• Review accounts for credit balances and denials, determine root cause, and take appropriate corrective action (refund, adjustment, rebill, or appeal) • Review and resolve credit balances across all payers, with priority on regulatory accounts (e.g., Medicare credit balance reporting) • Submit timely, accurate appeals and process credit resolutions in alignment with payer and regulatory guidelines (including Medicare credit balance requirements) • Ensure all account activity supports forward movement toward resolution with a one-touch mindset • Maintain thorough, audit-ready documentation and accurate account notes • Meet established productivity (APH) and quality standards while prioritizing high-risk, high-dollar, and timely filing accounts • Collaborate cross-functionally to resolve issues and prevent recurrence • Identify trends and escalate systemic issues, providing feedback for process improvement • Initiate and track refunds, adjustments, and reapplications accurately and timely

• Manage large-scale data analytics client engagements in a global delivery model • Work with clients’ Technology and Program teams to craft the engagement planning and execution roadmap • Work with business executives to understand business requirements and constraints for the success of the program. • Present solutions to technology and business audiences highlighting the robustness of the solution and how it could help generate business value. • Responsible for presentations to senior management and client executives, communicating results to client stakeholders, and developing plans to help operationalize the solutions. • Ideating problem solutions leveraging modern trends in data and analytics solutions and related patterns • Hold discussions on high-level architecture, platforms, and tools fitments for data and analytics solutions • Steer discussions in strategizing and implementing digital and cloud solutions. • Collaborating with business / IT stakeholders and product managers to ideate software

• Manage large-scale data analytics client engagements in a global delivery model • Work with clients’ Technology and Program teams to craft the engagement planning and execution roadmap • Work with business executives to understand business requirements and constraints for the success of the program. • Present solutions to technology and business audiences highlighting the robustness of the solution and how it could help generate business value. • Responsible for presentations to senior management and client executives, communicating results to client stakeholders, and developing plans to help operationalize the solutions. • Ideating problem solutions leveraging modern trends in data and analytics solutions and related patterns • Hold discussions on high-level architecture, platforms, and tools fitments for data and analytics solutions • Steer discussions in strategizing and implementing digital and cloud solutions. • Collaborating with business / IT stakeholders and product managers to ideate software

Role Description The Director of P&C is a strategic leadership role responsible for overseeing commercial insurance operations for the Self-Storage, RV & Campground, and Marina industries. You will lead a high-performing team to manage complex risk portfolios, leveraging Applied Epic and Salesforce as the system of record to drive operational efficiency and data-driven decision-making. This role bridges the gap between traditional risk management and Storable’s industry-leading technology platform. Responsible for growing a portfolio of accounts and managing a sales and operations team. Key Responsibilities - Sales: Maintain client relationships and coordinate with sales and account management teams. - Specialized Portfolio Management: Manage insurance programs tailored to the specific industries tied to the Storable technology platform. - Carrier & Broker Relations: Lead negotiations for high-value renewals and program expansions with top-rated P&C carriers, focusing on competitive pricing and comprehensive coverage for Storage, RV parks & Campground, and Marina operators. - Risk Mitigation & Loss Control: Develop and implement targeted loss control strategies specifically for storage facilities, RV parks & campgrounds, and Marina’s (e.g., fire, flood, and theft prevention). - Review contracts & agreements: Understand from a risk management perspective and advise customers on insurance requirements, indemnification, subrogation, hold harmless and awareness/assumption of risk, and identify any loss prevention recommendations to be established. - Operational Advocacy: Act as a senior advocate for clients during complex claims; coordinate with legal and IT teams to integrate insurance workflows into the Storable technology ecosystem. - Strategic System Leadership: Oversee the optimization of Applied Epic for all P&C operations, ensuring accurate real-time data for policy administration, renewals, and claims. - Program Design & Launch: Conceptualization, structural design, and implementation of new proprietary insurance programs and alternative risk transfer solutions. - Captive Oversight: Manage the operational and financial performance of captive entities, including coordination with captive managers, actuaries. Qualifications - 7–10+ years of P&C insurance experience with a heavy focus on Commercial Lines and Property Portfolios; Prior experience in a leadership role for a commercial insurance agency is desirable. - Competency in risk mitigation, safety, and loss control for commercial insurance customers. - Undergraduate degree or equivalent required. - Expert-level proficiency in Applied Epic is mandatory, including experience in workflow automation and reporting. - Commercial Insurance Lines knowledge for various industries. - Active P&C Producer License required. - Knowledge of fundamental risk management and loss control practices. - Knowledge of insurance policies, coverages, and insurance operations. - Understanding of property, liability, and workers’ compensation claims management processes. - Proficiency in Google Suite and MS Office products: Outlook, Word, Excel, PowerPoint. - Professionalism, quality, accuracy, and customer service oriented. - Ability to leverage Applied Epic data to identify book performance trends and underperforming segments. - Proven track record of managing large-scale commercial renewals and carrier relationships. - Experience leading cross-functional teams (Sales, IT, and Underwriting) in a fast-paced technology-driven environment. - Ability to develop and deliver high level informative and professional presentations to small and large groups. Nice to Have Qualifications - Possessing advisory, consultative, or account management experience is a plus. - Alternative Risk Transfer experience in captives is a plus. - Prior experience in Commercial Real Estate, Self-storage, RV & Campground, and Marina insurance markets a plus. Travel & Environment - Travel: Industry conferences (SSA, Inside Self-Storage World Expo) and client consultations. - Environment: Remote, with the ability to collaborate across multiple time zones throughout the United States. Benefits - Generous health coverage for you and your family, including fully paid short- and long-term disability coverage and two-times base salary life insurance. - 401(k) match after 60 days, 100% vested after 1 year. - Employer contribution to your HSA, plus an HRA to help offset your deductible. - Instant access to flexible vacation with a ‘take what you need’ vacation policy. - Company rewards and recognition that add up and can be redeemed for personalized gifts and experiences. - 8 hours of Volunteer Time Off each year and the opportunity to get active in the community. - 8 hours of Rest, Relax, Recharge time to care for your mental health. - Access to a range of mental well-being resources for yourself and your dependents. - Fully paid parental leave: 12 and 6 weeks for primary and secondary caregivers, respectively. - Pawternity Leave and Pet Bereavement policies. - Caregiver Leave: four weeks of fully paid time away from work to care for aging dependents or family members, if needed. - $50 monthly home data stipend, plus a home office sign-on bonus of $250. - Fertility care support options to help in your journey towards parenthood. - Access to financial experts to help you make informed decisions and achieve your financial goals. - Direct Student Loan Payment Program, some qualifications and eligibility rules apply. Pay Transparency at Storable At Storable, we believe in the power of transparency to help our employees Do More and Win More. We value our employees and want to ensure equity and fairness in compensation, which is why we make sure to include the salary range or hourly rate in each job posting. The range listed below is reflective of the base salary market potential for the role over time. The compensation we will offer for this role is within this range and is based on our internal budget along with your skills and experience level. Please talk to your recruiter about the variable pay plan and earning potential for this role. Potential Pay Range: $185,000 — $230,000 USD