• Partner with the Commercial finance planning teams to facilitate continuous improvement efforts towards the planning, forecasting and long-range plan. • Partner with project team and supervise consultants with commercial requirements gathering, technical design, development, User acceptance testing, and cutover of an enterprise planning solution. • Take responsibility of root cause analysis and process improvement. • Design, develop and troubleshoot load rules, Business Rules, and Calculation Scripts. • Continuously and proactively improve the environment to enrich experience by contributing to training documentation and support for end users. • Develop, maintain, and improve documentation on key business processes and procedures in compliance with Internal control policies. • Promote and develop automation of processes with current and future application flows. • Send downstream system monthly corporate adjustment files for tie to final monthly, quarterly consolidation. • Facilitate integration of SAP SAC planning, including sourcing actuals, reconciling and data analytics. • Partner with BTS to install technical patches, upgrades, and system/application migrations. • Responsible for Leadership communication and updating to Steering committee on monthly basis. • Act as the SAC subject matter expert for the entire organization by recommending and seeking out fellow SAC SMEs for common resolutions and best-practice recommendations across the enterprise.

Role Description Reporting to the Senior Underwriting Manager, the Specialty Project Underwriter supports the NIA Underwriting team by providing flexible capacity across accounts, maintaining a small assigned book of business, and contributing to team development initiatives. This role is designed to enhance operational efficiency, ensure consistent underwriting practices, and support ongoing training and procedural improvements. Responsibilities - Assist in onboarding and training of new underwriting staff, including sharing best practices and technical guidance - Contribute to the development, documentation, and continuous improvement of underwriting procedures and guidelines - Identify opportunities for process efficiencies and participate in implementation of workflow improvements - Cross collaborates with Underwriting management, Service Hub department and other internal partners to ensure timely delivery of work product - Manage special tasks as assigned related to Mission 1st and Sugar CRM systems - Regular review and maintenance of NIA Underwriting Intranet page - Communicate special project updates to underwriting staff at department meetings - Maintain and manage a small, assigned book of nonprofit accounts, including risk evaluation, pricing, and coverage determination - Provide underwriting support across the nonprofit P&C portfolio, assisting team members with new business, renewals, and endorsements as needed - Analyze risk exposures, financials, and loss history to make sound underwriting decisions within delegated authority - Serve as a resource for overflow work, special projects, and peak renewal periods Qualifications - Strong technical P&C underwriting knowledge and skills - Intermediate knowledge of ISO commercial class codes and CLM rules, forms, rating and regulatory requirements - Strong knowledge of NIAC policies and coverages and how they differ from competitor’s forms and coverages - Strong knowledge of underwriting and pricing principles and the ability to use this knowledge to make underwriting and pricing decisions with little oversight - Results-oriented, self-motivated problem solver with excellent verbal and written communication skills - Consistent customer service focus for members and brokers - Ability to organize and prioritize workload with little supervision and efficiently make sound business decisions within level of authority - Capacity to manage multiple tasks in response to both written and verbal requests - PC literate. Basic to intermediate skills with Word, Outlook and Power Point. Intermediate skills in Excel - Expected to assist with training and development of staff, including the ability to do formal and informal training sessions/classes - Excellent written and verbal communication skills, and sharp attention to detail, including strong documentation skills - Ability to collaborate with other staff members and external constituents - Must have adequate vision (with corrective lenses if needed) to clearly view computer screen - Must have adequate hearing to perform job tasks Requirements - 4 years of relevant underwriting experience required - Experience supporting multiple underwriters, delivering training and developing procedures preferred - Experience in a multi-state and multi-line commercial insurance environment preferred - Prior experience working remotely from a home office 100% of the time is required for remote positions Education - 4-year degree (or directly-related equivalent experience) preferred - CIC, AU, AINS or comparable designations preferred Compensation The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors including the location, skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for additional incentive compensation upon achievement of individual and company goals.

• Oversee and strengthen the bank’s financial control framework across products, processes, systems, and geographies. • Perform second-line oversight and monitoring of sundry and suspense account governance, including review of ageing balances, threshold breaches, unresolved items, and related risk exposures. • Ensure timely identification, escalation, tracking, and resolution of aged or high-risk balances in coordination with Operations, Finance, Technology, and business teams. • Review and assess financial control risks arising from operational processes, accounting treatments, reconciliations, and system workflows. • Act as the central point of contact for financial control matters across major projects, products, process changes, and transformation initiatives. • Review all new product and process approval requests to ensure accounting, reconciliation, financial reporting, and control requirements are appropriately identified, documented, implemented, and tested prior to launch. • Ensure accounting treatment for new and existing products remains consistent with applicable accounting standards, regulatory expectations, and internal policies. • Review impact of system upgrades, process changes, automation initiatives, and technology enhancements on financial controls, accounting flows, reconciliations, and reporting integrity prior to deployment. • Ensure key reconciliations, substantiation processes, and financial control activities are operating effectively and supported by appropriate governance and documentation. • Coordinate with Finance, Operations, Technology, Risk, Compliance, Internal Audit, and external auditors on financial control matters, observations, and remediation activities. • Support internal audits, regulatory examinations, and external audit reviews by providing analysis, documentation, and timely closure of action items. • Drive continuous improvement in financial controls through automation, digitization, data governance enhancements, and AI-enabled monitoring capabilities. • Support implementation of control dashboards, automated reconciliations, exception management tools, and intelligent monitoring solutions. • Assess control gaps, operational risks, and process weaknesses, and recommend practical remediation and governance enhancements. • Provide management reporting, risk insights, and control status updates to senior management and governance forums. • Promote strong financial control culture, governance discipline, accountability, and operational transparency across the bank.

• Deliver meaningful advice and make a real impact • Co-manage client relationships, helping deliver a high-quality, consistent client experience • Prepare for, participate in, and help lead client meetings • Serve as a key point of contact for routine client needs and follow-ups • Coordinate financial planning workflows from start to finish in partnership with Planning Team • Document client interactions and ensure timely execution of all follow-up items • Support senior advisors with new client opportunities and prospect meetings • Build your own network through referrals, COIs, and existing relationships • Contribute to new revenue growth through client expansion and new relationships • Collaborate across advisory, planning, and investment teams • Leverage AI tools and technology to enhance efficiency and client insights • Maintain strong organization, follow-through, and adherence to Savant processes