• Assist Financial Advisors with the sale of Term Insurance through Covr’s insurance platform • Answer calls from Financial Advisors to assist with questions on term insurance products • Make proactive, outbound calls to Financial Advisors with the goal of promoting insurance concepts • Refer advisors to our Regional Insurance Consultants for permanent sales opportunities • Work in partnership with Regional Insurance Consultant to grow insurance sales • Perform demos of our insurance platform over zoom • Continually learn and assist in guiding financial advisors on the use of the Covr digital insurance platform • Communicate benefits and features of various insurance products based on client needs • Perform other duties and projects as assigned

• Lead the Term Life Insurance Sales organization, responsible for managing multiple teams and driving performance • Define and own KPIs across production, activity, efficiency, and quality; foster a data-driven performance culture with clear accountability at every level • Lead, develop, and scale a high-performing team of licensed agents and managers — hiring top talent, building career paths, and maintaining a culture of performance • Build and continuously improve sales playbooks, scripts, and sales motions • Develop coaching programs across call reviews, shadowing, certifications, and performance improvement plans for both managers and agents • Partner with Product and Marketing teams to develop shared test and experimentation roadmaps • Set and manage staffing plans in partnership with Finance and Marketing, ensuring coverage, ramp capacity, and productivity targets are met • Design and evolve compensation plans that align agent and manager incentives with business outcomes

Role Description The Senior Director, Insurance Claims Advisory, will be part of our global insurance business consulting practice. In this leadership role, you will serve as the primary advisory for global insurance clients on transforming, modernizing, and automating their claims ecosystems. This executive will focus on achieving superior client "mind-share gain" by driving the verticalization of our IT services offerings, leveraging strategic partnerships, and developing proprietary industry assets addressing Insurance Claims lifecycle. A critical component of this role is serving as the primary pre-sales Claims domain expert for the North American P&C and L&A sales team, translating complex IT capabilities into tangible business outcomes (e.g., improved claims efficiency, lower loss ratio). This role demands a unique blend of strategic vision, deep insurance domain expertise, ecosystem leadership, and commercial acumen to position our firm as the premier IT services partner in the insurance sector. Key Responsibilities - Vertical GTM Strategy & Mind-Share Gain: Define and execute a targeted GTM strategy aimed at capturing mind-share and market leadership within specific North American P&C and L&A sub-segments. Translate complex claims handling workflows into actionable systems architecture requirements for globally distributed engineering teams. - Verticalization of IT and Ops Services addressing Insurance Claims: Lead the adaptation and configuration of our core IT services portfolio (Cloud, Data/AI, Cybersecurity, Modernization) into tailored, insurance claims-specific solutions. Drive the creation of compelling value propositions for both P&C and L&A sectors. - Pre-Sales Domain Expertise & Deal Shaping: Act as the primary Claims subject matter expert (SME) for the North American sales team during complex, large-deal pursuits. Provide expert P&C and L&A domain and technology expertise during client-facing meetings, workshops, and proposal development. Shape commercial and solution constructs that address specific client challenges across underwriting, claims, policy administration, and regulatory reporting (e.g., NAIC). - Ecosystem & Partnership Leadership: Develop joint GTM motions with key alliance partners and Independent Software Vendors (ISVs) in the insurance space (e.g., Guidewire, Duck Creek, Majesco, Verisk) to amplify market reach and deliver integrated client solutions. - Asset & IP Development: Drive the commercialization of proprietary insurance industry assets, frameworks, and solution accelerators. Collaborate with delivery and product teams to codify best practices into repeatable, marketable assets that enhance our value proposition and delivery efficiency. - Thought Leadership & Brand Visibility: Serve as a visible thought leader for the firm’s insurance practice. Represent the company at tier-1 industry conferences (e.g., InsureTech Connect, Applied Net), publish white papers, and engage with analyst firms (Gartner, Forrester) to shape market perception. - Commercial Execution & Pipeline Growth: Achieve revenue targets by collaborating closely with the direct sales force and providing high-impact pre-sales support that increases win rates and deal size. Qualifications - Strategic Vision: Ability to translate complex industry trends (e.g., insurtech disruption, AI adoption) into a clear, compelling commercial strategy. - Commercial Acumen: Expertise in structuring complex deals, articulating ROI, and navigating enterprise sales cycles. - Influencer & Communicator: Exceptional executive-level communication and presentation skills; a recognized public speaker or thought leader is a strong plus. - Ecosystem Builder: Demonstrated ability to build relationships with technology partners and influence cross-functional teams without direct authority. - Analytical Rigor: Highly data-driven approach to market analysis, GTM planning, and performance monitoring. Requirements - Deep Insurance Domain Expertise: 15+ Years of experience working within the P&C or L&A insurance industries, with a strong understanding of core value chains (underwriting, policy servicing, claims). - C-Suite Network and Commercial Acumen: Experience in GTM, management consulting, or a commercial leadership role within the IT services industry with a strong C-suite network among carriers and brokers. - Partner Network: Experience collaborating with key insurance software partners like Guidewire, Duck Creek Technologies, or Majesco is highly valued. - Travel: This position does require travel based on company and business needs up to 50%. Benefits - Medical, dental, and vision insurance with an employer contribution. - Flexible spending or health savings account. - Life and AD&D insurance. - Short and long term disability coverage. - Paid time off. - Employee assistance program. - Participation in a 401k program with company match. - Additional voluntary or legally-required benefits.

