Sonsio Vehicle Protection

• Serve as a key member of the senior leadership team, providing financial leadership and insight to drive business strategy and execution. • Partner with the President and executive team on strategic planning, growth initiatives, and operational improvement efforts. • Translate strategy into actionable financial plans, metrics, and accountabilities. • Develop and institutionalize KPIs and business metrics that provide forward-looking insights. • Lead monthly and quarterly business reviews, identifying opportunities, risks, and corrective actions. • Lead business-unit budgeting, forecasting, and long-range financial planning processes. • Provide executive oversight of accounting operations, financial reporting, and internal controls through direct leadership of the Controller. • Ensure the integrity, accuracy, and timeliness of financial reporting in accordance with GAAP and regulatory requirements. • Promote strong governance, compliance, and ethical standards across the Finance organization. • Lead, develop, and inspire a multi-disciplinary finance organization, including FP&A and Accounting.

• Manages new and existing agent onboarding process to provide necessary training and development of SVP ancillary products and services. • Work closely with Foundation BDMs on new and existing agents, accounts, reviewing new and existing pipeline opportunities and new business acquisitions via the agent channel. • Works closely with agent partners to anticipate future requirements, identify opportunities for upselling and/or cross selling SVP products to increase customer loyalty, retention and sales. • Deep understanding of multiple agencies, agent channels, product channels and variances in coverages by identifying white label programs by brand, agency and product to understand program enhancements and limitations. • A solid understanding of different VSC’s and product offerings by all agent partners to train at the dealer level on all corresponding F&I offerings to include SVP products (training on package selling Sonsio products). • Understanding agent/ TPA/ dealer directives to act as a trusted partner and advisor. • Assist agents and dealers with operational tasks, business needs and other requests (e.g. dealer login resets, update new and termed dealer personnel changes, product enhancements, pricing adjustments, product information requests, POS materials, etc.). • Daily and weekly collaboration check-ins/follow-up with all agents for a proactive partnership which includes in person field visits and various virtual training as needed. • Collaborate with agents and dealers to provide new store installs of designated programs and support services. • Understanding of various TPA menu portals to include Gold Standard, C. Berman, Americredit, and future partnerships such as Veritas, Portfolio, NTP, HWG. • Excessive PCRS+ training at dealer and agent level (coming soon), currently training on DAP. • Negotiate and secure top 3 menu shelf space for SVP products and services at agent and dealer level. • Implement and deliver agent cross region training on SVP products and services to cover overlapping regions. • Responsible for dealership commitment, developing a high-level relationship with executive management team at the dealership level to include GM, GSM, F&I Director & Department, Service Director and Service Writers on business planning, goal setting, value selling and retention activities. • Understand and identify channels in PowerBi to dissect areas for improvement and growth, recognizing high performing agents and dealers. • Provide performance metrics to identify opportunities for both agents and dealers (increase signed vs selling, evaluate brand successes and opportunities, suggesting change where needed). • Conducts agent and dealer meetings to report activity, trends, overall service results and recommends actions to improve performance and mitigate risks. • Work with National Sales Director and Division VP attending various Agent/TPA, dealer sales conferences and regional meetings. • Collaborates with internal corporate colleagues to ensure the highest level of service delivery and to address potential issues. • Through on-going education and development, stay abreast of industry knowledge to increase the perceived value of our company and its services. • Monitor and communicate competitive information including pricing, policies, and market strategies for both dealers and agent/TPA partners. • Fully understand all SVP programs, be able to deliver presentations and training sessions, overcome program objections representing SVP offerings. • Proactively identify and resolve any customer sales, service and claims issues working closely with Sonsio CSR’s on all escalated claims. • Stay abreast of current competitive activity. • Manage and plan calendar schedule accordingly, 30-60-90 days out. • Manage Travel & Expenses accordingly, stay within company guidelines (i.e.) flights, hotels, rental, meal, and client entertainment. See T&E guideline agreement. • Maintain sales and service activity, contact lists and touchpoints in Salesforce. • Achieve individual monthly sales objectives and quarterly MIT’s. • Ensure all administrative tasks are completed in a timely and accurate manner. • Other Duties as Assigned.

• Maintain, create and enhance existing SSRS reports as part of ongoing legacy support, with an active role in migrating high-value SSRS content to Power BI. • Design, build, and maintain Power BI reports and semantic models supporting Finance, Claims, Operations, and Executive reporting requirements. • Write DAX measures and calculated columns that implement agreed-upon business logic; document metric definitions so they are not dependent on tribal knowledge. • Translate business reporting requirements into scalable Power BI solutions, including incremental refresh strategies, row-level security, and workspace/deployment pipeline governance. • Support UAT cycles, partner-facing reporting validation, and audit reviews by verifying report output against source data and defined calculation logic. • Write and optimize complex SQL across SQL Server and Snowflake, including CTEs, window functions, and query performance tuning against large claims and financial datasets. • Develop and maintain semantic models in Power BI or Snowflake that enforce consistent metric definitions across reports and teams. • Investigate and resolve data discrepancies across environments by tracing issues back to source system ingestion, transformation logic, or pipeline failures. • Build, maintain, and enhance SSIS packages and data pipelines that move data between source systems, SQL Server, and Snowflake to support reporting workflows. • Troubleshoot and resolve pipeline failures that impact reporting delivery; implement alerting and logging so failures are detected before stakeholders are affected. • Maintain and improve existing SSIS processes as part of ongoing reporting evolution. • Partner directly with Finance, Claims, Operations, and Risk teams to scope reporting requirements, validate output accuracy, and resolve metric disagreements before they reach production. • Work alongside Data Engineering to align data availability, schema changes, and pipeline dependencies that affect downstream reporting; flag upstream data quality issues when discovered. • Maintain a data dictionary and report documentation that allows any team member or auditor to verify what a report measures, how it is calculated, and where the data originates.

