Warner Pacific Insurance Services

• Processes, reviews, and audits incoming commission payments into proprietary software system according to company guidelines • Coordinate daily commission payments and record into proprietary software system • Analyze and reconcile carrier spreadsheets with payments and convert to compatible electronic format • Confirm and calculate commissions for accuracy according to scales • Ensure timely entering in preparation for weekly and monthly commissions run • Maintain commission schedules in proprietary software system • Monitor and audit commission payments • Assimilate, analyze, and maintain records of commission data through various sources • Contribute to varied aspects of Commission processing • Organize and maintain updates to carrier compensation information • Build and maintain mutually beneficial relationships by facilitating communication with brokers and clients • Provide customer service to brokers and clients who inquire about reconciliations of commission payment data in proprietary software system • Liaison with brokers for commission related questions and discrepancies; research and resolve commission related inquiries • Prepare reports

• Develop and implement compensation strategies that align with organizational goals, including salary structures, pay ranges, incentive programs, variable bonus design and performance-based pay systems. • Design, administer, and evaluate sales variable compensation and incentive programs, including plan design, governance, communication, and return-on-investment analysis. • Conduct market pricing and salary benchmarking analyses to maintain competitive pay practices and support internal equity. • Evaluate positions and maintain job architecture, leveling, and grading frameworks to support consistent compensation decisions across functions and markets. • Ensure compensation programs comply with federal, state, and local regulations, including pay transparency, wage and hour considerations, and other applicable compensation-related requirements. • Support compensation budgeting processes by forecasting the financial impact of pay plans, annual merit cycles, promotions, and variable pay programs. • Partner with HR, Finance, senior leadership, and external vendors to provide guidance on compensation decisions, communicate pay programs, and support manager and employee understanding. • Analyze compensation data to identify trends, assess program effectiveness, develop insights, and support strategic decision-making. • Establish and maintain compensation policies, approval processes, and controls to ensure consistency, accuracy, and alignment with organizational standards. • Lead compensation projects and continuous improvement efforts and provide guidance or mentoring to team members and cross-functional partners involved in compensation administration.

• Administer spreadsheet of all carrier portals and websites and corresponding password and login information for each • Using daily EFT download from the bank and check deposit data identify commissions received • Download/account for all commission statements from carrier portals, efaxes, emails and US mail, making sure they are electronically saved to the proper directory • Investigate missing or unidentified statements • Prepare assigned statements into necessary excel format for revenue coding and broker commission payments • Load data into Stateable system • Communicate with carrier representatives regarding missing statements • Track and quantify open support tickets with 3rd party vendor • Assist with special projects as assigned

Role Description The Executive Assistant, under minimal supervision, is responsible to assist in the overall daily activities and provide support to assigned Executive Leader. - Represent the CEO and other Executive Leaders in a professional manner to all clients and staff - Process accurately and timely all payroll for department including temporary employees - Maintain management calendars and employee and client contacts through Outlook - Make preliminary assessment of the importance of materials and organize documents - Keep accurate and timely records of all PTO requests- obtaining management approval as needed - Act as liaison between CEO and other departments as needed - Schedule annual reviews for all Executive Leaders, coordinating with Management schedule - Set up interviews for all potential candidates - Make travel arrangements as requested - Process expense reports timely and accurately - Manage administrative projects and other duties as assigned - Arrange meetings and reserve and set up conference rooms/facilities for certain events - Develop and maintain a filing system for various projects and functions - Maintain high level of professionalism and confidentiality with emphasis on discretion with proprietary information Qualifications - 5 to 7 years of experience in an administrative position, preferably to an Executive level - Minimum 3 years of senior level administrative support experience - Minimum of a High School Diploma; advanced education or degree preferred - Ability to understand and demonstrate use of computer system, computer programs and office equipment as necessary - Proficient in Microsoft Suite; with above average Excel skills including ability to type a minimum of 30-35 wpm and proficiency in the use of a 10 key - High level of planning, organizing and time management skills - Demonstrated ability to remain calm in pressure situations - Demonstrated ability to multi-task - Outstanding customer service and interpersonal skills - Positive attitude and ability to work well with multiple team members - High level of initiative, and ability to work independently and make decisions appropriate for level - Outstanding proofreading skills as well as excellent communication skills both written and verbal - Ability to function in a dynamic, fast paced environment, be detail oriented, highly organized, and manage multiple projects simultaneously - Excellent time management skills and ability to prioritize tasks and follow up on assignments on a consistent basis - History of exhibiting sound judgment with strong level of honesty and discretion - Ability to sit for extended periods of time, lift a minimum of 5 pounds, file, stand, bend, reach and pull Requirements - Ability to work a minimum of 8 hours per day, Monday through Friday, generally with shift start times between 7:30-9:00 a.m., as determined by senior management - Ability to work overtime, holidays and weekends as requested by senior management Benefits - Annual Salary Range: $83,500.00 - $125,000.00 per year - Merit increases - Paid holidays - Paid Time Off - Medical, dental, vision benefits - Short- and long-term disability benefits - 401(k) + match - Life insurance

