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Job Description Ready for a summer schedule that works for you? ☀️ Summer Fun Fridays at Northeast Family Services! We close at 12:30pm every Friday from Memorial Day through Labor Day — giving our team more time to relax, recharge, and enjoy the summer sunshine! Chief Growth Officer Northeast Family Services is a leading multi-state behavioral health organization dedicated to delivering high-quality, accessible mental health care to children, adults, and families. With programs across multiple states and a rapidly expanding telehealth division, we are entering our next phase of development — and we’re seeking an experienced, visionary Chief Growth Officer to help lead the way. The Chief Growth Officer will be responsible for identifying, developing, and executing growth initiatives across multiple states, programs, and service lines. This leader will partner closely with the executive team to drive expansion in new and existing markets, strengthen payer and referral relationships, develop innovative service offerings, and support organizational sustainability. The ideal candidate brings extensive healthcare or human services experience, a strategic mindset, and the ability to transform ideas into measurable results. Key Responsibilities: Strategic Planning & Organizational Development Lead the development and implementation of multi-year growth strategies aligned with organizational goals. Conduct market analyses to identify opportunities for new programs, geographic expansion, and community need. Guide decision-making on program viability, state expansions, licensing pathways, and regulatory requirements. Work closely with operations and clinical leadership to ensure development initiatives support quality care and service delivery. Business Development & Market Expansion Identify, cultivate, and secure partnerships with healthcare systems, community organizations, schools, primary care networks, and referral sources. Expand and strengthen relationships with state agencies, payers, managed care organizations, and other key stakeholders. Evaluate opportunities for new lines of service, including telehealth, school-based services, community-based programs, and innovative behavioral-health models. Support contract negotiations and onboarding of new payer or referral partnerships. Payer Relations & Network Strategy Assess reimbursement environments and payer trends across states to inform growth strategy. Collaborate with finance and clinical leadership to evaluate payer mix, rate structures, and value-based opportunities. Develop strategies to increase payer mix and improve access to care. Project Leadership & Cross-Functional Collaboration Lead cross-departmental teams on strategic initiatives, ensuring timelines, deliverables, and outcomes are met. Partner with Finance, Operations, Training, Telehealth, Talent Acquisition, Marketing, and Compliance to operationalize expansion plans. Support program launches, RFP responses, grant opportunities, and state-level submissions as needed. Ensure strong change management processes as the organization grows. Data-Informed Decision Making Use internal and external data to evaluate growth opportunities, predict market trends, and support executive-level decision-making. Monitor performance metrics, ROI, and outcomes related to growth initiatives. Provide regular reports and strategic recommendations to executive leadership. Qualifications: Master’s degree in Healthcare Administration, Public Health, Social Work, Business Administration, or related field. 7+ years of progressive leadership experience in behavioral-health and/or healthcare operations. Demonstrated success leading organizational growth, program expansion, or multi-state initiatives. Strong knowledge of behavioral-health regulatory environments, funding structures, and payer systems. Proven ability to develop partnerships and collaborate with state agencies, healthcare networks, and payers. Ability to lead complex projects, manage competing priorities, and work effectively at the executive leadership level. Experience scaling or building programs in a multi-state behavioral health organization. Familiarity with telehealth behavioral health models, integrated care approaches, and value-based care frameworks preferred. Experience preparing RFPs, grant proposals, or state-level applications for new programs. Strong comfort with data analytics, forecasting, and market research. Benefits: Summer Fun Fridays! Early Friday closures at 12:30pm from Memorial Day through Labor Day Health, dental & vision 3 weeks paid vacation 11 Paid holidays (including Juneteenth, the day after Thanksgiving, Christmas Eve, and NY Eve.) Generous sick time including mental health days 401k retirement plan with up to 4% match Voluntary short and long-term disability Voluntary Life Insurance Mileage reimbursement Longevity award - Monetary bonus and a vacation day annually Company provided laptop and cell phone Opportunity for professional growth and development Supervision for licensure (if applicable) Tuition Reimbursement Personal cell phone discount Compensation: Salary Range $130,000 - $150,000

Are you a smart, driven and customer-focused person looking for a rewarding full-time opportunity with great company and excellent employee benefits? If so, we are currently hiring a Rental Operations Claims Technician to join our growing Personal Lines Auto team in our Parsippany, NJ office. The Rental Operations Technician is part of our Rental Unit which centralizes all rental needs for 1st and 3rd party customers. The Rental Operations team is responsible for creating and managing all aspects of our rental reservations in accordance with State requirements. The ideal candidate will excel in delivering exceptional customer service and ensuring a positive experience for all clients. We offer training and growth opportunities aimed at helping you build a long-term career with our Company. No prior insurance experience is needed. RESPONSIBILITIES • Actively listen to customers and engage with them positively, demonstrating empathy and understanding., • Maintain a high level of professionalism and courtesy in all interactions with customers, claimants, repair vendors, agents, etc., • Read and interpret insurance policies, state regulations, and damage appraisal estimates to determine appropriate rental coverage and timelines., • Manage and update appropriate systems such as ClaimsPro, Enterprise’s ARMs system, Hertz’s Rental system, etc., • Adheres to privacy guidelines, law, and regulations pertaining to claims handling., • Required to obtain needed licenses within the first 90 days., • Other duties as assigned. QUALIFICATIONS • An Associate’s or Bachelor’s degree is not required but would be considered a plus., • Prior customer service experience is preferred but not required., • Proficient computer skills., • Demonstrate high energy and motivation to follow up and take ownership., • Excellent reading skills with the ability to follow a script but also think independently., • Strong ability to work effectively in a team environment., • Excellent written and verbal communication skills., • Demonstrated ability to handle stressful situations with patience and tact., • Ability to handle a high volume of calls within time standards while maintaining a professional demeanor., • Commitment to continuous improvement and learning in customer service practices. SALARY RANGE The pay range for this position is $42,000 to $50,000 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. PERKS & BENEFITS • 4 weeks accrued paid time off, 8 paid national holidays per year, and 2 floating holidays, • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision), • Annual 401(k) Employer Contribution, • Resources to promote Professional Development (LinkedIn Learning and licensure assistance), • Robust health and wellness program and fitness reimbursements, • Various Paid Family leave options including Paid Parental Leave, • Tuition Reimbursement ABOUT THE COMPANY The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.

