• Coordinate life insurance cases from lead stage through policy issue and servicing • Support client onboarding and guide clients through the application process • Process policy changes (coverage adjustments, NS class, rating reconsiderations, beneficiary updates, cancellations, reinstatements, etc.) with required broker signoff; Update and maintain accurate client details (contact info, address, banking/PAD/CC, beneficiaries) • Follow up on NSF payments and send payment/renewal reminders • Make daily outbound calls to new leads for broker appointments (target: ~50 calls/day) • Complete follow-up tasks and quote follow-ups assigned by brokers • Track applications and policy deliveries; follow up on pending signatures • Collect and manage PHI, medicals, APS, questionnaires, ID verification, and other underwriting requirements • Schedule meetings with brokers regarding approvals, ratings, or declined cases • Respond promptly to client inquiries and maintain clear communication • Communicate with insurance company head offices on pending documentation, payments, and case status • Maintain Salesforce accuracy, including the “Application Submitted” tab • Keep Google Drive client files and documentation updated • Support compliance needs, record accuracy, and file audits (including legacy files) • Provide client support throughout lengthy underwriting processes • Serve as scheduling point of contact for brokers and assist with the processing of outstanding items by gathering information and pushing the process forward • Perform additional administrative or operational tasks as needed • Provide appropriate service coverage for brokers during vacation periods

• Serve as a subject matter expert on core P&C insurance platforms and the broader insurance technology ecosystem. • Partner with sales and client executives to drive and refine the opportunity pipeline. • Lead client discovery workshops to assess business needs, pain points, and technical environments. • Develop high-level solution approaches, blueprints, integration patterns, and implementation roadmaps based on client requirements. • Collaborate with cross-functional teams (sales, consulting, delivery) to create compelling proposals, statements of work, and technical solution narratives for RFP responses. • Lead and support end-to-end delivery of technology engagements, from planning and design to implementation and transition, ensuring quality and alignment with client expectations. • Collaborate with both offshore and onshore teams to ensure technical alignment, delivery quality, and client satisfaction, while meeting timelines, budget, and contractual commitments. • Develop reusable accelerators (e.g., playbooks, templates, APIs) to speed deployments and lower ownership costs. • Partner with Client Executives and Sales Engineers to tailor technology solutions and drive client relationships from start to finish. • Equip sales teams with effective materials (pitch decks, use cases, briefs) to support client engagement. • Mentor junior team members, foster cross-functional collaboration, and promote best practices across teams and regions. • Strengthen partnerships with platform providers and systems integrators.

• Manage claims administration process relating to the Company’s Property and Casualty insurance program • perform claims analysis to determine trends, identify root causes, and address recurrence and prevention of unexpected incidents • Assists in oversight of Workers Comp claims • Obtaining details relating to an incident • Responding to carrier’s request for additional documentation • Assisting the Director in management of any litigation relating to the Company’s P&C insurance program • Responds to requests seeking information regarding the Company’s Corporate Insurance Program • Performs miscellaneous administrative/ministerial tasks • Assists in procurement of insurance policies including gathering underwriting information from relevant business operations • Mentors and assists junior level personnel

• Evaluate, process, and submit documentation required for agent appointments with various carriers. • Assist agents in establishing their profiles within SureLC, the online contracting platform used by the company. • Liaise with carrier representatives to track the status of contracting applications and identify any outstanding requirements. • Inform agents about any expired documents, missing information, or additional details needed by specific carriers. • Gather accurate and timely information from agents to meet carrier requirements. • Respond to inquiries related to licensing and contracting from LS staff and agents. • Record all important actions in the Agency Integrator and SureLC accounts for agents and firms. • Ensure that data is up-to-date in relevant systems, including maintaining agent codes for different carriers. • Guide agents to the correct resources for engaging with state insurance departments. • Oversee the administration of the SureLC system, ensuring all necessary carriers, forms, and data hierarchies are accurately maintained. • Set clear expectations with agents and internal staff regarding timelines for completing the contracting process. • Utilize a web-based document management system to efficiently organize and transmit necessary documents.