• Provide overall leadership of the Financial Planning & Analysis (FP&A) function within Warner’s finance department. • Manage a team of financial analysts to help execute all functional responsibilities. • Core responsibilities of the FP&A function include: Serve as financial planning liaison to assigned divisions for development of annual budget and monthly variance analysis, leading variance discussions with department and division leadership. • Work with M&A team to develop budgets and proforma reporting for acquired businesses. • Build and maintain financial models to support the business. • Develop and improve financial reports to clearly communicate results and variances to Budget to department and business leaders. • Support monthly close process, which includes summarizing and consolidating results versus budget and providing commentary on variances. • Validate all financial reports for accuracy and reasonableness. • Partner with department owners for monthly financial reviews. • Automate and streamline reporting and business processes. • Prepare ad hoc financial analyses and other duties as necessary to support the team. • Assist with other projects as assigned.

• Generate employee benefit quotes including medical and ancillary products • Collect and review client information, applying carrier guidelines • Communicate with clients and sales representatives regarding quotes and benefits plans • Work with sales team, brokers, and account managers during the proposal process • Stay updated on trends in employee benefits offerings and compliance standards • Respond promptly to customer inquiries and provide exceptional service throughout quoting process

Title: Multi-Market Support Specialist I- REMOTE Locations: CO, TX, OK, FL REMOTE Job Description: Warner Pacific Position Description Multi-Market Support Specialist CO, TX, OK, FL- Remote Position Summary The Multi-Market Support Specialist plays a critical role in supporting the Multi-Market Analysts with the intake and processing of group health insurance opportunities across multiple markets. This position is responsible for reviewing and preparing Request for Proposal (RFP) documents, assisting with new business installations, and ensuring accurate data handling throughout various stages of the sales and onboarding process. The ideal candidate is detail-oriented, organized, and thrives in a collaborative and fast-paced environment. Overview of Responsibilities: RFP Support - Independently review and scrub RFP documents for accuracy and completeness, including: employee census data, benefit summaries and current/renewal and rate documentation. - Identify missing or inconsistent data and escalate appropriately for resolution. - Organize and label documents according to established naming conventions and internal protocols and upload to Salesforce. - Assist with preparing RFP packages for submission to carrier partners. - Accurately log opportunities in CRM systems for internal visibility. - Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards. Underwriting Support - Enter and format census and benefit information into carrier-specific templates and quoting tools. - Support Multi-Market Analysts by pre-filling data fields to streamline the underwriting and quoting process. - Verify consistency of information between RFP documents and input templates. - Accurately put together premium rosters in support of the Finance Sold File process. - Maintain a high audit percentage score for audits surrounding pre-submission census enrollments. Market & Product Knowledge - Demonstrate strong understanding of the healthcare insurance market, including carrier products, benefits, plan structures, and underwriting guidelines. - Stay informed on state-specific market trends to assist in supporting both new business and renewal purchasing decisions. Client Communication - Maintain consistent, clear, and professional communication with internal teams throughout all quoting and sales processes. - Respond promptly to inquiries and ensure clarity and accuracy in all written and verbal communications. - Facilitate seamless hand-offs and information shared to Multi-Market Analysts. Business Overflow - Provide ad hoc support during peak times to ensure timely delivery of quotes and proposals. - Support Multi-Market Analysts with deadline management by taking on administrative or templated portions of workload and can include but not limited to updating CRM systems. - Support Broker Service Team with renewal open enrollment changes; can include but not limited to data transfer to carrier templates, audits, internal/external CRM updates, and/or service items (as needed and trained). Collaboration & Team Support - Partner closely with Multi-Market Analysts, Broker Service Representatives, and Benefits Proposal Analysts to provide a seamless sales and onboarding experience. - Attend team huddles and actively participate in discussions around process improvements and workflow updates. - Provide backup coverage for peers during PTO or heavy volume periods. - Share knowledge and documentation of best practices to contribute to team success. - Participate in team projects as assigned by Supervisor or Leadership Team. - Assist with gathering feedback on internal and external systems and assist with the development of new projects and workflows to enhance the customer experience and overall efficiencies of the department. - Perform related responsibilities and additional tasks as needed to support team and business operations. Expected Leadership Qualities - Accountability: Own tasks and deadlines, follow through without needing frequent reminders. - Attention to Detail: Deliver work that is accurate, organized, and thorough. - Professionalism: Communicate respectfully and clearly with team members and partners. - Adaptability: Embrace change and remain flexible in shifting priorities or new processes. - Initiative: Look for opportunities to improve efficiency and proactively offer support. - Team-Oriented: Foster a positive work environment through dependability, mutual support, and collaboration. Additional Skills and Requirements - High School diploma or equivalent required. - Strong proficiency in Microsoft Excel and comfort working with complex spreadsheets. - Experience with CRM systems like Salesforce is highly preferred. - Effectively communicate across teams and with external partners, ensuring accurate and timely information sharing. Able to draft clear documentation and respond to non-routine issues with appropriate detail. - Consistently produce accurate work while managing competing priorities and meeting deadlines. Actively seek opportunities to expand knowledge and improve processes, contributing to team efficiency and personal development. - Effectively navigate shifting priorities and evolving workflows. Embrace change with flexibility and support others through transitions. Working Conditions: - While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities.    - Full-time, Monday to Friday, with overtime during peak periods, holidays, and weekends as directed by management. - Minimal travel may be required for client meetings or training sessions. Compensation - Hourly Range: $19.38- $36.11 per hour - Actual compensation may vary from posting based on work experience, education, and/or skill level. - * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. - We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance. - As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our “Duties & Responsibilities" section, please apply! We look forward to hearing from you!

