, and related interfaces • Guide the collection, synthesis, and interpretation of operational data to identify trends and productivity opportunities • Direct and oversee project execution across the analytics team • Manage Data Analytics associates, including workload assignment and performance management • Establish standards for documentation, coding, testing, and system support.

• Supports carrier relationship management and coordination between AGIA teams and insurance carriers. • Coordinates discussions on contract amendments, reporting, remediation projects, and process improvements. • Liaison between internal AGIA internal departments and Carriers. • Manages and drives assigned projects to completion including project tracking, status reports, and escalation. • Serves as AGIA’s carrier point of contact for reporting, processes changes, and distribution of recurring reports. • Supports Carrier audit preparation and remediation. • Facilitates recurring carrier meetings and works with other depts to gather carrier trends for alignment or improvement.

• Build and Implement a Centralized Compliance Framework • Establish a cohesive compliance structure across Doxa’s divisions • Develop a centralized suite of internal policies, procedures, and operational standards • Maintain the compliance calendar, governance structure, and compliance organization chart • Deliver Enterprise & Board-Level Compliance Reporting • Develop and present compliance metrics, risk indicators, audit findings, licensing status, policy adoption, and training completion to senior leadership and the Board • Create standardized management information (MI) reporting processes • Policy & Procedure Development • Create, update, and maintain core corporate compliance policies • Ensure consistent adoption and enforcement of underwriting, policy issuance, cancellations, producer licensing, and surplus lines procedures • Licensing, Surplus Lines, & Operations Compliance Support • Support compliance oversight of entity and individual licensing, ensuring appropriate controls and documentation • Provide compliance guidance for core insurance operations, addressing regulatory risks and applying consistent compliance practices across business units • Training Program Development • Build and maintain a comprehensive compliance training program • Establish training schedules, tracking, and role-based curricula • Internal Audit & Compliance Monitoring • Formalize Doxa’s internal audit program and develop a risk-based audit plan in coordination with senior management • Oversee external audit partners and manage audit execution • Prepare business units for carrier audits, market conduct exams, and regulatory inquiries

• Own full-funnel execution within Google Ads (Search, Performance Max, YouTube) and Microsoft Ads. • Design and maintain disciplined account structures with intentional segmentation and query governance. • Execute structured testing across bidding models, creative, audience layering, and landing page alignment. • Actively manage brand and non-brand investment mix to optimize marginal return. • Maintain tight budget pacing and real-time optimization discipline. • Ensure tracking integrity, automation governance, and platform hygiene. • Own in-platform execution within Meta as the primary paid social channel. • Build scalable campaign architectures aligned to prospecting and retargeting objectives in both D2C and partner marketing • Develop and execute structured creative testing frameworks. • Continuously optimize audience strategy, signal quality, and event prioritization. • Support disciplined testing into additional paid social environments when justified by performance potential. • Execute incrementality testing, lift studies, and structured A/B experiments in partnership with Analytics. • Translate strategic hypotheses into clear, measurable test plans. • Participate in disciplined evaluation of programmatic, native, upper-funnel video, and emerging AI-native advertising environments as performance pathways become viable. • Document insights and apply learnings to improve future execution. • Socialize learnings across cross-functional marketing stakeholders to influence strategy and improve performance. • Translate CAC, LTV, and contribution margin targets into executable media plans for D2C and partner marketing • Provide informed inputs into forecasting and scenario modeling. • Partner with Marketing Operations to ensure attribution integrity and clean data flows. • Deliver performance reporting that connects channel activity directly to revenue impact • Proactively identify optimization opportunities before performance degrades.