• Lead monthly close process through monthly reporting and analytics of PL Claims department and Legal Division operating expenses and loss adjustment expenses (LAE). • Lead the PL Claims department and the Legal Division through quarterly forecasting and 3-year planning process. • Lead management reporting and complex analysis of PL Claims department and Legal Division initiatives and business outcomes. • Own the PL Claims staffing model and lead staffing discussions on a regular basis. • Perform complex financial modeling to ensure profitable investments are made and delivered on.

• Execute enterprise-wide operational strategies to improve efficiency, scalability, and service quality across customer service, telephony, claims, and product implementation functions. • Partner with internal stakeholders to ensure the consistent use of approved vendors and technologies that align with organizational standards and regulatory obligations. • Drive automation and process optimization to enhance claims lifecycle efficiency, customer experience, and overall productivity. • Provide strategic oversight and guidance in the review of product development initiatives to ensure administrative efficiency, operational scalability, and long-term sustainability from design through administration. • Lead structured change management programs to ensure adoption of new systems, workflows, and operational models. • Build and maintain governance frameworks to ensure initiatives are aligned with corporate strategy, budget, and compliance requirements. • Act as a senior liaison between business, technology, and vendor teams to ensure cohesive delivery of transformation initiatives. • Oversee performance and strategic integration of key vendors supporting customer service, telephony, claims, and product administration functions. • Collaborate with IT and procurement teams to evaluate, implement, and monitor vendor solutions to achieve operational excellence and cost efficiency. • Ensure all operational processes and technologies meet U.S. and Canadian insurance regulatory standards. • Collaborate closely with Compliance and Legal teams to maintain proper controls, documentation, and audit readiness across all initiatives. • Provide strong, inclusive leadership to project and operational teams across multiple business units and geographies. • Champion a culture of continuous improvement, collaboration, and data-driven decision-making.

• Lead financial strategy, planning, and execution for select Big Bets within the AIM28 program • Oversee AI-enabled transformation initiatives • Collaborate closely with transformation, business, technology, and functional teams to build business cases • Ensure disciplined resource allocation and monitor financial performance against targets • Actively participate in transformation efforts, ensuring accountability and progress across all initiatives • Provide financial expertise and strategic guidance on AIM28 growth initiatives • Establish and maintain governance structures that promote transparency and stakeholder engagement • Continuously monitor industry trends, market dynamics, and competitive intelligence to provide timely recommendations

• Supports all aspects of financial analysis related to clients’ benefit programs • Collaborates with Account Manager(s) and Sales Team • Identifies risks in existing benefit plans through data analytics • Mines data from primary and secondary sources • Provides oversight and training for future data analysts • Drafts client reports and develops strong working relationships