Role Description Review applications for excess insurance and evaluate applications to determine whether to accept or decline coverage based on established underwriting guidelines. - Determine the level of coverage to be offered and appropriate pricing based on the exposures presented and individual risk characteristics. - Assess excessive risks and determine value of policy to ensure safe and profitable distribution of risks. - Become familiar with various commercial insurance applications and industry terminology. This is a senior level position. Position Responsibilities - Adhere to underwriting guidelines and execute underwriting and pricing strategies to maintain profitability goals. - Use level of authority to accept, reject, or mitigate risk for applications. - Approve or decline insurance applications within certain limits and issue coverage and prepare referral submission for risks exceeding individual authority. - Review and analyze risk characteristics on insurance applications, renewals, and change requests. - Ensure that underwriting activities comply with all industry and government regulations. - Documentation of Underwriting files including risk analysis and pricing justification in accordance with established underwriting standards. - Offer recommendations to clients on insurance applications to reduce exposure to excessive risk. - Utilize underwriting guidelines, rules, standards, and levels of authority to accept, reject, or mitigate risk for applications and determine appropriate premiums, limits, and coverages. - Cultivate relationships with assigned producers to achieve production goals. - Collaborate closely with the underwriting team to finalize insurance applications efficiently. - Utilize multiple databases to gather and verify supplementary data for submissions and leverage specialized software to compare risks ensuring accurate policy pricing. - Respond to customer needs, providing guidance and assistance tailored to their insurance needs. - Process accounts from approved quotes through to policy issuance with accuracy and efficiency. - Recommend ideas for program development and process improvement. - Assist in the development of the Underwriting team through sharing knowledge and market intelligence, collaboration, and mentoring relationships. Qualifications - Bachelor’s degree required. - Minimum 5 years of underwriting or related insurance experience required. - Experience underwriting risk for the following classes: construction, hospitality, real estate, manufacturing. - Experience underwriting excess risk strongly preferred. - CPCU, CIC, CRIS, Property & Casualty Brokers License, etc. a plus. - Strong customer service experience. - Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software. - Ability to work collaboratively with team members and other departments. - Strong desire to learn, explore new ideas, and seek out new knowledge. - Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities. Role Progression The next level role is Lead Underwriter. This role also offers bonus in addition to base compensation. Your Talent Acquisition representative will share more details about the bonus component should you advance in the interview process. The starting annual pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. National Pay Range: $101,000 — $127,000 USD Benefits - Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows. - Professional development opportunities. - Owner Referral Program. - Work from home reimbursement for remote/hybrid roles. - Canary emergency financial assistance program. - Comprehensive medical, dental, vision. - Life/AD&D Insurance. - Confidential, Employee Assistance Program. - Health Savings Account, includes company contribution. - Short-term disability. - Voluntary benefits - supplemental accident, critical illness, hospital insurance. - Employee discounts. - 401(k) Plan with company match contribution. - Addition Wealth Financial Wellness Program. - Various Time Off Programs. - 11 company paid holidays.

• Own and maintain monthly reporting tools dedicated to improving financial and operational performance, including analyses of variances and trends and comparison to peer groups and benchmarks • Often required to lead projects and assist with development/implementation of new reporting tools and processes within the Medical Group, Urgent Care, and Occupational Health analytics space • Work in collaboration with interdisciplinary teams across the organization while acting as a steward of financial data and operational best practices within our area • Support the maintenance of data and ensure data integrity, including but not limited to compiling information for input into various reporting systems (i.e. Hyperion, Workday, Athena, Power BI) • Prepare ad-hoc reports and analyses to aid in real time administrative and decision-making purposes • Present and analyze large amounts of data in many user-friendly ways while providing concise, attractive, and illustrated reports • Identify improvements to enhance the maintenance or utilization of analytical information • Other analytic, finance, and support services as identified

• Validate, approve, and provide oversight to the team in purchasing of IT software, hardware, and telecom circuit orders • Validate, manage, and adhere to negotiated terms and pricing for products and/or contracted services • Work with extended teams if accruals need to be reported and/or variances are needed to be reviewed for funding • Manage and process IT hardware and software maintenance renewals • Monitor and track all IT maintenance contracts (new and renewals) in our budgeting/forecast software • Review, monitor, and approve invoice payments to contracts and POs • Supply Chain coordination – acts as liaison and partners with groups to facilitate contracting and purchasing • Software audit management and compliance including maintenance of licensing documentation, true-ups, and reconciliation with vendor values. • Works with IT Finance to forecast any changes to budget and mitigate variances • Identifies and assesses potential DEI vendors (Tier 1 and Tier 2) • Performs human resources responsibilities for staff including interviewing and selection of new employees, promotions, staff development, and performance evaluations. • Develops and recommends operating and capital budgets and controls expenditures within approved budget objectives.

• Recording invoices and managing accounts payable • Monitoring receipts and collections for overdue accounts • Reconciling sales and identifying discrepancies • Verifying vendor invoices and supporting the resolution of inconsistencies • Managing chargebacks and refunds • Validating commission payments • Updating spreadsheets and assisting with financial reports • Providing administrative support to internal departments