AGIA Affinity

Customer Support

• Answer incoming non-complex customer service calls from policyholders, group members, and other customers in a courteous, professional, and prompt manner
• Update and maintain customer billing and eligibility information in all required areas of the administrative system
• Process and fulfill customer requests in accordance with approved policies and procedures
• Maintain current knowledge of policies, procedures, and product changes, including active offers to members
• Share successes, customer feedback, and new ideas with team members to promote continuous improvement
• Cross-sell new products and services to our existing customer base.

Customer Service Representative

Product Marketing

• Lead the development and execution of product-level marketing strategies that accelerate growth across DOXA’s consumer vertical portfolio.
• Act as the bridge between Product, Sales, and Marketing teams—transforming customer insights into compelling messaging, launch strategies, and sales enablement tools.
• Work across teams to shape go-to-market approaches, refine messaging, and ensure our growth team is equipped with the right tools to succeed.

Product Marketing Manager

Compliance

• Assist the Compliance team to meet all federal and state legal obligations and compliance requirements as a Third Party Administrator, Agent, and Agency
• Work cross-functionally with Partner Relations and internal areas and carrier partners
• Assume responsibility for key internal and client reporting
• Summarize applicable requirements, identify potential risks and penalties and route to leadership
• Coordinate annual regulatory mailings such as Gramm-Leach-Bliley (GLB) and HIPAA: obtain notices, due dates and mailing instructions from carriers; coordinate printing and inserting; oversee and track mailings
• Complete carrier and state required mailings (Annual Address Change, Eligibility reminder, Annual Secondary Addressee, monthly CA Auto Renewal Reminder, monthly MA Termination Notification) by running self-serve queries, coordinating with print vendors, printing and sending small volume mailings
• Implement OFAC and Patriot Act compliance initiatives: review & validate work queue daily for New Business and Claims matches; screen new business applications; run and send quarterly full file screening to OFAC vendor; gather and provide proof of screening for audits
• Coordinate Compliance@agia.com inbox and support the Single Point of Contact Process (SPOC): monitor and log items, assign internal resources, maintain SPOC tracking log, handle fraud/security incidents, log bulletins
• Coordinate creation, assignment, and maintenance of training modules with Corporate Training and HR; assign modules in LMS; ensure completion and archive reporting; organize and reply to carrier required attestations
• Prepare client, carrier, and internal reports: compile data from multiple sources, generate monthly/quarterly/annual reports, create tracking mechanisms, maintain scheduled carrier level reports and calendar, gather and update monthly department reports
• Maintain contracts/agreements: monitor submission portal, complete process steps for executed agreements, pull requested agreements, produce monthly volume reports
• Assist Compliance and Security teams with vendor management assurance

Compliance Coordinator

Sales

• 100% new business sales role reporting directly to the Director of Sales
• Drive new business sales, cultivate key relationships, and grow RLL®’s presence
• Sell directly to the appropriate key multifamily decision makers, including C-suite leaders
• Cultivate insurance partner relationships to position RLL as a solution to their existing multifamily clients’ needs
• Travel to trade shows, customer visits, and other events to expand market reach
• Obtain an insurance license shortly after onboarding (support provided)
• Sell consultatively, solve problems, and drive results

Regional Sales Director

Accountant

• Perform a variety of accounting functions in our insurance business
• Support the preparation of financial statements under local GAAP in an accurate and timely manner for portfolio of clients
• Assist with reconciling and posting insurance transitions
• Help track and post claim activity
• Support investment portfolio tracking and reporting
• Assist in preparing materials for annual audits and regulatory fillings
• Maintain client contact as needed
• Assist in preparing materials for board meetings

Junior Captives Accountant

Marketing

• Lead design, development, and implementation of innovative loyalty constructs and strategies across product suite.
• Create and execute multi-channel strategic marketing campaigns with Marketing Leaders, Product Management, and direct report(s).
• Drive execution of approved strategy, managing program planning, budgeting, and delivery.
• Collaborate with Sales, Service leadership, and Product Management to assess and optimize consumer communications.
• Coordinate with external agencies and vendors to support loyalty marketing initiatives.
• Manage revenue forecasts including annual establishment and monthly reforecasting based on performance actuals.
• Analyze performance of existing loyalty programs to identify growth, optimization, and innovation opportunities.
• Implement metrics and tracking with Database Marketing team to monitor results and model impact.
• Identify A/B testing opportunities and design experiments to optimize campaign components.
• Develop and present data-backed recommendations and clear presentations to senior leadership.
• Coach and develop direct report(s) to achieve business results and adapt to evolving strategies.

