Title: Senior Consultant Casualty Claims - Southwest Location: Virtual• Phoenix, AZ, USA• Houston, TX, USA• Dallas, TX, USA• Roseville, CA, USA• Portland, OR, USA• Sacramento, CA, USA Job Description: Our Workers Comp Lost Time Claims department is seeking a Senior Casualty Claims Consultant for the Southwest team, covering Nevada, Utah, Colorado, Kansas, Missouri, Arizona, Oklahoma, Texas, and California. This is a remote Full-time/Exempt role. POSITION OVERVIEW: The Sr Consultant Casualty Claims is responsible for managing moderate to complex and high-value casualty claims with minimal supervision. This role requires advanced investigative and negotiation skills to effectively resolve disputes and handle escalated situations. The Consultant works closely with internal and external experts, including legal counsel and technical specialists, to ensure thorough claim evaluation and resolution. Key responsibilities include representing the company in various forums related to claims litigation, maintaining a high standard of professionalism, and ensuring compliance with regulatory and company standards. The role demands strategic thinking, sound judgment, and the ability to navigate sensitive and high-impact claim scenarios. IN THIS ROLE, YOU WILL: - Independently manage moderate to complex, high-value casualty claims, ensuring thorough analysis and resolution. Lead thorough investigations, assess coverage, and issue appropriate documentation including reservation of rights and coverage letters. Escalate issues as needed. - Identify opportunities to transfer risk and pursue subrogation. Proactively resolve disputes, deescalate sensitive situations, and ensure optimal claim outcomes through strategic negotiation and litigation management. - Ensure all claims activities comply with regulatory and company standards. Maintain accurate, detailed records and prepare comprehensive reports. Execute jurisdictional compliance requirements and support others in understanding regulatory obligations. - Set reserves, authorize payments, and make financial decisions within authority. Demonstrate strong financial acumen and contribute to reserving accuracy and efficiency. - Coordinate with internal and external stakeholders including legal, underwriting, vendors, and agents. Lead cross-functional meetings and communicate complex information clearly to diverse audiences. - Use advanced tools and analytics to identify trends, correct inconsistencies, and improve claims handling efficiency. Ensure proper data ingestion, labeling, and protection of personally identifiable information (PII). - Serve as a mentor to junior claim handlers, providing guidance on complex claims, compliance, and litigation processes. Support training initiatives and contribute to the development of best practices and educational materials. - Deliver empathetic, clear communication throughout the claims process. Educate claimants and stakeholders, affirm next steps, and ensure a positive customer experience. - Attend industry events and continuing education seminars to stay current with best practices, legal developments, and emerging trends. WHAT YOU NEED TO APPLY: - Bachelor’s degree preferred, or a combination of education and equivalent experience. Typically requires 5–10 years of claims handling experience. - Must possess or obtain and maintain appropriate state adjuster licenses and continuing education credits. - Skilled in negotiating complex claims and developing strategies to influence outcomes. Demonstrates sound judgment and decision-making on high-exposure cases, including litigation and compliance matters. - Communicates clearly and effectively in both verbal and written formats across a variety of situations. Selects appropriate communication channels and consistently demonstrates empathy toward all stakeholders. - Maintains comprehensive and organized claim records and prepares detailed reports summarizing findings and recommendations. - Highly organized with the ability to manage complex workflows and participate in project work. Demonstrates strong time management and desk management skills, and mentors others in these areas. - Makes informed decisions based on thorough analysis of complex issues. Evaluates risks and outcomes, acts independently within authority, and identifies patterns in claims to support resolution strategies. - Highly skilled in investigating complex cases and collaborating with internal and external experts. Coordinates closely with legal, underwriting, and other stakeholders to ensure thorough evaluation. - Possesses in-depth understanding of the regulatory environment and jurisdictional requirements. Handles complex compliance issues and mentors others on regulatory standards. - Provides exceptional, empathetic customer service. Effectively manages escalated claims and sensitive customer concerns with professionalism and clarity. - Ability to use a personal computer and other standard office equipment. - Ability to sit and/or stand for extended periods. - Required to work on-site as needed. - Ability to travel as necessary. - Ability to work in a fast paced, changing or stressful environment. - Ability to perform work in a noisy/loud work environment. - May be required to have and maintain sufficient home-based internet connection. This job posting provides cursory examples of some of the job duties associated with this position. The examples provided are not complete, and the position may entail other essential and job-related functions and responsibilities that employees will be required to perform.

