• Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO) • Research & resolve not-in-good-order (NIGO) issues across all product lines by analyzing processes, correcting errors, and gathering additional information as needed • Collaborate with external companies to ensure forms are in good order (IGO) • Efficiently navigate over 40 systems to accurately process applications and service forms, minimizing the need for additional outreach to representatives and clients • Facilitate money movement for internal and external products on behalf of the FA/Client, ensuring accuracy and compliance • Proactively contact clients to gather information, provide reminders to the client to complete various applications/forms, assist in conversations with external companies and clients to verify form accuracy, gather additional details, and complete required paperwork • Understand and apply back-end and front-end processes across all product lines to ensure seamless handling of transactions • Review external company statements to input accurate data for financial planning

• Responding to customer inquiries and delivering advanced remote technical support • Leveraging troubleshooting expertise to provide accurate solutions • Documenting all findings and actions thoroughly • Utilizing remote support tools to diagnose issues

• You will be part of a 35-person team of technology-driven sensor, IoT, and hardware engineers. • Together with your colleagues, you will take on the following tasks: you will get complex products up and running on-site at customer locations. • You will work in operational field environments to validate, test, and troubleshoot hardware and software under live conditions and unpredictable field circumstances. • You will interpret complex customer requirements, handle technical pre-sales engagement, and develop smaller, tailored system adaptations to ensure our products integrate seamlessly into customers' specific ecosystems. • You monitor systems, resolve incidents, and continuously improve observability.

Role Description As a Field SIU Investigation Property/Casualty you will be responsible for investigating and analyzing complex, multi-discipline coverage and claims that have been referred to the special investigation unit (SIU) for potential fraud. This role typically handles a combination of complex attorney represented and unrepresented claims and moderate to complex losses, in which suspicious activity has been identified. The individual performs a thorough investigation including: - Conducting background searches, scene investigations, and clinic inspections - Taking recorded statements - Reviewing and analyzing medical notes, bills, and property damage - Conducting witness interviews and social media searches The individual conducts surveillance on property and/or creates scene reconstructions on some investigations and reviews whether fraud can be substantiated and supports a lawsuit. The individual provides work guidance and direction to less senior employees and provides mentoring and coaching to the team. We are seeking an experienced Field SIU Investigator to handle Personal Auto Property and Casualty claims, with some exposure to commercial auto. The ideal candidate will bring direct SIU experience working for an insurance carrier and have a strong background in either property or casualty investigations. This person should be comfortable working in the field, conducting detailed and thorough investigations, and adapting to changing priorities. Strong attention to detail, independence, and investigative curiosity are key to success in this role. Candidates must reside within or be able to cover the Orlando, Florida territory, including Osceola, Seminole, Volusia, or Lake County. Qualifications - Direct SIU experience working for an insurance carrier - Strong background in property or casualty investigations - Comfortable working in the field - Strong attention to detail - Independence and investigative curiosity Requirements - Individuals who currently hold an active insurance license must terminate all existing appointments prior to onboarding - Must not hold any outside appointments during employment - Applicants seeking an adjuster role who also hold a resident producer license must formally surrender that license when instructed Benefits - Comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse - Monthly connectivity reimbursement for eligible employees working from home - Dedicated, private workspace required when working from home - Reliable internet required, with minimum speeds of 50 MB download and 5 MB upload