Build and maintain data environments in AWS and Snowflake by identifying, preparing, manipulating, and modeling structured and unstructured datasets. Evaluate datasets for reporting and modeling, use data preparation tools such as Coalesce, resolve data quality issues, and advise stakeholders on data systems and concepts.

Supports centralized agency operations by maintaining agency and producer records, coordinating licensing, onboarding, compensation, bonus, dividend, and safety group workflows, and producing reports. Provides process guidance to field staff, coordinates agency events, manages documentation and compliance activities, and helps improve operational procedures and tools. Works with Finance, IT, Marketing, vendors, and agency partners to ensure accurate, efficient, and consistent operations.

Serves as a strategic advisor to executive leadership, leading corporate development, partnerships, M&A evaluations, market intelligence, business cases, and enterprise transformation initiatives. Develops board-level presentations, facilitates strategic alignment, advises on high-impact decisions, and oversees cross-functional execution without direct authority. Requires strong executive communication, financial modeling, competitive analysis, and corporate strategy expertise.