Role Description A TPUSA Program designed to temporarily promote leaders within the Customer Experience (CX) department based on a client need to increase employee satisfaction, provide career growth potential with mentorship, and build a bench strength of new leaders. During the time within a Flex role, you will develop, implement, assess, and improve day-to-day operations of inbound call centers in order to meet and exceed all aspects of client needs and requirements according to policies and procedures. Upon the completion of the assignment, you will return to your original role, prepared to embark on new career opportunities that become available in the future. Contract ends December 7, 2026. Responsibilities - Guarantee that all daily operational targets, including service levels, quality standards, and scheduling compliance, are consistently achieved or surpassed. - Dedicate approximately 80% of your time to the mentorship and professional development of agents to enhance their overall delivery. - Foster a workplace culture that balances high levels of accountability with an energetic and enthusiastic atmosphere. - Exhibit proactive leadership by designing and implementing strategic plans aimed at boosting individual and team performance. - Manage corrective actions and provide necessary coaching to address behavioral or performance gaps as required. - Facilitate professional dialogue regarding performance outcomes with both internal stakeholders and client representatives. - Execute additional responsibilities and special projects as designated by leadership to support departmental goals. - Maintain strict compliance with all corporate guidelines, specifically regarding HR and security, and report any variances to management. - Possess the readiness to handle inbound calls directly should operational requirements necessitate additional support. Qualifications - Possess a minimum of twelve months of professional experience in a supervisory capacity. - Hold a valid and currently active healthcare license. - Exhibit the flexibility to fulfill eight-hour shifts scheduled between 8 AM and 9 PM EST, Monday through Saturday, as determined by client requirements. - A university degree is highly valued, though equivalent professional background will be considered. - Capable of maintaining high productivity under pressure while managing deadlines and directing team outcomes. - Demonstrate robust capabilities in organization, administration, leadership, and efficient time management. - Take personal accountability for assigned tasks, ensuring thorough follow-through to achieve desired business objectives. - Maintain a consistent and sharp focus on intricate operational details. - Proficient in analyzing task methodologies and executing them with maximum effectiveness. - Proven track record of resolving unforeseen challenges through logical and strategic problem-solving. - Ability to maintain a typing proficiency of at least 25 words per minute. - Mastery of professional communication, both written and oral, aligned with North American corporate standards. - Maintain full availability to accommodate shifting schedules as dictated by organizational priorities. - A high school diploma or equivalent GED certificate is required. - Demonstrate an exemplary and reliable history of workplace attendance. - Successfully complete all required background evaluations, including drug screenings and financial credit assessments. Required Skills - Process Excellence - Collaboration - Communication - Emotional Intelligence - Open-Mindedness - Critical Thinking - Solution Orientation - Entrepreneurship - AI Proficiency - Data Literacy Benefits - TP offers benefits to you and your family, including comprehensive health benefits such as medical, vision, and dental. - We invest in and prioritize the mental health and well-being of our team members by providing resources, including Employment Assistance Programs, health and personal time off (HPT), and leave programs as eligible. - We offer benefits and tools to help our team members and their families for their financial future, including competitive 401(K) plans, life insurance, supplemental medical coverage, critical care insurance, pet insurance, FSA plans, and retailer discounts.