PEAK6

• Perform CIP reviews of accounts introduced to Apex Clearing Corporation • Review client-provided documentary verification to determine whether an account meets the organization's CIP requirements • Utilize Third Party Vendors and open sources to review negative news on potential end clients • Heavily rely on research skills to assess whether potential clients and/or end customers are confirmed matches to derogatory news • Document findings effectively and thoroughly within the firm's systems

Title: Talent Community Call Center - Underwriter PL - I Location: United States Job Description: Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components - and we're committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. While we do not have an active opening for this role currently, we are always interested in connecting with talented professionals and building a pipeline for future opportunities. We encourage you to apply, and if a position becomes available that aligns with your background and experience, a recruiter will be in touch. Position Objective Reviews and analyzes applications, inspections, endorsements, cancellations, and reinstatements to determine policy eligibility while adhering to underwriting rules and guidelines. Accepts or rejects applications and makes risk selections on behalf of the carrier client within underwriting rules and guidelines. Handles inbound calls and chats from agents and clients to provide guidance on policy forms, coverage, and underwriting decisions. Processes tasks across new business, inspections, endorsements, cancellations, and reinstatements to ensure timely and accurate workflow completion. Develops and maintains strong agent relationships and acts as a subject matter expert by providing guidance on policy forms, coverage, and departmental processes to both external agents and internal team members. Description Policy Underwriting & Risk Assessment - Review and process applications for all personal lines coverage to determine eligibility for company programs. - Analyze applications, inspections, and endorsements to make risk selection decisions within established underwriting rules and guidelines. - Accept or reject applications and determine coverage, pricing, and endorsements with accuracy and efficiency. - Process requests for cancellations, reinstatements, and endorsements while adhering to departmental service standards. - Demonstrate proficiency in 5 or more underwriting functions, including risk evaluation, premium calculation, and policy adjustments. - Research complex underwriting issues and provide solutions for eligibility, coverage, and compliance concerns. Agent & Client Support - Serve as a subject matter expert for agents by providing guidance on policy forms, coverage options, and application submission. - Receive and handle agent calls regarding bind requests, endorsement changes, cancellations, reinstatements, inspections, missing information, and quote acceptability. - Maintain strong agent relationships through proactive communication and timely resolution of inquiries. Follow-Up & Workflow Management - Ensure timely and accurate processing of tasks to support departmental and client needs. - Maintain organized workflow to optimize productivity and compliance with underwriting standards. Continuous Learning & Compliance - Stay current on underwriting rules, policy forms, industry trends, and regulatory requirements. - Participate in training sessions and cross-functional initiatives as needed. - Ensure compliance with carrier and company guidelines in all underwriting decisions. - Recommend process improvements to enhance underwriting quality and efficiency. Education - Bachelor's degree from a four year college or university preferred. Work Experience - Three (3) to five (5) years of underwriting experience in Personal Lines including homeowners and other lines; or equivalent combination of education and experience required. - You must have general knowledge of insurance statutes, regulations and policies. Knowledge, Skill and Abilities - Strong knowledge of Property/Casualty insurance underwriting principles and personal lines policy elements. - Ability to analyze complex applications and make informed risk decisions. - Excellent verbal and written communication skills. - Strong organizational, time management, and decision-making skills. - Ability to handle multiple tasks, prioritize workload, and maintain high accuracy. - Customer service and conflict-resolution skills, including handling agent or client inquiries professionally. - Self-motivated, disciplined, and able to maintain productivity without direct supervision - Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams) for documentation, reporting, and team collaboration - An active 2-20 or 4-40 license, or industry designation such as CPCU or CIC, is preferred. Manager Level Non-Manager/Individual Contributor Supervisory Responsibility Provides guidance, leadership, or training to other internal employees (no direct supervision) Organizational Structure Reports to: Supv, Client Experience Working Conditions - Position is fully remote; employee is expected to maintain a dedicated, distraction-free workspace. - Employee is responsible for providing a reliable internet connection that meets minimum speed requirements. - Use of a company-provided computer, headset, and other necessary equipment is required. - Work schedule may include standard business hours; flexibility may be required to meet peak call/chat volumes. - Ability to manage multiple communication channels (calls, chats, task systems) efficiently from home. - Must adhere to data security and confidentiality standards while handling sensitive client and policy information. - Participation in virtual team meetings, training sessions, and performance reviews. - Must be self-motivated, organized, and able to maintain productivity without direct supervision. FLSA Status The FLSA status for this position will be determined by the Compensation or HR team Why join the FOCUS Team? The FOCUS Difference: - Medical, Dental, Vision, Life, Pet; Flexible Spending Account - Competitive Salaries - 401K Match - Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave - Short and Long-Term Disability - Employee Support Programs, Including Mental Health - Tuition Reimbursement - Matching Charitable Gift Program - Lucrative Referral Program - Commuter Benefits - Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

