• Prepare and submit Primary, Expansion, and Corporate Amendment Applications, business entity filings, and renewals across multiple jurisdictions • Manage Risk Purchasing Group licensing requests, renewal filings, and related regulatory documentation submitted to Departments of Insurance • Maintain Advisory/Rating Organization licensing filings and renewals • Review company materials to ensure compliance with applicable lines of authority • Serve as a key liaison between internal business teams and state regulators— facilitating clear, timely information exchange • Stay current on insurance licensing requirements, regulatory processes, and filing procedures to proactively support compliance • Maintain accurate and up-to-date company licensing records and regulatory data • Lead and participate in stakeholder meetings, keeping key parties informed and aligned • Conduct state regulatory research and present findings to product teams to support ongoing compliance initiatives • Provide general administrative and regulatory support as needed

• Serve as a primary point of contact for vendors, contractors, utility partners, and internal teams, building strong, trust-based relationships that support program participation and long-term engagement • Deliver vendor onboarding, training, and ongoing engagement, ensuring clear understanding of program requirements, tools, and processes • Drive project advancement through proactive communication, coordination, and follow-up, helping projects move efficiently from opportunity through completion • Support customers and vendors through the application process, helping to remove barriers, resolve issues, and ensure timely submissions • Balance external engagement with internal coordination, ensuring alignment between vendors, program requirements, and internal teams • Report on project and program activity, maintain trackers and databases, and ensure data accuracy and visibility across systems • Develop and support vendor-facing communications, including program updates, outreach emails, and educational materials • Identify process gaps, inefficiencies, or recurring issues, and recommend practical improvements to enhance program operations and scalability • Collaborate cross-functionally with program management, engineering, software, data, and marketing teams to improve workflows, reporting, and program delivery • Adapt quickly to evolving program needs, market conditions, and client priorities while maintaining a high level of responsiveness and accountability • Other duties as assigned.

• Bridge the Gap: Translate broad leadership objectives into structured analytical projects with defined milestones, moving from "answering questions" to "building solutions." • Process Architecture: Design and standardize reporting methodologies across the team to ensure that metrics key business health metrics are calculated with unified logic across all operational functions. • Business Case Leadership: Lead the development of complex business cases for new initiatives, integrating ROI analysis with downstream data impact assessments. • Stakeholder Diplomacy: Serve as the primary analytical consultant for department heads, helping them prioritize their upcoming initiatives as well as new ideas based on data-driven potential. • Storytelling: Translate complex data into compelling, executive-ready narratives that don't just report numbers, but actively lead stakeholders to critical insights and balanced decisions regarding growth and profitability.

• Elicit needs of the stakeholders • Analyze business requirements and identify business opportunities • Prepare documentation and evaluate risk for assigned applications • Ensure assigned applications work reliably for the business • Maintain, troubleshoot, and support systems daily • Ensure the assigned applications are fully utilizing the feature/functionality and that processes are efficient • Perform business process review and analyses in order to drive efficiency and utilization gains throughout the department • Actively seek ways to improve the client experience • Evaluate product offerings and potential enhancements and identify feasibility and business value proposition • Make recommendations to team with rationale and obtain a supported team decision • Lead and/or participate on projects as needed (system upgrades, bank integrations, etc.) • Collaborate with other departments to lead and facilitate the implementation • Maintain and manage reporting systems to provide actionable information to drive business decisions • Maintain Disaster Recovery plans and models • Ensure all application changes follow the standard process while keeping exceptions to a minimum and only with special approval