Patriot Growth Insurance Services, LLC

• Manage payroll processing for assigned clients, ensuring transactions are completed accurately, timely, and in accordance with federal, state, and local requirements. • Review and reconcile payroll data, investigate discrepancies, and complete month-end, quarter-end, and year-end payroll activities. • Generate payroll reports and provide records, reconciliations, and supporting documentation for client audits and business needs. • Serve as a trusted advisor on payroll tax compliance, wage and hour laws, internal controls, and payroll administration best practices. • Respond to payroll-related inquiries from clients, employees, and stakeholders while providing timely and accurate resolutions. • Lead or support payroll and HRIS implementations, system upgrades, vendor coordination, and process improvement initiatives. • Serve as the primary liaison between clients and payroll technology vendors, providing end-user support and resolving system-related issues. • Identify opportunities to streamline payroll processes, improve accuracy, increase efficiency, and enhance the overall client experience. • Build and maintain strong client relationships by understanding business objectives and delivering proactive, value-added support. • Collaborate with HR Consulting and other internal teams to improve workflows, support client retention, and ensure consistent service delivery. • Maintain current knowledge of payroll regulations, technology developments, and industry best practices. • Protect confidential payroll, employee, and client information while exercising appropriate discretion and professional judgment.

• Lead, mentor, and support Commercial Lines Account Managers by providing coaching, training, and guidance to promote professional growth and consistent service delivery. • Manage and service a designated portfolio of commercial insurance accounts, including renewals, policy changes, coverage reviews, and complex client service needs. • Serve as an escalation point for complex client issues, coverage questions, and carrier negotiations, ensuring timely and effective resolution. • Establish and reinforce service standards, workflow expectations, and best practices to promote operational consistency and client satisfaction. • Assist with onboarding, training, performance management, and ongoing development of Commercial Lines team members. • Monitor team workloads and productivity, helping balance assignments and ensure service level expectations are consistently met. • Review reports and quality metrics to identify trends, improve processes, and support continuous operational improvement. • Develop and maintain strong relationships with clients, carrier partners, Producers, and internal stakeholders. • Support carrier relationships, assist withpotential E&O matters, and provide operational coverage during team member absences as needed. • Maintain accurate documentation within the agency management system and ensure compliance with agency procedures and industry standards. • Stay informed on commercial insurance products, carrier guidelines, underwriting practices, and industry trends through ongoing professional development.

• Lead Patriot's Talent Acquisition function by developing recruiting strategies that attract top talent while improving hiring efficiency, candidate experience, and overall recruiting performance. • Develop and maintain a standardized enterprise job architecture, including job descriptions, career levels, salary structures, and career progression frameworks. • Build and oversee Patriot's compensation strategy, including market benchmarking, pay structures, compensation philosophy, and equitable pay practices. • Partner with business leaders to forecast workforce needs, improve workforce planning, and develop proactive talent acquisition strategies that reduce external recruiting costs. • Lead the development and execution of Patriot's Employer Value Proposition to strengthen employer branding and talent attraction. • Oversee the Manager of Total Rewards and collaborate on benefits strategy, compensation programs, and employee rewards initiatives. • Establish governance, strategy, and long-term roadmap for Patriot's HR technology ecosystem, including UKG and related HR platforms. • Lead modernization of HR systems by improving data integrity, automation, system configuration, integrations, and user adoption. • Evaluate, recommend, and implement HR technology solutions that improve operational efficiency and enhance the employee experience. • Partner closely with Information Technology to ensure HR systems remain secure, integrated, scalable, and properly governed. • Establish an enterprise framework for evaluating, prioritizing, and governing new HR programs based on business value, operational impact, and return on investment. • Measure the effectiveness of HR programs through analytics, participation metrics, and business outcomes, recommending enhancements or retirement of programs as appropriate. • Develop and maintain Patriot's enterprise HR scorecard, providing executive leadership with meaningful workforce metrics, trends, insights, and strategic recommendations. • Leverage workforce analytics to identify opportunities across recruiting, retention, compensation, employee engagement, and organizational effectiveness. • Build, lead, mentor, and develop high-performing teams across Talent Acquisition, Total Rewards, Compensation, HR Technology, and HR Operations. • Partner with executive leadership to align people strategies with organizational objectives, financial goals, and long-term business growth. • Drive continuous improvement initiatives that enhance operational excellence, strengthen organizational capabilities, and support Patriot's evolving business needs.

