Insurity

• Manage the accounts payable process from receipt of invoices to payment disbursement, ensuring accuracy and adherence to company policies and procedures. • Manage and maintain the AP system, Tipalti, as the primary administrator • Respond to vendor and internal AP queries, with internal queries managed through a finance ticketing system • Research payment requests and provide updates to vendors • Perform account/payment reconciliations - including all credits and credit memos • Verify validity of account discrepancies by obtaining and investigating information from vendors and internal departments • Build and improve upon AP processes and procedures • Compile information necessary for weekly check run • Collaborate with internal approvers to ensure invoices are processed and approved • Support and handle month-end close processes and activities • Support various accounting processes while working across different areas such as GL, AR, and AP • Create and post journal entries • Perform GL and account reconciliations • Support monthly financial statement reporting • Research account variances and provide analyses • Support improving accounting processes through simplification and automation • Prepare reports for management as needed • Partner with external partners and functional teams as appropriate • Participate in audits and tax projects, as needed • Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc. • Other duties as assigned

• Manage the accounts payable process from receipt of invoices to payment disbursement • Manage and maintain the AP system, Tipalti, as the primary administrator • Respond to vendor and internal AP queries • Research payment requests and provide updates to vendors • Perform account/payment reconciliations • Verify validity of account discrepancies • Build and improve upon AP processes • Compile information necessary for weekly check run • Collaborate with internal approvers to ensure invoices are processed • Support month-end close processes • Create and post journal entries • Perform GL and account reconciliations • Support monthly financial statement reporting

• Collaborate with teams and stakeholders to collect and clarify business and functional requirements • Drive automation and quality improvement from a business perspective by supporting testing strategy and validating requirements • Analyze current processes and systems to identify improvement opportunities aligned with project goals • Provide clear and concise documentation with business requirements, presentation mockups, and acceptance criteria • Facilitate requirement workshops and stakeholder communication, ensuring alignment and timely decisions • Support user acceptance testing and coordinate defect resolution with cross-functional teams • Perform and support testing efforts and artifacts, project status reporting, and requirement traceability documentation • Communicate project risks, concerns, and quality metrics to leadership and team members • Manage multiple priorities with strong time management and organizational skills • Participate in straightforward system design and configuration activities

• Handle financial backend operations such as remittance processing, mismatch report checks, fee reversals, and policy-related payment reconciliation • Develop, analyze, and document requirements, including business, functional and non-functional • Complete assigned daily work tasks • Research and clear exception items on internal and external programs • Respond to emails and Team Salesforce tickets • Produce and distribute reports and files • Train existing team members on processes and procedures • Participate in projects, as needed • Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc.

• Perform responsibility expectations with oversight and direction • Develop, analyze, and document requirements, including business, functional and non-functional • Complete assigned daily work tasks • Research and clear exception items on internal and external programs • Respond to emails and Team Salesforce tickets • Produce and distribute reports and files • Participate in projects, as needed • Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc. • Other duties as assigned

• Solution & Architecture Leadership • Participate in customer discussions on small and medium complexity projects to understand current state architecture and gather requirements for future state solution • Participate in joint application design sessions, including documenting design questions • Develop a successful working relationship with customer architects and project team • Assist in developing Solution Landscape, Context diagrams, and Sequence diagrams for assigned projects • Assist in developing High-Level Design documents and provide guidance to developers and solution configurators to enable them to create a detailed design • Provide weekly project status reports to Solution Architecture leadership and aide in the creation of report documentation • Remain up to date on new releases related to the integration, architectural, and functional capabilities of each of Insurity’s products • Identify and document risks or issues discovered through technical and architectural discussions and escalate to Project Managers and Solution Architecture leadership • Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc. • Other duties as assigned

• Configure solutions using Insurity Studio based on requirements, design documentation, and best practices in accordance with estimates provided • Develop and execute required feature tests for in scope changes and assigned use cases • Proactively identify and escalate risks in project work in a timely manner • Assist Project Manager/Scrum Master in developing configuration estimates • Collaborate with Product Management and R&D to improve toolkit features and functionality • Deliver both large-scale and small-scale configuration projects • Other duties as assigned

• Configure solutions using Insurity Studio based on requirements, design documentation, and best practices in accordance with estimates provided • Develop and execute required feature tests for in scope changes and assigned use cases • Proactively identify and escalate risks in project work in a timely manner • Assist Project Manager/Scrum Master in developing configuration estimates • Collaborate with Product Management and R&D to improve toolkit features and functionality • Deliver both large-scale and small-scale configuration projects • Other duties as assigned

• Drive the delivery of services to insurance customers • Manage multiple projects simultaneously • Prepare for and conduct project meetings • Negotiate with resource managers for project resources • Develop strong relationships across the business • Tailor project scope and quality • Collaborate and provide mentorship to peers • Identify and make recommendations for process improvement

• Manage and grow customer relationships, serving as their primary point of contact. • Act as the liaison and advocate between customers and internal teams, such as product development, sales, and support, to enhance the overall customer experience • Engage with customers by conducting regular business reviews to ensure alignment between their strategic objectives and Insurity's products and services. • Maintain/manage customer expectations and satisfaction • Gain and maintain working knowledge of Insurity’s platforms, including new releases, features, and dependencies. • Demonstrate thorough knowledge of customers’ business challenges, opportunities, and how our products and solutions address them • Develop strong working relationships with Customer System Champions • Ensure contract compliance and accurate billing • Understand the customer experience and loyalty measures in place • Gain a strong understanding and act as the subject matter expert on your customers’ internal organization, political landscape, and stakeholder personalities • Monitor customer satisfaction, identifying potential issues or challenges before they escalate into major problems • Collaborate with Sales to develop and execute strategies for customer retention and uncover potential opportunities for upselling or cross-selling additional products or services that meet customer needs • Educate customers on features, benefits, and the value of the service to drive adoption and satisfaction. • Prepare and deliver professional presentations and performance insights to demonstrate the impact of Insurity solutions on the customer's business. • Lead customer meetings effectively, accurately capture minutes, and ensure the completion of all meeting takeaways • Understand, regularly measure Customer KPIs, monitor usage patterns to proactively address churn risk. • Transition and onboard customers from the implementation team • Manage customer escalations and ensure issues are resolved quickly and effectively. • Ensure workflow management system and customer-facing tools are up to date • Provide tool self-service support for customer