• The Multi-Market Support Specialist plays a critical role in supporting the Multi-Market Analysts with the intake and processing of group health insurance opportunities across multiple markets. • This position is responsible for reviewing and preparing Request for Proposal (RFP) documents, assisting with new business installations, and ensuring accurate data handling throughout various stages of the sales and onboarding process. • Independently review and scrub RFP documents for accuracy and completeness, including: employee census data, benefit summaries and current/renewal and rate documentation. • Identify missing or inconsistent data and escalate appropriately for resolution. • Organize and label documents according to established naming conventions and internal protocols and upload to Salesforce. • Assist with preparing RFP packages for submission to carrier partners. • Accurately log opportunities in CRM systems for internal visibility. • Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards. • Enter and format census and benefit information into carrier-specific templates and quoting tools. • Support Multi-Market Analysts by pre-filling data fields to streamline the underwriting and quoting process. • Verify consistency of information between RFP documents and input templates. • Accurately put together premium rosters in support of the Finance Sold File process.

Role Description The Associate Underwriter serves as a key liaison between brokers, medical and/or ancillary carriers and sales consultants, ensuring the efficient processing of new business submissions and benefit modifications. This role involves reviewing applications, identifying and resolving submission issues and facilitating communication between all stakeholders. By applying carrier underwriting guidelines and internal procedures, the Associate Underwriter ensures accuracy and compliance throughout the underwriting process up to approval. Strong attention to detail, problem solving skills, and the ability to manage multiple cases simultaneously are essential for success in this position. Overview of Responsibilities - Case Review - Review new case submissions and promptly communicate with brokers and sales consultants regarding requirements or special circumstances within service level expectations. - Request necessary documents as per the carrier guidelines and maintain ongoing/open communication with the broker and sales consultant throughout the underwriting process. - Acknowledge receipt of required documents and submit group applications to carriers clean and complete, in a timely manner. - Ensure accurate and timely completion of all necessary documentation for approvals, modifications, or withdrawals. - Provide brokers with updates on any processing delays and potential impacts on coverage or premium costs. - Maintain knowledge of carrier guidelines, forms, applications, submission deadlines, completion deadlines, and relevant technology systems. - Make applicable recommendations regarding underwriting guidelines to broker and/or sales executive as needed for submission processing. - Conduct quality reviews of own work prior to submission to ensure accuracy and compliance with company standards. - Process post-approval corrections on behalf of the group, as needed. - In some markets, oversee the installation of the case, including welcome package and submission to finance for approval. - Client Communication - Monitor the status of submissions and proactively follow up with brokers to ensure timely receipt of carrier requirements. - Analyze and request any applicable carrier requirements from broker within applicable timeline set by the carrier. - Assist brokers who have questions pertaining to carrier guideline clarification or submission processing. - Collaboration and Team Support - Provide backup support, desk coverage and assist other team members or departments as needed when requested by management. - Participate in knowledge-sharing and skill development. - Share observations and insights to contribute to process improvement discussions. - Maintain open communication with internal teams, brokers, and carriers to ensure efficient operations. - Perform related responsibilities and additional tasks as needed to support team and business operations. - Customer Service - Respond promptly to customer inquiries within established service level and provide exceptional service throughout the underwriting process. - Acknowledge urgent requests upon receipt. - Address client questions, concerns, or adjustments regarding their case submissions and work to resolve any issues in a timely manner. - Escalate any