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Prepares financial reporting, variance analyses, budgets, forecasts, and financial models. Partners with accounting during monthly close, reconciles FP&A and accounting data, supports executive and Board reporting, and provides actionable performance insights. The role also evaluates profitability, supports strategic initiatives, and improves reporting processes through automation and enhanced tools.

Supports Account Executives in evaluating, rating, quoting, binding, issuing, and modifying general and excess liability insurance accounts. Responsibilities include screening submissions, gathering underwriting information, preparing policies and endorsements, resolving billing inquiries, maintaining files, communicating with brokers and insureds, and supporting new business growth and renewal retention.

Supports insurance underwriting operations by clearing and logging submissions, collecting and entering data, maintaining files, preparing quotes, binders, policies, endorsements, and amendments, and responding to broker and billing inquiries. The role also assists Account Executives, solicits underwriting information, completes post-bind documentation, and maintains timely service standards. Strong organization, communication, math, typing, and Microsoft Office skills are required; insurance experience is preferred but not necessary.

Evaluate commercial general liability and excess insurance risks in the excess and surplus market. Review loss histories and inspection reports, classify risks, determine pricing and policy terms, document underwriting decisions, and manage account binding, issuance, and modifications. Build broker relationships, maintain a profitable book of business, manage new and renewal pipelines, and collaborate with marketing, claims, and other teams.