The role supports benefit strategy through foundational financial analytics, claims reporting, and renewal projections. It also involves partnering with senior strategists to facilitate client meetings and provide strategic recommendations.
The Underwriting Assistant will support the underwriting team by managing workflow, maintaining responsiveness, and meeting production goals. The role involves active development and learning of underwriting guidelines, product offerings, and operating procedures.
The Senior Training and Development Specialist will lead training, development, and coaching programs for new hires and service team members to enhance operational efficiency and service quality. The role involves designing instructional materials, analyzing training metrics, and facilitating both virtual and in-person sessions.
The Financial Analyst will support the corporate annual budget and quarterly forecast while managing financial reporting for assigned divisions. They will also provide data-driven insights and analytics to support business decision-making and system evolution.
The Account Executive manages a book of business, overseeing renewal policy reviews, loss analysis, and program design for large and complex accounts. They also support producers in winning new business and maintain strong, long-term partnerships with clients.
The Account Specialist supports the day-to-day servicing needs of middle and large market accounts by partnering with Account Managers and Executives. Responsibilities include managing account information in the Agency Management System, processing policy transactions, and interacting directly with clients regarding service needs.
Develop and advocate for effective claim strategies and timely resolutions, communicate claim information, and maintain strong relationships with clients, carriers, TPAs, and other industry partners. Contribute to presentations and claim projects, support staff onboarding and development, and maintain expertise across multiple coverage lines.
Manage and resolve energy-sector insurance claims while maintaining strong relationships with clients, carriers, and TPAs. Support the Claim Manager in staff onboarding and contribute to new business presentations and RFPs.