exception requests or escalated issues to a senior team member or manager. - Depending on the market, handle all customer service requests for the first 30 days post installation. - Expected Leadership Qualities - Treat all employees and internal/external customers with respect and support a positive and professional work environment. - Adhere to company policies, including those related to punctuality, attendance, workplace conduct and professionalism. - Adapt to change with a positive mindset and contribute to a supportive team environment. - Demonstrate strong judgment, integrity, and accountability in all aspects of job performance. - Complete assignments on time and proactively seek additional responsibilities when possible. Qualifications - High school diploma or equivalent required; advanced education preferred. - Previous underwriting experience or a related background is beneficial, minimum of 1 year. - Strong written and verbal communication skills. - Proficient using computer systems, office software, and data entry. - Strong planning, organizational, and time management skills. - Solid analytical and problem-solving abilities with a focus on attention to detail. - Ability to multitask and work effectively under pressure. Working Conditions - While this position allows for remote work, there may be occasional in-office attendance for meetings, team collaborations, and other essential activities. - Office-based or remote, depending on the employer’s structure. - Full-time, Monday to Friday, with company-assigned overtime during peak periods, holidays, and weekends as requested by management. - Minimal travel may be required for client meetings or training sessions. Compensation - Hourly Range: $25.59- $30.59 per hour. - Actual compensation may vary from posting based on work experience, education, and/or skill level. - The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. - The Company may ultimately pay more or less than the posted range. - This range may be modified in the future. - No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. - The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. Benefits - Merit increases. - Paid holidays. - Paid Time Off. - Medical, dental, vision benefits. - Short- and long-term disability benefits. - 401(k) + match. - Life insurance.

• Analyze RFP documents provided by Brokers and/or Sales Consultants and prepare carrier requests with a high degree of accuracy • Efficiently manage a high volume of quote requests, balancing speed and accuracy to maintain productivity that meets or exceeds departmental standards • Enter and maintain quoting activity in CRM platforms (e.g., Salesforce) in real time • Follow up with Brokers and/or Sales Consultants on outstanding documents and information as per department workflow • Initiate and manage follow-ups with carrier partners regarding RFP status to ensure timely quote delivery • Collaborate with Sales Team to communicate quoting strategy and key priorities to partner carriers • Support the preparation of spreadsheet comparisons by working closely with Multi-Market Administrators and Sales Team • Ensure timely responses to emails, calls, and instant messages in line with department service level standards • Accurately log and close sold group opportunities in CRM systems for internal visibility and to meet Finance Team deadlines • Monitor and flag opportunities for process improvement, communicating suggestions to the Supervisor • Maintain consistent, clear, and professional communication with internal teams, brokers, and carrier partners throughout all quoting and sales processes • Respond promptly to inquiries and ensure clarity and accuracy in all written and verbal communications • Facilitate seamless hand-offs and information sharing across Sales, Administrative, Service and Finance teams • Partner closely with the Sales Team and Multi-Market Administrators to ensure cohesive and efficient proposal delivery • Act as a resource to teammates by helping, sharing best practices, and supporting overall department goals • Participate in team meetings and contribute to problem-solving discussions and strategy sessions • Develop and maintain a strong understanding of the healthcare insurance market, including carrier products, benefits, plan structures, and underwriting guidelines • Stay informed on state-specific market trends to assist in supporting both new business and renewal purchasing decisions • Assist Sales in evaluating proposals and offering market insights to enhance broker consultation and client decision-making • Review carrier proposals to ensure quotes include all requested details/plans