Novatae Risk Group

• Partner with hiring managers on open requisitions from drafting of the job description, through posting, sourcing, assessment and closing of candidates • Use a variety of tools to source, screen, and track qualified candidates (LinkedIn, Indeed, etc.) • Build relationships and introduce WORLD / Novatae to passive candidates to build a pipeline of talent across a variety of roles • Source and screen targeted passive candidates through networking, cold calling, and complex internet searches through various job boards (LinkedIn Recruiter, Indeed, etc.) • Review resumes and credentials for appropriateness of skills, experience and knowledge in relation to position requirements and business need • Ensure all recruiting activities are accurately recorded and tracked • Schedule and coordinate high volume of candidate interviews across North America • Collect feedback for candidates, passing on feedback in a constructive, professional and timely manner • Work in partnership with Hiring Managers and HR Team to build creative strategies around sourcing and attracting the best talent in a highly competitive market • Manage offers to candidates, negotiating and handling queries where appropriate • Draft offer letters and non-disclosure agreements and send out to candidates at the time offer • Be a culture ambassador creating a positive, inclusive experience at all touch points in the initial attraction and recruiting process

Title: Associate Underwriter Location: Remote - USA Full Time Mid Level Job Description: Position Summary The Associate Underwriter at Novatae Risk Group is a critical role within our Wholesale Insurance division, responsible for supporting the underwriting team in assessing, evaluating, and managing risks associated with insurance submissions. The Associate Underwriter will manage a substantial book of renewal business while also handling tasks associated with new and renewal accounts. Primary Responsibilities Risk Assessment: - Collaborate with underwriters to assess risks associated with insurance submissions, including reviewing underwriting data, loss history, and other relevant information. - Contribute to the determination of the acceptability of risks and appropriate coverage. Policy Analysis: - Analyze insurance policies to ensure accuracy, completeness, and compliance with underwriting guidelines - Assist in reviewing policy terms, conditions, and coverage options to support decision-making. Client Interaction: - Engage with clients to gather additional information about insurance submissions, address inquiries, and provide support. - Collaborate with underwriters to assess client risks and insurance requirements. Documentation and Record-Keeping: - Maintain organized and accessible records related to underwriting activities, client information, and policy documentation. - Ensure the accurate and efficient processing of underwriting files. Operational Support: - Assist in coordinating operational processes related to underwriting, including policy issuance, endorsements, renewals, and reporting. - Collaborate with internal departments to ensure the efficient execution of underwriting tasks. Position Specific Skills/Qualifications Work Experience: - Prior experience in an assistant underwriter role or relevant experience in the insurance industry is typically preferred for Associate Underwriter positions. - Property & Casualty License required, or agreement to obtain licensure within three months of employment Essential Skills/Competency: - Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point). - Able to work independently and enjoy a high degree of interaction with team members. - A self-starter that demonstrates a high level of initiative and can confidently manage their time and workload. - Demonstrate effective written and verbal communication. - The ability to multi-task, prioritize, and use discretion surrounding sensitive information. Education: - An associate or higher level degree in Business, Finance, Insurance, or a related field. Physical Demands & Remote Work Physical Demands Office work. Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Remote Work The company reserves the right to prohibit employees from working at certain remote locations other than their home. Employees must have a quiet, dedicated, and distraction-free workplace with reliable internet. The employees’ remote workspace must create an environment for them to be productive and effective. The employees’ remote workspace must also be safe, secure, and configured to protect the confidentiality of company information, client information, and other sensitive or proprietary materials. Equal Employment Opportunity At Novatae, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MF1

Underwriter Dallas, TX Full Time Experienced Position Summary We are seeking an experienced Underwriter to join a growing specialty underwriting team. The ideal candidate combines strong technical underwriting expertise with leadership capability, operational discipline, and a collaborative approach to portfolio management. This position reports directly to the Senior Vice President. Key Responsibilities Underwriting & Portfolio Management - Evaluate, price, and manage complex and middle-market risks across multiple contracts/programs - Analyze submissions, loss history, financials, and exposure data to determine profitability and acceptability - Maintain underwriting discipline while supporting growth objectives Leadership & Team Oversight - Provide guidance and mentorship to Associate Underwriters and Assistant Underwriters - Assist with workflow prioritization and underwriting referrals - Support training, onboarding, and development of junior staff Broker & Market Relationship Management - Develop and maintain strong broker relationships - Manage key broker accounts and complex negotiations - Support business