Pathpoint

• Drive Premium Growth: Meet and exceed monthly written premium targets by identifying high-potential agents, increasing platform engagement, and converting new business opportunities. • Sales & Pipeline Management: Qualify and develop new relationships from existing leads through product and process education. • Own the Agent Relationship: Act as the primary point of contact for retail agents in your region—building strong, consultative partnerships that lead to consistent new business submissions. Perform QBRs with key agency partners in your region. • Client Retention & Expansion: Maintain and grow key accounts through exceptional service including platform training, appetite guidance, and proactive communication around new features and product updates. • Cross-functional Collaboration: Partner with underwriting, operations, marketing, and product teams to relay agent feedback, support product enhancements, and ensure a seamless customer experience. • Market Development: Position Pathpoint as the go-to digital solution for small-to-mid commercial E&S accounts by increasing agent awareness and platform usage through ongoing education and support.

PathPoint is seeking a full-time Housing Specialist to join our Behavioral Health division in Santa Maria, CA. The position is community based/remote and will cover the following locations: Santa Maria, Guadalupe, Lompoc, Buellton, and subject to change to surrounding Santa Barbara County Cities. In this role, you will provide direct support to individuals experiencing or at risk of homelessness by guiding them through the process of securing and maintaining safe, stable housing. This role is part of a client-centered program that integrates Housing Transition Navigation Services (HTNS) and Housing Tenancy and Sustaining Services (HTSS). The specialist works closely with members and community partners to promote long term housing stability, improve health outcomes, and enhance overall well-being through comprehensive care coordination. Additionally, ensure our services are holistic, client-centered, and trauma-informed. Schedule: Monday-Friday, 40 hours per week with your choice of five 8-hour shifts or four 10-hour shifts. Daily schedule will be based on program needs and business hours of contacts and vendors. Compensation: This is an hourly, non-exempt position with a starting wage of $24.00 per hour and the position's pay range is $24.00 to $29.00 per hour. The pay range is subject to change based on a variety of factors. What You'll Do: - Facilitate the connection and enrollment of clients into eligible and applicable programs and resources. - Assist members in locating and securing housing, including completing rental applications, gathering documentation, and coordinating move-in logistics. - Coordinate services across housing, medical, behavioral health, and social support systems to meet member needs holistically. - Facilitate communication among members, families, service providers, and health plans to ensure continuity of care. - Maintains an up-to-date list of housing opportunities and resources. - Conduct regular client meetings and document progress. - Provide home and field-based services as needed. - Prepare reports and documentation as needed for planning and/or billing and reporting requirements. What We're Looking For: - Bachelor's degree in related field such as sociology, psychology, or social work and the following work-related experience preferred or a combination of a bachelor's degree or HS Diploma or equivalent and 2 years of the following work-related experience. - Experience in a social service setting working with families and/or individuals with mental health diagnosis, developmental disabilities, substance use disorder, homelessness or at risk. - Knowledge of housing subsidy programs, resources, Coordinated Entry System (CES), Housing Authority, and tenant rights. - Knowledge of case management planning and systems, care plans, assessments, and the ability to record data on excel spreadsheets. - Bilingual (Spanish/English) preferred. - Good written and oral communication. - Must have a valid California driver's license with satisfactory driving record. - Culturally aware, acknowledges diverse employee backgrounds, possesses skills to collaborate across cultures, and avoids biased assumptions based on cultural differences. Why Work At PathPoint: - Culture of kindness, compassion and respect - Opportunity to make a difference in your community every day - Wellness day granted after 60 days and on 1st and 2nd anniversaries - Medical, dental, and vision insurance* - Paid vacation and holidays* - Paid sick leave - 403(b) retirement savings plan with company match - Other perks like a wellness program, employee assistance program, and referral bonuses *Benefits noted with an asterisk are for full-time employees. About PathPoint: PathPoint is a nonprofit dedicated to helping people flourish. We partner with children, adults, and families to foster hope, build life skills, access support systems, and form meaningful relationships. We serve communities across Kern, Los Angeles, San Luis Obispo, Santa Barbara, and Ventura counties. We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, and we offer reasonable accommodations to support successful employment to those with disabilities. Pre-employment background checks and health screenings will only be required post-offer.

