The VP, Broker is responsible for managing the full lifecycle of representations and warranties and tax liability insurance placements for complex deals. They also provide leadership by mentoring staff and cultivating strong relationships with clients, carriers, and internal teams.
The Employee Benefits Analyst is responsible for managing vendor relationships, gathering client data for RFPs, and performing contract comparison analysis. They also ensure quote accuracy, maintain internal databases, and coordinate the onboarding process for new business lines.
The Sr. Financial Analyst provides regional financial leadership, strategic oversight, and financial planning for assigned offices. This role acts as a finance partner to stakeholders to translate business trends into actionable recommendations for growth and profitability.
The consultant will lead the development and execution of multi-channel employee communication strategies for benefits and total rewards. They will act as a trusted advisor to clients, managing project scopes, timelines, and performance reporting to ensure high-quality outcomes.
The AVP of Business Line Marketing is responsible for developing and executing integrated marketing strategies to drive growth across institutional and private wealth segments. This role manages marketing managers and partners closely with sales and business line leaders to ensure consistent, high-quality execution of marketing initiatives.
Manage the service and renewal cycle for a book of healthcare property and casualty accounts while maintaining strong relationships with key stakeholders. Act as the primary point of contact for insurance needs, prepare proposals, and ensure accurate coverage placement.
The Sr. Account Manager supports the delivery of employee benefits solutions by managing renewals, analyzing benefit plans, and preparing client presentations. They also coordinate compliance activities and maintain ongoing relationships with clients and carrier representatives.
The Senior Account Executive serves as the primary relationship manager and strategic advisor for an assigned book of commercial insurance business. They are responsible for leading renewal strategies, negotiating with carriers, and mentoring account staff to ensure client growth and retention.
The administrator manages day-to-day insurance programs for construction projects, including contractor enrollment and compliance tracking. They are also responsible for reconciling payroll data, calculating insurance credits, and generating reports for audits.
The role involves owning software development, DevOps, and code delivery processes to ensure reliable and secure production solutions. You will lead engineering teams, establish technical standards, and act as the operational link between development and infrastructure teams.
The Senior Account Manager is responsible for managing the renewal and marketing process for a specific set of entertainment industry clients. They act as a primary point of contact for clients and carriers while supporting Account Executives and Advisors in day-to-day servicing.
The Assistant Vice President manages sophisticated client relationships and provides strategic insurance coverage guidance within the Private Client Group. They also lead account teams, oversee operational efficiency, and ensure high-quality service delivery across the organization.
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 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 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.
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 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 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.
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 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 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.
