Patriot Growth Insurance Services, LLC

• Calculate, process, and reconcile monthly and quarterly sales commission settle-ups and incentive compensation payments in accordance with approved compensation plans and agreements. • Perform annual draw calculations based on supporting book of business data and collaborate with Sales Leadership and Regional Leadership to finalize and update draw calculations within payroll systems accordingly. • Coordinate with Agency Management System and Accounting teams to maintain and update commission agreements, commission structures, and related system settings. • Collaborate with Sales Operations and Human Resources to ensure accurate interpretation, implementation, and administration of compensation plans and commission structures. • Review and audit production reports, commission calculations, and compensation data regularly to identify discrepancies, investigate issues, and resolve variances with appropriate stakeholders. • Prepare journal entries, account reconciliations, accruals, and supporting reports related to commission expense and incentive compensation programs. • Submit monthly commission payment calculations and settle-up requests to Human Resources to support timely payroll processing. • Support monthly close processes by ensuring accurate commission liability accruals and supporting documentation. • Maintain organized and accurate records related to commission schedules, compensation plans, calculations, and accounting documentation. • Ensure compliance with internal controls, company policies, compensation agreements, and audit requirements. • Assist with testing, implementation, and rollout of system enhancements, reporting improvements, and compensation plan updates. • Provide ad hoc financial analysis, compensation reporting, and operational support for business and leadership needs. • Collaborate cross-functionally to identify process improvements and support operational efficiency within compensation administration and reporting workflows.

• Develop and maintain Patriots enterprise AI enablement roadmap in partnership with the CIO, IT leadership, and business stakeholders across the organization • Identify, prioritize, and govern AI initiatives based on business value, operational impact, feasibility, data readiness, and risk considerations • Partner with department leaders to evaluate and redesign workflows using AI-enabled solutions, including automation, knowledge retrieval, decision support, and workflow assistance • Establish and manage enterprise AI governance standards, including acceptable-use policies, risk management frameworks, vendor evaluation processes, and human oversight requirements • Collaborate with Security, Legal, Compliance, Procurement, and Data teams to ensure AI usage aligns with regulatory obligations, internal standards, and cybersecurity requirements • Lead evaluation and implementation efforts related to AI platforms, copilots, workflow automation tools, and Microsoft-centric AI technologies, including Microsoft 365 Copilot and Azure OpenAI capabilities • Build scalable AI adoption programs, including employee training materials, usage standards, internal communities of practice, and AI champion networks • Partner with Architecture and Data teams to improve data quality, knowledge management, taxonomy, and content readiness to support effective AI outcomes • Define and track measurable success metrics for AI initiatives, including productivity improvements, workflow efficiency, adoption rates, cost avoidance, and user experience enhancements • Oversee the AI enablement portfolio, ensuring projects move from pilot stages into sustainable, enterprise-supported operating models • Collaborate with vendors, implementation partners, and internal stakeholders to evaluate technology solutions while minimizing unnecessary complexity and operational risk • Prepare executive-level reporting, business cases, and roadmap updates for senior leadership and key stakeholders.

• Serve as the primary point of contact for group retirement and individual wealth planning clients, delivering responsive and high-quality service • Oversee daily operations for retirement plans including 401(k), 403(b), 401(a), 457(b), and 414(h), ensuring accuracy and timeliness • Coordinate client meetings, reviews, and service activities while maintaining organized records and documentation within CRM systems • Deliver participant education sessions and respond to inquiries related to retirement planning, investments, and risk considerations • Ensure compliance with applicable regulations and coordinate with vendors, broker/dealers, and internal stakeholders • Generate reports and track key metrics to monitor client activity, service levels, and operational performance • Support advisors and internal teams to ensure alignment, execution, and consistent service delivery • Identify opportunities to improve processes, enhance client experience, and expand retirement service offerings.

• Manage daily cash positioning, including monitoring liquidity, executing cash concentration transactions, and preparing cash position reports. • Perform cash reconciliations, investigate variances, and ensure accuracy across all treasury activities. • Initiate and process ACH and wire transactions to support funding needs, payment obligations, and strategic cash movements. • Develop and maintain short-term cash forecasts to support operational planning and investment decisions. • Support debt service, investment activity, and other treasury transactions as directed. • Administer banking platforms, including user access, security controls, account maintenance, and system updates. • Support bank account onboarding and maintain accurate documentation and controls across treasury systems. • Partner on M&A activities by coordinating funding, executing settlement transactions, and supporting post-close banking integration. • Prepare and distribute treasury reports, maintain transaction audit trails, and support journal entries and month-end close processes. • Contribute to treasury and finance initiatives focused on process improvement, automation, and operational efficiency.

• Retrieve and manage commission statements from insurance carriers via portals, email, and mail, coordinating with internal teams to resolve missing or delayed statements. • Ensure timely and accurate posting of direct bill commissions using internal systems or outsourced partners. • Post and reconcile commission downloads, import files, and direct bill statements to client accounts and the general ledger. • Record commission receipts from checks and electronic deposits, ensuring accurate matching to corresponding statements. • Perform monthly reconciliations between the general ledger and posted commission activity to ensure completeness and accuracy. • Monitor daily bank activity to confirm all direct bill commissions are recorded and discrepancies are addressed promptly. • Collaborate with client service teams to investigate and resolve reconciliation issues and posting exceptions. • Escalate complex or unresolved discrepancies to leadership, providing clear documentation and analysis.