Why work at Pathpoint? Pathpoint is a modern distribution infrastructure for the $120B E&S insurance market. Today, more than 20% of commercial insurance business is placed into E&S carriers, utilizing Wholesale Brokers yet retail agents, brokers, and carriers rely on analog, inefficient, and imprecise systems, paperwork, and tools in order to transact. Pathpoint is the only wholesale distribution platform that uses technology to connect carriers and retail agents around the country, streamlining and automating submissions, underwriting, binding, compliance, payments, and service more through technology and people. All brought to you by a team committed to raising the bar in E&S insurance. Learn more about us here. About the role: We’re looking for a high-performing Business Development Sales Manager to lead and expand a well-established premium book in the Northern California region . We are ideally seeking candidates based in California, but are open other to candidates based on the Pacific Time Zone. This role is ideal for someone with a strong foundation in E&S or commercial insurance who’s ready to take full ownership of a regional book of business. As an Account Manager, you’ll be responsible for hitting premium targets by growing and managing relationships with retail agents, driving engagement with our platform, and identifying new opportunities to write business in the region. You’ll play a key role in expanding our footprint and meeting aggressive growth goals. This is a high-impact, sales-focused role for someone who thrives in a fast-paced, tech-enabled environment and wants to play a key role in modernizing how E&S insurance is distributed. What you’ll do Drive Premium Growth : Meet and exceed monthly written premium targets by identifying high-potential agents, increasing platform engagement, and converting new business opportunities. Sales & Pipeline Management : Qualify and develop new relationships from existing leads through product and process education. Own the Agent Relationship : Act as the primary point of contact for retail agents in your region—building strong, consultative partnerships that lead to consistent new business submissions. Perform QBRs with key agency partners in your region. Client Retention & Expansion : Maintain and grow key accounts through exceptional service including platform training, appetite guidance, and proactive communication around new features and product updates. Cross-functional Collaboration : Partner with underwriting, operations, marketing, and product teams to relay agent feedback, support product enhancements, and ensure a seamless customer experience. Market Development : Position Pathpoint as the go-to digital solution for small-to-mid commercial E&S accounts by increasing agent awareness and platform usage through ongoing education and support. What we look for 3+ years of experience in commercial P&C E&S products with nationally-recognized insurance carriers, intermediaries, or brokerages Direct experience within the MGA, Programs, or E&S Binding authority space Track record of building and maintaining strategic retail agent partnerships Proven ability to lead sales meetings with senior executives at retail agencies Internal drive to be the top performer Entrepreneurial mindset with the ability to constantly problem solve and think creatively while keeping goals in sight Excellent written and verbal communication skills Experience with tools like Salesforce, Slack, Notion, Ascend and Retool is a plus but not required What we offer Equity in the form of Stock Options commensurate with Salary and Responsibilities. Flexible and remote working arrangements. Competitive compensation, equity, and healthcare packages. Employer-matched 401(k) plan. Annual home office stipend. Monthly internet stipend. Paid parental leave benefit. 20 Days of PTO in Year 1. Paid parental leave. Annual company offsite. About Pathpoint Pathpoint's Values Hard Problems Drive Us : We believe the insurance industry hasn’t kept up with changing times and fixing that is a hard problem. We Start with Why : Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem. We Take Ownership and Accountability : We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them. We Work Together : Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value. We Move Forward : We value the ability to persist through adversity to achieve goals and believe speed plays an important role. Pathpoint is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pathpoint considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.

• Collaborate across Sales, Underwriting, Operations, Finance, and Engineering to understand business needs and scope data requirements, then drive those projects to completion with minimal guidance • Work with product, insurance, CRM and more datasets end-to-end--from ingestion and transformation through analysis and delivery--using a range of analytical and statistical approaches • Build and maintain models that help the business predict, prioritize, and act quickly and more frequently • Create visualizations, dashboards, and reports to effectively communicate insights tailored to different audiences

• Drive planning for quarterly outcomes for the service roadmap in alignment with company goals. • Collaborate with Engineering and Design to craft and execute the Product Roadmap aligned to company goals, and ensure the teams are operating to effectively prioritize backlogs and enhancements based on business impact and user value. • Collaborate across Sales, Underwriting, Strategic Partnerships, Operations, and Service strategy to understand the needs of our customers and to achieve business outcomes and delight agents and partners. • Analyze performance data, customer feedback, and market trends to identify opportunities for to deliver values to users and Pathpoint. • Cultivate effective processes across the team to drive measurable value to the business. • Coach and foster a culture of product and UX excellence across the team.