Role Description Leads, manages, and oversees underwriting and service operations delivering outsourced insurance solutions on behalf of multiple carrier partners across commercial and personal lines of business. Provides strategic and operational leadership to underwriting and call center teams with a strong focus on underwriting excellence, profitability, and execution accuracy. Responsible for managing carrier relationships, operational performance, and financial outcomes, including accountability for P&L performance, underwriting quality, and achievement of contractual service standards. Ensures consistent, data-driven decision-making aligned with carrier underwriting guidelines, risk appetite, and company objectives while fostering a high-performance, results-oriented culture. This role is fully remote. - Directs and profitably manages all aspects of underwriting and call center operations to meet established standards. - Develops and maintains positive, professional and constructive relationships with carrier partners. - Leads the underwriting and servicing team members in the execution of our business strategy by developing workflows, processes and procedures that align with client and business goals. - Coaches direct reports through regular feedback to provide effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations, in a timely manner. - Carries out a performance enhancement culture by developing team members for wider roles and responsibilities to foster professional growth and development. - Possesses a clear understanding of multiple carrier underwriting guidelines and maintains an in-depth knowledge of all tools and models used. - Receives and resolves escalated problems as needed for underwriting and service operations. - Works with senior leadership and executives to establish unit goals and budgets, with full accountability for variance measurement and execution on a monthly, quarterly and annual basis. - Partners with Human Resources to hire, train and develop a high-performance service center team. - Assists the senior management team with the implementation of new program management companies and internal functions. - Directly supervises more than two (2) employees in the Call Center and underwriting operations. - Maintains ownership of operational P&L performance, including expense management, productivity optimization, revenue attainment, and margin improvement initiatives. - Provides underwriting leadership across commercial and personal lines by ensuring accurate risk selection, disciplined decision-making, and adherence to carrier underwriting guidelines and authority levels. - Develops and enforces underwriting quality control procedures designed to minimize errors, reduce rework, and improve first-pass accuracy. - Partners with internal and carrier audit teams to ensure transparency, accountability, and continuous improvement in underwriting execution. Qualifications - Bachelor’s degree preferred. - Ten (10) plus years of experience leading an insurance service operations supporting multiple lines or carriers; or equivalent combination of education and experience. - Current and active 2-20, 4-40 licenses or the ability to obtain such within time frame established by the company. - CPCU, AU, CIC and/or CPIA designations preferred. Requirements - Starting salary: $135,000 plus opportunity for a discretionary bonus. Benefits - Healthcare benefits (medical, dental and vision, EAP). - Competitive PTO. - 401k match. - Parental leave. - HSA contribution match. - Paid subscription to the Calm app. - Generous external learning and tuition reimbursement benefits. - Ability to work remotely up to two days a week.

Manage scheduling requests for executives, ensuring timely responses and effective communication. Maintain a comprehensive understanding of priorities to optimize calendar management and proactively address conflicts while supporting high-level...