development initiatives and production goals - Collaborate with brokerage and operational teams to improve responsiveness and service Operational & Strategic Support - Identify workflow efficiencies and process improvements - Support contract/program growth strategies and carrier objectives - Escalate significant underwriting, compliance, or profitability concerns when appropriate Qualifications - 3+ years of commercial underwriting experience, preferably within healthcare specialty, program, E&S, MGA, or delegated authority environments - Strong technical underwriting and coverage analysis skills - Proven ability to manage broker relationships and negotiate effectively - Leadership, mentoring, or team lead experience preferred - Excellent analytical, organizational, and communication skills - Ability to manage multiple priorities in a fast-paced environment Preferred Experience - Familiarity with delegated underwriting authority environments - Knowledge of brokerage operations and distribution channels - Experience working within high-growth underwriting teams What We Offer - Opportunity to help shape and scale a growing underwriting platform - Collaborative and entrepreneurial team environment - Direct exposure to senior leadership and strategic initiatives - Competitive compensation and benefits package - Career advancement opportunities within a growing organization Location Remote -Hybrid

• Cultivate and maintain strong relationships with clients, understanding their unique insurance needs. • Serve as the primary point of contact for client inquiries, concerns, and policy changes. • Collaborate with underwriters to tailor insurance solutions to meet client requirements. • Oversee the entire policy lifecycle, from initial client engagement to policy issuance and renewals. • Review policy terms, conditions, and coverage options, ensuring accuracy and compliance. • Proactively address policy-related issues and coordinate with the appropriate teams to resolve them. • Conduct in-depth risk assessments to identify potential exposures and coverage gaps. • Analyze market trends, insurance products, and competitive offerings to make informed recommendations. • Ensure compliance with all relevant insurance regulations and guidelines. • Maintain accurate and up-to-date client records, policy documentation, and communication logs.

Position Summary The Director of Surplus Lines & Compliance is responsible for the day-to-day execution and oversight of surplus lines compliance, agent appointments, and regulatory operational processes across Novatae’s wholesale divisions. This role is responsible for leading a team and ensuring accurate filings, and adherence to state-specific surplus lines requirements, and timely agency appointments. The position partners closely with brokerage, underwriting, accounting, licensing and external vendors to maintain compliance while supporting efficient business operations. Primary Responsibilities - Manage surplus lines compliance operations including affidavits, tax filings, stamping office submissions, audits and diligent search requirements. - Oversee agent and market appointments and renewals across all applicable states. - Coordinate with third-party vendors and platforms supporting surplus lines filings. - Coordinate with corporate licensing to ensure compliance with state-specific producer licensing requirements. - Ensure accuracy and timeliness of regulatory submissions and internal compliance documentation. - Partner with accounting and finance teams to reconcile surplus lines taxes and related reporting. - Maintain internal compliance procedures, checklists, and documentation standards for wholesale operations. - Support internal audits, carrier reviews, and regulatory inquiries by gathering documentation and coordinating responses. - Track regulatory deadlines and ensure proactive compliance with state-specific requirements. - Assist with onboarding and offboarding compliance requirements for producers and staff. - Identify process improvement opportunities to streamline compliance workflows and reduce operational risk. - Provide guidance and training to internal teams regarding surplus lines and licensing requirements. Position Specific Skills/Qualifications Work Experience: - 6–10 years of experience in surplus lines, agency appointments, or compliance operations within wholesale insurance, MGA/MGU, or brokerage environments. - Demonstrated team leadership with experience in process and quality improvement, organizational design and issue resolution - Strong working knowledge of state surplus lines laws, stamping office processes, and producer licensing requirements. - Experience working with licensing and compliance systems such as RegEd, AgentSync, NIPR, or surplus lines filing platforms. - Demonstrated experience supporting audits, carrier reviews, or regulatory inquiries. - Prior experience managing vendors or external compliance partners preferred. Essential Skills/Competency: - Strong organizational and multitasking skills with close attention to regulatory detail. - Ability to manage high-volume, deadline-driven compliance activities. - Clear and effective written and verbal communication skills. - Strong collaboration skills across operations, finance, and brokerage teams. - Proficiency in Microsoft Office Suite and compliance tracking systems. - Sound judgment and problem-solving skills within established regulatory frameworks. - Ability to handle confidential information with discretion and professionalism. Education: - Bachelor’s degree in Business, Insurance, Risk Management, or a related field preferred. - Industry certifications (CIC, CPCU, ARM) are a plus but not required. Physical Demands & Working Conditions Physical Demands Office work. Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.#LI-GP1#LI-REMOTE

