• Maintain and support Loss Control systems and workflows, including RCT, LC 360, and vendor platforms • Monitor and manage system defects, troubleshoot issues, and coordinate resolutions with IT and vendors • Generate vendor reports, manage survey assignments, and track workflow requests across systems • Upload and maintain Loss Control matrices and ensure accurate system data management • Identify opportunities for workflow automation and process optimization using tools such as Power Automate • Support system upgrades, testing, implementation activities, and change management processes • Serve as a primary point of contact for vendor integrations, site development, and system security matters • Collaborate with internal IT teams and business partners to ensure systems align with operational and compliance requirements • Monitor data quality and ensure reporting accuracy across platforms and dashboards • Support reporting and analytics initiatives using tools such as Power BI and Excel • Document workflows, procedures, and operational processes while maintaining process manuals and standards • Provide technical and operational support to internal and external users across multiple business areas • Assist with training, onboarding, and guidance related to Loss Control systems and workflows • Contribute to continuous improvement initiatives that enhance operational efficiency and user experience

• Contribute to daily treasury operations • Ensure accurate cash and other reporting • Assist with other treasury activities • Complete all required functions to meet compliance requirements • Conduct periodic reconciliation of deposits • Fulfill all reporting to remain in compliance • Process bank fee invoices

• Provide business support through Salesforce administration and development efforts, including requirements gathering, testing, and ongoing maintenance. • Manage and maintain data within Salesforce, ensuring accuracy, completeness, and compliance. • Facilitate business admin processes to include external data into Salesforce. • Develop and deliver Salesforce reports and dashboards to support TMs and leadership in sales execution. • Collaborate with multiple teams across IA Distribution and the enterprise, including leadership, distribution, data & reporting, ACM, and SFEA. • Gather, analyze, and translate business needs into technical requirements and admin-facilitated solutions. • Communicate effectively with business and IT partners, ensuring alignment and clarity on project goals. • Identify system gaps and process improvements, providing recommendations to enhance Salesforce functionality and business outcomes.

• Reviews Regulatory requirements (Statutory Plans) & translates to internal data reporting requirements. • Develops and prepares new reports and applications using multiple sources of information. • Evaluates information being reported for consistency, completeness, accuracy, and reasonableness. • Maintains and provides support for existing tools and applications used in the analysis of information. • Communicates with actuaries, accountants, product managers, and IT counterparts regarding data and business requirements for new reports or applications. • Prepares internal and external correspondence related to the development and understanding of information. • Conducts research into proposed solutions for data quality issues and the development of new reports or applications. • Implements process efficiencies and automations. • Assists in the cross-training and development of other professional personnel as assigned.