Howden, A Chart Industries Company

• Manage and grow relationships with private capital clients • Develop and implement customized personal and commercial insurance programs • Advise clients on risk management strategies • Collaborate with carriers and internal teams • Conduct coverage reviews • Support new business development efforts • Maintain strong knowledge of market conditions and insurance trends • Ensure exceptional client service

• overseeing builders risk insurance • providing technical underwriting support • collaborating with various teams on projects • developing new underwriting strategies

• Manage a portfolio of complex specialty claims from first notice through resolution, providing strategic guidance to clients throughout the claims process. • Serve as the primary point of contact for assigned clients, insurers, outside counsel, and other stakeholders, fostering strong relationships and driving favorable claim outcomes. • Analyze policy language, evaluate coverage positions, and assist in developing claim strategies for complex or high-value matters. • Collaborate with underwriting, broking, and operations teams to identify claims trends, improve internal processes, and support product development and client service initiatives. • Maintain accurate claims documentation, prepare reporting and claim summaries, and ensure compliance with internal standards and regulatory requirements. • Support the Head of Claims with special projects, operational initiatives, market relationships, and the ongoing development of the firm's specialty claims function.

• Serve as the primary strategic advisor and point of contact for assigned clients across multiple industries. • Build and maintain strong executive-level relationships and guide clients through risk management and insurance program decisions. • Develop a deep understanding of each client's business model, operational challenges, and long-term goals to anticipate needs and provide tailored solutions. • Lead the full renewal strategy, including coverage analysis, exposure review, marketing direction, and negotiation of terms with carriers. • Review quotes and proposals for accuracy and alignment with client objectives; deliver recommendations and present renewal outcomes. • Ensure the timely and accurate processing of policy changes, endorsements, invoicing, and audits in partnership with the account management team. • Oversee the integrity and completeness of client files within the EPIC agency management system. • Ensure all documentation meets regulatory, industry, and internal compliance standards. • Maintain a high level of accuracy and quality across all deliverables. • Act as an escalation point for complex claims issues and collaborate with claims adjusters to ensure timely resolution. • Communicate claim status, strategy, and next steps to clients and internal teams. • Identify opportunities for account expansion, cross-selling, and value-added services. • Collaborate closely with producers, account managers, and technical specialists to deliver seamless client service. • Participate in internal meetings, training initiatives, process improvement efforts to strengthen team performance.

• Define and maintain the product vision, strategy, and roadmap for underwriting and rating platforms • Partner with underwriting leadership and business stakeholders to align product direction with organizational goals • Identify opportunities to enhance underwriting workflows, improve rating accuracy, and drive business value • Balance competing priorities to maximize product impact and ROI • Elicit, analyze, and document business and system requirements for new initiatives and enhancements • Translate complex business needs into user stories, process flows, and functional requirements • Define clear acceptance criteria to ensure alignment between business expectations and delivered solutions • Establish and promote best practices for requirements management and documentation • Own and prioritize the product backlog based on business value, data insights, and technical considerations • Collaborate with Agile teams to ensure stories are well-defined, understood, and ready for development • Lead or support Agile ceremonies including PI planning, sprint planning, backlog refinement, and retrospectives • Track progress, manage risks, and ensure timely delivery of high-quality features • Serve as the primary liaison between business stakeholders, underwriting teams, and technical delivery teams • Facilitate workshops and working sessions to gather input, drive consensus, and resolve issues • Partner with architects and engineers to ensure solutions are scalable, integrated, and aligned with enterprise standards • Communicate product updates, priorities, and risks effectively to stakeholders and leadership • Ensure solutions meet business needs through strong validation practices and acceptance testing • Support and participate in User Acceptance Testing (UAT) • Continuously refine requirements and solutions based on stakeholder feedback and outcomes • Apply Lean, Six Sigma, or similar methodologies to streamline processes and improve efficiency • Identify and implement improvements to underwriting processes, systems, and user experience • Promote Agile and continuous improvement practices across teams.

• Serve as a trusted second-in-command to the General Counsel • Support U.S. retail insurance brokerage operations • Act as a legal advisor covering both specialty and retail insurance broking lines • Assist in developing and implementing legal policies and procedures • Ensure compliance with federal, state, and industry-specific regulations • Manage U.S.-based litigation and identify legal risks • Collaborate to build and mentor the U.S. legal team

• Make initial contacts with interest parties • Handle moderate to high exposure construction defect claims involving residential and commercial projects. • Analyze coverage and draft coverage position letters as needed • Conduct liability investigations • Comply with DOI regulations • Retain and coordinate with defense counsel and experts to develop and execute agreed-upon litigation strategies, while managing plans and budgets to ensure effective case resolution • Coordinate the retention of experts, subject to an agreed upon budget • Establish timely indemnity and expense reserves based on an exposure analysis that is documented in the claim file, revisiting reserve adequacy on a continual basis • Draft well written and comprehensive captioned reports to request reserve and settlement authority on higher exposure cases that outline all critical aspects of the case in preparation for roundtable presentations to the carrier partners • Travel up to 10% to attend mediations, settlements conferences and trials on appropriate cases • Keep current on key changes in case law and industry trends • Assist underwriting and other business partners

• Assist in evaluation of new credit opportunities • Support financial analysis and review of financial statements • Help build and maintain financial models • Prepare underwriting materials and credit memos • Conduct industry and company research • Assist in due diligence processes • Compile data from stakeholders and advisors • Support monitoring of portfolio exposures • Prepare reports and updates • Track market developments • Assist in structuring credit solutions • Support term sheets and documentation • Coordinate with internal teams • Maintain databases and trackers • Assist with presentations • Provide ad hoc analytical support

• Leverage your network to set up meetings for senior Howden RE brokers, with responsibility for business development efforts across North America • Set 8–12+ high-value meetings per week for senior RWI brokers and other senior Howden personnel covering the RE vertical • Develop, maintain, and report on a disciplined and organized regional outreach strategy across the North American RE sponsor, REIT, developer, and law firm landscape • Organize and attend periodic regional roadshows across U.S. and Canadian financial centers, including pre-meeting preparation, coordination with internal deal teams, and post-meeting follow-up communications • Represent Howden Private Capital at industry conferences

• Make initial contacts with interest parties • Handle moderate to high exposure construction defect claims involving residential and commercial projects. • Analyze coverage and draft coverage position letters as needed • Conduct liability investigations • Comply with DOI regulations • Retain and coordinate with defense counsel and experts to develop and execute agreed-upon litigation strategies, while managing plans and budgets to ensure effective case resolution • Coordinate the retention of experts, subject to an agreed upon budget • Establish timely indemnity and expense reserves based on an exposure analysis that is documented in the claim file, revisiting reserve adequacy on a continual basis • Draft well written and comprehensive captioned reports to request reserve and settlement authority on higher exposure cases that outline all critical aspects of the case in preparation for roundtable presentations to the carrier partners • Travel up to 10% to attend mediations, settlements conferences and trials on appropriate cases • Keep current on key changes in case law and industry trends • Assist underwriting and other business partners