DESCRIPTION The Casualty Claim Representative will be responsible for the handling of First- and Third-Party Bodily Injury claims in a Personal Lines/Commercial environment for the Plymouth Rock Operation. RESPONSIBILITIES • Initiate prompt contact of all insureds/claimants/witnesses on all new claim assignments to conduct thorough coverage and liability/injury investigations. These investigations might require the representatives take in depth recorded statements to investigate coverage and liability/injury claims., • Analyze, review and interpret policies to assess coverage and liability. Provide advice to Excess and Primary coverage issues., • Conduct field investigations, interviews with insureds, witnesses and claimants while maintaining a pending of represented and unrepresented claimant cases., • Manage and direct outside vendors (Field/Counsel/Surveillance, etc.) to determine what investigation is necessary and give them direction to bring a claim to conclusion. Ensure only necessary work is completed., • Investigate cases timely so that reserves are established and maintained at proper levels. Revise reserves timely based on developments in the course of the claim., • Investigate the validity of bodily injury claims being presented by individual insureds/claimants or attorneys representing insureds/claimants. Be aware of certain “Red Flags” to identify potential fraudulent claims. Refer to SIU for investigation timely., • Handle complex claims to include coverage issues, UM/UIM, TNC, Commercial, Umbrella etc. Also, must have prior litigation handling., • Recognize and investigate subrogation potential., • Negotiate both 1st and 3rd party claims directly with injured parties and/or their attorneys., • Exercises proper judgment and decision making to analyze exposure, determine the proper course of action and make recommendations for final resolution., • Attend litigation proceedings to either represent the company or participate in arbitrations/depositions/settlement conferences/ mediations/ trials., • Attend all internal and external training events as required., • Participate in proactive team activities to achieve departmental and company objectives. May be asked to participate in special projects, committees or assignments from management., • Utilize all claims systems, Excel, Word and social media search engines., • Prepare case summary for significant reserve increase and/or trial alerts. Participate in roundtable discussions., • Effectively manage workload while maintaining diary and focus on claims quality., • Possess knowledge of and adherence to State(s) laws and regulatory claim handling guidelines and statutory regulations., • Adhere to departmental internal control requirements. Comply with Plymouth Rock’s standards, best practices and ethical guidelines, adhere to Plymouth Rock’s culture. QUALIFICATIONS • A bachelor's degree (B.A.) from an accredited four-year college or university., • 5 - 10 years’ experience handling liability commercial, homeowners, UM/UIM, Excess/Umbrella., • In-depth knowledge of litigation, arbitration and trial process, handle out of state claims, and/or Personal Injury Protection claims., • Currently holds and/or can readily obtain an out of State License(s) (i.e. - CT, Delaware, Florida, etc.). Professional designation such as IIA, AEI, Senior Claim Law Associate (SCLA) or Chartered Property Casualty Underwriting (CPCU) or be actively working towards a designation, preferred., • High level of self-motivation., • Have advanced skills in coverage, investigation, litigation/ legal issues, negotiations, evaluations, medical terminology, and subrogation., • Strong communication, organizational, customer service and time management skills., • Excellent problem solving skills., • Possess knowledge of and adherence to State(s) laws and regulatory claim handling guidelines and statutory regulations. SALARY RANGE The pay range for this position is $88,00 to $112,000 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity. PERKS & BENEFITS • 4 weeks accrued paid time off + 9 paid national holidays per year, and 2 floating holidays, • Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision), • Annual 401(k) Employer Contribution, • Free onsite gym at our Woodbridge Location, • Resources to promote Professional Development (LinkedIn Learning and licensure assistance), • Robust health and wellness program and fitness reimbursements, • Various Paid Family leave options including Paid Parental Leave, • Tuition Reimbursement ABOUT THE COMPANY The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.

