AGIA Affinity

Vice President

• Own and manage the roadmap for all business applications supporting MGA operations, including underwriting workbench, policy administration and other systems that will be onboarded.
• Lead delivery of new systems and enhancements across the MGA portfolio, ensuring adherence to architecture standards and delivery best practices.
• Partner with M&A, operations, and business unit leaders to evaluate acquired MGA technology environments, plan system transitions, and integrate into the enterprise platform ecosystem.
• Oversee implementation of next-generation underwriting workbench, policy administration and other underwriting systems, ensuring configurability and reusability across MGAs.
• Develop and maintain digital tools for brokers and underwriters, including quoting, submissions, and binding portals.
• Manage technology vendors (e.g., Duck Creek, Majesco, Salesforce, Guidewire, EIS, Federato, Convr, Sunlight etc) and integration partners to deliver on business commitments.
• Drive migration of business applications to Azure or similar cloud environments to improve performance, scalability, and cost efficiency.
• Collaborate with the enterprise data and architecture teams to ensure seamless data flow between MGA systems and central data lakehouse environments.
• Ensure systems adhere to insurance regulatory requirements (licensing, bordereaux reporting, data privacy, and surplus lines compliance).
• Define KPIs and SLAs for uptime, performance, incident management, and delivery throughput.
• Build strong working relationships with underwriting, operations, and finance leaders across all MGAs, ensuring application strategy is tightly aligned to business priorities.
• Recruit, mentor, and retain a high-performing, business-focused application delivery organization that blends internal and partner talent.

Vice President – Head of IT Business Applications

Accounts Receivable

• Process AR and AP transactions accurately and within established timelines
• Reconcile bank accounts, aging reports, and contribution schedules
• Investigate and resolve discrepancies, including unusual or deficit balances
• Maintain accurate member and vendor records within accounting systems
• Prepare ACH forms, invoices, balance transfers, and journal entries
• Develop working knowledge across additional accounting functions
• Learn and utilize new accounting and financial systems effectively
• Support system implementations, upgrades, and data migrations
• Assist with data validation and testing during system transitions
• Identify and implement opportunities to streamline workflows and improve controls
• Generate recurring and ad hoc reports using Excel and other tools
• Respond to internal inquiries related to AR/AP balances and transactions
• Partner with Customer Service, Operations, and Finance teams to resolve issues
• Maintain organized digital records in accordance with internal standards

Accounts Receivable Specialist

Operations

• Supports carrier relationship management and coordination between AGIA teams and insurance carriers.
• Coordinates discussions on contract amendments, reporting, remediation projects, and process improvements.
• Liaison between internal AGIA internal departments and Carriers.
• Manages and drives assigned projects to completion including project tracking, status reports, and escalation.
• Serves as AGIA’s carrier point of contact for reporting, processes changes, and distribution of recurring reports.
• Supports Carrier audit preparation and remediation.
• Facilitates recurring carrier meetings and works with other depts to gather carrier trends for alignment or improvement.

Carrier Operations Coordinator

Compliance

• Build and Implement a Centralized Compliance Framework
• Establish a cohesive compliance structure across Doxa’s divisions
• Develop a centralized suite of internal policies, procedures, and operational standards
• Maintain the compliance calendar, governance structure, and compliance organization chart
• Deliver Enterprise & Board-Level Compliance Reporting
• Develop and present compliance metrics, risk indicators, audit findings, licensing status, policy adoption, and training completion to senior leadership and the Board
• Create standardized management information (MI) reporting processes
• Policy & Procedure Development
• Create, update, and maintain core corporate compliance policies
• Ensure consistent adoption and enforcement of underwriting, policy issuance, cancellations, producer licensing, and surplus lines procedures
• Licensing, Surplus Lines, & Operations Compliance Support
• Support compliance oversight of entity and individual licensing, ensuring appropriate controls and documentation
• Provide compliance guidance for core insurance operations, addressing regulatory risks and applying consistent compliance practices across business units
• Training Program Development
• Build and maintain a comprehensive compliance training program
• Establish training schedules, tracking, and role-based curricula
• Internal Audit & Compliance Monitoring
• Formalize Doxa’s internal audit program and develop a risk-based audit plan in coordination with senior management
• Oversee external audit partners and manage audit execution
• Prepare business units for carrier audits, market conduct exams, and regulatory inquiries