Loyalty Marketing Manager

• Assist with maintaining contractual and regulatory compliance requirements across AGIA, carriers, clients, and insureds
• Summarize applicable requirements, identify potential risks and penalties, and route to leadership
• Coordinate annual regulatory mailings such as GLB and HIPAA: obtain notices, due dates, mailing instructions, oversee printing and mailings
• Complete carrier and state required mailings (Annual Address Change, Eligibility reminders, Secondary Addressee, CA Auto Renewal Reminder, MA Termination Notification)
• Run self-serve queries, coordinate with print vendors, and handle small volume print/mailings
• Implement OFAC and Patriot Act compliance initiatives: daily review of work queue, screen new business applications, run quarterly full file screenings, provide proof for audits
• Coordinate Compliance@agia.com inbox and Single Point of Contact (SPOC) process: monitor, log, assign actions, maintain tracking log, handle fraud/security incidents, log bulletins
• Coordinate creation, assignment, and tracking of training modules with Corporate Training and HR via LMS; ensure completion and archive reporting; manage carrier attestations
• Prepare client, carrier, and internal reports by compiling data, generating monthly/quarterly/annual reports, and maintaining scheduled carrier level reports and calendar
• Maintain contracts/agreements: monitor submission portal, process fully executed agreements, pull agreements from database, produce monthly volume reports
• Assist Compliance and Security teams with vendor management assurance

Systems Engineer

• Serve as a critical link between business operations and technical development, ensuring the seamless implementation of system solutions
• Gather and analyze requirements for ad hoc requests and large-scale implementations
• Lead end-to-end Quality Assurance (QA) and User Acceptance Testing (UAT)
• Partner with developers to ensure successful solution delivery and system alignment with business needs
• Analyze and resolve issues related to data, applications, and system functionality
• Provide actionable insights and recommendations to enhance business processes and optimize system performance
• Identify opportunities to improve efficiency and scalability within policy and claim systems

Business Systems Analyst

Account Executive

• Function as the primary service contact for all customers and speak daily with customers
• Answer questions and field inquiries
• Process and issue endorsements, invoices, and policies
• Meet periodically with customers to conduct program reviews and discuss policy terms and conditions
• Develop rapport with customers and become a trusted resource for risk management, insurance, and claims solutions
• Explain risks and identify gaps in coverage and customize insurance solutions
• Upsell customers from voluntary to blanket programs and identify opportunities to increase revenue
• Explain claims benefits, claims processes and claims procedures
• Prepare new and renewal terms and conditions and review them for accuracy
• Create proposals and presentations and present new and renewal terms and conditions
• Support business unit leader in reporting new and renewal business flow, hit ratios, and market intelligence
• Represent the business unit at trade shows and industry events
• Continually seek educational, technical, and professional development opportunities
• Other duties as assigned by Doxa Executive Leadership

• Assist with maintaining contractual and regulatory compliance requirements across AGIA, carriers, clients, and insureds
• Summarize applicable requirements, identify potential risks and penalties, and route to leadership
• Coordinate annual regulatory mailings (GLB, HIPAA): obtain notices and mailing instructions, coordinate printing/inserting, oversee and track mailings
• Complete carrier and state required mailings (Annual Address Change, Eligibility reminder, Secondary Addressee, CA Auto Renewal Reminder, MA Termination Notification): run self-serve queries, coordinate with print vendors, print/send small volume mailings
• Implement OFAC and Patriot Act compliance initiatives: review/validate daily work queue for New Business and Claims matches, coordinate screening of new business applications, run/send quarterly full file screening to OFAC vendor, gather proof of screening for audits
• Coordinate Compliance & Partner Relations inquiries in Compliance@agia.com inbox and support SPOC process: monitor/log items, assign resources, maintain tracking log, handle fraud/security incidents, log bulletins
• Coordinate creation, assignment, and maintenance of associate training modules with Corporate Training and HR; ensure completion and archive reporting; manage carrier required attestations
• Prepare client, carrier, and internal reports: compile data from multiple sources for monthly/quarterly/annual reports, create tracking mechanisms, maintain scheduled carrier reports and calendar, update monthly department reports
• Maintain contracts/agreements: monitor submission portal, complete process steps for fully executed agreements, pull agreements from database, produce monthly volume reports
• Assist Compliance and Security teams with vendor management assurance