Supplier Quality Engineer Overview: The Supplier Quality Engineer (SQE) position is responsible to develop positive, partner-oriented relationships with members of MCI’s Supply Chain to continuously improve and monitor supplier performance through auditing and the application of quality tools and performance metrics. The SQE must be a self-motivated individual who possesses the ability to analyze, organize, plan and prioritize assignments/tasks to achieve desired results. This position requires effective interaction with a broad spectrum of people to successfully support operations, customer requirements and the corporate strategic vision. Main job responsibilities: • Identify improvement projects and manages cross functional implementation to improve supply chain performance, • Promote the use of Quality tools and continuous improvement techniques at suppliers to reduce variability, achieve process control and improve the overall quality of processes, systems and MCI’s product(s)/materials., • Develop positive relationships and effective lines of communication with suppliers (partnership-oriented), • Train suppliers to effectively execute Supplier Corrective Action Requests (SCAR), Quality Alerts, Corrective/Preventive Actions (CAPA) implementation, change control and root cause analysis, • Perform periodic audits and evaluate Supplier Quality Systems/processes and flow down of customer requirements to assure conformance to requirements., • Collect and evaluate supplier quality data and performance metrics to manage the Supply Chain score card system., • Recommend suppliers for qualification and/or disqualification based on quality performance, • Evaluate supplier processes, collaborate with suppliers on process improvement and value enhanced opportunities, • Ensure effective communication with MCI Engineering, Operations, Quality Engineering and Procurement to identify opportunities for quality and productivity improvements, • Working directly with suppliers, create corrective action plans and effectively resolve identified issues, • Organize and assume a lead role in presenting the status of “Active Supplier Quality” issues, • Ability to provide training in an effective manner, • Foster a positive, cooperative, and safe work environment through effective communication at all levels of the Marotta organization, • Abide by all safety, quality, housekeeping and company policies/procedures to ensure compliance to various regulatory and internal system requirements Additional job responsibilities: • Foster a positive, cooperative and safe work environment through effective communication at all levels of the Marotta organization, • Abide by all safety, quality, housekeeping and company policies/procedures to ensure compliance to various regulatory and internal system requirements Minimum Requirements: • Minimum of a bachelor’s degree in Mechanical/Electrical/Manufacturing Engineering, • Knowledge of, or experience in a manufacturing/testing environment (Aerospace preferred) Knowledge in the areas of Circuit Card Assemblies (CCA’s) inclusive of IPC J STD-001E/NASA STD-8739 and IPC 610 standards and requirements, • Knowledge of Machining and Measurement processes and equipment., • Minimum of (1) year Quality/Design/Manufacturing Engineering Experience – Supplier Quality field experience preferred, • Knowledge of, or experienced in the areas of special processes (ex. plating, painting, weld, etc.), AS9100 & ISO system standards/requirements, P.O. review/approval, ESD, Foreign Object Debris/damage (FOD) Controls, performance metrics and System/Process audits, • Ability to interpret Military, Commercial aircraft and Space level specifications, dwg’s, and standards, • Knowledge of, or demonstrated track record in the area of Lean concepts, variability analysis, SPC/Process controls, root cause analysis, failure Mode Effects Analysis (FMEA), Six Sigma tools, System/Process auditing, etc., • Knowledge of or experienced use of various measuring/inspection instruments (Coordinate Measuring Machine (CMM), Vision System, mechanical instruments, etc.), • This position requires the eligibility to obtain a security clearance, therefore you must be able to obtain/maintain a security clearance, • Must be a US Citizen Other job requirements: • Must be Computer literate (MS Excel/Word/PowerPoint), flow chart and statistical/analytical software packages, • Strong interpersonal, written, time management, analytical, statistical, problem solving, communication and organizational skills, • Demonstrate the ability to read, interpret documents (i.e. procedures, schematics/technical drawings, etc.), • Position requires a detail-oriented individual who can multi-task, provide leadership (project/assignment related), work in a fast-paced environment and communicate issues in a timely/effective manner. Work Environment: • While performing the duties of this job, the employee is potentially exposed to conditions typical of a manufacturing/machine shop environment, including, but not limited to fluids, fumes or airborne particles, moving mechanical parts, noise and vibration, • This job interacts both in a professional office environment and a manufacturing/machine shop environment. This role uses standard office equipment such as computers, phones, printers/scanners/copier machine, as well as environments inclusive of the appropriate eye, hearing and foot protection (as required)., • Some travel may be required for this position (50% travel), • Full time position Physical Requirements: • While performing the duties of this job, the employee is regularly required to talk and hear., • The employee is frequently required to reach with hands and arms, and to use hands to finger, handle or feel., • Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus., • This position requires the ability to skillfully use measuring instruments, hand tools, • The employee may be required to lift, push, pull and/or move items weighing up to 50 pounds Salary - $87,500 - $115, 000 We offer a highly competitive compensation package for this outstanding position plus a quarterly bonus along with a full range of top quality benefits and employee services including: medical, prescription, dental, vision, life and disability income insurance programs, 401k retirement plans with company match, generous tuition aid program, paid vacation, sick and personal days, paid holidays and flexible work hours with compressed work week options. We recognize and reward our employee's accomplishments and host several employee engagement events per quarter. This position is at our Parsippany, NJ corporate offices location. Many of our contracts require proof that you are a U.S. citizen and/or that an export license has been obtained for employees who are citizens of certain countries. Your employment, both initially and continually thereafter, is conditioned on production of such proof of citizenship and/or any export license that may be required to comply with any and all applicable laws, regulations, or executive orders, or required by Federal, State, or local government contracts. If you are looking to grow or accelerate your career and be part of a best-in-class organization while enjoying a work-life balance, please apply! We are an Affirmative Action and Equal Opportunity employer M/F/IWD/Veterans VETERANS ARE ENCOURAGED TO APPLY As a Federal Contractor, Marotta is required to have all employees vaccinated against COVID-19 or qualify for a religious or medical exemption. No agencies, please.

Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Job Description: The Claim Specialist will be responsible for managing the claims process for clients from start to finish with an exceptional ability to achieve the best possible outcome for Kore’s internal and external clients. This position requires a professional who will bring a positive attitude and can deliver exceptional service to our clients. Exposure to a wide variety of claims is a plus.Must be a quick learner and able handle significant volume and competing demands. Timeliness and accuracy in managing responsibilities is required, despite competing demands. This position will have a focus on handling diverse lines of business including personal lines claims for high-net worth individuals. Key Responsibilities: • Manage the claims process for all assigned responsibilities with a sense of urgency., • Ability to proactively identify and work through moderate to intermediate coverage issues., • Complete Desk Reviews/Large Loss Reviews & coordinate and conduct claim reviews., • Complete Desk Reviews to include detailed facts, liability and damages analysis, and status in connection with renewal process., • Coordinate and conduct both carrier-led and Kore-led claim reviews., • Establish and maintain good working relationships with internal and external business partners Maintain proper documentation on all claims and claims diaries in EPIC in accordance with Best Practices., • Create independent relationships with clients with oversight from Director of Claims., • Conduct Claim Closure Projects., • Ad hoc projects to support the Claims Director., • Performs other related duties as assigned to support departmental and organizational objectives. Qualifications and Experience: • Minimum of 7-10 years’ experience of relevant claims experience, • Bachelor’s degree required, • Proficiency in Applied Epic strongly preferred, • Proficiency in Microsoft Suite (Word, Excel, PowerPoint) preferred, • Ability to travel occasionally as business needs require, • Flexibility to work outside of regular business hours when necessary to support claim activity and client needs., • Must be able to handle competing demands and unpredictability., • Must be able to handle high-pressure situations and keep composure., • Must be a pleasant individual, that can work well with others in a team environment and understand that their contribution and collaboration is essential to the success of the department., • Technical proficiency in one or more of the following types of claims: Auto, General Liability, Property and Workers Compensation is preferred., • Must be staunchly “solution oriented”., • Must be tenacious in handling difficult and frustrating situations until resolved in a positive manner. What We Offer: • $80K-$90K+ Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Job Description: The Senior Claim Specialist will be responsible for managing the claims process for clients from start to finish with an exceptional ability to achieve the best possible outcome for Kore’s internal and external clients. This position requires an experienced claim professional who needs minimal supervision and can deliver exceptional service to our clients. Exposure to a wide variety of claims is a plus. Must be a quick learner and able handle significant volume and competing demands. Timeliness and accuracy in managing responsibilities is required, despite competing demands. This position will be a claims advocate for assigned accounts across multiple lines of business, which may include handling personal lines claims for high-net worth individuals. Key Responsibilities: • Support the Head of Claims and manage the claims process for all assigned responsibilities., • Ability to proactively identify and work through intermediate to complex coverage issues., • Complete Desk Reviews to include detailed facts, liability and damages analysis, and status in connection with renewal process., • Coordinate and conduct both carrier-led and Kore-led claim reviews., • Establish and maintain good working relationships with both internal and external stakeholders – internal: Account Executive Teams, etc.; external: adjusters, Claim Account Executives, wholesalers, etc., • Autonomously manage specific accounts with minimal supervision from Head of Claims., • Maintain claim file documentation and claims diaries in accordance with Best Practices on all assigned claims., • Create independent relationships with clients with oversight only from Head of Claims., • Be able to negotiate favorable results for clients in all aspects of claims disposition., • Access and utilize data obtained from various carrier systems to achieve the best possible claim outcomes, • Ad hoc projects to support the Claims Department., • Performs other related duties as assigned to support departmental and organizational objectives. Qualifications and Experience: • Minimum of 15 years’ experience of relevant claims experience, • Bachelor’s degree required, • Proficiency in Applied Epic strongly preferred, • Proficiency in Microsoft Suite (Word, Excel, PowerPoint) required, • Ability to travel occasionally as business needs require, • Flexibility to work outside of regular business hours when necessary to support claim activity and client needs., • Must be able to handle competing demands and unpredictability., • Must be able to handle high-pressure situations, maintaining composure with challenging claims., • Must be a pleasant individual, that can work well with others in a team environment and understand that their contribution and collaboration is essential to the success of the department and broader organization., • Must have sound technical proficiency in one or more of the following types of claims: Auto, General Liability, Property and Workers Compensation. Having only Property experience is not acceptable., • Must have commercial lines experience, personal lines experience is a plus., • Must be staunchly “solution oriented” with an ability to think outside the box., • Must be tenacious in handling difficult and frustrating situations until resolved in a positive manner and in the client’s favor to the extent possible. What We Offer: • $125k-$150k + Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

