AGIA Affinity

Director

• Own and manage a profitable book of marine business (new and renewal)
• Exercise advanced underwriting authority and pricing strategy within carrier guidelines
• Analyze portfolio performance, loss trends, and market dynamics to optimize results
• Structure and negotiate complex risks with brokers and partners
• Develop and execute a strategic broker/agency growth plan
• Cultivate and expand relationships with key producers and distribution partners
• Identify, recruit, and onboard new high-value trading partners
• Lead or contribute to new product/program development
• Monitor market trends, competitor activity, and emerging risks
• Recommend and implement strategic adjustments to drive growth
• Mentor and develop junior underwriting talent
• Serve as a subject matter expert on complex marine risks
• Promote underwriting excellence and best practices across the team
• Oversee account servicing, endorsements, and policy lifecycle management
• Review inspections and ensure appropriate underwriting actions are taken

Senior Commercial Marine Underwriter – Director

Financial Planning and Analysis

• Lead monthly financial reporting and analysis for multiple business units, including P&L performance, operational metrics, and production reporting
• Partner with business leaders to analyze trends, identify risks and opportunities, and provide actionable financial insights
• Perform variance analysis against forecast, budget, and prior periods to identify key business drivers
• Support and coordinate quarterly forecasting and annual budgeting processes
• Develop and maintain financial models to support forecasting, scenario planning, and strategic initiatives
• Oversee company-wide sales incentive reporting and compensation analytics, ensuring accuracy and transparency
• Prepare executive-level reporting packages, dashboards, and presentations for senior leadership
• Define, monitor, and refine KPIs to drive business performance and accountability across business units
• Lead FP&A process improvements, reporting automation, and financial systems enhancements to improve scalability and decision support
• Collaborate cross-functionally across operations, sales, accounting, and leadership teams while serving as a trusted finance advisor and mentoring junior analysts
• Assist with data validation, reporting integrity, and development of financial KPIs related to the implementation and enhancement of a company-wide data lake

Senior Financial Planning & Analysis Analyst

Accountant

• Lead month-end close activities for multiple subsidiaries and business units, including journal entries, account reconciliations, variance analysis, and reporting
• Prepare and maintain accurate financial records within NetSuite and other accounting systems
• Collaborate with business unit accounting teams to improve close processes, standardization, and internal controls
• Assist with intercompany accounting and consolidation-related activities
• Support acquisition integration activities and other special projects as needed
• Assist with the annual financial statement audit and support audit and tax-related requests
• Analyze financial results and investigate fluctuations to support management reporting and operational decision-making
• Identify opportunities to improve accounting processes, reporting efficiency, and data accuracy
• Support ad hoc financial analysis, reporting, and cross-functional initiatives

Senior Accountant

Marketing

• Manage Marketing Campaigns
• Identify, develop, and execute digital and direct response marketing campaigns for assigned clients/partners as defined in assigned marketing plans.
• Own end-to-end campaign execution using defined processes and marketing technology platforms to ensure accuracy, quality, and on-time delivery.
• Coordinate campaign tasks across internal stakeholders to manage timelines, dependencies, approvals, and deliverables.
• Leverage historical campaign results, product knowledge, and current marketing materials to support effective execution and testing.
• Maintain documentation, schedules, and project tracking to support consistent delivery and process adherence.
• Analyze Results and Recommend Strategy
• Assist in analyzing historical marketing results to recommend creative and segmentation strategies that meet or exceed revenue projections.
• Apply basic statistical principles to determine appropriate test quantities and configurations for valid creative testing (A/B testing).
• Support analytics collection and reporting by compiling campaign results and performance insights for internal teams and external partners.
• Support Partner Relationships
• Support partner relationships by providing marketing reports and responding to external communications in a timely, professional manner.
• Communicate with partners to obtain approvals on marketing campaigns and creative assets.
• Share campaign strategy information and performance results with internal stakeholders (e.g., Business Development) and, as needed, directly with external partners.
• Help ensure consistent, high-quality delivery across channels by collaborating closely with internal teams and external vendors.

Marketing Coordinator

Accounting Manager

• Research, evaluate, and document complex accounting issues under U.S. GAAP
• Prepare high-quality technical accounting memos and position papers
• Develop and maintain a robust set of accounting policies and internal guidance
• Monitor new and emerging accounting pronouncements
• Lead purchase accounting analyses for acquisitions
• Provide technical accounting guidance on transaction structures
• Support accounting diligence efforts and review of transaction-related agreements
• Partner with internal teams to ensure alignment on accounting treatment
• Support the preparation and review of GAAP financial statements and disclosures

Director, Technical Accounting

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
• 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

Customer Support

• Answer incoming calls from members, group participants and other customers, ensuring that all inquiries and issues are handled effectively, in a timely manner, and with a customer service focus.
• Promote AGIA customer service values by being courteous, professional and prompt in all customer interactions.
• Adhere to quality program metrics and achieve quality performance levels.
• Assist members with general service inquiries, billing questions, eligibility updates, and policy-related requests.
• Update and maintain customer billing and eligibility information in appropriate administrative systems.
• Process and fulfill customer requests following approved procedures.
• Support member retention by identifying concerns and providing appropriate solutions when members inquire about changes or cancellations.
• Maintain up-to-date knowledge of products, services, and active offerings to ensure customer satisfaction and identify opportunities to promote additional value.
• Resolve member complaints and concerns through active listening, empathy, and professionalism.
• Identify member needs through strategic questioning to uncover opportunities and recommend high-value products and services that drive long-term member retention and revenue growth.
• Share successes, feedback, and new ideas with team members in order to achieve both individual and team goals.
• Perform other miscellaneous functions and special projects as assigned.

Senior Commercial Marine Underwriter – Director

Senior Financial Planning & Analysis Analyst

Senior Financial Planning & Analysis Analyst

Senior Accountant

Marketing Coordinator

Director, Technical Accounting

Accounts Receivable Specialist

Customer Service and Benefits Advisor – Hybrid