Integrated Specialty Coverages - ISC

• Player-coach for insurance, applying deep insurance knowledge to your own work and your coaching of Specialists • Carry a personal ticket load to stay current on workflows, system changes, and customer pain points • Coach 4–6 Specialists using AI QA outputs — review flagged interactions, deliver weekly 1:1 feedback, and document coaching plans • Own real-time queue and WFM adherence for the shift: monitor service levels, redirect staffing, and manage intraday escalations • Handle escalations and de-escalations that exceed Specialist authority • Run team huddles, deliver process and product updates, and reinforce compliance and quality standards • Partner with Manager on performance improvement plans • Identify training gaps and partner with Manager and Training on implementation and reinforcement • Support hiring — interview candidates and onboard new hires within the team

• Identify key independent agents that can utilize products offered by ISC to assist their customers. • Train new agents and new agency employees on ISC products and processes. • Meet with agents and their staff in their offices on a regular basis. • Add additional agencies to your territory that can drive growth. • Drive new and renewal production from your assigned agencies. • Partner with marketing, sales, and product development teams to implement business development initiatives. • Assist in the roll-out of new programs. • Maintain producer marketing database (Salesforce). • Facilitate product webinars and website demonstrations. • Participate in various industry trade shows designed to drive additional business. • Travel up to 60% of the year.

• Identify key independent agents that can utilize products offered by ISC to assist their customers. • Train new agents and new agency employees on ISC products and processes. • Meet with agents and their staff in their offices on a regular basis. • Add additional agencies to your territory that can drive growth. • Drive new and renewal production from your assigned agencies. • Partner with marketing, sales, and product development teams to implement business development initiatives. • Assist in the roll-out of new programs. • Maintain producer marketing database (Salesforce). • Facilitate product webinars and website demonstrations. • Participate in various industry trade shows designed to drive additional business. • Travel up to 60% of the year.

• Serve as a first point of contact for prospective and existing customers by answering inbound phone calls and responding through live chat in a professional, friendly, and timely manner. • Deliver an A+ customer experience by actively listening, identifying customer needs, and providing accurate guidance on new and existing travel insurance policies. • Use a consultative sales approach to qualify leads, ask thoughtful questions, recommend appropriate coverage options, and help customers select the best solution for their travel plans. • Assist existing policyholders with service-related questions, policy support, and general troubleshooting while ensuring clear communication and follow-through. • Maintain a strong working knowledge of TravelInsurance.com products, carrier offerings, policy details, and key coverage differences in order to communicate information clearly and confidently. • Accurately document customer interactions and manage multiple conversations or tasks at once while maintaining attention to detail and service quality. • Demonstrate a positive, proactive, and customer-focused mindset while contributing to team goals and supporting a high-quality customer experience.

• Own Workers’ Compensation business intelligence: work with data engineering to integrate and model WC data in Snowflake; build certified datasets, governed semantic models, and Power BI dashboards that provide actionable insights for Workers’ Compensation. • Support WC program reporting across policy lifecycle, operational throughput (UW queues and productivity), and portfolio outcomes (frequency/severity, loss ratios). Align metric definitions with business glossary and work with business stakeholders to ensure accuracy. • Drive advanced analytics: apply data mining techniques to policy, claims, and exposure data to support predictive modeling and trend analysis. • Enable self-service analytics by coaching stakeholders and managing workspace standards. • Collaborate with senior management to align BI solutions with strategic objectives and influence data strategy decisions. • Champion data governance and metric consistency, ensuring clear definitions and compliance with enterprise standards. • Mentor and develop junior BI analysts, fostering best practices in data modeling, visualization, and governance.

• Manage numerous supervisors and adjusters of varying levels of technical experience and is responsible for hiring, onboarding, training, coaching, and performance management • Provide leadership and mentoring to adjusters and supervisors, fostering engagement, accountability, professional development, and retention • Share responsibility for reviewing all new claim files and assigning them to the appropriate adjuster based on experience level, licensure, and workload • Place supervisory notes of a technical nature in each file at the 30-day mark and at least every 90 days thereafter, or more frequently as claim complexity dictates • Address escalated complaint calls from clients, insureds, and claimants and collaborate with teams to resolve issues promptly and effectively • Conduct claim conferences with adjusters, carrier partners, defense counsel, coverage counsel, and other vendors as needed • Review coverage evaluations, coverage letters, reserves, and significant payments to ensure accuracy, timeliness, and compliance with best practices and authority levels • Participate in assigned task forces, committees, and cross-functional initiatives focused on continuous improvement and operational effectiveness • Conduct training seminars and technical workshops for new and existing employees • Carry a pending of key, large exposure, sensitive, or escalated claim files as required • Conduct internal audits on a quarterly basis and ensure timely remediation of findings • Identify, report, and track Notices of High Potential (NHP) claims and adverse trends • Present claim files and operational results at weekly roundtables and leadership meetings • Partner with the Senior Vice President of Claims to refine department procedures, workflows, metrics, and KPIs • Support audit compliance, resource planning, and staffing needs while driving efficiency and quality outcomes • Perform additional duties to support department goals, compliance requirements, and overall claims performance

• Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives • Building and maintaining productive relationships with internal and external customers, including clients, underwriting and service teams, and agents • Research applicable coverage for our insureds. Document coverage dates, limits, and restrictions • Identify and resolve any potential coverage questions. Draft reservation of rights and coverage denials for review and approval by their Supervisor/Manager • Investigate facts of the loss by securing statements and supporting documentation such as contracts, cost of repair estimates, expert reports, photos, correspondence, etc • Document activities in writing within claim files • Exercise judgment in applying legal liability to assigned claims and will have settlement authority up to their specific authority, which may vary from carrier to carrier • Assign defense counsel to answer and defend lawsuits where appropriate. Monitor and direct defense counsel, independent adjusters, and experts • Identify claims with potential exposure in excess of authority and advise their Supervisor/Manager • Evaluate, set, or recommend reserves for each file they are handling • Prepare written reports as dictated by company policy and procedures • Handle claims within guidelines of the Fair Claims Practices 790.03 • Provide insureds, claimants, underwriters, and carriers with regular updates on status of file handling • Discuss unique and complex files with Supervisor/Manager

• Use AI tools daily to prototype solutions, validate hypotheses, and accelerate delivery. • Define product vision and strategy for major product areas, with AI capabilities as a core lever for achieving business outcomes. • Lead a small, cross-functional squad (1 PM + 2 AI-enabled engineers) with full ownership from discovery through delivery. • Embed directly with operational teams to understand their workflows firsthand. • Work closely with engineering leadership on AI tooling strategy, development patterns, and technical feasibility. • Guide and mentor junior product managers on AI-first product development practices. • Act as an internal thought leader, demonstrating what’s possible with AI-enabled development. • Communicate progress, risks, and decisions to leadership through SteerCo and other governance forums.

• Own the technical architecture and long-term strategy of ISC’s data platform, making technology decisions that balance scalability, maintainability, and business value. • Drive adoption of AI-assisted development practices and build AI-driven capabilities that create measurable business value • Partner with executive, product, engineering, and business stakeholders to translate complex business needs into technical strategy and delivery plans • Provide hands-on technical mentorship to data engineers through code reviews, architecture discussions, and knowledge sharing • Navigate ambiguous, undefined problems by scoping them independently and delivering solutions aligned with business priorities • Design, build, and maintain data infrastructure for extraction, transformation, and loading from a wide variety of sources using AWS, DBT + SQL on Snowflake, Python, Docker, and Airflow.

Title: New Business Agent (P&C General Liability) Location: Sacramento United States Job Description: About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary The New Business Agent is a production-focused sales role centered on General Liability insurance. You will handle inbound leads, underwrite and quote policies, and guide contractors through the bind process. You will also field inbound calls across other product lines including surety bonds and Workers Compensation as volume dictates. This is a hybrid role with 1 day WFH. The remaining days will be onsite in our Sacramento office, 9am-6pm PST. Additionally, this role offers a competitive base with performance-based commission for producing agents. - Base pay: $52,000 to $62,000 per year, plus overtime as applicable - Performance-based commission tied to production — strong performers earn significantly above base - Total compensation at plan: $76,000 to $98,000+ - Commission is uncapped Position Responsibilities - Handle inbound General Liability sales leads from first contact through bound policy - Underwrite products and deliver accurate quotes based on customer needs and carrier guidelines - Field inbound calls across other commercial lines products including surety bonds and Workers Compensation - Follow up with prospects in a timely and organized manner - Process inbound payments and assist clients with account updates and policy-related items - Work with carrier partners to satisfy client requirements - Maintain accurate records and contribute to clean policy administration - Meet and exceed defined production targets and KPI objectives — your output directly contributes to the growth of the commercial lines book and the success of the team around you Minimum Qualifications - 2+ years of demonstrated experience in the insurance industry — prior sales, account management, or service role required - Working knowledge of General Liability products, underwriting basics, and carrier processes - California P&C License preferred; candidates without an active license must be willing to obtain one, we will sponsor the process - Proven ability to manage a sales pipeline, follow up consistently, and close - Strong written and verbal communication skills - Proficiency in Microsoft Office products - Willing to work onsite 4 days a week, 9:00 AM to 6:00 PM The starting hourly pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits including medical, dental and vision insurance, 401(k) plan with match, paid time off, and other benefits. ISC's salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training. National Pay Range $25 - $30 USD Benefits of Working at ISC - Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows - Professional development opportunities - Owner Referral Program - Work from home reimbursement for remote/hybrid roles - Canary emergency financial assistance program - Comprehensive medical, dental, vision - Life/AD&D Insurance - Confidential, Employee Assistance Program - Health Savings Account, includes company contribution - Short-term disability - Voluntary benefits - supplemental accident, critical illness, hospital insurance - Employee discounts - 401(k) Plan with company match contribution - Addition Wealth Financial Wellness Program - Various Time Off Programs - 11 company paid holidays Applicants may contact the ISC HR department via e-mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a “can-do” attitude, and fostering a collaborative and mutually supportive environment. Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law. **Must be legally authorized to work in the United States.** **ISC participates in the Federal E-Verify program**