• Develop client relationships to generate submission opportunities and a regular flow of business • Review submission documents received to prepare additional information including; loss pics/summaries, loss stratifications, risk summaries, narratives, online research and requesting additional information needed from the client • Select and market the risk, by line of coverage, to markets to negotiate terms & pricing • Provide comparisons and illustrations to compare options and support client presentation process • Utilizes knowledge of automated systems to develop information for new or renewal policies • Prepares quotations for agents and answers inquiries from agents, policyholder, or prospects • Reviews requests for cancellation, endorsements, etc. • Reviews policies for renewal consideration and remarketing • Request additional documentation necessary for the processing of an application, endorsement or cancellation • Conduct marketing visits to agents and attend industry events • Work with support associates, assistants and central processing to assure work is completed in a timely manor and with accuracy • This may include mentorship and guidance of the team member working with you on risks • Performs other duties as assigned

Role Description The Senior Private Equity Broker is responsible for broking new and renewal business on behalf of private equity sponsors and their portfolio companies, managing all aspects of placements from initial market strategy through policy delivery. This role focuses on the largest and most complex placements and serves as a senior advisor to private equity sponsors across the full investment lifecycle, including: - Pre-acquisition due diligence - Transaction execution - Post-close integration - Ongoing portfolio risk optimization The role also carries leadership responsibility for mentoring team members and cultivating strong carrier, sponsor, and advisor relationships. Qualifications - Bachelor’s degree or equivalent - Minimum seven (7) years of insurance experience, including private equity-backed clients or M&A transactions - Leadership experience preferred Requirements - Active P&C license required - Advanced industry designation(s) (e.g. CPCU, CIC, ARM) preferred Benefits - Competitive salary - PTO & paid holidays - 401(k) with match - Exclusive discount programs - Health & wellness programs - Performance-based incentives

Role Description The Commercial Associate Broker II provides support to broking team members and contributes to strategic recommendations, problem solving, and solution development for prospects and clients. This role focuses on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design. - Participate in the analysis of clients’ or prospects’ existing programs and ensure requirements. - Review current policies and formulate recommendations for customized risk solutions. - Effectively negotiate with insurance carriers; drive financial and non-financial outcomes that support organic revenue development and retention. - Seize upon opportunities to creatively upsell and cross-sell, leading to greater client product density and expanded account margin. - Ensure placements are handled according to NFP’s service model standards and timelines. - Support the team in developing client/prospect diagnostics – working at the direction of the Broker or Senior Broker to complete a total program assessment. - Assist in timely production of required documentation and follow-up, ensuring timely flow of materials. - Assist team members with proposal development for existing and prospective clients. - Respond to client queries and concerns to resolve issues promptly. - Review binders and policies to ensure terms and conditions are accurately reflected. - Attend client meetings with team; leading to refined and enhanced client communication and presentation skills. - Present to local account executives, participate in RFPs, occasional client meetings and conference calls. - Support the deployment of data and analytics to provide program insights for clients and the broking team. - Develop productive business relationships with key insurance underwriters and local NFP account teams. - Cultivate a thorough understanding of markets to better assist the broking team. - Execute on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization. - Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers. - Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion. Qualifications - Strong written and verbal communication skills. - Ability to successfully interact with a variety of people. - Solid negotiation skills – ability to adjust approach to effectively drive optimal outcomes depending on different personalities. - Demonstrated ability to work independently and as part of a team. - Strong attention to detail, demonstrating reliability and accuracy. - Strong organizational skills with the ability to adjust to changing workload and priorities. - Able to coordinate resources and responsibilities. - Self-motivated with positive attitude and sense of urgency. - Detail-oriented with strong analytical skills, both quantitative and qualitative. - Demonstrated knowledge using Microsoft Office Suite. - Experience with Epic (agency management system) a plus. Requirements - Bachelor’s degree or equivalent required. - Working knowledge of carrier underwriting practices and processes preferred. - P&C License required or obtained within 90 days of employment. - Advanced industry designation(s) (e.g. CPCU, CIC, ARM) a plus. Benefits - Competitive salary. - PTO & paid holidays. - 401(k) with match. - Exclusive discount programs. - Health & wellness programs. - Performance-based incentives.

• Identifying and engaging with potential clients in the MENA region • Providing investment advice and solutions tailored to clients' needs • Executing trades and managing client portfolios • Monitoring market trends and analyzing financial data