• Own and direct end-to-end execution of marketing campaigns accurately and within defined timelines
• Facilitate and execute projects, collaborating with internal teams and external partners
• Manage marketing campaign execution for assigned clients/partners as defined on Marketing Plans
• Utilize marketing technology platforms and historical campaign results to execute campaigns
• Analyze historical marketing results and recommend creative and segmentation strategies to meet revenue projections
• Determine appropriate testing quantity and package configuration for statistically valid creative testing
• Support Business Development by providing marketing reports and communicating professionally with external partners
• Obtain partner approvals for marketing campaigns and provide strategy and results to partners and Business Development
• Ensure campaigns meet quality standards, schedules, and documented business processes
• Track performance, report analytics on established cadence, and provide data-driven recommendations

Marketing Coordinator

• 100% new business sales role reporting to the Director of Sales
• Drive new business sales and cultivate key relationships to grow RLL®’s presence
• Sell directly to multifamily decision makers including C-suite leaders
• Cultivate insurance partner relationships and position RLL as a solution for their clients
• Travel to trade shows, customer visits, and other events to expand market reach
• Obtain insurance license shortly after onboarding and maintain compliance
• Collaborate with sales leadership and internal teams to execute growth strategies

Analyst

• Evaluate, structure, and execute acquisitions; perform in-depth financial modeling, valuations, and scenario analyses
• Assist in the due diligence process by managing cross-functional teams and external advisors to ensure successful deal execution
• Analyze industry trends and competitive landscapes to identify strategic acquisition targets and manage the M&A CRM pipeline
• Assist in structuring deal terms and negotiating agreements with target companies and advisors in partnership with legal and finance teams
• Collaborate with internal teams (finance, legal, operations) and external consultants; prepare and deliver presentations to executive leadership
• Support post-transaction integration efforts; track progress against KPIs and report outcomes to stakeholders
• Up to 25% travel as needed

Mergers and Acquisitions Analyst

Marketing Project Coordinator responsible for end-to-end execution of marketing campaigns•Collaborate with internal teams and external partners to ensure high-quality delivery•Manage marketing campaigns, execute digital and direct response campaigns per marketing plans•Analyze historical results to recommend creative and segmentation strategies and determine test quantities for statistically valid testing•Support Business Development by providing reports and professional partner communication•Performance measured by campaign execution on schedule, data-driven analysis, and positive stakeholder feedback

• Position Summary: The Marketing Project Coordinator will be responsible for ensuring the successful implementation of marketing campaigns by owning and directing the end-to-end execution of projects accurately and within the defined timeline.
• The Marketing Project Coordinator’s facilitation and execution of projects, collaboration with partners, and execution of shared corporate initiatives directly contributes to meeting the stated business goals and/or revenue projections.
• The Marketing Project Coordinator will collaborate with internal teams and external partners to ensure high-quality, consistent delivery across: • Marketing campaign execution • Analytics collection and reporting
• Essential Job Functions: Manage Marketing Campaigns – Identify, develop and execute digital and direct response marketing campaigns for assigned clients/partners, as defined on all assigned Marketing Plans. Using defined processes, marketing technology platforms, a deep understanding of historical campaign results, familiarity with our products and current marketing materials, and utilizing strong relationships with our external partners and internal team, campaigns should be executed accurately and within the defined timeline. Analyze Results to Recommend Strategy – Assist in the analysis of historical marketing results data to recommend creative and segmentation marketing strategies to meet or exceed revenue projections. Utilizing basic statistics principles, the Marketing Project Coordinator will determine appropriate testing quantity and package configuration for statistically valid creative testing. Support Partner Relationships – Support the Business Development team in their effort to maintain positive and cohesive partner relationships by providing marketing reports as requested and through being professional and responding timely when communicating with external partners. The Marketing Project Coordinator will be responsible for communicating with partners in order to gain their approval on marketing campaigns and will be required to provide marketing strategy information and marketing campaign results to the Business Development team and/or to an external partner directly. Performance Measurements: Manage Marketing Campaigns - Campaigns are executed on schedule, meet or exceed established quality standards, and in accordance with documented business processes. Proficiency is shown when utilizing marketing technologies and tools. Analyze Results to Recommend Strategy – Campaign performance analysis is conducted on an established cadence and includes data-driven recommendations for improvement. Support Partner Relationships – External and internal stakeholder/partner feedback on their relationships remain positive. Information including campaign results, campaign strategy, and marketing creatives provided to external partners is accurate and delivered in a professional manner.

