Title: Financial Advisor - Alpha Nu (Wittenberg) Location: USA Entry Level Department: SORORITY - LOCAL ADVISORS Job Description: Application Deadline: Open Until Filled While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. She uses her experience, leadership and coaching skills to help collegiate officers in the Financial department develop as sisters and leaders. Responsibilities - Mentor and coach Financial department officers by leading educational conversations that prepare them to embrace the roles and responsibilities of leadership and develop Gamma Phi Beta’s member competencies. - Encourage and reinforce chapter, Financial department and officer success on a consistent basis by reading monthly officer reports and following up to determine best solutions and praise accomplishments. - Advise the financial vice president(FVP) and the chapter on the annual creation of the chapter budget. Ensure the budget is entered into OmegaFi and submitted to Beta Base before the end of the academic year. - Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly basis. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority. - Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP. - Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all International Gamma Phi Beta Policies and Procedures. - Meet regularly with the FVP to build a relationship, establish expectations, review progress on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication. - Contribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the same. - Hold the FVP and her department accountable to setting and working toward goals that promote improved chapter operations or culture and completing the Financial department expectations as outlined in Order of the Crescent. - Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training. - Represent the financial interests of the chapter by serving as an active member of the chapter’s advisory board and ex-officio member of the affiliated house corporation (AHC). - Collaborate with assigned finance supervisor to ensure healthy chapter financial operations and address finance-specific challenges as they arise. Expectations - This role requires five to 15 hours per week on average. - Travel: Volunteers in this role will be expected to travel up to two days per year. - Learn and utilize Beta Base (chapter reporting system) and OmegaFi (financial management platform) for assigned chapter. - Complete all Fidelity volunteer online lessons and OmegaFi training. - Conduct training conversations with chapter advisor and finance supervisor within six weeks of appointment. - Attend all advisory board meetings, retreats and calls. - Attend financial department meetings, and, as requested by the chapter advisor, chapter business meetings, executive council meetings, executive council hearings, AHC meetings, nominating committee meetings and chapter officer retreats. - Respond to all communication within 48 hours. - Be in good standing by paying international alumnae dues or being a Life Loyal member. Preferred Competencies and Experiences - Self-awareness of strengths, challenges and motivation for volunteering - Effective, clear and timely written and verbal communication - Desire to mentor and coach collegiate women - Knowledge of financial best practices - Knowledge of Gamma Phi Beta policies, procedures and plans - Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta’s member competencies

Title: Sr. Underwriter Personal Lines E&S Homeowners Location: Remote - CA, CO, NY Job Description: Full time job requisition id R0017371 At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Sr. Underwriter Personal Lines E&S Homeowners - Classification: Exempt/Full-Time - Reports to: VP Underwriting, E&S Homeowners - Travel: 20-30% - Salary Range: $120,000.00-$150,000.00 - Location: Remote/Hybrid Role overview DUAL North America is seeking a Senior Underwriter for the E&S Homeowners division.   The Senior Underwriter plays a vital role in executing company strategies and producing high volume profitable risks while developing and maintaining agency relationships. The Senior Underwriter ensures adherence to underwriting guidelines, acts as a point of contact for agents and drives performance against underwriting goals and metrics. As a Senior Underwriter within the E&S Homeowners division, you will underwrite complex risks within authority, cultivate agency partnerships in collaboration with the Distribution team, and manage portfolio profitability.   Role responsibilities - Responsible for assessing risk, allocate rate, apply appropriate terms, and profitability growth in line with DUAL strategy. - Emphasize production growth and retention to meet or exceed established goals. - Perform independently using appropriate underwriting tools, rules, underwriting guidelines, and regulatory insurance laws within the assigned Level of Authority. - Review inspections in a timely manner and identify all hazards with recommendations on how to correct or mitigate the adverse condition. - Develop and maintain agency relationships through in person visits, phone interactions and virtual meetings with the collaboration of the Distribution team. - Provides guidance, knowledge and development of other team members. - Complete tasks efficiently and proactively while maintaining work and life balance. - All round awareness of those aspects of the insurance industry that have a direct bearing on key responsibilities and accountabilities. - Maintain superior level business relations with internal and external parties. - Performs assigned projects and portfolio reviews. - Maintain carrier