• Identifying rejects using back-end reporting and settlement systems (e.g. e-connections and Green screens) • Placing merchants on hold and monitoring hold accounts • Updating multiple Internal CRM and tracking databases when rejects are reprocessed • Creating reports using Excel • Communicating with merchants • Fixing rejects and resubmitting to get funds, requiring detail oriented and logical reasoning • Updating bank account information • Any other tasks as assigned

• Own end-to-end forecasting and replenishment for the Drug channel (CVS, Walgreens) • including weekly demand planning, inventory monitoring, and retailer collaboration • Serve as Grüns' primary point of contact with CVS and Walgreens inventory teams • building and managing bi-weekly cadence calls • owning the retailer relationship directly • Establish a store audit and execution process • ensuring best-in-class store coverage at launch • driving swift issue resolution • Monitor retailer POS and external forecast accuracy • flagging variances and leading root cause analysis when metrics drift • Lead pre and post-analysis on all promotional activity to quantify lift • identify forecast gaps • sharpen future planning • Partner cross-functionally with Sales, Ops, and Analytics • align internal production plans with external retailer demand • Expand CPFR coverage across additional retail channels as the business scales beyond Drug

Role Description The Rates & Forms Specialist supports the development, implementation, and regulatory compliance of title insurance rates, rules, and policy forms across multiple jurisdictions. This role ensures alignment between regulatory filings, underwriting guidance, and operational systems by maintaining accurate rates, forms, and documentation. This position is well-suited for a self-reliant and analytical professional seeking to build expertise in insurance compliance, product development, and regulatory filings within a highly regulated environment. Key Responsibilities - Regulatory Filings & Compliance: - Prepare, review, and submit rate, rule, and form filings in accordance with state DOI requirements and filing standards. - Research regulatory updates and compare filings to existing policies, forms, and endorsements. - Draft regulator-facing responses to objections, including supporting documentation and revisions. - Maintain audit-ready records and documentation supporting all filing activity. - Rates & Forms Analysis & Management: - Assist in the development and maintenance of rate manuals, underwriting guidelines, and policy forms. - Perform document comparisons and redlining to track changes in policy language and coverage. - Utilize rating manuals to calculate premium rates and ensure accuracy of pricing structures. - Ensure consistency between approved filings and operational usage across systems. - Systems Implementation & Data Integrity: - Translate approved rates and forms into system configurations (e.g., rating engines, calculators, production platforms). - Update web-based premium calculators and internal systems with approved rate and form changes. - Perform testing, mapping, and validation of rates, forms, and endorsements in production systems. - Identify, troubleshoot, and resolve discrepancies, including calculation errors and mapping issues. - Quality Control & Vendor Oversight: - Review policies, rate schedules, and deliverables from third-party vendors for accuracy. - Identify and document discrepancies between vendor outputs and approved internal source materials. - Cross-Functional Collaboration: - Partner with Legal, Underwriting, Finance, and Product teams to support filings, implementation, and product development. - Respond to internal and external inquiries regarding rates, forms, and regulatory requirements. - Documentation, Reporting & Process Improvement: - Maintain detailed documentation of filing processes, rate logic, and form changes to support audit readiness. - Monitor filing timelines, approval statuses, and implementation progress. - Identify compliance risks or gaps and recommend corrective actions. - Assist in developing and enhancing procedures to improve efficiency, accuracy, and regulatory defensibility. Qualifications - Proficiency in Microsoft Office (Excel and Word), including data analysis and document comparison/redlining. - Strong analytical and problem-solving skills with attention to detail and accuracy. - Process-oriented mindset with a focus on documentation and audit readiness. - Effective communication skills for regulator-facing and internal correspondence. - Ability to collaborate across departments and manage multiple priorities. - Must be able to prioritize according to departmental guidelines, have a high level of organization, ability to consistently meet deadlines, work with constantly changing priorities, demonstrate strong delivery, and follow procedures/processes. Requirements - Experience with insurance policies and rate tables, compliance, underwriting support, or related field. - Ability to work with rating manuals, pricing structures, and data-driven systems. - Comfort navigating proprietary platforms, databases, and web-based tools. Benefits - Lead in the Industry: Join one of the nation’s largest and fastest-growing title insurance underwriters. - Powered by Our People: Be part of a team where your talent and ideas fuel innovation and success. - Innovate for Impact: Create solutions that solve real problems and deliver value to customers. - Culture Where Every Voice Counts: Work in a positive, inclusive, and collaborative environment where your ideas matter. - An Edge for Your Career: Access tools, resources, and training designed to help great talent become even stronger. - Advancement Opportunities: Take on new opportunities to expand your skills and grow. - Flexibility That Fits: Enjoy remote environment to support work-life balance.

• Treinamento e capacitação de clientes: • Conduzir treinamentos completos sobre a plataforma, garantindo que os clientes compreendam todas as funcionalidades do produto contratado; • Preparar materiais, agendas e recursos necessários para as sessões de onboarding; • Orientar os clientes sobre boas práticas de uso e ajudar na familiarização com os fluxos e processos da plataforma. • Gestão e execução do cronograma de implantação: • Planejar, organizar e acompanhar o cronograma de implantação de cada cliente, garantindo seu cumprimento; • Atuar como ponto focal entre cliente, vendas e áreas internas para garantir que o escopo acordado seja entregue; • Monitorar riscos, alinhar expectativas e garantir que todos os marcos importantes da implantação sejam atingidos. • Acompanhamento da carteira de novos clientes (60–90 dias): • Gerir a carteira de clientes em fase inicial, realizando follow-ups regulares e reuniões de acompanhamento; • Monitorar indicadores de sucesso, garantindo engajamento, adoção e utilização contínua da plataforma; • Identificar dificuldades, direcionar soluções e garantir que o cliente alcance os resultados esperados no período de rampagem; • Trabalhar para garantir a recorrência de uso, preparando uma transição fluida para o time de Customer Success.