About Us: DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators.
Job Overview: The Mergers & Acquisitions team is seeking an Analyst to act as a critical role in driving our strategic growth initiatives by evaluating, structuring, and executing acquisitions. This role involves supporting cross-functional deal teams, performing advanced financial analyses, presenting recommendations to senior leadership, and supports post-transaction integration to ensure value realization.
Key Responsibilities:
· Deal Evaluation and Execution : Perform in-depth financial modeling, valuations, and scenario analyses to evaluate potential acquisition opportunities. Assist in the due diligence process by managing cross-functional teams and external advisors to ensure successful deal execution.
· Market Analysis, Target Identification, and CRM Management : Analyze industry trends and competitive landscapes to identify strategic acquisition targets that align with corporate objectives. Maintain and manage the M&A CRM system to track potential targets, deal pipeline progress, and engagement history. Present detailed findings and recommendations to leadership to support strategic decision-making.
· Transaction Structuring and Negotiation : Assist in structuring deal terms and negotiating agreements with target companies and advisors to maximize value and minimize risk. Partner with legal and finance teams to ensure compliance and optimal transaction outcomes.
· Cross-Functional Collaboration : Collaborate with internal teams (e.g., finance, legal, operations) and external consultants to facilitate seamless deal processes. Prepare and deliver presentations to executive leadership, ensuring clarity of recommendations and alignment with strategic goals.
· Post-Transaction Integration : Support integration efforts by working closely with operational and functional teams to ensure smooth transitions and realization of deal value. Track progress against key performance indicators and report outcomes to stakeholders.

Consultant

• DOXA is an award-winning specialty insurance platform providing centralized sales, marketing, underwriting, and operational support to specialty insurance programs
• Investigate and negotiate the resolution of Marine Claims (MGL/P&I/Hull/Boat Dealers/Contractors, etc.)
• Assist clients with timely reporting of marine claims, including complex and catastrophe claims
• Manage client assets to assure prompt recovery of amounts ceded to insurers
• Assist clients with year-end collateral funding needs in accordance with regulatory requirements
• Potential to work with litigation management and both coverage and defense counsel

Marine Claims Consultant

• Serve as a critical link between business operations and technical development to implement system solutions
• Gather and analyze requirements for ad hoc requests and large-scale implementations
• Partner with developers to ensure successful solution delivery and system alignment with business needs
• Lead end-to-end QA and UAT testing efforts
• Analyze and resolve issues related to data, applications, and system functionality
• Provide actionable insights and recommendations to enhance business processes and optimize system performance