• Respond to and resolve IT helpdesk tickets in a timely manner, ensuring end-users receive effective technical support • Troubleshoot hardware, software, and connectivity issues for remote employees across Windows and macOS environments • Set up, configure, and maintain employee workstations, laptops, peripherals, and mobile devices • Assist with onboarding new employees by provisioning accounts, devices, and access to required applications • Support and maintain standard enterprise applications including Microsoft 365, Teams, Slack, and remote support tools • Maintain an accurate inventory of IT assets, including hardware and software, and assist with hardware replacements, repairs, and upgrades • Follow and adhere to defined service level agreements (SLAs) for incident and service request resolution • Log and track all incidents, requests, and resolutions accurately in the IT service management (ITSM) system • Refer complex or escalated technical issues to senior IT staff as appropriate • Help maintain and update knowledge base articles so that common troubleshooting steps are accessible to the team and end-users • Create and maintain basic documentation for IT procedures and protocols • Collaborate with IT teammates to support the seamless integration of applications and services

• Own the end-to-end strategy for Tier 3 Producer talent acquisition, including sourcing, assessment, selection criteria, hiring scorecards, and pipeline development aligned to enterprise growth goals. • Design, implement, and continuously refine a structured, outcomes-driven Producer onboarding and learning program focused on accelerating time to productivity, revenue attainment, and long-term retention. • Establish clear year-one success criteria for Producers, including CRM discipline, prospecting activity, pipeline management, carrier and product knowledge, cross-sell execution, and revenue milestones. • Build and scale post-program coaching infrastructure, equipping sales leaders with tools, frameworks, scorecards, and performance improvement pathways to support continued Producer development. • Serve as a strategic advisor to sales leadership on Producer ramp, performance trends, succession planning, and bench strength within the production organization. • Partner closely with the Chief People Officer, Chief Sales Officer, Regional Presidents, and agency leadership to align talent development initiatives with enterprise growth strategy. • Lead the enterprise leadership development strategy across agencies, regions, and corporate teams, including competency models, career pathways, succession planning, and high-potential leadership programs. • Design and deliver leadership development experiences for frontline managers, senior leaders, agency principals, regional leadership, and corporate executives. • Oversee and develop the Learning & Development team, including operating model, team priorities, learning technology, instructional design standards, and governance. • Build and manage the business case, economics model, and ROI framework for both Producer development and enterprise leadership development investments. • Track and report on key business metrics, including cost per hire, time to first revenue, ramp curve, year-one and year-two attainment, retention, internal fill rates, and leadership bench strength.

• Manage executive calendars, prioritizing time based on business needs and strategic objectives. • Coordinate and support leadership and board meetings, including agendas, materials, and follow-ups to ensure alignment and execution. • Manage executive communications by drafting correspondence, prioritizing requests, and triaging time-sensitive matters. • Track key initiatives, action items, and deadlines, ensuring accountability and timely completion across stakeholders. • Prepare presentations, reports, and materials to support executive decision-making and strategic planning. • Coordinate travel arrangements, itineraries, and logistics, including occasional travel with executives as needed. • Partner with leadership to support execution of strategic initiatives and cross-functional priorities. • Identify opportunities to improve processes, communication, and operational efficiency across teams.

• Manage and retain a book of commercial lines business, serving as the primary point of contact for client service and strategy. • Lead the renewal process, including coverage analysis, market strategy, and client presentations. • Provide consultative guidance across all lines of property and casualty insurance, identifying coverage gaps and recommending solutions. • Respond to client service needs including policy reviews, claims support, contract analysis, and coverage questions. • Collaborate with Producers, Account Managers, and underwriters to ensure successful placement and servicing of accounts. • Prepare submissions, negotiate with carriers, and support the placement of new and renewal business. • Issue certificates, binders, and policy documentation while maintaining accurate records in the agency management system. • Build and maintain strong relationships with clients and carrier partners while staying current on industry trends.

• Lead and manage the IT Service Desk team, overseeing daily support operations, ticket management, escalations, and service request fulfillment • Build and maintain a service culture focused on responsiveness, ownership, professionalism, and strong internal customer service • Establish and manage service delivery KPIs and SLAs, and provide regular reporting on service performance, trends, and improvement opportunities • Develop and maintain service processes, SOPs, workflows, escalation paths, and knowledge management documentation to improve consistency and scalability • Partner with infrastructure, security, applications, HR, operations, and business teams to ensure coordinated support and successful execution of enterprise initiatives • Support enterprise projects including technology rollouts, rebranding initiatives, office and agency transitions, and broader operational changes • Identify opportunities to improve workflows, automate repetitive tasks, and leverage Microsoft tools and AI-enabled solutions to improve service efficiency and scalability • Serve as an escalation point for critical issues and work with leadership to align IT service delivery with business priorities and organizational growth