• Serve as the primary point of contact for assigned employee benefits clients, delivering responsive, consultative service while building and maintaining strong client relationships. • Lead and support employee benefits renewals, including gathering census data, preparing renewal analyses, coordinating carrier quotes, and managing timelines. • Coordinate open enrollment activities, employee education, and benefit administration to support a positive client and employee experience. • Partner with Producers, Benefit Consultants, carriers, and internal team members to deliver customized benefit solutions and seamless service. • Review client documents, proposals, contracts, and benefit materials for accuracy and completeness. • Prepare renewal analyses, contribution modeling, benchmarking, and claims reporting for self-funded and fully insured clients. • Coordinate carrier submissions, RFP processes, and internal workflows. • Identify opportunities to support account growth, cross-sell additional services, and strengthen client relationships. • Maintain accurate documentation, client records, and policy history within agency management and CRM systems. • Respond to client inquiries related to benefits, billing, claims, eligibility, and policy administration in a timely and professional manner. • Collaborate with internal teams to support operational efficiency, workflow management, and client retention efforts. • Stay informed on employee benefits trends, compliance requirements, carrier updates, and industry best practices through ongoing professional development.

• Accurately record and process incoming cash receipts from insurance carriers. • Apply carrier payments to the appropriate policies, invoices, and accounts within the agency management system. • Ensure all cash receipts are properly classified, documented, and maintained for audit and reporting purposes. • Investigate and resolve discrepancies related to carrier payment applications and account balances. • Reconcile daily, weekly, and monthly cash receipts against bank statements, carrier remittance reports, and internal financial records. • Identify and resolve variances between agency records and carrier payments in a timely and accurate manner. • Generate cash receipt, reconciliation, and cash flow reports to support financial reporting and operational decision-making. • Assist with month-end and year-end close activities by ensuring all cash transactions are accurately recorded and reconciled. • Partner with insurance carriers to obtain remittance details and ensure proper payment allocation. • Prepare and distribute reports related to outstanding payments, unapplied cash, and reconciliation activity. • Maintain accurate financial records and supporting documentation in accordance with company policies and accounting standards. • Support internal and external audit requests by providing documentation and responding to inquiries related to carrier payment activity. • Monitor compliance with internal controls, accounting procedures, and industry regulations. • Identify opportunities to improve cash application, reconciliation, and reporting processes to enhance efficiency and reduce errors. • Collaborate with agency accounting teams and internal stakeholders to resolve payment issues and support operational objectives.

• Identify and develop relationships with middle-market and large-market businesses seeking guidance and support with their employee benefits programs. • Serve as a trusted advisor by providing consultative recommendations related to employee benefits, human resources challenges, and risk management solutions. • Develop customized employee benefits strategies by leveraging carrier relationships, agency resources, and available products and services. • Generate new business opportunities through networking, referrals, prospecting, and community involvement activities. • Build, manage, and grow a profitable book of employee benefits business while maintaining a strong focus on client retention. • Conduct client meetings, presentations, and educational sessions to help business owners and employees better understand available benefits solutions. • Manage renewal strategies and provide high-level ongoing service to ensure strong client relationships and long-term account growth. • Collaborate with internal Account Management and Service teams to deliver a seamless client experience and ensure service expectations are met. • Work closely with other sales teams throughout the organization to identify and capitalize on cross-selling opportunities. • Stay informed on industry trends, regulatory changes, carrier products, and emerging employee benefits solutions. • Maintain accurate prospect and client records within agency systems and sales tools. • Represent the agency professionally within the business community and cultivate relationships with key referral partners and industry stakeholders.

