Optiom

General

• Own risk assessment and adjudication across the product suite
• Mentor and train junior underwriting staff
• Build direct relationships with Lloyd's partners and brokers
• Shape underwriting standards for a specialty product suite

Senior Underwriter

Customer Success Manager

• Develop relationships with broker partners
• Deliver product training
• Drive growth through key channels

Partner Success Representative

Manager

• Define and govern the standards, patterns, and documentation practices for software integrations across APIs, file-based interfaces, middleware, and vendor-supported connections
• Evaluate integration options and contribute to roadmap planning by identifying sequencing dependencies and technical constraints
• Champion maintainable, scalable solutions over short-term workarounds
• Reverse engineer existing software, workflows, and business logic — especially in environments with incomplete or no documentation
• Map current-state data flows, dependencies, and system interactions across policy administration, CRM, premium financing, and broker/dealer portals
• Surface undocumented risks, hidden dependencies, and process gaps that affect future-state design
• Produce and maintain integration documentation: interface inventories, data flow maps, dependency maps, and current-state architecture artifacts
• Translate technical findings into actionable requirements and solution inputs for delivery teams
• Partner with development teams, internal stakeholders, and external vendors to align on integration requirements, responsibilities, and testing approaches
• Support incident and problem analysis where integration behavior or cross-platform dependencies are contributing factors
• Provide technical leadership on integration-related priorities across the organization

Technical Integrations Manager

Claims Specialist

• Support Optiom’s transition of warranty claims handling from a third-party model to an in-house capability
• Work closely with the Claims Supervisor and Optiom’s contracted warranty technical advisor
• Manage warranty claim intake and documentation
• Verify coverage eligibility and policy terms at intake
• Create and maintain complete, accurate claim files in the claims management system
• Review repair estimates, diagnostic reports, and work orders
• Coordinate with the contracted warranty technical advisor
• Apply coverage terms to repair findings
• Escalate complex or disputed claims to the Claims Supervisor
• Communicate claim status, coverage outcomes, and next steps to policyholders and dealer partners
• Contribute to building out Optiom’s internal warranty claims knowledge base

Warranty Claims Specialist

Operations

• Manage the end-to-end loan origination workflow — application intake, credit-review support, approval processing, premium confirmation, and funding disbursement.
• Oversee loan servicing: payment processing, instalment schedule management, account adjustments, and early-settlement calculations.
• Administer the collections function — monitoring delinquency queues, coordinating outreach, executing return-of-premium recovery, and escalating per credit policy.
• Maintain and enforce service-level agreements across operational workflows, tracking turnaround times and flagging exceptions in real time.
• Serve as the primary internal administrator of the Red Planet Software Odyssey loan-administration platform — user access, workflow configuration, data integrity, and troubleshooting.
• Build and maintain operational documentation: SOPs, workflow maps, approval matrices, and decision trees that keep execution consistent as the team grows.
• Identify and drive process improvements that reduce manual touchpoints, shorten turnaround, and improve accuracy and auditability.
• Partner with our IT/IS function and the Odyssey vendor on enhancements, integrations, and issue resolution.
• Produce operational reporting for leadership — origination volume, SLA performance, delinquency rates, collections recovery, and approval turnaround.
• Monitor portfolio health daily and weekly, flagging emerging delinquency patterns or anomalies.
• Build and maintain operational dashboards that give leadership real-time visibility into performance.
• Act as the primary operational contact for broker partners on application status, account inquiries, and settlement requests — resolving issues or escalating with clear documentation.
• Manage the operational onboarding of new broker partners, from system setup to submission-workflow training.
• Respond to policyholder inquiries with professionalism and accuracy, escalating complex cases as required.

Manager, Lending Operations

• Look at a cluttered backlog and start thinking about how to fix it
• Bring structure where others bring chaos
• Facilitate a release readiness conversation
• Write a process map that a new team member can follow
• Coordinate delivery across a growing specialty insurance MGA

Delivery Operations Analyst

Systems Engineer

• Work closely alongside the Technical Integrations Manager to analyze applications, workflows, and cross-system dependencies.
• Partner with the Delivery Operations Analyst to ensure work items are complete, accurate, and ready for execution.
• Create documentation when it doesn’t exist and clarify system behaviour.
• Manage the analytical capability that sits between business operations and technical delivery teams.
• Ensure clear system documentation and accurate requirements are met for a growing application landscape.