WHO WE ARE We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets. ABOUT THIS ROLE Position Overview The Accounting Analyst is responsible for supporting the company's financial accuracy and day-to-day operations. This role includes posting incoming payments, performing cash reconciliations, analyzing accounts, and assisting with general accounting tasks. The position works closely with internal teams such as underwriting, billing, claims, and customer service as well as external partners. By maintaining accurate financial records and providing useful insights, the Accounting Analyst helps support informed business decisions and overall organizational transparency. This role is ideal for a detail-oriented professional who performs well in a fast-paced, high-volume environment and is interested in growing within the accounting and finance fields. Responsibilities may expand over time as business needs evolve. Location: Hybrid (2-3 days per week in office) - Sunrise, FL Reports To: Financial Operations Lead What You'll Do Cash Posting & Payment Processing (60%) - Post daily cash receipts - including checks, ACH transfers, credit card payments, and other payment methods - to the correct policyholder accounts accurately and within the clients' contractual agreements - Reconcile payments to invoices and identify discrepancies - Research and resolve unapplied, misapplied, or unidentified payments promptly - Process adjustments, refunds, policy cancellations, and chargebacks as needed - Review and balance daily cash posting batches and reconcile totals with bank activity - Maintain detailed and accurate transaction records - Ensure compliance with company policies and financial controls Collaboration & Cross-Functional Support (25%) - Work closely with billing, underwriting, claims, and customer service departments to resolve payment-related issues - Provide assistance to internal teams, customers, or agents regarding payment inquiries, overdue premiums, and account status - Engage with internal teams to support business objectives and continuous improvement initiatives - Contribute to cross-functional projects to streamline and enhance accounting and payment operations - Serve as a point of contact for payment processing questions and escalations Reconciliation & Compliance (15%) - Reconcile cash batches and payment activity with bank statements and internal records - Assist with the identification and resolution of payment discrepancies across internal and external clients - Ensure full adherence to all regulatory, reporting, and internal control requirements - Support audit requests by providing documentation and transaction detail as needed What You Bring Education & Experience - Associate's degree in Accounting, Finance, Business, or a related field (preferred) - 1-3 years of experience in cash posting, accounts receivable, payment processing, or a related accounting role - Prior insurance industry experience is strongly preferred; property & casualty experience a plus - Experience in a multi-entity or high-volume transaction environment preferred Knowledge, Skills & Abilities - Perform high-volume data entry using 10-key by touch with a high level of speed and accuracy (10,000 KPH) - Exceptional attention to detail and accuracy when handling a high volume of financial transactions - Ability to complete repetitive tasks - Strong organizational skills with the ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment - Excellent analytical thinking and problem-solving abilities, particularly for resolving payment discrepancies - Strong written and verbal communication skills for interacting with internal departments and external clients - Strong working knowledge of cash application, accounts receivable, and basic accounting - Proficiency with Microsoft Excel and Word - Ability to handle sensitive financial information with discretion and professionalism Hourly Rate: $20-$22/hr. OUR REWARDS We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week. PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrpeak6@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. #PEAK6

Title: Office Coordinator locations Austin, TX time type Full time job requisition id JR104603 Job Description: WHO WE ARE We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company’s first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6’s core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets. ABOUT THIS ROLE As a Facilities Coordinator, you will be the first point of contact for all employees, executives, guests, and vendors at our organization, ensuring a professional and exemplary experience. You will be key in maintaining the operational efficiency of our office environment, overseeing administrative duties, and managing the reception area. This role is based out of our Austin HQ and will be in office 5x a week. Responsibilities: - Serve as the first point of contact for employees, guests, and vendors, providing a high level of customer service. - Manage the guest registry and ensure that all guests are pre-registered with building security. - Oversee and support all administrative duties to ensure that the office is operating smoothly. - Maintain the workplace, ensuring it is clean and presentable by checking conference rooms, turning lights on, restocking the kitchen, and wiping counters. - Comply with building procedures, state, and local regulations to maintain a safe and clean office space. - Support setup and breakdown for onsite events, town halls, team gatherings, and catered meetings. - Coordinate logistics with vendors such as catering and A/V as needed. - Ensure event spaces are prepared in advance and reset promptly after use. - Provide personal support tasks such as running errands or managing personal appointments with prior agreement. - Assist in the management and execution of projects or initiatives led by executives. - Assist employees and executives with desk and conference room reservations. - Manage and modify daily the Google calendar for office events and reservations. - Contribute to facility budget and inventory management, ensuring effective resource Utilization. YOUR EXPERIENCE - 2-5 years experience in a facilities role or in a professional office setting - Experience working with or alongside Executive suite - Excellent communication and interpersonal skills - Customer service mindset - Adaptability and flexibility to working hours in office - Ability to handle confidential information with discretion - Basic technical knowledge of IT equipment - Experience in managing budgets and expenses - Strong organizational and multitasking skills #LI-P6 OUR REWARDS We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week. PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrpeak6@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. #PEAK6

