• US National

Provide strategic guidance to key client groups, conduct policy audits, proposals and renewals. Review policies, provide recommendations, and ensure clients have proper coverage. Foster relationships with customers and generate new business opportunities.

• MD

Act as fiduciary to captive insurance companies, manage cash position and movement, monitor investment portfolios, oversee account documentation, manage collateral and funding requirements, issue payments, maintain relationships with banking partners..

• US National

Prepare proforma income statements and templates for new acquisitions. Prepare uploads of historical financial results into D365 for reporting requirements. Prepare presentations for onboarding new acquisitions.

• US National

Manage client renewals, update client profiles, process vendor invoices, and use various platforms to gather information. High school diploma or GED required. Ability to work independently and prioritize tasks.

• US National

Conduct legal research and analysis, assist in document preparation, support attorneys in drafting legal correspondence, maintain legal files, ensure compliance with regulations, coordinate legal activities, and stay updated on captive insurance laws..

• OH

Assist in client management by analyzing data, drafting reports, and developing benefit strategies. Support team leaders and account managers, attend meetings, conduct research, and update client information. Strong organizational and time management..

• NY

Assist wealth advisor/s with administrative tasks including appointment preparation, client management, account activities, and proactive outreach. Strong attention to detail and client service skills required. Financial knowledge and proficiency in ..

• TX

Manage book of business, develop client relationships, respond to inquiries, interface with vendors/clients, ensure quality, support Account Executives, provide service, improve processes, prepare renewals/RFPs, facilitate meetings, update client info.

• PA, MD, VA, NC, SC, GA, FL

Assist Account Managers, build relationships with customers, process policy changes, manage daily account servicing needs, update system, and perform other duties as assigned. 1-3 years of commercial brokerage experience and P&C license preferred.

• PA

Assist Account Managers with larger account service needs and support day-to-day client management transactions. Build and maintain relationships with internal and external customers, respond to client inquiries, and maintain appropriate files/docume..

• VA

Provide strategic guidance to clients on collaborative initiatives, risk assessment, policy audits, proposals, and renewals. Build relationships with customers. Support implementation of new clients and coverage.

• US National

Provide information to internal brokers and policy representatives regarding documentation, filing, and billing requirements. Complete surplus lines licensing information forms as needed by the office.

• US National

Manage life insurance cases by monitoring progress, reviewing applications, troubleshooting issues, negotiating with carriers, and updating internal systems. Develop and maintain relationships with clients and stakeholders. Stay up-to-date with indus..

• US National

Create, update, and maintain inventory of company sales materials including presentation templates, client decks, and brochures. Work both tactically and strategically with key stakeholders to build and elevate the companys brand and promote...

• OH

Lead the Client Service colleagues, drive exceptional client experience, coordinate with Regional CSD, implement sales and service initiatives, responsible for Quality Assurance and Compliance outcomes, lead and manage a team of client service profes..

• US National

Assist the Manager in calculating commissions, true-ups, and bonuses for producers. Track and maintain broker agreements. Liaise between finance & accounting team and producers for commission issue resolution.

• US National

Develop and implement cybersecurity infrastructure for ISO governance. Identify gaps in IT network and systems design and recommend mitigation strategies. Plan, design, and implement cyber security controls. Develop policies and procedures for IT cyb..

• MA

As a Senior Staff Accountant, you will be responsible for monthly, quarterly, and annual accounting tasks, proposing journal entries, documenting process changes, analyzing financial statement data, and assisting in ad hoc projects.

• US National

Managing the conversion process and transition of business into the practice. Generating and oversight of reports, adjusting and maintaining SOP's/Workflows. Supporting and assisting with onboarding staff.

• NY

Proactively manage a full book of business, build and maintain relationships with clients, communicate with internal colleagues and clients, develop marketing strategies for competitive pricing and plan design opportunities.

• PA

Building and maintaining client relationships, leveraging insurance knowledge to service accounts and develop new business, mentoring assistants, participating in renewal business, reviewing policies, providing recommendations, supporting new coverag..

• MO, KS

Claims Adjuster: Handle workers' compensation and/or property and casualty claims, investigate losses, determine liability/compensability, manage vendors, identify fraud, pursue subrogation, ensure timely follow-up, provide feedback on team performance.

• US National

Manage property and casualty book of business for middle market clients. Develop client relationships, gather exposure information, prepare underwriting specs, negotiate pricing/coverage. Foster accountability and expand insurance industry knowledge.

• US National

Develop underwriting modules, handle enrollment process, organize and distribute claims packets, invoice and track all premium, answer client queries, and maintain claims portal. Previous customer service, data entry, and PC proficiency required.

• US, or US National

Assist with Dynamics 365 Finance and Operations full lifecycle implementations, analyze business processes and gather requirements, provide recommendations for process improvements, work closely with third-party to design and configure solutions.

• US, or US National

Facilitate agile/scrum ceremonies, support release planning, monitor and report team performance, collaborate with QA and integration teams, resolve impediments, and maintain release scope and schedule. Bachelor's degree and CSM certification required.

• CT, DE, ME, MA, MD, NH, NJ, NY, PA, RI, VT

Lead a team of Select business service providers, manage a book of Select Business, and coordinate with leadership to achieve broader Select practice goals. Must have 7+ years of Commercial Lines client management experience and a valid P&C brokers' ..

• US National

Analyze and validate expenses under aggregate stop loss contracts. Perform enrollment evaluations and calculations, create audit reports, and contribute to new processes. Requires 2 years of related experience and proficiency in Excel.

• US National

Develop and implement strategies for the procurement, deployment, utilization, and retirement of IT assets. Maintain accurate records of all IT assets within ServiceNow.

• MA

Build and maintain relationships with customers. Service existing accounts, develop new business opportunities. Keep records of service, marketing, and policy communications. Respond to client inquiries promptly.

• US National

Building and maintaining relationships with clients, leveraging insurance knowledge to service accounts and develop new business, reviewing policies and providing recommendations, supporting implementation of new coverage lines.

• US National

Leverage audit principles and experience to drive innovation in medical, pharmacy, and value-based care. Collaborate with teams to improve processes and develop market-leading solutions. Use data analytics to monitor and improve healthcare audits.