The Loyalty Marketing Manager will play a key role in driving innovative loyalty constructs and strategies across the organization’s suite of products.
• Partnering closely with Product Management, Affinity Marketing, and Digital Marketing, the Loyalty Marketing Manager will be responsible for developing, implementing, and optimizing customer loyalty programs by designing and executing marketing strategies that drive customer engagement, long-term value creation, and increase customer lifetime value.
• The role will involve analyzing the effectiveness of current loyalty constructs, identifying opportunities for innovation, and translating customer-centric loyalty into impactful, multi-channel strategic marketing campaigns across products and marketing channels.
• Lead the design, development, and implementation of innovative loyalty constructs and strategies aimed at enhancing the customer experience, inclusive of marketing campaign tactics, technical and support requirements, and budget recommendations.
• Work with the Marketing Leaders, Product Management, and direct report(s) to create multi-channel strategic marketing campaigns that drive customer engagement and retention across multiple product offerings.
• Drive execution of approved strategy, with support of direct report(s), to ensure all details of the program are planned and executed successfully and within budget.
• Collaborate with Sales and Service leadership and Product Management team to assess and optimize consumer communications that integrate with or directly support loyalty programs.
• Coordinate with external agencies and vendors as needed to support loyalty marketing initiatives.
• Manage revenue forecasts, including establishment of annual forecast and monthly reforecasting based on performance actuals.
• Analyze the performance of existing loyalty programs, identifying key areas of opportunity for growth, optimization, and innovation.
• Implement metrics and tracking mechanisms, in partnership with the Database Marketing team, to monitor results and model the impact of loyalty programs, providing insights to support decision-making and drive continuous improvement.
• Identify campaign components that are ripe for A/B testing to optimize performance.
• Develop and communicate clear, data-backed recommendations to senior leadership, driving business and customer-centric decision-making.
• Translate complex ideas and data into simple, actionable recommendations for senior management and leadership teams.
• Create clear and compelling presentations that effectively communicate findings, insights, and strategic recommendations to executive leadership.
• Work closely with senior leadership to drive decisions, providing insights and expert-level recommendations based on detailed analysis and industry knowledge.
• Provide continuous coaching and development of direct report(s) to ensure that they can achieve business results and adapt to evolving marketing strategies and industry changes.
• Establish campaign performance benchmarks to manage budgets and forecasts against spend/effectiveness targets and develop supporting financial reports for delivery on regular intervals.

• DOXA is an award-winning specialty insurance platform acquiring and developing niche-market insurance program administrators, underwriting companies, and distribution partners
• Monument Sports Group is a specialty agency focused on sport and entertainment insurance
• Conduct thorough assessments of client needs and provide personalized insurance solutions
• Collaborate with clients, team members and underwriters to design and customize insurance solutions
• Process certificates of insurance efficiently and accurately
• Utilize management system to track policies, update client information, and manage workflows
• Stay abreast of industry trends, regulations, and emerging risks
• Build and maintain strong relationships with clients
• Assist in development and implementation of marketing strategies to expand client base
• Provide exceptional customer service and address inquiries promptly
• Attend relevant industry conferences (around 2-3 per year) and events

The Account Executive supports the Business Unit President and is responsible for all customer service functions.
The Account Executive speaks daily with customers, fielding questions and processing endorsements, invoices, and policies.
The Account Executive meets periodically with customers to conduct program reviews, discuss policy terms and conditions, and ensure overall customer satisfaction.
Understand Accident & Health products and services, including competitive features and benefits, to meet customer needs.
Develop trusted relationships with customers and recognize gaps in coverage to increase revenue through upselling and cross-selling.
Develop an understanding of risk appetite and underwriting guidelines and evaluate and price risks.
Support the business unit leader in reporting new and renewal business flow, hit ratios, and market intelligence.
Represent the business unit at trade shows and industry events.

About Us: DOXA is an award-winning specialty insurance platform that acquires and develops niche-market insurance program administrators, underwriting companies, and distribution partners including MGAs, MGUs, brokers, and direct-to-consumer operators. We provide centralized sales, marketing, underwriting, and operational support that helps our companies unlock their full growth potential. With hundreds of custom specialty insurance programs and partnerships and more than 20,000 agent and broker relationships nationwide, DOXA’s rapid growth is reaching new heights. Our rapid evolution means we can deliver on something most companies just talk about; building a workplace where talented professionals are drawn to the impact they can make. We offer competitive benefits and compensation, but what really differentiates us is our culture empowerment and commitment to innovation in the specialty insurance space. If you're an ambitious professional looking to evolve your career, we'd love to talk. Ready to join a community of experts redefining the specialty insurance space? Why Caitlin Morgan? Caitlin Morgan, an entity of DOXA, is currently seeking a highly motivated entry-level or junior accountant to join our finance department. The candidate will be responsible for performing a variety of accounting functions in our insurance business. This role will offer a great opportunity for growth as the organization continues its expansion goals. Key Responsibilities: Support the preparation of financial statements under local GAAP in an accurate and timely manner for portfolio of clients Assist with reconciling and posting insurance transitions Help track and post claim activity Support investment portfolio tracking and reporting Assist in preparing materials for annual audits and regulatory fillings Maintain client contact as needed Assist in preparing materials for board meetings