Role Description The Division Controller is responsible for overseeing the accounting operations of Novatae Risk Group and ensuring the integrity, accuracy, and timeliness of accounting processes and records. This role leads the accounting function and is responsible for managing financial close processes, internal controls, and compliance with applicable accounting standards and regulatory requirements. The Division Controller works closely with the Chief Financial Officer and other senior leaders to support financial planning, operational decision-making, and strategic initiatives. The ideal candidate is a strong technical accounting leader with experience managing accounting teams in a fast-paced environment and supporting financial operations within complex or multi-entity organizations. Qualifications - Minimum of 8–10 years of progressive accounting experience, including leadership responsibilities. - Prior experience in corporate accounting, financial reporting, or controllership roles. - Experience managing accounting teams and financial close processes. - Experience in insurance, financial services, or professional services environments preferred. - Bachelor’s degree in Accounting, Finance, or a related field required. - CPA certification strongly preferred. Requirements - Strong knowledge of GAAP and financial reporting standards. - Excellent leadership and team management skills. - Strong analytical and problem-solving abilities. - Advanced proficiency in accounting systems and financial reporting tools. - Exceptional organizational and attention-to-detail skills. - Ability to operate effectively in a fast-paced and evolving environment. Benefits - Equal Employment Opportunity: At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. - WIA is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. - WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Role Description The Director of Surplus Lines & Compliance is responsible for the day-to-day execution and oversight of surplus lines compliance, agent appointments, and regulatory operational processes across Novatae’s wholesale divisions. This role is responsible for leading a team and ensuring accurate filings, adherence to state-specific surplus lines requirements, and timely agency appointments. The position partners closely with brokerage, underwriting, accounting, licensing, and external vendors to maintain compliance while supporting efficient business operations. - Manage surplus lines compliance operations including affidavits, tax filings, stamping office submissions, audits, and diligent search requirements. - Oversee agent and market appointments and renewals across all applicable states. - Coordinate with third-party vendors and platforms supporting surplus lines filings. - Coordinate with corporate licensing to ensure compliance with state-specific producer licensing requirements. - Ensure accuracy and timeliness of regulatory submissions and internal compliance documentation. - Partner with accounting and finance teams to reconcile surplus lines taxes and related reporting. - Maintain internal compliance procedures, checklists, and documentation standards for wholesale operations. - Support internal audits, carrier reviews, and regulatory inquiries by gathering documentation and coordinating responses. - Track regulatory deadlines and ensure proactive compliance with state-specific requirements. - Assist with onboarding and offboarding compliance requirements for producers and staff. - Identify process improvement opportunities to streamline compliance workflows and reduce operational risk. - Provide guidance and training to internal teams regarding surplus lines and licensing requirements. Qualifications - 6–10 years of experience in surplus lines, agency appointments, or compliance operations within wholesale insurance, MGA/MGU, or brokerage environments. - Demonstrated team leadership with experience in process and quality improvement, organizational design, and issue resolution. - Strong working knowledge of state surplus lines laws, stamping office processes, and producer licensing requirements. - Experience working with licensing and compliance systems such as RegEd, AgentSync, NIPR, or surplus lines filing platforms. - Demonstrated experience supporting audits, carrier reviews, or regulatory inquiries. - Prior experience managing vendors or external compliance partners preferred. Requirements - Strong organizational and multitasking skills with close attention to regulatory detail. - Ability to manage high-volume, deadline-driven compliance activities. - Clear and effective written and verbal communication skills. - Strong collaboration skills across operations, finance, and brokerage teams. - Proficiency in Microsoft Office Suite and compliance tracking systems. - Sound judgment and problem-solving skills within established regulatory frameworks. - Ability to handle confidential information with discretion and professionalism. Education - Bachelor’s degree in Business, Insurance, Risk Management, or a related field preferred. - Industry certifications (CIC, CPCU, ARM) are a plus but not required. Physical Demands & Working Conditions - Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. - Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. - Typing, grasping, and repetitive motion typically is required every day. - Walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a highly motivated and detail-oriented Senior Data Analyst to join our team. The successful candidate will be the key liaison between our managing directors and the data reporting infrastructure. This role requires a blend of strong analytical skills, technical proficiency in BI tools and SQL, and excellent interpersonal skills to translate business needs into actionable data reports and interactive dashboards. Primary Responsibilities - Requirements Gathering: - Proactively collaborate with managing directors