The Senior Financial Analyst supports financial planning, budgeting, forecasting, and business performance analysis for the company. They develop financial models, prepare reporting, and provide actionable insights to support informed decision-making across business units.
The Client Service Specialist manages administrative tasks including policy endorsements, renewals, and cancellations while maintaining accurate account records. They also provide support by processing client requests, issuing certificates of insurance, and utilizing proprietary AI technology to enhance the service experience.
Acts as the primary claims resource for large, complex commercial accounts, leading claims strategy and providing analytics. Coordinates between clients, carriers, and internal teams to ensure efficient and policy-compliant claim resolutions.