• Leads, manages, and oversees underwriting and service operations delivering outsourced insurance solutions on behalf of multiple carrier partners across commercial and personal lines of business • Provides strategic and operational leadership to underwriting and call center teams with a strong focus on underwriting excellence, profitability, and execution accuracy • Responsible for managing carrier relationships, operational performance, and financial outcomes, including accountability for P&L performance, underwriting quality, and achievement of contractual service standards • Ensures consistent, data-driven decision-making aligned with carrier underwriting guidelines, risk appetite, and company objectives while fostering a high-performance, results-oriented culture • Directs and profitably manages all aspects of underwriting and call center operations to meet established standards • Develops and maintains positive, professional and constructive relationships with carrier partners • Leads the underwriting and servicing team members in the execution of our business strategy by developing workflows, processes and procedures that align with client and business goals • Coaches direct reports through regular feedback to provide effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations, in a timely manner • Develops and enforces underwriting quality control procedures designed to minimize errors, reduce rework, and improve first-pass accuracy

WHO WE ARE Headquartered in the historic Chicago Board of Trade, PEAK6 Capital Management is a proprietary options trading firm that has been defining the industry for more than 25 years. While many firms have come and gone, PEAK6 Capital Management has consistently delivered liquidity to the options market. We thrive due to our firm's special blend of financial acumen, ability to manage risk, and cutting-edge technology. PEAK6 Capital Management was brought to life through insatiable curiosity, entrepreneurial spirit, and the desire to win. We offer incredible opportunities for smart, passionate team players to solve complex problems and take calculated risks. We were among the first firms to develop sophisticated proprietary technology in our trading business. Today, we continue to leverage our technical ingenuity and operational excellence across several investment areas, spanning early-to-mid stage growth capital, operational control, trading, and eSports. Throughout the years, we've built and operated several financial technology firms and we continue to evolve. ABOUT THIS ROLE We are seeking a Trading Operations Support Analyst to join our team during the US overnight trading hours. This is a high-impact role working to ensure the stability, functionality, and effectiveness of our overnight trading operations. As the Trading Operations Support Analyst, you will be the primary operational and technical support point during APAC and EMEA trading hours, ensuring that all trading systems and processes run smoothly. Combining your operational expertise with technical troubleshooting skills, you'll monitor trading activities, manage risks, and address issues quickly and effectively to minimize disruptions. This role will involve balancing multiple tasks while working with internal teams, vendors, and external trading partners. Must be based in either Texas, Illinois or New York and have the ability to work 7pm ET - 3am ET. You'll be responsible for: - Continuously monitor system statuses, execution limits, and connectivity during trading sessions. Perform pre-market checks to ensure infrastructure readiness, address issues in real time, and document any issues or anomalies for further analysis and resolution. - Quickly identify, analyze, and resolve disruptions in the trading environment, including addressing order discrepancies and interpreting system alerts. Collaborate with engineers and stakeholders to conduct root cause analysis and implement necessary resolutions. - Act as the initial contact for trading application issues, providing prompt support via multiple channels. Respond to trader requests to provide insights into market behaviors driven by automation and escalate critical incidents to the appropriate teams. - Collaborate with external vendors, such as exchanges and ECNs, to address connectivity or production issues and ensure a seamless trading environment, escalating issues when necessary. - Monitor and continuously evaluate risk parameters (e.g., execution limits, net positions) during trading. Adjust trading limits following approved processes while ensuring full compliance with regulatory and organizational risk policies. - Work closely with traders to provide operational visibility, investigate trader requests related to trading activities, coordinate with engineering teams on system updates, and test improvements to optimize trading efficiency. - Maintain detailed records of workflows, system issues, risk events, process updates, and trader insights to enable transparency. Collaborate on root cause analysis and process improvements based on documented observations. Your Experience - 3-5 years prior experience supporting or working in trading environments. - Bachelor's degree in finance, IT, Computer Science, or a related field (or equivalent experience) - Series 57 license (or willingness to obtain within 30 days of employment). - Strong knowledge of SQL, relational databases, operating systems (Windows and Linux), and trading network fundamentals (connectivity and routing) - Solid understanding of trading concepts, workflows, and financial instruments such as equities, futures, and options - Proven ability to perform under pressure, diagnose and resolve complex trading issues, mitigate risks, and ensure seamless operational processes in a fast-paced, real-time environment. - Strong verbal and written communication skills tailored to technical and non-technical audiences, self-motivation, adaptability to off-hours or shifting schedules, and a commitment to process improvement and documentation. #LI-P6 OUR REWARDS We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week. The base pay offered may vary depending on job-related knowledge, skills, experience, and office location. This position also may be eligible for a discretionary annual bonus in addition to a range of health & wellness benefits. PEAK6 is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrpeak6@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