• Provide administrative and operational support to Sales Leadership, including managing complex calendars, scheduling meetings, and coordinating daily activities. • Coordinate internal meetings by preparing agendas, organizing logistics, tracking action items, and managing follow-up communications. • Monitor and manage shared mailboxes, ensuring timely responses and proper routing of communications. • Maintain and update sales-related distribution lists, contact databases, and organizational directories. • Process, track, and reconcile team expenses while maintaining accurate records and documentation. • Coordinate travel arrangements, meeting logistics, and event planning activities for sales leadership and team members. • Assist with the preparation and distribution of monthly, quarterly, and ad hoc sales reports, dashboards, and leadership updates. • Support the maintenance of accurate producer, leadership, and organizational contact lists. • Compile, organize, and distribute regional and enterprise sales metrics to support reporting and decision-making. • Assist with documenting, tracking, and coordinating key sales initiatives, programs, and projects. • Develop presentations, meeting materials, communications, and supporting documentation for sales meetings, trainings, and events. • Coordinate timelines, deliverables, and follow-up activities for cross-functional projects involving Sales, Marketing, Human Resources, IT, and other departments. • Assist with organizing regional meetings, leadership events, training sessions, webinars, and other sales-related programs. • Handle confidential information with professionalism while maintaining accuracy and discretion. • Identify opportunities to improve administrative processes, workflow efficiency, and operational effectiveness.

• Conduct routine and targeted audits within the Agency Management System to evaluate compliance with established SOPs and workflows. • Review policy records, endorsements, renewals, and servicing activities to ensure accuracy, completeness, and proper documentation. • Assess workflow execution to confirm required processes, sequencing, and system controls are being followed consistently. • Identify errors, inconsistencies, process breakdowns, and compliance gaps while analyzing trends and recurring issues across teams. • Document audit findings, root causes, risks, and operational impacts in a clear and consistent manner. • Maintain audit logs, tracking tools, and reporting documentation to monitor quality metrics and performance trends. • Prepare and communicate audit summaries, findings, and recommendations to leadership and key stakeholders. • Provide constructive feedback and guidance to support issue resolution and improve procedural compliance. • Partner with Operations and Training teams to address workflow gaps, clarify procedures, and support continuous process improvement initiatives. • Assist with testing and validating new or revised SOPs and workflows within the Agency Management System. • Monitor quality and compliance results following training initiatives or process changes to evaluate effectiveness. • Identify misalignment between SOPs, system workflows, and user behavior and escalate concerns as appropriate. • Recommend practical improvements to workflows, documentation standards, and system utilization to strengthen operational consistency and quality. • Collaborate with agency leadership, internal departments, and external vendors to support quality assurance initiatives and operational objectives.

• Deliver prompt, accurate, and professional service to clients, Producers, carrier representatives, and internal team members. • Manage day-to-day servicing of assigned commercial accounts, including policy changes, account maintenance, and client support needs. • Rate and quote commercial insurance policies using carrier websites and available agency systems to support new and renewal business. • Handle renewal submissions and assist in the remarketing process to help secure appropriate coverage solutions for clients. • Prepare proposals and supporting materials for Sales Executives and Producers. • Respond to client inquiries, troubleshoot coverage or service-related issues, and coordinate timely resolutions. • Maintain accurate and timely documentation of client interactions, policy activity, and account updates within agency systems. • Support sales teams and new Producers by helping explain commercial lines coverages, products, and service processes. • Develop and maintain working knowledge of evolving insurance products, carrier requirements, and service standards. • Collaborate with internal teams to support workflow management, team priorities, and client retention initiatives. • Support special projects, departmental initiatives, and additional responsibilities as assigned by leadership.

• 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.