SafeLease

Operations

• Oversee and drive high-impact, cross-functional claims initiatives, ensuring alignment with company strategy and timely execution.
• Partner with the Claims organization to optimize the end-to-end claims lifecycle, including intake, adjudication, settlement, and recovery/subrogation workflows.
• Collaborate with Product, GTM, and Support teams to identify opportunities for claims operational improvements and implement scalable solutions.
• Develop and monitor claims KPIs (e.g., cycle time, loss adjustment expense, leakage, customer satisfaction) to evaluate the success of strategic initiatives and operational processes.
• Lead the creation of project plans, timelines, and resource allocation to ensure successful delivery of claims transformation efforts.
• Provide strategic recommendations to senior leadership based on claims data analysis, loss trends, and industry benchmarks.
• Facilitate cross-departmental collaboration, managing stakeholder relationships to drive consensus and outcomes on claims priorities.
• Mentor and guide junior team members in project execution and claims operational strategy.

Director of Strategy – Operations, Claims

Data Analyst

• Design, build, and maintain dbt models that transform raw source data into clean, well-documented, analytics-ready tables in Snowflake
• Build and maintain executive and department-level dashboards that communicate performance clearly
• Conduct deep-dive analyses to explain anomalies, validate hypotheses, and uncover signals in messy data
• Instrument data quality checks and alerting so issues surface before they reach decision-makers

• Oversee and drive high-impact, cross-functional projects, ensuring alignment with company strategy and timely execution.
• Collaborate with Product, GTM, and Support teams to identify opportunities for operational improvements and implement scalable solutions.
• Develop and monitor KPIs to evaluate the success of strategic initiatives and operational processes.
• Lead the creation of project plans, timelines, and resource allocation to ensure successful project delivery.
• Provide strategic recommendations to senior leadership based on data analysis and industry trends.
• Facilitate cross-departmental collaboration, managing stakeholder relationships to drive consensus and outcomes.
• Mentor and guide junior team members in project execution and operational strategy.

Strategy & Operations Manager

Director of Strategy – Operations

Accountant

• Prepare monthly, quarterly, and annual statutory financial statements and regulatory filings for insurance-related entities
• Support legal entity reporting, including footnotes, disclosures, reconciliations, and analytical reviews
• Assist with month-end, quarter-end, and year-end close processes, ensuring accuracy and compliance with statutory accounting principles (SAP) and GAAP where applicable
• Coordinate with external auditors and regulatory bodies during audits, examinations, and reporting reviews
• Maintain and improve reporting processes, internal controls, and documentation to support scalability and compliance
• Prepare supporting schedules, exhibits, and supplemental reporting packages for regulatory and internal stakeholders
• Partner cross-functionally with finance, operations, and leadership teams to address reporting questions and provide financial insights
• Assist with intercompany accounting, reconciliations, and legal entity transactions
• Monitor changes in regulatory requirements and accounting guidance to ensure ongoing compliance
• Support ad hoc financial reporting, analysis, and special projects as needed

Statutory Accountant

Data Engineer

• design and build data infrastructure from the ground up
• ingestion pipelines that span multiple systems
• Python and SQL transformations for a trustworthy view of the business
• backend structures making data accessible
• monitoring, alerting, and data quality frameworks
• data architecture decisions for agility and scalability

Controller

• Own and oversee all accounting operations across the MGA and the surplus lines carrier, including general ledger management, month-end / quarter-end / year-end close, and intercompany accounting between the producer and the underwriter.
• Prepare and deliver timely, accurate financial statements in accordance with both U.S. GAAP and Statutory Accounting Principles (SAP), including the NAIC P&C Annual Statement, quarterly statements, and audited statutory financial statements.
• Manage statutory reporting and regulatory filings: NAIC Schedules F (reinsurance), P (loss reserves), D (investments), and T (premium by state); Risk-Based Capital (RBC) calculations; IRIS ratios; and domiciliary and non-admitted / surplus lines state filings.
• Oversee MGA accounting under the NAIC Managing General Agents Act (Model #225), including premium trust / fiduciary accounts, the MGA-to-carrier reporting cycle, and quarterly accounting packages submitted to the carrier in a form usable for completion of the Annual Statement.
• Design, implement, and maintain robust internal controls and financial policies that scale with organizational growth (SOX-style frameworks preferred).
• Lead the annual statutory and GAAP audits and serve as the primary liaison with external auditors, tax advisors, state insurance examiners, and the engaged actuary.
• Build, mentor, and develop a high-performing accounting team; establish best-in-class processes and a culture of continuous improvement.
• Manage consolidated financial reporting across SafeLease entities, including intercompany transactions and eliminations between the MGA and the carrier.
• Partner with the CEO and senior leadership to provide financial insights, variance analysis, and strategic recommendations.
• Own premium and claims accounting cycles, ceded and assumed reinsurance accounting, deferred acquisition cost (DAC) treatment, and loss reserve accounting.
• Oversee cash management, treasury functions, investment accounting (including NAIC SVO-rated portfolios), and capital allocation reporting.
• Ensure compliance with federal, state, and local tax requirements, including premium tax filings and surplus lines tax compliance across multiple jurisdictions.
• Evaluate and enhance financial systems, tools, and technology infrastructure to support scalability and operational efficiency.
• Support fundraising, investor reporting, and due diligence processes as needed.