• Design and implement a scalable deal desk process covering standard, non-standard, and enterprise deal structures • Build and enforce an approval authority matrix in coordination with Legal, Finance, and Sales leadership • Own all order form templates; manage version control and field-level standards in Salesforce/CPQ • Create and maintain deal desk SLAs, escalation paths, and exception handling documentation • Ensure accurate opportunity data (product, pricing, terms, start/end dates) is captured before close • Partner with Finance on revenue recognition inputs, billings data quality, and bookings attainment reporting • Own the handoff protocol between Sales close and Finance/Billing, reducing rework and booking errors • Work with SalesOps and RevOps systems to improve automation across deal intake and close workflows • Calculate, validate, and distribute all commission and incentive payouts on a monthly/quarterly cadence • Manage commission tool (e.g., Spiff); maintain plan configurations and employee lifecycle changes • Finalize commission data for payroll processing; maintain SOX-compliant controls • Investigate and resolve disputes in a documented, timely manner; report trends to leadership • Support annual incentive plan design alongside Finance, Sales, and HR • Provide data-backed recommendations on compensation structures and deal economics • Act as a trusted partner to Sales, Finance, Legal, and Payroll — bridging deal structure and sales reward • Build and maintain comprehensive process documentation across both functions

Role Description The Front Office Brokerage Operations Lead is the dedicated frontline manager and Series 24 registered principal for Cash App Investing's Front Office team. This role carries direct FINRA-mandated supervisory authority over the people, processes, and high-exposure workflows of the brokerage operations environment. You will lead a team of specialized individual contributors spanning quality management, regulatory complaints, customer service, process engineering, and BPO partner oversight. The team operates at the intersection of financial regulation, customer experience, and AI-driven automation — building intelligent systems that protect the firm while delivering an exceptional investing experience to millions of Cash App customers. This is not a standard operations management role. You will serve as the supervisor-of-record for registered personnel, the final sign-off authority for regulatory workflows, and the operational leader responsible for rebuilding and scaling a high-performing team within a broker-dealer environment undergoing rapid transformation. Qualifications - FINRA Licenses: Series 7, 63, and Series 24 (active and in good standing) - 5+ years of experience in brokerage operations or financial services, with deep working knowledge of broker-dealer regulatory requirements - 3+ years of direct people leadership experience in a regulated financial environment — managing, coaching, and developing teams handling sensitive customer interactions and compliance workflows - Strong understanding of FINRA supervisory requirements — including Rule 3110 (Supervision), Rules 4513/4530 (Complaints), Rule 4511 (Books & Records), and SEC regulatory frameworks applicable to broker-dealer operations - Experience managing regulatory complaint programs — including identification, classification, escalation, and reporting of FINRA-reportable complaints - Demonstrated ability to balance compliance rigor with customer experience — making decisive, defensible calls in gray areas without sacrificing either - Strong analytical skills with proficiency in data-driven decision-making — using metrics to diagnose operational issues, optimize workflows, and present results to senior leadership Requirements - Serve as the designated Series 24 supervisory principal under FINRA Rule 3110, providing people and process supervision for all registered Front Office personnel - Own supervisory governance of the FINRA complaints program (Rules 4513 / 4530) — ensuring timely identification, classification, and reporting of FINRA-reportable complaints, including mandated monthly regulatory reporting to Global Complaints - Provide Series 24 sign-off authority for the Books & Records FINRA Attestation (Rule 4511 / SEC Rule 17a-4), ensuring all required records are maintained, accessible, and audit-ready - Oversee AI-generated brokerage communications to satisfy FINRA's "human in the loop" supervisory requirement — reviewing and approving LLM-generated customer-facing content before it reaches customers - Maintain supervisory authority over remediation and target resolve protocols — validating data loads, customer communications, and regulatory disclosures for account adjustments and error corrections - Ensure regulatory communications and disclosures meet FINRA guidelines across all customer-facing touchpoints, including product migrations, new product launches, and disclosure library updates in coordination with Legal Counsel - Supervise high-exposure Tier 2 escalation workflows — Account Takeovers (ATOs), identity theft investigations, deceased account settlements, and Power of Attorney validations Benefits - Remote work options - Medical insurance - Flexible time off - Retirement savings plans - Modern family planning

• Drive network reliability by leading the team with a hands-on, technically grounded approach • Deliver a consistently high standard of customer service– responsive, accountable, and solutions-oriented • Support facility maintenance in coordination with the Facilities Team, following standardized procedures and proactive issue-reporting culture • Execute and continuously improve team workflows and SOPs • Apply technical knowledge of the EVSE hardware and software landscape to act as the “subject matter expert” to diagnose and resolve escalated issues • Serve as the primary point of escalation for the 24/7 Network Ops team • Facilitate communications to EVSE and infrastructure vendors when needed • Respond quickly and effectively to issues impacting site and network performance • Track and report performance metrics for the network of deployed assets • Collaborate with Site Operations team members to satisfy SLAs and maintain 99.9% uptime