Events

• Plan and Execute DOXA Event Strategy
• Manage event logistics, including sponsorships, travel coordination, booth/display setup, and promotional materials.
• Own the event calendar, attendee coordination, registration processes, and shipping/handling of materials.
• Ensure seamless event execution, tracking ROI and capturing leads for follow-up.
• Manage Marketing Operations
• Implement systems, processes, and reporting that increase marketing efficiency and visibility.
• Oversee Social Media and Content Strategy
• Develop and manage the social media calendar in partnership with the Corporate Brand Director.
• Coordinate scheduling, posting, and reporting for LinkedIn and other platforms.
• Align content planning with event timing, campaigns, and strategic announcements.
• Coordinate Vendors and Campaigns
• Collaborate with creative vendors, print partners, and swag providers to fulfill marketing needs.
• Support end-to-end campaign execution including planning, delivery, and performance tracking.
• Contribute to Brand and Web Presence
• Support web maintenance and landing page development within WordPress.
• Ensure consistency in brand messaging and tone across all digital touchpoints.
• Support SEO strategy and manage vendors.

Marketing and Events Manager

• Assist with maintaining contractual and regulatory compliance requirements by working with Compliance team members to assess how they apply to AGIA’s business including AGIA, the carrier, the client, and the insured to ensure the company meets its federal, state, and contractual legal obligations
• Summarize the applicable requirements that identify potential risks and penalties and route to leadership
• Coordinate the annual regulatory mailings such as: Gramm-Leach-Bliley (GLB) and Health Insurance Portability and Accountability Act (HIPAA). i. Obtain the required notices, due dates and mailing instructions from the carriers. ii. Coordinate the printing and inserting of the packages. iii. Oversee and track the mailings
• Complete Carrier and state required mailings such as: Annual Address Change and Eligibility reminder, Annual Secondary Addressee, monthly CA Auto Renewal Reminder, monthly MA Termination Notification with proof of Mailing. i. Run self-serve queries. ii. Coordinate with print vendor(s) as volume requires. iii. Print and send small volume mailings
• Implement the Office of Foreign Asset Control (OFAC) and Patriot Act compliance initiatives. i. Review & validate work queue daily for New Business and Claims matches. ii. Coordinate and maintain the processes of screening every new business application and running and sending quarterly full file screening to AGIA’s OFAC vendor. iii. Gather and provide proof of screening as requested for audits
• Coordinate all Compliance & Partner Relations related inquiries and actions that are received in the Compliance@agia.com inbox. a. Support the Single Point of Contact Process (SPOC) by monitoring and logging items in the SPOC inbox and assigning them the appropriate internal resource for completion. b. Work with Compliance and Partner Relations team to answer or assign all received inquiries and requests. i. Maintain SPOC tracking log to ensure all assigned actions are completed. ii. Handle all reported fraud or security incidents per the defined processes. iii. Log all bulletins
• Work with Carrier and AGIA subject matter experts to ensure associate training modules are compliant. a. Coordinate creation and maintenance of all training modules by working with Corporate Training Department and Human Resources. b. Assign all required training modules to applicable associate within AGIA’s Learning Management system (LMS). c. Ensure that all assigned associates, new, and existing associates complete required training­­­ and reporting is archived per procedures. d. Organize and reply to all carrier required attestations
• Prepare client, carrier, and internal reports. a. Compile data from multiple sources to generate monthly, quarterly, and annual client reports. b. Create and implement tracking mechanisms to communicate status and follow up on internal support requests for queries and required data. c. Maintain Scheduled Carrier Level Reports and Calendar. Assist in any changes, troubleshooting, or maintenance of these reports. d. Gather and update monthly department reports. e. Appropriately maintain and understand the nature of sensitive, proprietary, and confidential client, carrier, and AGIA information.
• Maintain Contracts/agreements. a. Monitor submission portal and complete process steps for all submitted fully executed agreements. b. Pull requested agreements from database. c. Produce monthly reports on volumes received.
• Assist Compliance and Security teams with vendor management assurance.