Director of Compliance

Performance Marketing

• Own full-funnel execution within Google Ads (Search, Performance Max, YouTube) and Microsoft Ads.
• Design and maintain disciplined account structures with intentional segmentation and query governance.
• Execute structured testing across bidding models, creative, audience layering, and landing page alignment.
• Actively manage brand and non-brand investment mix to optimize marginal return.
• Maintain tight budget pacing and real-time optimization discipline.
• Ensure tracking integrity, automation governance, and platform hygiene.
• Own in-platform execution within Meta as the primary paid social channel.
• Build scalable campaign architectures aligned to prospecting and retargeting objectives in both D2C and partner marketing
• Develop and execute structured creative testing frameworks.
• Continuously optimize audience strategy, signal quality, and event prioritization.
• Support disciplined testing into additional paid social environments when justified by performance potential.
• Execute incrementality testing, lift studies, and structured A/B experiments in partnership with Analytics.
• Translate strategic hypotheses into clear, measurable test plans.
• Participate in disciplined evaluation of programmatic, native, upper-funnel video, and emerging AI-native advertising environments as performance pathways become viable.
• Document insights and apply learnings to improve future execution.
• Socialize learnings across cross-functional marketing stakeholders to influence strategy and improve performance.
• Translate CAC, LTV, and contribution margin targets into executable media plans for D2C and partner marketing
• Provide informed inputs into forecasting and scenario modeling.
• Partner with Marketing Operations to ensure attribution integrity and clean data flows.
• Deliver performance reporting that connects channel activity directly to revenue impact
• Proactively identify optimization opportunities before performance degrades.

Digital Performance Marketing Manager

Project Manager

• Coordinate and track digital marketing initiatives across paid media, web, creative, analytics, and internal stakeholders
• Own project timelines, task management, and follow-ups to ensure campaigns launch on time and on brief
• Identify and escalate risks, bottlenecks, and gaps before they become problems
• Create and maintain organized documentation, trackers, dashboards, workflows, and standard operating procedures (SOPs)
• Continuously improve processes to increase team efficiency and clarity
• Support campaign execution and optimization through reporting, quality assurance (QA), and performance tracking
• Partner cross-functionally with database, partner and product marketing teams, as well as external vendors to ensure consistent and timely delivery
• Manage multiple stakeholders and competing priorities while maintaining visibility across projects
• Prepare for and support cross-functional working sessions and status meetings
• Run meetings, document detailed notes, and distribute follow-up communications summarizing decisions, action items, and responsible owners
• Serve as a clear, concise communicator (written and verbal) across cross-functional teams

Marketing Project Coordinator, Digital Performance

Administration

• Serve as the primary point of contact for property management teams throughout the claims lifecycle
• Monitor claim progress and ensure timely resolution across all open claims
• Maintain accurate documentation, notes, and claim records
• Work closely with third-party claims adjusters to ensure proper investigation, coverage determination, and resolution
• Facilitate communication between adjusters, RLL leadership, compliance, and property managers
• Escalate issues as needed and proactively resolve bottlenecks
• Ensure claims handling aligns with regulatory requirements across all 50 states
• Support audits, reporting, and internal controls related to claims administration
• Identify process improvements to enhance efficiency, accuracy, and service quality
• Act as a trusted facilitator between property managers filing claims and the broader claims ecosystem
• Provide clear, timely updates and guidance to internal and external partners
• Maintain a customer-service mindset while enforcing policy and compliance standards

Claims Administrator

Data Analyst

• Query Development: Design and develop complex list selection logic and SQL queries to support marketing campaigns.
• Data Integrity: Audit the list selection process and maintain "freeze files" to ensure 100% accuracy in data history.
• Vendor Coordination: Oversee the delivery of accurate data files to print and mail vendors within strict project timelines.
• System Management: Download and manage data across FTP sites, CDP, and mainframe systems.
• Platform Ownership: Identify and configure measurement platforms (GA4, GTM) to optimize conversion and reduce friction in the customer journey.
• CDP Management: Act as the lead for the Customer Data Platform, managing inbound data sources and audience activation for SFMC, Google, and Facebook.
• Strategy Implementation: Develop data collection strategies from top-of-funnel awareness to on-site user behavior.
• Actionable Insights: Create automated dashboards and ad-hoc reports in Power BI to visualize trends and drivers for key stakeholders.
• Campaign Optimization: Analyze A/B test results and provide strategic recommendations on segmentation and spend allocation.

Marketing Data Analyst

• Lead multiple, concurrent acquisition and startup initiatives, ensuring full operational integration within the targeted timeframes.
• Own the full project lifecycle—from initiation through closeout—ensuring execution excellence, risk and issue mitigation.
• Develop detailed integration roadmaps and execution plans, ensuring clear milestones and stakeholder alignment.
• Partner closely with various teams to identify gaps, risks, and required system/process changes.
• Standardize and continuously improve integration playbooks and best practices to increase efficiency.