Windward Risk Managers

Manage agency relationships to improve customer service, sales, and retention through consultative selling and territory management. | Bachelor's degree, 3+ years outside sales experience, CA Excess & Surplus License (or obtain within 30 days), strong communication and analytical skills. | Description Position Summary: The Sales Development Manager (“SDM”) is responsible for ongoing contact with agencies in their assigned region to assist agents with the goal of achieving superior customer service, an exceptional customer experience, and increased sales. Essential Functions The SDM’s measure of success is broken into key annual objectives with specific metrics agreed upon with the Director of Sales: • Production • The SDM will be measure against metrics areas of Quotes, Applications, Profitability and Retention • Sales Card • This will measure the number of agents with the defined bands at the beginning and the end of the calendar year. The goal for the SDM is to move a % of agents into a higher premium ban while maintaining agents with existing premium. • Sales Call Quality • Works with team to implement a consultative selling approach in which we obtain an in-depth understanding of how our agents do business and what needs are important to them. • Functional and Administrative • Collecting Agency Profile Information – goal is to have all profile fields completed for 90% of our full appointed agents • Contact Management – implement and track the number of face-to-face visits and phone contact with agencies. All contact information to be entered in Sugar database • Competitive Intelligence – Surface and comment any changes taken place in the marketplace by our competitors. Document information on weekly report that is submitted to Director • Weekly Reporting – Update and document a weekly activity report that will be discussed on weekly departmental conference call • Territory reviews – periodically meet with senior management to review regional goals per agent; strategies for contact management and competitive intelligence • Utilization of the Inside Sales Rep Team (ISR) Qualifications Required Education and Experience: • Bachelor’s Degree or equivalent training and experience • 3 or more years outside sales experience • CA Excess & Surplus License required (must be obtained within the first 30 days of employment) • Excellent verbal and written communication and analytical skills necessary • Able to handle multiple tasks with varying deadlines Preferred Qualifications • At least 3 years’ experience in a P&C insurance sales capacity Skills • Proficiency with MS Office systems including Word, Excel, Outlook, Teams, and PowerPoint. • Must be a self-starter with the ability to work independently. • Ability to adapt to changing priorities.

Collaborate with stakeholders to gather and document business requirements, translate them into functional specifications, lead system change implementations, troubleshoot issues, and manage projects to improve P&C insurance operational systems. | Bachelor's degree or equivalent, 3+ years as a Business Analyst, 3+ years in Property & Casualty insurance with knowledge of FL Residential Commercial lines, strong organizational and communication skills, and ability to troubleshoot and manage multiple projects. | Position Summary: Are you a self-starter who thrives on solving problems and making an impact? Do you have a keen eye for detail and a passion for ensuring systems run smoothly? If so, we want to hear from you! At Windward Risk Managers, we’re looking for a driven and detail-oriented Property & Casualty (P&C) Business Analyst to play a key role in enhancing our operational systems. In this role, you'll work across departments to gather and refine business system requirements, collaborate with software developers, and contribute to the research, design, testing, and implementation of critical solutions. This isn’t just a checklist job—it’s an opportunity to own your projects, drive meaningful change, and problem-solve in a fast-paced environment. If you enjoy working with cross-functional teams, improving business processes, and resolving technical challenges, this role is for you! Essential Functions: • Collaborate with stakeholders to elicit, document, and prioritize business requirements. • Translate business needs into functional specifications for systems and processes. • Create and maintain detailed documentation, including workflows, use cases, and business rules. • Lead efforts to implement approved system changes, including documenting requirements and obtaining sign-off. • Troubleshoot and resolve system issues, digging into lower environments to identify root causes and drive solutions to completion. • Lead projects and provide regular, actionable status reports. • Facilitate meetings with stakeholders, developers, quality assurance analysts, and other team members. • Ensure an exceptional Customer Experience with clear, concise communication with stakeholders and continuous process improvements. • Write and execute detailed test plans, track technical issues, and coordinate necessary fixes. Required Education and Experience: • Bachelor’s degree or in-lieu of degree equivalent education, training, and work-related experience. • 3+ years as a Business Analyst with a proven ability to dig into complex issues and deliver results. • 3+ years in the Property and Casualty (P&C) insurance industry, with experience in FL Residential Commercial lines. • Strong understanding of Property & Casualty insurance products, underwriting, claims, and policy lifecycle. • Strong organizational skills with the ability to manage multiple priorities. • Excellent verbal and written communication skills. • Ability to troubleshoot and apply logic to solve business problems with minimal supervision and a willingness to dig into the details of specific projects to ensure the appropriate approach and best use of company resources. • Excellent organizational skills and the ability to prioritize and manage multiple projects and assignments. Preferred Qualifications: • Familiarity with P&C insurance systems like Guidewire, Duck Creek, or similar platforms • Proficient in business analysis techniques, process modeling, and data analysis. • Experience with tools like SQL, Excel, Visio, Jira, or other project management tools. • Experience with comparative raters and understanding of XML/SOAP. • Business Analyst certification (e.g., CBAP, CCBA) is a plus