and stakeholders across various departments to understand, document, and prioritize their reporting and dashboard needs. - Translate complex business questions into clear, technical requirements for data extraction and visualization. - Report and Dashboard Development (BI): - Design, develop, and maintain high-quality, interactive dashboards and reports using the Dundas BI platform for Novatae and coordinate efforts with World where appropriate. - Ensure data visualizations are accurate, intuitive, and effective in communicating key business insights and performance indicators. - Data Analysis and Querying (SQL): - Write, optimize, and execute complex SQL queries to extract, transform, and load (ETL) data from various relational databases for reporting purposes. - Perform ad-hoc data analysis to investigate business performance, troubleshoot data issues, and validate data integrity. - Assist in identifying opportunities for data quality improvement. - Maintenance and Support: - Provide ongoing support and maintenance for existing reports and dashboards, ensuring their reliability and performance. - Develop and maintain technical documentation pertaining to data sources, report logic, and dashboard specifications. - Conduct user training sessions and create guides to promote self-service data consumption across the organization. Qualifications - 5+ years of experience working as a Data Analyst, BI Developer, or in a similar role. - Proven expertise in designing and building reports and interactive dashboards is essential. - Exceptional proficiency in writing and optimizing complex SQL queries for data retrieval and manipulation. - Experience with other BI tools (e.g., Power BI, Tableau) is a plus. - Strong organizational and multitasking skills with keen attention to detail. - Excellent interpersonal and communication skills, both written and verbal. - Ability to build relationships with internal stakeholders and external vendors. - Proficiency in Microsoft Office Suite and other office systems (e.g., Outlook, Teams, Excel, Word). - Strong judgment and problem-solving abilities in a fast-paced environment. - Capable of managing sensitive and confidential information with discretion. Education - A bachelor's degree in Computer Science, Information Systems, Business Analytics, or a related quantitative field. Physical Demands & Working Conditions - Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. - Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. - Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Surplus Lines & Compliance Manager is responsible for the day-to-day execution and oversight of surplus lines compliance, agent appointments, and regulatory operational processes across Novatae’s wholesale divisions. This role is operational in nature and focused on ensuring accurate filings, adherence to state-specific surplus lines requirements, and timely agency appointments. The position partners closely with brokerage, underwriting, accounting, licensing, and external vendors to maintain compliance while supporting efficient business operations. - Manage surplus lines compliance operations including affidavits, tax filings, stamping office submissions, and diligent search requirements. - Oversee producer appointments, renewals, and CE tracking across all applicable states. - Coordinate with third-party vendors and platforms supporting surplus lines filings. - Coordinate with corporate licensing to ensure compliance with state-specific producer licensing requirements. - Ensure accuracy and timeliness of regulatory submissions and internal compliance documentation. - Partner with accounting and finance teams to reconcile surplus lines taxes and related reporting. - Maintain internal compliance procedures, checklists, and documentation standards for wholesale operations. - Support internal audits, carrier reviews, and regulatory inquiries by gathering documentation and coordinating responses. - Track regulatory deadlines and ensure proactive compliance with state-specific requirements. - Assist with onboarding and offboarding compliance requirements for producers and staff. - Identify process improvement opportunities to streamline compliance workflows and reduce operational risk. - Provide guidance and training to internal teams regarding surplus lines and licensing requirements. Qualifications - 6–10 years of experience in surplus lines, agency appointments, or compliance operations within wholesale insurance, MGA/MGU, or brokerage environments. - Strong working knowledge of state surplus lines laws, stamping office processes, and producer licensing requirements. - Experience working with licensing and compliance systems such as RegEd, AgentSync, NIPR, or surplus lines filing platforms. - Demonstrated experience supporting audits, carrier reviews, or regulatory inquiries. - Prior experience managing vendors or external compliance partners preferred. - Strong organizational and multitasking skills with close attention to regulatory detail. - Ability to manage high-volume, deadline-driven compliance activities. - Clear and effective written and verbal communication skills. - Strong collaboration skills across operations, finance, and brokerage teams. - Proficiency in Microsoft Office Suite and compliance tracking systems. - Sound judgment and problem-solving skills within established regulatory frameworks. - Ability to handle confidential information with discretion and professionalism. Requirements - Bachelor’s degree in Business, Insurance, Risk Management, or a related field preferred. - Industry certifications (CIC, CPCU, ARM) are a plus but not required. Benefits - Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. - Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. - Typing, grasping, and repetitive motion typically is required every day. - Walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.