Role Description CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Qualifications - Relevant experience in the field. - Strong analytical and problem-solving skills. - Excellent communication and interpersonal skills. Requirements - Bachelor's degree in a related field. - Professional certification preferred. - Ability to work independently and as part of a team. Benefits - Competitive salary and performance-based bonuses. - Comprehensive health benefits. - Retirement savings plan with company match. - Opportunities for professional development and career advancement.

Title: Underwriter - Underwriting Specialist- Life Sciences Location: Richmond United States Job Summary The Underwriter will be responsible for reviewing and analyzing Life Sciences underwriting data in order to determine if risks meet corporate underwriting standards calculate appropriate premium and determine proper terms for acceptable risks and respond to brokers when risks do not meet underwriting guidelines. Underwriters are also responsible for developing and maintaining profitable business relationships with brokers. This position can be remote and we are looking for solid experience in the Life Sciences underwriting space. Duties and Responsibilities - Continuously exhibit and uphold Core Values of Integrity, Accountability, Communication and Teamwork, Innovation and Customer Service - Analyze new business opportunities and develop renewal strategies - Attain quote, premium and division goals as assigned - Develop and maintain strong relationships with brokers - Use critical thinking and problem solving skills to negotiate with brokers on placements - Travel to meet with brokers within assigned territory at least three times per year - Other duties as assigned Knowledge, Skills and Abilities - Ability to effectively and properly select, evaluate, model, determine coverage, rate, document, quote and bind accounts - Ability to effectively assess risk - Excellent verbal and written communication skills - Ability to work independently or in a team environment to complete assignments within the parameters of instructions given, prescribed processes and standard accepted underwriting practices - Solid knowledge of underwriting philosophy and techniques - Proven problem solving and decision making skills - Strong negotiation skills - Ability to multi-task - High level of initiative and motivation - Strong work ethic with a drive to succeed - Solid customer service and relationship building skills - Proficiency in MS Office (Word, Excel, Outlook) and Internet researching Experience and Education Underwriter - Bachelors Degree or equivalent work experience - Minimum of 2 years experience in Life Sciences Underwriting preferably in Excess and Surplus lines - Preferably pursuing courses toward professional designations or continuing education. Senior Underwriter - Bachelor’s degree or equivalent work experience - Minimum of 5 years experience in Life Sciences Underwriting, preferably in Excess and Surplus lines - Professional designation is preferred Underwriting Specialist - 15+ years experience in Life Sciences Underwriting, 10+ years in Excess and Surplus lines with specialized coverage and product knowledge - Bachelor’s Degree or equivalent work experience - Specific experience in marketing and underwriting of the division related products - Professional designation is preferred

• Support Aetna's ability to achieve its financial and strategic goals through effective underwriting • Prepare and deliver routine new business quotes and/or existing business renewals and/or accountings • Review work with mentor/manager and respond to requests for pricing and/or accounting balance alternatives based on financial analysis, underwriting principals and business strategy • Utilize basic functionality of underwriting tools, systems, and reference materials to produce accurate quotes, renewals and/or accountings • Escalate underwriting exceptions/financial variances for assigned cases to the appropriate level • Assist sale personnel in explaining rate/fee, accounting balance development and communicating underwriting policy • Produce timely and accurate customer specific documents, deliverables and accounting related information

Role Description Underwrites new and renewal business, approves policy changes, maintains workload, and controls written business up to and including the time of binding according to Company guidelines and established internal and external procedures. Provides leadership to a production/underwriting team and high-quality professional service to Agents and Companies. - Meet or exceed production goals as assigned by Management. - Underwrite new and renewal business. - Develop and maintain excellent relationships with clients. - Market all program products and services to clients. - Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business. - Approve and disapprove endorsement requests according to internal and Company guidelines. - Monitor accounts to ensure compliance with the firm's policies and procedures. - Monitor production, hit ratios, renewal retention ratios, spread of risk, and other production and quality measures to minimize risk and predict future success. - Review and handle policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices, and Cancellations, etc.) appropriately. - Review inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions. - Meet or exceed file documentation standards, comply with underwriting authority level standards, and pass all audits - both internal and external. - Maintain necessary licenses to produce business. Qualifications - Must be able to understand and analyze necessary components of insurance policies. - Ability to understand the client's needs and have knowledge of the risk profiles associated. - Recognize new trends and developments in the insurance industry and be able to incorporate into strategies. - Must have knowledge of commercial multi-line underwriting and rating. - Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, Rackley ISO Rating Software. - Ability to develop, foster, and maintain an excellent working relationship with agencies. - Leadership and team playing skills. - Exercise discretion in making decisions. - Maintain current knowledge of the insurance industry. - Good written and verbal skills. - College degree or appropriate insurance designation required. - Five years of experience as an active Underwriter or seven years of experience in the insurance industry. - Must be licensed in corresponding areas of insurance as necessary. - Maintain travel schedule depending on the needs of clients, Agents, and new business. - Ability to work extended hours when necessary. Benefits - Access to medical, dental, vision, life, disability, and AD&D insurance. - Tax-advantaged savings accounts. - 401(k) plan with company match. - Generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. - Eligible positions may qualify for restricted stock units and/or a deferred compensation plan.