• Process standard claims accurately and within SLA • Maintain detailed claim documentation, photos, and communication logs • Provide high-quality customer service to contract holders and repair facilities • Accurately enter and update customer information, interactions, and case details in applicable CRM • Collaborate effectively with other teams’ members, other departments as well to coordinate customer support efforts and resolve issues • Achieve call, QA, and attendance metrics • Follow established workflows, and escalation processes • Handle and resolve customer complaints in a professional and timely manner. • Develop and maintain a thorough understanding of the company's products, services, policies, and procedures.

• Develop a pro-active working relationship with all assigned JM&A Field Team members • Provide routine communication to JM&A Field Team • Identify and grow the business within a defined territory • Develop and maintain existing customers by implementing sales and marketing strategies set forth by the company and JM&A Field Team • Identify, develop and grow new business as needed to attain budget • Research, plan and implement sales strategies to increase customer retention and develop new business to maximize opportunities through sales calls, product support and training • Monitor and communicate competitive information including pricing, policies, and market strategies for both dealers and JM&A Field Team • Fully understand all programs and be able to deliver one-on-one and group presentations and training sessions and overcome program objections • Responsible for dealership commitment activities, including relationship building at all levels of the dealership, business planning, goal setting, value selling and retention activities • Proactively identify and resolve any customer sales, service and claims issues • Provide new store installs of designated programs and support services • Coordinate activities and pull in resources as appropriate to meet the needs of the dealership • Work with dealership and JM&A Field Team to maximize business • Stay abreast of current competitive activity • Develop and execute a plan for each dealership with continual follow-up and communication • Maintain daily sales activity, contact list and opportunity pipeline in Salesforce • Achieve individual quarterly sales objectives • Ensure all administrative tasks are completed in a timely and accurate manner

• Lead the translation of the strategic plan into an annual operating budget • Develop and manage the process and preparation of annual budgets, quarterly forecasts, and long‑range financial plans • Model revenue recognition, claims expenses, and operating expenses trends • Partner with the leadership team to evaluate new product opportunities, dealer programs, market expansion initiatives, and other projects • Develop cash flow forecasting and maintain a long-term cash forecast • Lead financial modeling and analysis to support the development of long-term strategic initiatives and business plans • Own FP&A projects and initiatives end‑to‑end

• Design, maintain, and evolve pricing frameworks and rate structures for each line of business • Establish and implement pricing governance standards related to rate construction, documentation, and implementation. • Ensure pricing execution aligns with approved loss assumptions, underwriting guidelines, and underwriting and administrative profitability targets. • Participate in cross-functional pricing governance forums where underwriting and administrative assumptions and pricing decisions are reviewed and approved. • Lead pricing reviews for new products, product revisions, and market expansions. • Regular presentations to keep leadership informed of the pricing strategy as well as the results of any pricing initiatives for all lines of business. • Develop and maintain an annual and multi-year pricing strategy for each line of business and customer segment that ensures Sonsio remains competitive in the marketplace, taking into consideration market and industry conditions, such as tariffs and other inflationary and similar developments.

• Own the product backlog—define and prioritize user stories, write clear acceptance criteria, and ensure the development team always has well-scoped, actionable work. • Gather and analyze business requirements to plan enhancements, system upgrades, and new product launches, translating them into tasks that drive process improvements and technical progress. • Lead weekly sprint planning and prioritization to ensure the right features are being built at the right time and for the right reasons. • Facilitate cross-functional alignment across developers, functional leaders, project managers, and senior leadership—keeping project direction well-defined and on schedule. • Communicate project expectations clearly and in a timely manner; deliver product demonstrations to stakeholders at multiple levels of the organization. • Proactively manage project dependencies, risks, change requests, and milestone deliverables to minimize disruption and maintain momentum. • Define project scope and objectives in collaboration with relevant stakeholders, ensuring technical feasibility and shared understanding of deliverables. • Contribute to a culture of collaboration and transparency by championing well-defined processes and keeping teams oriented to shared goals.

• Process standard claims accurately and within SLA • Maintain detailed claim documentation, photos, and communication logs • Provide high-quality customer service to contract holders and repair facilities • Accurately enter and update customer information, interactions, and case details in applicable CRM • Collaborate effectively with other teams’ members, other departments as well to coordinate customer support efforts and resolve issues • Achieve call, QA, and attendance metrics • Follow established workflows, and escalation processes • Handle and resolve customer complaints in a professional and timely manner. • Develop and maintain a thorough understanding of the company's products, services, policies, and procedures.

• Process standard claims accurately and within SLA • Maintain detailed claim documentation, photos, and communication logs • Provide high-quality customer service to contract holders and repair facilities • Accurately enter and update customer information, interactions, and case details in the applicable CRM • Collaborate effectively with other team members, other departments, as well as coordinate customer support efforts and resolve issues • Achieve claim adjudication, QA, and attendance metrics • Follow established workflows and escalation processes • Handle and resolve customer communications in a professional and timely manner. • Develop and maintain a thorough understanding of the company's products, services, policies, and procedures.