Job Description Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Job Description: The Claim Specialist will be responsible for managing the claims process for clients from start to finish with an exceptional ability to achieve the best possible outcome for Kore’s internal and external clients. This position requires a professional who will bring a positive attitude and can deliver exceptional service to our clients. Exposure to a wide variety of claims is a plus. Must be a quick learner and able handle significant volume and competing demands. Timeliness and accuracy in managing responsibilities is required, despite competing demands. This position will have a focus on handling diverse lines of business including personal lines claims for high-net worth individuals. Key Responsibilities: • Manage the claims process for all assigned responsibilities with a sense of urgency., • Ability to proactively identify and work through moderate to intermediate coverage issues., • Complete Desk Reviews/Large Loss Reviews & coordinate and conduct claim reviews., • Complete Desk Reviews to include detailed facts, liability and damages analysis, and status in connection with renewal process., • Coordinate and conduct both carrier-led and Kore-led claim reviews., • Establish and maintain good working relationships with internal and external business partners Maintain proper documentation on all claims and claims diaries in EPIC in accordance with Best Practices., • Create independent relationships with clients with oversight from Director of Claims., • Conduct Claim Closure Projects., • Ad hoc projects to support the Claims Director., • Performs other related duties as assigned to support departmental and organizational objectives. Qualifications and Experience: • Minimum of 7-10 years’ experience of relevant claims experience, • Bachelor’s degree required, • Proficiency in Applied Epic strongly preferred, • Proficiency in Microsoft Suite (Word, Excel, PowerPoint) preferred, • Ability to travel occasionally as business needs require, • Flexibility to work outside of regular business hours when necessary to support claim activity and client needs., • Must be able to handle competing demands and unpredictability., • Must be able to handle high-pressure situations and keep composure., • Must be a pleasant individual, that can work well with others in a team environment and understand that their contribution and collaboration is essential to the success of the department., • Technical proficiency in one or more of the following types of claims: Auto, General Liability, Property and Workers Compensation is preferred., • Must be staunchly “solution oriented”., • Must be tenacious in handling difficult and frustrating situations until resolved in a positive manner. What We Offer: • $80K-$90K+ Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

Job Description Seeking: Personal Lines High Net Worth Account Executive Schedule: Fully Remote Salary: $100K - $150K Independent Retail Insurance Agency is seeking a dynamic and experienced High Net Worth Personal Insurance Account Manager or Account Executive. The successful candidate will be responsible for managing a portfolio of private client personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: • Serve as the primary point of contact for a portfolio of high net worth and private client personal insurance clients, • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments, • Identify new market opportunities and develop strategies to expand our customer base, • Build and maintain strong relationships with key clients, ensuring their needs are met, • Prepare and present insurance proposals and renewals to clients, • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently, • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: • Current property and casualty license, • MUST HAVE High Net Worth Experience (Venture Capitalist, Investment Managers, Hedge Funds, HNW Private Clients), • 3 Years of experience preferred in personal insurance, • Experience with standard market and high net worth personal lines home, auto, umbrella coverages, • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues, • Detail-oriented with strong analytical and problem-solving abilities, • Organizational skills with the ability to prioritize tasks effectively, • Experience with multiple insurance carriers preferred

Job Description BASIC FUNCTION Responsible for acting in place of the Director of the Commercial & Industrial Lending (C&I) and Small Business Finance (SBF) Department. The position will oversee all other Bank departments, ensuring C & I and SBF are compliant with policy and appropriate procedures. Assist with identification of lending and deposit opportunities as well as qualifies loans to borrowers for real estate secured and non-real estate financing opportunities. Ensures the quality of prospective commercial loan opportunities/portfolio to meet/exceed the Bank’s standards for C & I and SBF loans. This position will also have management responsibility for evaluating, structuring, underwriting, loan transactions originated from the C & I and Small Business Finance Departments, both new transactions and modifications. MAJOR RESPONSIBILITIES Deputy: • Oversees the department’s Administration, Underwriting and Production (Relationship Managers) to ensure they are following the bank’s Commercial C & I and Small Business Finance lending policies and practices., • Will further oversee all Department Teams to ensure transactions are effectively/efficiently proceeding toward approval and closing., • Makes telephone and personal calls to customers and potential customers., • Expedites the resolution of customer problems/complaints., • Oversees the quality of new/existing accounts. Verifies that potential loans conform to policy. Ensures that necessary documentation is completed, and requests additional data as needed. Confers with Department Director on portfolio opportunities/issues., • Maintains a state-of-the-art knowledge of the bank’s Commercial/Small Business lending market, with respect to products, pricing and demand., • Reviews/signs-off on new loan and modification underwritings (as long as position is not a producing position)., • Review commitment letters and loan documentation to insure conformance with approval and Bank policies., • Performs other duties as required. Underwriting: • Responsible for reviewing and analyzing commercial real estate and non-real estate loan requests/submissions, financial statements, property/business soundness and viability, industry trends, competition, management capability and financial leverage., • Responsible for reviewing each underwriter and/or performing in-depth due diligence on prospective clients (Borrowers/Principle/Guarantors) and their financial statements including cash flow modeling and projections., • Interact with Relationship Managers to establish appropriate loan structure which is consistent with prescribed credit policies, underwriting guidelines and general best practices considering risk elements inherent in loan purpose, ownership structure, management depth and experience., • Responsible for preparing Credit Memorandum for approval by Department Head, Senior Lending Officer and/or Credit Committee., • Interact with customers, Relationship Managers, underwriting staff, and administrative staff to obtain timely and complete financial information., • Assist in recommending, updating, and writing Departmental Credit Policies and Procedures as well as underwriting procedures., • Negotiate and recommend for approval loan modifications., • Responsible for managing the Underwriting staff and Sales staff (RM) workflow. Department Support: • Interact with Loan Review and Internal Audit relating to asset reviews, • Interact with external Bank Accountants and Regulators during their review., • Prepare draft responses to Loan Review and Internal Audit reports for Department Director and SLO review and sign off., • Assist the Department Director in overseeing the activities of the Commercial C & I and Small Business Finance departments including C & I and SBF policies, procedures and other management reporting requirements. JOB REQUIREMENTS Education: College Degree or education (or a combination of education and experience) equivalent to an undergraduate degree, Bank lending experience