Pathpoint

Financial Planning and Analysis

• Take ownership of core finance and accounting processes and functions
• Develop new systems and improve existing processes to support clients and internal teams in handling financial and accounting workflows
• Collaborate closely with Operations, Sales, Underwriting, and Strategic Partnerships to provide industry leading client service

Senior Financial Analyst

Account Manager

• Support Growth of the Regional Book: Support early-stage pipeline growth by helping identify high-potential agents, initiating engagement efforts, and assisting the Account Manager in tracking regional activity and uncovering new business opportunities.
• Build Relationships with Agents: Develop relationships with newly appointed retail agents through excellent service, platform guidance, and appetite education.
• Coordinate Sales Activities: Daily activities include converting renewal business, soliciting new business from early-stage pipeline, and supporting agent requests related to policy management.
• Learn the Business: Build deep knowledge of Pathpoint’s platform, appetite, processes, and E&S market dynamics. Shadow Account Managers in sales meetings and agent trainings.
• Cross-Functional Collaboration: Work with underwriting, operations, marketing and product teams to relay agent feedback, improve tools, and ensure a seamless experience for our agent partners.

Associate Account Manager

People Operations

• Architect, implement, and maintain company people operations policies and human capital development strategies
• Familiarize yourself with Pathpoint’s history, culture and dedication to the performance of our mission; drawing upon previous experience to help evaluate what has worked well and what can be improved upon
• Evaluate the talent pool and optimize the organizational structure by training the managers to conduct regular performance reviews and assess their own department’s needs and resources; establish and tune compensation and performance frameworks
• Design and implement recruiting, onboarding and off boarding policies to enhance the complete employee lifecycle process
• Become the center of excellence for employees’ benefits and welfare issues
• Maintain and improve internal communications with employees regarding human resources issues, including career pathing and enhanced understanding of the organization’s objectives
• Implement procedures for and supervise HR service providers, including Sequoia and its related vendors, recruiters, 401(k) providers and ancillary support services.
• Support the CEO and the leadership team in facilitating company events, including All Hands meetings and periodic Off-sites
• Make Pathpoint a better place to work every day and drive employee retention and performance by improving our people systems

Senior Financial Analyst

Associate Account Manager

People Operations Manager