Swyfft

• Learn and understand our underlying technology to predict and prevent where things are likely to break • Troubleshoot system problems (in test and production) to highlight the root cause of failures • Execute efficient test plans and perform ad-hoc testing as needed • Perform effective data validation and analysis using SQL • Utilize specification documents to create targeted test plans that exhibit the intersection of business needs and likely tech failures • Leverage AI tools (such as Claude or similar AI assistants) to optimize manual testing, brainstorm creative edge cases, and generate test data

• Own a national accounts portfolio of top-tier agency groups, cluster organizations, and wholesale/retail brokers, with direct accountability for production and growth targets. • Develop and execute account-level strategies that drive new business volume, improve line penetration, and deepen Swyfft's position as a preferred carrier partner. • Negotiate and manage override commission structures, profit-sharing arrangements, and performance incentive agreements in coordination with underwriting and finance. • Identify and pursue new national account relationships that align with Swyfft's geographic footprint and appetite across our operating states, focusing on markets where our product lines have the strongest fit and growth potential. • Partner with territory managers and regional distribution teams to convert national relationships into local production. • Represent Swyfft at key industry events and other regional and specialty insurance conferences to help expand our network and promote our products. • Act as the internal voice of our distribution partners by sharing market intelligence, appetite insights, and competitive positioning insights with our underwriting, product, and pricing teams. • Maintain a clear view of production performance across the national account portfolio by carrier, state, and line of business. Provide regular analysis and reporting to the SVP, Sales & Marketing on pipeline activity, GWP trends, account health, and competitive dynamics.

• Design and execute underwriting strategies that drive profitable growth while ensuring strong, risk-adjusted returns. • Establish and oversee underwriting guidelines, pricing models, and risk selection standards to ensure consistency and sound decision-making. • Monitor and evaluate portfolio performance, underwriting KPIs, and loss trends to identify opportunities for improvement and optimize results. • Lead, coach, and develop a high-performing team of commercial underwriters, ensuring alignment with company goals and fostering professional growth. • Conduct quarterly quality assurance audits, assess underwriting accuracy and compliance, and present actionable insights to senior leadership.

• Define and champion Swyfft’s brand identity across all markets • Develop messaging frameworks that clearly communicate our expertise • Differentiate our brand in competitive markets • Design and execute agent and broker recruitment campaigns • Build targeted outreach strategies for coastal property specialists, surplus lines producers, and independent agents • Oversee digital marketing channels including website, email, SEO/SEM, LinkedIn • Create compelling content and thought leadership articles • Monitor and synthesize industry trends • Identify and maximize presence at key industry events • Manage a marketing function, including vendors and a small team

• Act as the trusted advisor to our New Jersey and New York agents, by understanding their business needs to determine new opportunities for growth and how Swyfft can support them. • Manage and grow the agent base in your assigned states or areas. • Partner with assigned agents through in-person visits, virtual meetings, or inbound and outbound calls to discuss production expectations and strategy. • Act as a resource for our agents by answering inquiries or questions about Swyfft products and services. • Assist with the facilitation of agent training and education webinars. • Strategize with agents to find creative ways they can maximize their potential and increase our customer base. • Promote the Swyfft brand and cultivate relationships at conferences, events, and trade shows. • Staying updated on industry trends, competitor activity, and market conditions to inform sales strategies. • Track all agent activity, including contacts, communications, revenue potential, and updates in our HubSpot CRM system.

• Investigate, analyze, and determine the extent of liability concerning first party homeowner property losses and damages. • Effectively communicate and negotiate with policyholders, agents, public adjusters, attorneys, and service providers via phone, email, and internal systems to accurately document claim details. • Successfully manage a pending claim load at varying stages of the claims process. • Interpret and apply the details of an insurance policy to ensure the accuracy of payments and claims declinations. • Interpret and apply computer generated loss estimates, engineer’s reports, and construction terminology. • Update and maintain comprehensive claim handling notations in our electronic claims management system and other related applications. • Mentor our mid and associate level claims representatives.

• Investigate, analyze, and determine the extent of liability concerning first party homeowner property large losses and damages of $100K+. • Negotiate settlements and make payments within scope of authority, settling claims timely, and in the most cost-effective manner. • Effectively communicate with policyholders, agents, and service providers via phone, email, and internal systems to accurately document claim details. • Effectively manage loss and expense reserves to ensure accurate and timely reserving practices on all large loss claim exposures. • Create and maintain comprehensive claim handling documentation in the electronic claims management system and related applications including the completion and escalation of Large Loss Reports (LLR’s). • Ability to successfully manage a pending claim volume at varying stages in the claims process. • Interpret and apply the details of an insurance policy to ensure the accuracy of payments and claims declinations. • Ability to understand, computer generated loss estimates and construction terminology. • Update and maintain comprehensive claim handling notations in our electronic claims management system and other related applications.

• Serve as our go-to CRM (HubSpot) expert, responsible for developing and leading a CRM strategy that empowers sales & marketing to meet and exceed organizational objectives. • Develop and implement processes to strategically source leads/prospects for sales engagement and effectively allocates to individuals across the sales team. • Providing continuous training and support to HubSpot users. • Develop and maintain dashboards and custom reports to track sales & marketing KPI’s. • Support revenue operations by streamlining and optimizing sales and marketing processes. • Analyze sales performance data to identify trends, gaps, and areas for improvement. • Design, build, and optimize automated workflows and other process improvements to streamline marketing & sales operations. • Ensure seamless data flow between HubSpot and integrated platforms. • Support the development and implementation of Rev Ops strategies and tactics beyond sales and marketing with the goal of optimizing revenue through operational improvements.

• Manage all day-to-day project planning, execution and implementation for a large-scale claims management system. • Partner with internal and external teams and vendors to understand and effectively communicate the operational and technical requirements of the project. • Manage project expectations, requirements and deliverables by providing ongoing proactive communication, documentation and structured follow up to all project stakeholders. • Lead meetings and standups to ensure all project initiatives are moving forward; you set the pace, remove blockers and ensure project milestones are being met. • Plan and manage project resource allocation with various departments in the company. • Document detailed workflows and processes for internal team use that will be transformed into playbooks and reference guides for end user training.

• Investigate, analyze, and determine the extent of liability concerning first party homeowner property losses and damages. • Effectively communicate with policyholders, agents, and service providers via phone, email, and internal systems to accurately document claim details. • Successfully manage a pending claim load at varying stages of the claims process. • Interpret and apply the details of an insurance policy to ensure the accuracy of payments and claims declinations. • Interpret and apply computer generated loss estimates, engineer’s reports, and construction terminology. • Update and maintain comprehensive claim handling notations in our electronic claims management system and other related applications.