compliance and adhere to binding authority agreements - Establish and maintain strong relationships with key retail and wholesale agency partners, serving as the underwriting resource. - Drive agency performance through clear appetite communication, production targets, and portfolio stewardship discussions. - Support onboarding of new agents, including training on underwriting guidelines, product positioning, and submission expectations. Key requirements - Bachelor’s degree in Business preferred - 7+ years of relevant underwriting experience in California and western states - Prior non-admitted underwriting experience preferred - High level understanding of technical underwriting principles and risk assessment - Strong analytical, negotiation, and decision-making skills - High level broker/client engagement and relationships - Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) - Demonstrated ability to handle complex risks with sound judgment - Highly self-motivated with strong attention to detail - Ability to emphasize prioritization with desk management and production goals - Must work well in a team environment; collaboration and teamwork are at the core of the organization - Ability to travel 20-30% as required for client meetings, conferences, or industry events - Must be able to remain in a stationary position approximately 50% of the time, with occasional movement throughout the office to access files and equipment - If you do not meet all the qualifications for this role, we still encourage you to apply, as we are always looking for diverse talent to join our growing team. What we offer: A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, unlimited PTO, 401k with company match, paid volunteer days and more. We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community. EEO Statement: We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. DUAL North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. DUAL will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Support financial operations by recording revenue, maintaining project budgets in Oracle, drafting variance analyses, and preparing monthly forecasts, while ensuring timely project closeouts and monitoring overall project health.

Title: Financial Advisor - Eta Beta (Florida Southern) Location: FL Volunteer SORORITY - LOCAL ADVISORS Entry Level Job Description: While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. She uses her experience, leadership and coaching skills to help collegiate officers in the Financial department develop as sisters and leaders. Responsibilities - Mentor and coach Financial department officers by leading educational conversations that prepare them to embrace the roles and responsibilities of leadership and develop Gamma Phi Beta’s member competencies. - Encourage and reinforce chapter, Financial department and officer success on a consistent basis by reading monthly officer reports and following up to determine best solutions and praise accomplishments. - Advise the financial vice president(FVP) and the chapter on the annual creation of the chapter budget. Ensure the budget is entered into OmegaFi and submitted to Beta Base before the end of the academic year. - Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly basis. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority. - Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP. - Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all International Gamma Phi Beta Policies and Procedures. - Meet regularly with the FVP to build a relationship, establish expectations, review progress on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication. - Contribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the same. - Hold the FVP and her department accountable to setting and working toward goals that promote improved chapter operations or culture and completing the Financial department expectations as outlined in Order of the Crescent. - Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training. - Represent the financial interests of the chapter by serving as an active member of the chapter’s advisory board and ex-officio member of the affiliated house corporation (AHC). - Collaborate with assigned finance supervisor to ensure healthy chapter financial operations and address finance-specific challenges as they arise. Expectations - This role requires five to 15 hours per week on average. - Travel: Volunteers in this role will be expected to travel up to two days per year. - Learn and utilize Beta Base (chapter reporting system) and OmegaFi (financial management platform) for assigned chapter. - Complete all Fidelity volunteer online lessons and OmegaFi training. - Conduct training conversations with chapter advisor and finance supervisor within six weeks of appointment. - Attend all advisory board meetings, retreats and calls. - Attend financial department meetings, and, as requested by the chapter advisor, chapter business meetings, executive council meetings, executive council hearings, AHC meetings, nominating committee meetings and chapter officer retreats. - Respond to all communication within 48 hours. - Be in good standing by paying international alumnae dues or being a Life Loyal member. Preferred Competencies and Experiences - Self-awareness of strengths, challenges and motivation for volunteering - Effective, clear and timely written and verbal communication - Desire to mentor and coach collegiate women - Knowledge of financial best practices - Knowledge of Gamma Phi Beta policies, procedures and plans - Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta’s member competencies