Collaborate with stakeholders to gather and document business requirements, translate them into functional specifications, lead system change implementations, troubleshoot issues, and ensure excellent customer experience through continuous process improvements. | Bachelor's degree or equivalent experience, 3+ years as a Business Analyst, 3+ years in Property & Casualty insurance with knowledge of FL Residential Commercial lines, strong organizational and communication skills. | Job Description: • Collaborate with stakeholders to elicit, document, and prioritize business requirements. • Translate business needs into functional specifications for systems and processes. • Create and maintain detailed documentation, including workflows, use cases, and business rules. • Lead efforts to implement approved system changes, including documenting requirements and obtaining sign-off. • Troubleshoot and resolve system issues, digging into lower environments to identify root causes and drive solutions to completion. • Lead projects and provide regular, actionable status reports. • Facilitate meetings with stakeholders, developers, quality assurance analysts, and other team members. • Ensure an exceptional Customer Experience with clear, concise communication with stakeholders and continuous process improvements. Requirements: • Bachelor’s degree or in-lieu of degree equivalent education, training, and work-related experience. • 3+ years as a Business Analyst with a proven ability to dig into complex issues and deliver results. • 3+ years in the Property and Casualty (P&C) insurance industry, with experience in FL Residential Commercial lines. • Strong understanding of Property & Casualty insurance products, underwriting, claims, and policy lifecycle. • Strong organizational skills with the ability to manage multiple priorities. • Excellent verbal and written communication skills. Benefits: • Health insurance • 401(k) matching • Paid time off

Develop and maintain data analytics solutions, ETL processes, and business intelligence reports to support insurance pricing and decision-making. | Bachelor's degree in relevant field, 3-5 years analytics experience, SQL Server expertise, strong communication and problem-solving skills. | Job Details Job Location Corporate Office - Boca Raton, FL Remote Type Optional Work from Home Position Type Full Time Salary Range $75000.00 - $110000.00 Salary/year Description Position Summary: The Risk Analytics team uses best-in-class data analytics and modeling to build solutions and insights that drive key business decisions, significantly contributing to Windward's consistent outperformance of the market. This highly visible position will play an important role on the team with key contributions in the areas of re-rating capabilities, automation, and business-impacting data insights. Essential Functions: • Work with and understand relational database structures • Create/Maintain ETL (extract data processes) • Program/Test insurance price algorithms • Assist data warehouse developers in identifying and revising enterprise reporting requirements • Support/Develop business intelligence reports and analysis • Identify relevant trends, do follow-up analysis, prepare visualizations • Work with and influence a diverse group of executives, managers, and subject matter experts (effectively communicating analytical findings and observations to influence decision-making) Qualifications Required Education and Experience: • Bachelor's degree in a relevant area - Risk Management, Statistics, Data Analytics, Mathematics or related field • Minimum of 3-5 years working in an analytics role or related field • Experience working with relational databases in SQL Server Preferred Qualifications: • Data analysis, data management software programs (SQL) • Advanced capabilities with MS products (Excel, PowerPoint, Word) • Data visualization tools such as QGIS/ArcGIS and MS PowerBI • Experience within the insurance industry an advantage, particularly if it relates to the US Property market • Passion for telling stories with data Essential Skills: • Use critical thinking and initiative with respect to problem solving • Ability to build and maintain strong working relationships within and across teams • Strong communication, analytic and presentation skills Core Competencies: • Organization • Time management • Communication - verbal and written • Detail oriented