with successful completion of a credit training program. Experience: • Minimum of 15 years’ commercial lending/Small Business real estate and non-real estate experience required., • Minimum of 5 years’ Supervisory/Management experience., • Minimum 5 years’ experience as a Senior Underwriter with demonstrated ability to independently analyze, structure, negotiate and close commercial real estate loan transactions., • Minimum 5 years’ experience managing high performing sales teams with processes, prospecting and COI cultivation., • Excellent organizational skills., • Thorough knowledge of commercial real estate and non-real estate loan product lines., • Goal oriented individual – displaying self-motivation and initiative being a detail oriented and conscientious leader., • Excellent leadership and teamwork skills required., • Strong customer service skills required., • Experience with bank credit policies and procedures, loan analysis and guarantor/sponsor financial analysis., • Previous leadership role in a senior capacity with demonstrated ability to manage and direct subordinates., • Excellent organizational, presentation, interpersonal, communication skills and the ability to multi-task., • Ability to work independently under stringent time constraints., • Proficient in Word, Excel, Office, and other spreadsheet software applications. Benefits • Holidays, • Vacation, • Health/Dental, • Vision Service Plan, • Short Term Disability, • Long Term Disability, • Life Insurance, • Flexible Spending Accounts, • 401k Savings Plan, • Tuition Reimbursement, • Employee Assistance Program, • Free Employee Checking Account

Job Description Senior Claim Specialist Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Job Description: The Senior Claim Specialist will be responsible for managing the claims process for clients from start to finish with an exceptional ability to achieve the best possible outcome for Kore’s internal and external clients. This position requires an experienced claim professional who needs minimal supervision and can deliver exceptional service to our clients. Exposure to a wide variety of claims is a plus. Must be a quick learner and able handle significant volume and competing demands. Timeliness and accuracy in managing responsibilities is required, despite competing demands. This position will be a claims advocate for assigned accounts across multiple lines of business, which may include handling personal lines claims for high-net worth individuals. Key Responsibilities: • Support the Head of Claims and manage the claims process for all assigned responsibilities., • Ability to proactively identify and work through intermediate to complex coverage issues., • Complete Desk Reviews to include detailed facts, liability and damages analysis, and status in connection with renewal process., • Coordinate and conduct both carrier-led and Kore-led claim reviews., • Establish and maintain good working relationships with both internal and external stakeholders – internal: Account Executive Teams, etc.; external: adjusters, Claim Account Executives, wholesalers, etc., • Autonomously manage specific accounts with minimal supervision from Head of Claims., • Maintain claim file documentation and claims diaries in accordance with Best Practices on all assigned claims., • Create independent relationships with clients with oversight only from Head of Claims., • Be able to negotiate favorable results for clients in all aspects of claims disposition., • Access and utilize data obtained from various carrier systems to achieve the best possible claim outcomes, • Ad hoc projects to support the Claims Department., • Performs other related duties as assigned to support departmental and organizational objectives. Qualifications and Experience: • Minimum of 15 years’ experience of relevant claims experience, • Bachelor’s degree required, • Proficiency in Applied Epic strongly preferred, • Proficiency in Microsoft Suite (Word, Excel, PowerPoint) required, • Ability to travel occasionally as business needs require, • Flexibility to work outside of regular business hours when necessary to support claim activity and client needs., • Must be able to handle competing demands and unpredictability., • Must be able to handle high-pressure situations, maintaining composure with challenging claims., • Must be a pleasant individual, that can work well with others in a team environment and understand that their contribution and collaboration is essential to the success of the department and broader organization., • Must have sound technical proficiency in one or more of the following types of claims: Auto, General Liability, Property and Workers Compensation. Having only Property experience is not acceptable., • Must have commercial lines experience, personal lines experience is a plus., • Must be staunchly “solution oriented” with an ability to think outside the box., • Must be tenacious in handling difficult and frustrating situations until resolved in a positive manner and in the client’s favor to the extent possible. What We Offer: • $95k-$150k + Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.

Job Description Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 31 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up? Our member firm is hiring for their offices based in Glen Rock, NJ! We are seeking an accomplished Senior Tax Manager with deep expertise in U.S. International Taxation to join our dynamic public accounting team. This leadership role will be responsible for delivering sophisticated cross-border tax consulting and compliance services to our growing portfolio of multinational businesses and high-net-worth global clients. The ideal candidate is a strong technical expert with exceptional leadership, communication, and client service skills. Key ResponsibilitiesGeneral Tax Responsibilities Review complex federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and estates. Build and maintain strong client relationships; design and implement tax planning strategies aligned with client goals. Stay current on state and local tax legislation and evaluate the impact on clients. Conduct tax research and analysis to ensure compliance and identify planning opportunities. Supervise, mentor, and develop junior staff and managers while fostering a collaborative team culture. Manage project workflows, budgets, timelines, and deliverables effectively. International Tax Responsibilities Lead and review international tax compliance, including Forms 5471, 8858, 8865, 1118, and related disclosures and statements. Advise clients on global tax matters including: Foreign tax credits GILTI and Subpart F §965 transition tax BEAT and FDII §367 and cross-border transfers Inbound and outbound structuring Repatriation strategies Conduct technical tax research and prepare memoranda on international tax matters and treaty positions. Collaborate with partners and cross-functional service lines to deliver integrated, strategic tax solutions. Qualifications CPA license required (JD or LLM in Taxation strongly preferred). 7+ years of U.S. international tax experience within a public accounting environment. Strong working knowledge of Subchapter N, foreign reporting requirements, and cross-border tax structuring. Proficiency in Microsoft Office Suite and CCH Axcess. Excellent project management, analytical, and communication skills. Demonstrated commitment to exceptional client service and building long-term relationships. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $200,000-$225,000 annually, commensurate with experience and qualifications. In addition to a rewarding career, we provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-JL1

