Partner with hiring managers to identify talent needs and execute proactive sourcing strategies for insurance brokerage roles. Manage the full-cycle recruitment process while providing market insights and ensuring a positive candidate experience.
Conduct on-site and virtual property risk control surveys and assessments for complex commercial accounts nationwide. Provide consultative guidance on regulatory requirements and develop actionable risk improvement recommendations for clients and underwriters.
The Associate Account Manager supports account executives with day-to-day client service activities, including policy administration and renewal processes. They also coordinate client materials, maintain documentation, and participate in meetings to build foundational knowledge of account management.
The VP of Benefits Compliance will translate complex health and welfare benefit regulations into actionable insights for internal consultants and external clients. They are responsible for developing compliance content, delivering educational webinars, and providing technical guidance on federal and state regulations.
The advisor will pursue new wealth management business opportunities while providing educational services to retirement plan participants. They are responsible for coordinating financial wellness programs and conducting individual and group coaching sessions.
The Senior Private Equity Broker manages insurance placements for private equity sponsors and their portfolio companies throughout the investment lifecycle. This includes leading market strategy, conducting due diligence, and mentoring team members to ensure high-quality client service.
The Vice President will serve as the firm's leading expert on life insurance planning strategies, legislative developments, and advanced sales concepts. They are responsible for designing advisor training programs, creating technical content, and partnering with field leadership to drive client-specific solutions.
The Regional Sales Director will drive growth by acquiring and managing relationships with brokers, producer groups, and national accounts. They are responsible for implementing key account strategies, meeting production goals, and providing regular status updates to the internal team.
Provide case design support to financial professionals by developing quotes, creating illustrations, and conducting fact-finding to assess client needs. Proactively engage with advisors to share information, identify new business opportunities, and ensure high-quality service delivery.
The Account Manager will lead day-to-day relationships with middle-market clients, managing existing books of business and ensuring high-quality service. Responsibilities include contract and coverage analysis, renewal management, and cross-selling to round out commercial accounts.
The Broking Coordinator supports the broking team by analyzing client risk profiles, formulating customized risk solutions, and negotiating with insurance carriers. They also assist in proposal development, maintain accurate client data, and facilitate effective communication between clients and the broking team.
The Billing Specialist will perform administrative tasks including data entry, invoicing, and account research to support various departments. They will also assist with billing inquiries from clients and insurance company personnel while maintaining accurate client files.
The Remarketing Specialist supports the Account Management team by managing the portfolio renewal cycle and preparing insurance quotations and proposals. They also facilitate client and insurer meetings while ensuring service standards and workflow processes are consistently met.
The Senior International Consultant will lead strategic client relationships and deliver expert guidance on international employee benefits programs. They are also responsible for the line management, development, and performance oversight of a team of consultants and account managers.
The Client Advocate manages day-to-day benefit administration, including enrollments, terminations, and billing reconciliation for multiple clients. They also serve as the primary point of contact for client employees, ensuring excellent customer service and maintaining strong relationships with carrier partners.
The Account Executive will serve as the lead consultant for affluent clients, managing new business and renewals while maintaining strong relationships with carriers. They are responsible for negotiating coverage terms, handling claims, and ensuring accurate policy documentation to avoid errors and omissions.
The Financial Education Coordinator supports retirement plan education programs by coordinating meetings, preparing participant materials, and managing client relationships. They also handle administrative tasks such as scheduling, data entry, and producing promotional materials for financial wellness initiatives.
The Conservation Associate manages existing client blocks by proactively addressing overdue premiums and facilitating financial transactions. They also provide expert support on complex financial products while identifying opportunities for policy retention and new sales.
The Account Coordinator provides centralized administrative and servicing support for client accounts, including processing endorsements and managing policy documentation. They collaborate with account managers and insurance carriers to ensure accurate service delivery and maintain electronic records.
The role involves managing group benefits accounts and collaborating with internal teams to support client needs. You will be responsible for making better decisions to protect and enrich the lives of clients.
The Senior Trust Advisor oversees the administration of trust solutions, including onboarding, regulatory compliance, and ongoing fiduciary management. They also support business development initiatives and provide internal training to ensure consistent adherence to firm policies.
The Senior Account Manager will manage account services, renewal strategies, and marketing efforts while collaborating with executives and carriers. They are responsible for preparing proposals, reviewing policy documents for accuracy, and maintaining client relationships.
The Account Executive manages and grows client relationships by serving as a trusted advisor and primary point of contact for commercial insurance accounts. They are responsible for developing insurance strategies, overseeing renewals, and collaborating with internal teams and carriers to ensure exceptional service delivery.
The Regional Sales Director is responsible for acquiring and growing relationships with new and existing brokers, producer groups, and national accounts. They will drive growth in the California and Hawaii territory by implementing key account strategies and meeting production goals.
The HR Generalist will serve as a primary contact for employees and managers, providing guidance on policies, benefits, and performance management. They will also manage HR projects, process employee status changes, and maintain accurate HR data while supporting organizational growth.
The Senior HR Generalist will serve as a primary point of contact for employees and managers, providing guidance on policies, performance management, and HR programs. They will also manage HR projects, process employee transactions, and analyze HR metrics to support organizational growth.
Manage primary client relationships and develop customer service plans to ensure growth and retention of a $1.5M book of business. Strategize renewal processes, negotiate coverage with carriers, and provide expert advisory services regarding risk management and insurance programs.
The Senior Account Executive acts as the primary consultant and relationship manager for large-scale client accounts, overseeing benefit plan evaluations and implementations. They are responsible for negotiating with carriers, ensuring regulatory compliance, and providing mentorship to junior team members.
Responsible for the accurate and timely processing, adjudication, and auditing of claims for FSA, HRA, and other benefit plans. Collaborates with the claims team to optimize efficiency while ensuring compliance with HIPAA and internal procedures.
The Account Manager II services client accounts by managing the renewal and marketing processes in collaboration with senior team members. They are responsible for developing relationships with carriers and clients while preparing presentation materials and maintaining accurate client files.
The coordinator supports the development and execution of client financial education initiatives, including workshops and webinars. They are responsible for managing client relationships, coordinating logistics, and maintaining program data within HubSpot.
