• 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.

• This is a remote position. • Make Good Things Happen for Other People • Follow our proven sales process to offer our existing and prospective bilingual customers the best individualized policy options from the insurance carriers IIG represents • Prospecting Calls, Qualify leads, Present Quotes, Close and Follow-up • Keep accurate information for all prospects and customers within the CRM database, adhering to company quality and compliance standards • Building relationships with clients and actively capitalizing on Referral Lead cultivation, to obtain new prospects • Follow up on quotations with customers which have been initiated online and converting these into sales over the telephone • Email management and follow-up with calls/ emails for the missing information and documentation • Use insurance carrier’s platform & technology timely and accurately