Intercare Holdings Insurance Services

• Investigate, analyze, and determine the extent of insurance provider's liability concerning personal, casualty, or property loss or damages, and attempt to effect settlement with claimants • Correspond with or interview medical specialists, agents, witnesses, or claimants to compile information • Calculate benefit payments and approve payment of claims within a certain monetary limit • Investigate claims: Assess and estimate vehicle damage • Assist with business or managerial research • Compile information through interviews • Evaluate customer records • Examine evidence to determine if it will support claims • Follow contract, property, or insurance laws • Follow rules of evidence procedures in legal setting • Gather physical evidence • Inspect property to determine damages • Research property records • Search legal records • Interviews, telephones, and or corresponds with claimant and witnesses • Evaluate liability exposure: Review insurance applications • Review insurance policies to determine appropriate coverage • Obtain, review and evaluate records, police, medical, etc. • Recommend claim action • Properly reserve for the claim. Adjust reserve as appropriate • Comply with accepted guidelines regarding reserving practice and authority levels • Create and maintain records Maintain records, reports, and files which are primarily found on the SIMS and/or Renaissance system • Maintain all cases on an active diary on the SIMS and/or Renaissance system pursuant to established Company criteria • Prepare timely reports to clients. Comply with all reporting requirements/steps set out in the GHC Procedure Manual • Comply with regulatory requirements • Diary spoken or written information • Litigation management support: Collect evidence to support contested claims in court • Keep clients advised • Other duties as assigned

• Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions. • Distributes expenditures, encumbrances, receipts, and receivables according to schedules. • Performs statistical analyses to determine trends, estimates, and significant changes, and writes narrative reports explaining findings. • Analyzes financial information detailing assets, liabilities, and capital, and prepares balance sheet, profit and loss statement, and other reports to summarize and interpret current and projected company financial position for other managers. • Audits contracts, orders, and vouchers, and prepares reports to substantiate individual transactions prior to settlement. • Determines proper handling of financial transactions and approves transactions within designated limits. • Monitors compliance with generally accepted accounting principles and company procedures. • Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports. • Installs, modifies, documents, and coordinates implementation of accounting systems and accounting control procedures. • Devises and implements system for general accounting. • Makes recommendations regarding the accounting of reserves, assets, and expenditures. • Conducts studies and submits recommendations for improving the organization's accounting operation. • Collects appropriate data and prepares federal, state, and local reports and tax returns. • Handles other duties and tasks as deemed appropriate by the Supervisor or Manager.

• Review and process incoming legal invoices and receipts using ResolveStar • Audit invoices for compliance with client-specific litigation management guidelines • Identify and flag billing errors, discrepancies, or policy violations • Manage invoice approval workflows from submission through payment • Generate reports and track litigation costs in real time • Communicate with law firms to resolve invoice corrections or disputes • Maintain accurate records and audit trails for all invoice transactions • Additional administrative tasks within the department as needed

• Own the Azure Fabric architecture end-to-end: workspace topology, OneLake / Iceberg storage strategy, dev/test/prod separation, capacity sizing, governance • Lead a 4-person surge team (Data Architect, two Data Engineers, Business Analyst) through a 6-month build • Define the Bronze ? Silver ? Semantic layered architecture, with a Gold semantic schema expressed in AvonRisk business terms so reports, dashboards, and AI models survive future claims-platform migrations • Drive the Fabric Mirroring validation for our claims system and design the ADF fallback where Mirroring isn't viable • Architect multi-tenant PHI security: client-segregated PHI workspace + masked cross-tenant analytics layer, with RLS and Fabric secure data sharing for client portal access • Stand up the customer-facing analytics portal (Power BI Embedded or Fabric-native) with a 10+ client pilot live by end of Month 6 • Establish data catalog, lineage, DQ, and governance using Microsoft Purview and Fabric-native tools • Operate the platform as a permanent capability — uptime, performance, capacity, cost • Onboard additional source systems as AvonRisk grows through acquisition and new programs • Build the AI/ML feature foundation that underpins our agent roadmap • Collaborate closely with product builders, claims operations, and client-facing teams to keep the semantic model aligned with business needs

• Reports directly to the unit Claims Supervisor • Effectively managing an assigned inventory of claim files • Perform a three-point contact on all new losses within 24 hours • Accurately document ongoing case facts and relevant information • Form a partnership with the medical case manager • Initiate the referral to the SIU of cases with suspected fraud • Review and approve all vocational rehabilitation plans • Establish, monitor, and adjust monetary case reserves when warranted • Respond to telephone messages and inquiries within 24 hours

• Lead Azure tenant-to-tenant migration projects, including planning, execution, and post-migration optimization • Oversee large-scale file migrations from on-premises environments to Azure Files, SharePoint Online, and other Microsoft cloud services • Drive cloud cost optimization across Azure and M365 — right-sizing, reserved instances/savings plans, license rationalization, and FinOps reporting — to deliver measurable savings • Collaborate with stakeholders to assess, plan, and execute cloud modernization and migration strategies • Lead integration projects across a variety of platforms and tools • Design, build, and maintain integrations using REST/GraphQL APIs, webhooks, and event-driven architectures to enable secure and scalable data exchange across cloud platforms • Develop automation workflows • Ensure data integrity, security, and compliance throughout all migration, integration, and platform operations, aligned with the Azure Well-Architected Framework and Cloud Adoption Framework • Provide advanced support for Microsoft Entra ID (Azure AD), identity management, conditional access, and Zero Trust controls • Design and maintain business continuity and disaster recovery solutions — Azure Backup, Azure Site Recovery, geo-redundancy, and tested RTO/RPO targets — to keep AvonRisk operations resilient • Develop and maintain automation scripts and Infrastructure-as-Code (Bicep, ARM, or Terraform) for migration, provisioning, monitoring, and operational efficiency • Establish and enforce Azure governance — landing zones, management groups, policy, RBAC, and tagging — consistent with the Microsoft Cloud Adoption Framework • Mentor junior engineers and serve as the highest-level escalation point for cloud infrastructure and platform issues • Troubleshoot and resolve complex cloud infrastructure, migration, and integration challenges across Azure and M365 • Stay current with emerging Azure and M365 capabilities, recommending best practices and innovations aligned with industry-standard cloud architecture principles