Job Description Summary: The Compliance Analyst will be assisting leads in helping to carry out the Compliance Monitoring & Testing reviews that are part of the Bank’s Compliance Program. The analyst under guidance of more tenured compliance staff will conduct reviews of documents, identify compliance and operational issues, while conducting data analysis and reporting of findings. The analyst will participate in meetings with the Consumer and Commercial business lines to document compliance controls and compliance risks which will ultimately feed the Bank’s Compliance Risk and Control Self-Assessment and Risk-Based Compliance Monitoring and Testing Schedule. Job Responsibilities: Compliance Monitoring & Testing • Draft compliance analysis that are supported through primary source material, policies and procedures, and evidence the completion of testing objectives and conclusions are drawn appropriately by the Compliance Lead., • Provide analytical and administrative support to more tenured compliance staff to execute on the Testing and Monitoring Procedures adhere to the approved 3-year Risk based compliance schedule., • Document business compliance controls observed through Compliance reviews and risks to update and maintain Compliance risk assessments., • Document responses from Compliance Reviews and monitoring events to generate internal Compliance tracking reports and draft reporting to be presented to the Chief Compliance Officer and ultimately the Executive Management and the Board of Directors. Data Quality and Reporting • Update management and Board-level reporting ensuring key metrics are relevant and current., • Maintain and monitor the accuracy of data sources that are used to monitor risk that support decision-making. Regulatory and Institutional Knowledge • Increase Regulatory Knowledge and keep abreast of regulatory changes to understand potential impact of the Bank’s operations., • Monitor the regulatory environment and develop series of questions to facilitate conversations with the business line., • Document business line meetings to ensure the Compliance Department’s vision of the business line’s operations are accurate. Other Responsibilities • Perform other job-related duties as assigned. Job Requirements: • A bachelor's degree in a relevant field required, or commensurate experience demonstrating the ability to analyze the federal consumer protection laws., • 1-2 years of experience in the financial services industry desired., • Strong written and verbal communication skills are required., • Flexibility to work on multiple projects and meet tight deadlines. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: • This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description SUMMARY: The VP of Product and Digital for Columbia Bank will be responsible for defining, delivering, and scaling Columbia Bank’s product and digital strategy across the Bank. This role encompasses leading a team that shapes the strategic direction and capabilities of digital channels and key banking products, ensuring a seamless, customer-centric experience that drives revenue and deposit growth. This person will collaborate with cross-functional teams to create innovative solutions that meet customer needs and elevate the brand Job Responsibilities: Product Oversight • Own the product roadmap and recommendations for assigned digital products, ensuring alignment with the Bank’s strategic priorities., • Manage relationships with key digital vendors to ensure functionality is maximized and best-in-class customer experience is delivered. Product Strategy & Market Analysis • Define and maintain a clear consumer and commercial deposit product strategy and roadmap covering the full product lifecycle., • Maintain a clear understanding of market dynamics and client insights to define product trends and inform the product vision and strategy including specific product developments. Innovation & New Product Development • Develop new products and product changes iteratively and continuously together with cross-functional team members., • Explore and research alternative/non-traditional product lines and fintech options with the potential to generate revenue and or deposit growth. Product Performance & Analytics • Establish and monitor product performance metrics., • Partner with key support groups such as Business Intelligence, Finance, Deposit Operations and Client Experience to deploy actionable insights., • Communicate product insights and updates to senior leadership and key stakeholders, ensuring alignment and support across the organization. Operational Excellence • Partner closely with Technology, Operations, CX, and Risk to ensure solutions are executed, secure, compliant, and operationally sound., • Support product mapping and alignment for potential bank acquisitions. Leadership & Strategic Support • Support the 1st SVP of Product and Digital in key strategic decisions and execution., • Lead a team of product specialists and cover all responsibilities of a manager from hiring, performance management, and skill-based coaching. Required Qualifications: • Bachelor’s degree., • Minimum of 7+ years of experience in product management, with a focus on digital channels and customer-facing products., • Experience working with vendors., • Proven track record of successfully launching and managing digital products in the e-commerce, or financial services industries. Preferred Qualifications: • Higher level education such as a Master’s degree, PHD, or certification is desirable., • Familiarity/Experience with Agile build methodologies preferred. Core Competencies/Skills: • Attention to detail and ability to manage multiple tasks and priorities simultaneously is critical for success., • Strong analytical skills with the ability to leverage data to drive decisions and product enhancements., • Exceptional communication and interpersonal skills, with a demonstrated ability to collaborate effectively across teams and levels., • Familiarity with Product Management, eCommerce, Marketing., • Passion for building something new, working across boundaries to implement change and helping others succeed. Columbia Bank offers the following benefits: • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays., • Employees may participate in the 401k program. Schedule: This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Crespo Insurance Agency LLC is a well-established independent insurance agency founded 15 years ago. What started as a small service-driven operation has grown into a respected agency with a strong book of business and consistent growth. We serve a diverse portfolio of personal and commercial lines clients across New Jersey and are licensed in New York, Pennsylvania, Delaware, and Florida. Our success is driven by strong client retention and hands-on leadership. Employees love our leadership's open-door policy and our team's overall positive culture. We are seeking an Insurance Customer Service Representative to support our clients and sales team through day-to-day service, policy assistance, and relationship management. This role is ideal for someone who enjoys helping people and working in a collaborative environment. • Base salary of $27,319 per year plus commission and bonus incentives, year-end total $30,000-$45,000, • Monday through Friday schedule, • Paid time off, paid holidays, and paid sick leave, • 401k plan, • Hands-on training and career growth opportunities, • Bonus opportunities and warm leads provided If youre looking to build a stable career in insurance with room to grow into a producer role, apply today! Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Hands on Training Mon-Fri Schedule Career Growth Opportunities Bonus Opportunities Warm Leads Provided Paid Holidays 401k Plan Paid Sick Leave Responsibilities • Answer client inquiries by phone, email, and in person, • Assist with quotes, policy changes, payments, and service requests, • Schedule appointments and manage calendars, • Maintain accurate client records and documentation, • Review audits and policy details, • Support team members to ensure excellent client service Requirements • Fluent in Spanish required, • High school diploma or GED, • Strong customer service and communication skills, • Organized with solid time management abilities, • Basic computer skills and familiarity with Microsoft Office

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement, • Training & development Job Summary: The Systems Administrator / Administrative Assistant will be responsible for data entry, IT installation and troubleshooting, and customer service. You will assist producers and CSRs by managing the agency management systems (AMS360) (Commercial/Personal Lines/Life and Benefits Accounts). PRIMARY RESPONSIBILITIES AND DUTIES Below are list of some of the responsibilities, but not limited to the following: • Customer Services include answering phones and greeting customers., • Manage AMS360 to ensure all reporting is accurate and that all policies are entered from Agency zoom., • Manage Agencyzoom to ensure that producers enter in all their premium sales into the system., • Manage QuickBooks to ensure that the Agencys Bank Reconciliations are done on a monthly basis., • Manage the accounts, notes, and passwords in the Bitwarden password storage system on a daily basis., • Enter the producers policy premiums into AMS360 to generate their commission reports on a monthly basis., • Enter in the producers commission policies into AMS360 on a daily basis before commissions., • Maintain IVANS Downloads in AMS360, and authorize the downloads every day., • Process and review insurance documentation, and ensure all documents are complete., • Take payments from customers, and process them through the ePay portal, the BILL portal, or the specific payment portal that their policy dictates., • Serve as a backup for other jobs as necessary., • Help producers and CSRs with any questions they have in regards to AMS360 and Agencyzoom., • File and maintain customer insurance files. This information is personal and confidential., • Applies and renews any Insurance Licenses the producers and CSRs have in both their resident and non-resident states, • Handle both the search process and the onboarding process for new insurance carriers, • Completes and submits applications and related documentation to appropriate insurance markets., • Identifies and develops insurance prospects and appropriate markets., • Creates and maintains client or prospect lists., • Schedule staff meetings for the entire agency in Microsoft Outlook on a monthly basis., • Schedule onboarding meetings with insurance carriers on the behalf of the entire agency in Microsoft Outlook., • Prepares, requests, and sends binders to insureds., • Educates clients concerning agency payment expectations and cancellation procedures. Retention and Continuous Marketing: • Explain coverages and exclusions and document explanations in AMS360 for future reference., • Works with clients to ensure limit and coverage adequacy., • Provides needed information and clarifications about clients to company personnel, and documents system by transaction date., • Review existing policy coverages, at least annually, to upgrade accounts and remarket, if necessary., • Assists producer staff to collect client information in preparation of schedules of insurance, summaries, and renewal proposals., • Review appropriate policy change requests and other account activity., • Documents automated file as appropriate. Uses each client contact as an opportunity for coverage review and marketing of need covered., • Recommends and helps insureds carry out loss control programs, independently and with company loss control staff., • Contacts insureds to assist in collecting past due premiums or audit amounts., • Retains assigned percentage of accounts at each renewal., • Continues to develop relationships with the insured., • Accepts and handles any duties/prospects as assigned by agency management.Personal and Organizational Development:, • Participate in sales meetings., • Identifies training needs with assistance from managers. Develops a personal improvement plan and take responsibility for learning and improving technical and sales skills regularly., • Reads and interprets technical manuals and insurance information from carriers, vendors, publishers, etc., • Organize staff events., • Orders food and catering for events., • Maintain office supply inventory., • Install new office hardware such as monitors, printers, computers, phone systems, bluetooth accessories like keyboards, etc., • Fix hardware and software issues for any computers or printers that malfunction., • Mail out checks to insurance carriers, banks, or clients that we need to pay., • Mail out important documents to insurance carriers and clients when they are asked for.KNOWLEDGE, SKILLS, AND ABILITIES, • College education or equivalent insurance experience., • Adequate knowledge of the Agency Management Systems of AMS360 and Agencyzoom., • Adequate knowledge of the Bookkeeping System of Quickbooks., • Ability to communicate verbally and in writing with others, to explain complex issues, to receive and interpret complex information, and to respond appropriately., • Ability to understand written and oral communication and to interpret abstract information., • Adequate knowledge of insurance products and usages., • Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists and enter into AMS360 and Agencyzoom., • Adequate knowledge of insurance markets and reference to markets., • Knowledge of insurance rating and underwriting procedures., • Ability to carry out complex tasks with concrete and abstract variables., • Ability to add, subtract, multiply, and divide whole numbers, and to perform simple calculations involving decimals and fractions with accuracy., • Ability to utilize computer programs and understand functionality., • Ability to process written and other materials visually.Working Conditions:, • High-pressured, fast-paced environment with significant telephone and personal disruption., • Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.

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