Trean Insurance Group

• Processes reinsurance accounting functions for assigned accounts including premium and claims reports • Provides back up coverage for reinsurance accounting functions on assigned accounts and as needed • Understands reinsurance contract terms and verifies premiums and claims are transacted accordingly • Identifies key contract terms and input into the accounting and claims system. Identifies and resolves differences • Monitors contractual reporting and payment due dates and requests premiums and reporting from clients to ensure timely receipt • Reviews client accounts and adjustment calculations for accuracy and compliance with contract terms • Enters and approves premium and claims transactions in Accounting/Claims system • Assists insurance companies with all aspects of reinsurance transactions including preparing reports, performing required calculations, answering questions regarding contract terms and assisting clients with calculation of their Schedule F funding requirements and obtain Letters of Credit from reinsurers, ensuring that all beneficiary requirements are met and documents are received prior to deadlines • Monitors and reconcile ledger balances • Compiles and monitors premium and claim history • Coordinates payments between insurance companies and reinsurers • Reviews receivable and payable reports to ensure no out of pocket situations arise • Receives initial loss notices, loss status updates and proofs of loss from clients and forward to applicable reinsurers • Reviews and analyzes claim documentation, confirming coverage under treaty; Identifies key treaty terms such as retention & limit, LAE treatment, loss reporting requirements, loss attachment basis, etc. • Reviews and prepares loss calculations to ensure accuracy and compliance with terms of treaty • Assists in claim dispute resolution and facilitates recoveries • Assists in claim audits, as needed, in obtaining the information necessary for audit • Reviews open claim status reporting to ensure claims are being settled within terms of treaty • Assists in collecting aged balances and processing open cash receipts • Communicates effectively with internal sales staff and corporate on any unusual accounting or claims situations • Performs other activities, duties and assignments as needed or requested

• Investigating and evaluating losses, expense and coverage under Commercial General Liability program. • Developing investigation plans and defense strategies unique to each claim. • Investigating and negotiating resolution of claims within pre-determined authority. • Managing daily workflow to effectively process claims in a timely manner. • Instructing and managing third-party investigative staff and attorneys. • Evaluating coverage as bears to a claim and articulating the coverage position.

• Manage the underwriting and regulatory aspects of assigned internal and external underwriting offices. • Conduct pre-audit planning and research. • Prioritize and manage an audit schedule of 8 to 12 audits annually, including budgeting for annual travel. • Conduct effective pre- and post-underwriting performance audit meetings with internal and external underwriting offices, presenting results with constructive feedback and clear action expectations. • Implement follow-up procedures, systems, and management reports to ensure underwriting compliance with audit findings and recommendations. • Communicate accurate and concise findings to Executive stakeholders in a professionally written report. • Collaborate with regulatory and compliance staff on rules for various states. • Review and work within compliance of each underwriting office’s contract documents. • Support external underwriting partner relationships. • Understand industry best practices and corporate profitability goals to ensure audit consistency. • Contribute and advise leadership teams on underwriting guidelines or expansion initiatives for new and existing programs when requested. • Continue career development through specialized project assignments, industry training, or conference opportunities.

• Manage submission intake and track new business using Excel and Excel Online • Review and clear new business submissions • Enter submission data into the Policy Administration System to process rating worksheets • Communicate with agents to obtain required or missing information • Complete initial data entry on the Risk Analysis Worksheet (RAW) • Assign submissions to appropriate underwriters with attention to detail • Email policies and welcome kits to agents and policyholders • Process loss run and experience modification worksheet requests • Assist with preparation of renewal quotes • Bind and issue policies in the Policy Administration System • Process endorsements, including cancellations and reinstatements • Deliver proposals and quotes within established timeframes • Respond to internal compliance inquiries and external requests from agents, brokers, and policyholders • Participate in training, workshops, and conventions to stay current on workers’ compensation rules, regulations, and underwriting practices • Use resources such as IRMI and the NCCI website to enhance underwriting knowledge • Perform additional tasks and special projects as assigned

• Lead a team that manages stale-dated payments and unclaimed property process • Investigate, locate, and reunite owners with forgotten assets • Ensure compliance with state laws • Monitor internal systems and coordinate with claims staff on payment issues • Champion compliance, process optimization, and resolution of complex issues • Manage high transaction volumes and build strong internal partnerships • Safeguard financial integrity in a regulated insurance setting • Integrate operational banking tasks with strategic financial controls • Ensure precise handling of sensitive claim-related records and adherence to industry regulations • Reconcile accounts, audit, track assets, and manage legal/regulatory reporting

• Processes reinsurance accounting functions for assigned complex accounts • Assists insurance companies with all aspects of reinsurance transactions • Reviews and prepares loss calculations to ensure accuracy and compliance

• Assist in validating system premium and loss calculations ensuring accurate results by program • Investigate discrepancies between system calculations versus manual processing results • Collaborate with program accounting staff and IT as needed to assist with data validation • Conduct high level analysis of system Pre-Production versus Production and validate results