Branch

• Gather, analyze, and document business requirements for insurance product implementations, enhancements, and system changes. • Partner with Product Managers, Actuaries, Compliance, and Engineering to translate product specifications, underwriting rules, and regulatory requirements into clear business and system requirements. • Configure and support the implementation of insurance products, including coverages, rating structures, forms, and underwriting rules within internal systems. • Review product configuration, rating algorithms, and rate tables to help ensure accuracy, completeness, and alignment with approved filings. • Research and analyze policy forms, endorsements, and regulatory filings to support compliant product implementation. • Develop, execute, and document test cases and test scenarios for system, integration, and user acceptance testing. • Validate rating calculations, coverage rules, policy forms, and system functionality; identify defects, document findings, and partner with technical teams through resolution and retesting. • Maintain accurate implementation documentation and support knowledge sharing for new product launches and system enhancements. • Collaborate effectively with cross-functional partners to support timely and accurate delivery of product initiatives. • Continuously build knowledge of Branch products, insurance concepts, system functionality, and regulatory requirements to increase individual effectiveness and contribution over time.

• Attract and activate agencies • Build trust in the channel • Own events end to end • Sharpen the story • Architect HubSpot • Run loyalty and incentives • Read the market • Maintain the infrastructure for Ember • Support the long cycle • Set and report KPIs • Partner cross-functionally • Shape strategy

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams such as TPA fees, recoveries, subrogation, and salvage. • Take reporting from raw data to finished deliverable, on time, accurately, and with the right stakeholders pulled in when data is missing. • Identify anomalies in the data and chase them down before they reach the report. • Conduct detailed analysis of expense components and revenue-generating activities to support accurate, timely financial reporting. • Identify trends and patterns in claims data to support decision-making and process improvement. • Assist in developing financial models and tools that improve claims analysis and forecasting. • Run continuous improvement on the recurring deliverables, including automating manual steps so errors do not recur. • Work closely with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs. • Present complex information clearly to both technical and non-technical stakeholders. • Stay informed on industry practices and regulatory changes that affect reporting.

• Build, maintain, and continuously improve AI-powered copy workflows that scale the team's output without sacrificing quality. • Develop and refine prompt libraries, brand voice guidelines, and training inputs that teach AI tools to write the way Branch writes. • Own the QA process for AI-generated copy: reviewing outputs, identifying gaps, and retraining systems when quality slips. • Stay current on AI tooling and bring a point of view on what is worth adopting and what is not. • Write clear, on-brand copy across all formats: emails, direct mail, out-of-home advertising, B2B pitch materials, social posts, web pages, product tooltips, video scripts, long-form content, and more. • Bring the brand voice to life consistently across every touchpoint and audience. • Work within regulatory constraints without letting them get in the way of good writing. • Work closely with designers, content strategists, and marketers to deliver copy that is right for the format, the channel, and the audience. • Contribute to building a scalable creative operation, one where AI handles volume and humans handle judgment.

• Support the launch and systematizing of a new People Team requests automation process and system • Assist in automating and streamlining employment verification workflows and documentation practices • Conduct vendor comparison research and organize findings to support People Team operational decision-making • Provide administrative and operational support for performance review cycles • Identify, document, and refine standard operating procedures (SOPs) and other operational processes • Support updates and organizational efforts related to Branch’s Payroll Playbook and associated operational processes • Assist with implementation activities tied to new People Team vendors and systems • Provide operational, administrative, and project-based support across the People Team as business needs evolve • Contribute to continuous improvement efforts focused on scalability, organization, efficiency, and employee experience

• Support product analysis by gathering and organizing data related to product performance, pricing, and underwriting trends. • Assist with market research and help maintain competitive intelligence across insurance products and states. • Help prepare presentations and reports to communicate findings to team members and stakeholders. • Coordinate with actuarial and underwriting teams on updates to guidelines and pricing inputs. • Track regulatory updates and assist the team in keeping product documentation aligned with compliance standards. • Work within systems like Excel and SQL to run queries and manipulate data under guidance from senior analysts. • Contribute to cross-functional projects to support product development and enhancements.

• Empower and guide a team of sales agents • Act as a mentor and partner for each team member • Reinforce best practices through hands-on development • Cultivate a team that reflects Branch’s values • Collaborate in shaping best practices and refining sales strategies

• Process and analyze ceded premium, claims, commissions, and recoverables. Ensure reinsurance transactions are recorded accurately and in compliance with GAAP, statutory requirements, and company policies. • Own and execute the monthly, quarterly, and annual close processes related to reinsurance. Prepare journal entries, reconciliations, and schedules for internal and external reporting, including statutory filings. • Interpret reinsurance contracts and regulatory requirements, including preparing reports for state insurance departments. Apply accounting guidance independently to complex treaty structures. • Analyze reinsurance transaction data and cash flows. Partner with Finance and Actuarial teams to deepen understanding of treaty performance and its impact on financial statements. • Lead participation in audit processes by providing requested documentation and ensuring compliance with internal control standards. Recommend and implement improvements to streamline tasks or controls. • Collaborate with internal and external partners (e.g., brokers, reinsurers, actuaries) to resolve discrepancies and drive improvements in reporting quality and process efficiency. • Serve as a resource to junior staff, providing guidance on reinsurance accounting practices and identifying process enhancements and automation opportunities. • Perform other duties as assigned to support business needs.

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams (TPA fees, recoveries, subrogation, salvage). • Collaborate with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs. • Conduct detailed analysis of expense components and revenue-generating activities to support accurate and timely financial reporting. • Identify trends and patterns in claims data to support decision-making and process improvement initiatives. • Assist in developing financial models and tools to enhance claims analysis and forecasting capabilities. • Stay informed on industry best practices and regulatory changes to continuously improve reporting processes.

• Own the end-to-end actuarial function, including loss reserving, pricing analysis, and financial and economic modeling in support of business decision-making. • Lead reserve adequacy reviews and communicate findings and recommendations to senior management, Finance, and external auditors; facilitate final determinations on reserve positions. • Develop pricing methodology and rate adequacy positions across lines of business, ensuring frameworks are technically sound, current, and compliant with regulatory and internal standards. • Direct financial and economic analyses that inform underwriting strategy, profitability assessments, and capital planning; make final recommendations on actuarial inputs to those processes. • Establish, maintain, and improve actuarial policies, methodologies, and workflows that support accuracy, compliance, and scalability as the business grows. • Contribute to the development of methods, techniques, and evaluation criteria that shape how Branch builds and advances its actuarial practice over time. • Manage the actuarial function's budget and resource planning, ensuring delivery against commitments and corporate requirements. • Partner cross-functionally with Product, Underwriting, Finance, and executive leadership to solve complex actuarial problems and inform strategic decisions. • Represent the actuarial function in senior forums and communicate complex technical findings clearly and credibly to non-technical audiences. • Lead, coach, and develop a team of actuarial professionals, including managing performance, supporting career growth, and building team capacity for current and future needs. • Identify and implement opportunities to improve actuarial systems, tools, and processes to increase efficiency, transparency, and analytical quality.