• Serve as AvonRisk’s lead finance executive on all M&A transactions, owning the end-to-end financial due diligence process from initial screening through close. • Build and maintain acquisition valuation models including DCF, comparable company analysis, and precedent transaction analysis tailored to the TPA and specialty insurance services sector. • Lead financial, operational, and commercial due diligence workstreams, coordinating with legal, outside advisors, and target management teams. • Prepare and present investment memoranda, deal summaries, and board-ready materials for each acquisition opportunity. • Develop post-acquisition integration financial frameworks, including Day 1 reporting, synergy tracking, and financial performance benchmarks. • Maintain an active pipeline model and screening criteria for prospective acquisition targets, including financial health assessment and strategic fit scoring. • Manage relationships with investment bankers, outside legal counsel, and other deal-side advisors across active and prospective transactions. • Own the annual budgeting and long-range planning (LRP) process, working directly with the CFO and business unit leaders to build a consolidated 3- to 5-year financial plan. • Develop and maintain integrated financial models covering AvonRisk’s fee-based TPA revenue structure, operating expenses, and margin profile. • Build scenario and sensitivity models to support major strategic decisions, including new program launches, geographic expansion, and capital allocation. • Prepare executive and board-level financial presentations, translating complex data into clear strategic narrative. • Lead program-level profitability analysis, including margin attribution by client, line of business, and claims program. • Partner with Claims and Operations leadership to identify cost drivers, efficiency opportunities, and levers to improve program margins. • Support pricing and contract negotiations with rigorous financial analysis of program economics and risk-adjusted returns. • Develop proforma financial models for new business opportunities, assessing revenue potential, cost structure, and investment requirements. • Design and own AvonRisk’s management reporting framework, including monthly financial packages for the CFO and CEO covering revenue, margins, and operational KPIs. • Lead monthly variance analysis against budget and prior period, with executive-ready commentary on drivers and forward-looking outlook. • Build and maintain KPI dashboards that provide real-time visibility into business performance across service lines and client programs. • Partner with Accounting to ensure alignment between management reporting and GAAP financials. • Serve as a trusted finance partner to the CEO, COO, Head of Claims, and other senior leaders, providing financial support and analytical rigor for key decisions. • Champion the adoption of financial planning tools, reporting automation, and data infrastructure to build a scalable finance function. • Represent Finance in cross-functional initiatives including technology implementations, client onboarding, and organizational development projects.

• Perform a three-point contact on all new losses within 24 hours of receipt of the claim • Thoroughly and accurately document ongoing case facts and relevant information necessary for establishing compensability • Assure that all assigned indemnity claims have an up to date plan of action • Form a partnership with the medical case manager • Initiate the referral to the SIU of cases with suspected fraud • Review and approve all vocational rehabilitation plans • Establish, monitor, and adjust monetary case reserves • Review all medical bills for appropriateness prior to referral to InterMed • Exhibit and maintain a courteous and helpful attitude and project a professional image • Respond to telephone messages and inquiries within 24 hours of receipt

• Reports directly to the unit Claims Supervisor and may be called upon to provide technical backup in the absence of the Claims Supervisor. • Perform a three-point contact on all new losses within 24 hours of receipt of the claim to include the claimant, employer, and treating physician to document relevant facts surrounding the incident itself as well as disability and treatment status. • Thoroughly and accurately document ongoing case facts and relevant information necessary for establishing compensability, the need for disability payments, the use of vendors, medical and expense payments, and what is being done to move the case toward closure. • Assure that all assigned indemnity claims have an up to date plan of action outlining activities and actions anticipated for ultimately resolving the claim. • Form a partnership with the medical case manager to maximize early return to work potential thereby reducing the need for extended disability payments, vocational rehabilitation, and other protracted claims costs. • Initiate the referral to the SIU of cases with suspected fraud. • Aggressively pursue subrogation from culpable third parties, contributions on multiple defendant cases, and apportionment when there is pre-existing disability. • Assure that the claim file is handled totally in accordance with applicable statutes as well as in-force service contracts and company guidelines. • Review and approve all vocational rehabilitation plans. • Establish, monitor, and adjust monetary case reserves when warranted and in strict accordance with assigned authority levels. • Review all medical bills for appropriateness prior to referral to InterMed for payment and posting to the claim file. • Exhibit and maintain a courteous and helpful attitude and project a professional image on behalf of the company. • Respond to telephone messages and inquiries within 24 hours of receipt and to written inquiries within one week of receipt. • Requires a working knowledge of the Labor Code of the State of California as it pertains to workers compensation claims and the legal requirements for handling them. • Litigation management - Direct, manage, and control the litigation process. • Handles other duties and tasks as deemed appropriate by the Supervisor or Manager.

• Responsible for effectively managing to conclusion an assigned inventory of claim files • Perform a three-point contact on all new losses within 24 hours of receipt of the claim • Document ongoing case facts and relevant information necessary for establishing compensability • Form a partnership with the medical case manager to maximize early return to work potential • Initiate the referral to the SIU of cases with suspected fraud • Review and approve all vocational rehabilitation plans • Establish, monitor, and adjust monetary case reserves when warranted • Respond to telephone messages and inquiries within 24 hours and to written inquiries within one week