ISC (Integrated Specialty Coverages, LLC)

Underwriter

• Utilize understanding of exposures and risks analysis to assess loss history and current condition of finances for a case.
• Collects, studies, and reviews documentation pertaining to risk cases, performing risk analysis to conclude whether a case is worth accepting.
• Conduct preliminary reviews of complex submissions to identify errors, omissions, and confirm eligibility.
• Collaborate closely with the underwriting team to finalize insurance applications efficiently.
• Utilize multiple databases to gather and verify supplementary data for submissions.
• Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience.
• Respond to customer needs, providing guidance and assistance tailored to their insurance needs.
• Process accounts from approved quotes through to policy issuance with accuracy and efficiency.

Underwriting Assistant – Non-admitted Personal Lines

Vice President

• Create the roadmap for determining and developing strategic partnerships.
• Execute on key KPIs including revenue and EBITDA growth.
• Identify and cultivate key strategic partners such as insurance carriers and retail operations such as Lowes and Home Depot. In addition, identify opportunities in nontraditional distribution channels.
• Lead negotiations for new contracts and override agreements with key partners.
• Develop and implement long term sales objectives and profit-sharing structures based on production.
• Collaborate with legal to ensure the contractual agreements protect the interests of the company.
• Identify potential industry trade associations that we can partner with to be an endorsed carrier for them i.e., construction, hospitality, etc.
• Provide insights to product and underwriting to ensure we are efficient and best in class from the customer’s perspective.
• Lead the implementation and roll-out of these programs.
• Provide insights, competitive intelligence to product managers, underwriting and the sales team to enhance efficiency, competitiveness, and ease of doing business.
• Collaborate with IT to ensure all systems are optimized for tracking and reporting purposes.
• Maintain and update producer marketing database (Salesforce).
• Facilitate product webinars and website demonstrations.
• Support corporate communications, marketing, and advertising.
• Represent the company at various industry trade shows designed to drive additional business.
• Propose and follow up on corporate and individual promotions.
• Undertake special projects as assigned by management and perform other duties as requested.
• Collaborate closely with the sales team to ensure partnership success.
• Provide necessary training and support to partners to ensure mutual success.

VP, National Accounts – Affinity

Data Analyst

• Hands‑on Delivery (IC): Build and maintain production Power BI reports and semantic/tabular models; optimize DAX, star schemas, query folding, and refresh performance; own and continuously improve inherited portfolio items.
• SQL & Data modeling: Author performant SQL for curated reporting tables in Snowflake; collaborate with Data Engineering on data modeling standards, release processes, and deployment pipelines (DEV/UAT/PROD)
• People Leadership: Manage and develop 3-4 analysts through backlog grooming, 1:1s, growth plans, and code/design reviews; cultivate a culture of craftsmanship, curiosity, and accountability.
• Delivery KPIs: Define and track clear KPIs for BI delivery (e.g., refresh reliability, stakeholder satisfaction, cycle time) and coach analysts to meet/exceed targets.
• Governance & Enablement: Champion Power BI as the source of truth with robust access controls, versioning, certified datasets, and well‑defined semantic layers; enable self‑service through reusable templates, themes, and training. Lead BI literacy training across business units.
• Stakeholder partnership: Act as the go‑to BI partner for operational leaders; translate needs into scalable datasets/dashboards tied to measurable outcomes and decision workflows. Establish meeting cadences with Product, Accounting, and BU leaders to prioritize work that drives measurable business outcomes.

BI Data Analytics Manager

Business Development Rep

• Contact new and existing brokers to explain features and benefits of our programs.
• Compile, organize and relay crucial information to close quotes.
• Maintain producer marketing database.
• Facilitate product webinars and website demonstrations.
• Execute weekly telephonic campaigns to maintain a pipeline of qualified agency appointments.
• Assist with corporate communications, marketing, and advertising.
• Participate in various industry trade shows.
• Recommend ideas for and following up on corporate and individual promotions.
• Develop referrals from brokers, carrier partners, and other vendors.
• Complete special projects as assigned by management and perform other duties as requested.

Business Development Representative – National

Claims Specialist

• Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Building and maintaining productive relationships with internal and external customers, including clients, underwriting and service teams, and agents
• Research applicable coverage for our insureds. Document coverage dates, limits, and restrictions
• Identify and resolve any potential coverage questions. Draft reservation of rights and coverage denials for review and approval by their Supervisor/Manager
• Investigate facts of the loss by securing statements and supporting documentation such as contracts, cost of repair estimates, expert reports, photos, correspondence, etc
• Document activities in writing within claim files
• Exercise judgment in applying legal liability to assigned claims and will have settlement authority up to their specific authority, which may vary from carrier to carrier
• Assign defense counsel to answer and defend lawsuits where appropriate. Monitor and direct defense counsel, independent adjusters, and experts
• Identify claims with potential exposure in excess of authority and advise their Supervisor/Manager
• Evaluate, set, or recommend reserves for each file they are handling
• Prepare written reports as dictated by company policy and procedures
• Handle claims within guidelines of the Fair Claims Practices 790.03
• Provide insureds, claimants, underwriters, and carriers with regular updates on status of file handling
• Discuss unique and complex files with Supervisor/Manager

Underwriting Assistant – Non-admitted Personal Lines

VP, National Accounts – Affinity

BI Data Analytics Manager

Business Development Representative – National

Senior Claims Specialist