WHO WE ARE We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company’s first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6’s core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets. ABOUT THIS ROLE Role Overview The Statutory Accountant is responsible for preparing, reviewing, and maintaining accurate statutory financial data and financial statements in accordance with NAIC Statutory Accounting Principles (SAP) for Property and Casualty (P&C) Insurance Companies. This role supports statutory reporting & compliance, financial reporting and accounting close, audit and regulatory support, and timely filings with state insurance departments and the NAIC. The Statutory Accountant also partners closely with internal business partners, systems, technology, and client actuarial/tax/external auditors to ensure compliance, transparency, and financial integrity across the insurance carrier, as our organization expands. This is a remote role that may be required to travel 1-2 times annually. Key Responsibilities Statutory Reporting & Compliance - Help design and maintain a statutory chart of accounts and general ledger, and prepare required journal entries - Prepare and review quarterly and annual statutory financial statements in accordance with NAIC SAP along with the accompanying statutory blank pages, schedules, and supplements - Ensure timely submission of statutory filings to state regulators and the NAIC - Monitor and apply updates to NAIC guidance, statutory accounting changes, and regulatory requirements Financial Close & Reconciliations - Define and analyze data from system reports, and prepare the balance sheet, income statement, and trial balance - Support monthly and quarterly close processes related to statutory reporting - Perform balance sheet reconciliations, including investments, reinsurance, reserves, bank, and surplus accounts - Analyze statutory-to-GAAP differences and maintain reconciliation schedules Audit & Regulatory Support - Serve as a key contact for statutory audits and regulatory examinations - Prepare audit schedules, supporting documentation, and responses to auditor and regulator inquiries - Assist with the remediation of audit findings and regulatory recommendations Cross-Functional Collaboration - Collaborate with accounting, underwriting and other internal business partners, as well as external clients and carriers - Partner with Data/Business Analyst & technology teams to provide data - Partner with Actuarial on reserves, loss adjustment expenses, and premium recognition, Investments on statutory valuation and reporting, and Tax on statutory tax disclosures and reporting requirements Process Improvement & Documentation - Maintain and enhance statutory accounting policies, procedures, SOP’s and other documentation - Identify opportunities to improve efficiency, accuracy, and controls within statutory reporting processes - Lead automation or system enhancements related to statutory reporting tools Qualifications & Experience Required - 5–7 years of accounting experience, with direct property and casualty statutory accounting or property and casualty insurance carrier experience - Bachelor’s degree in Accounting, Finance, or related field - Strong working knowledge of NAIC Statutory Accounting Principles (SAP) - Experience preparing or reviewing statutory financial statements - Advanced Excel skills and experience working with large financial data sets Preferred - Familiarity with statutory reporting software (e.g., FIS, Oracle or similar) - Experience supporting statutory audits and regulatory examinations - CPA or CPA-eligible is a plus Key Competencies - Ability to work cross-functionally with finance, technology, and leadership teams - Knowledge of insurance accounting and regulatory requirements - Ability to manage deadlines in a reporting-driven environment - Attention to detail, communication skills, and the ability to multi-task with multiple client deliverables OUR REWARDS We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week. PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrpeak6@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. #PEAK6

• responsible for preparing, reviewing, and maintaining accurate statutory financial data and financial statements in accordance with NAIC Statutory Accounting Principles (SAP) for Property and Casualty (P&C) Insurance Companies • supports statutory reporting & compliance, financial reporting and accounting close, audit and regulatory support, and timely filings with state insurance departments and the NAIC • partners closely with internal business partners, systems, technology, and client actuarial/tax/external auditors to ensure compliance, transparency, and financial integrity across the insurance carrier