Teams at Branch Insurance

Owns an assigned territory and production target by growing independent agency business. Builds agency relationships through field visits, training, and consultative selling; drives adoption of Branch’s quoting platform; improves quote quality and agency activation; manages pipeline and production performance; addresses objections; and provides competitive and market insights to cross-functional teams.

Own the end-to-end statutory financial reporting process for a property and casualty insurer, including quarterly and annual NAIC filings, RBC analysis and forecasting. Analyze financial outcomes, maintain reporting processes, develop internal control testing frameworks, support audits and reconciliations, and collaborate with Finance, Compliance, Legal, Insurance, actuarial, reinsurance, and Data teams on regulatory and reporting needs.

Leads insurance financial reporting, including statutory statements, quarterly and annual NAIC filings, RBC analysis, and forecasting. Maintains financial processes, controls, audit-ready documentation, cash reconciliation procedures, and internal control testing. Analyzes financial results and collaborates with Finance, Compliance, Legal, Insurance, actuarial, reinsurance, and Data Office teams to support accurate reporting, regulatory compliance, state expansion, and improved financial transparency.