The Wellbeing Consultant assesses client health needs to design and integrate tailored wellness strategies that drive sustainable behavior change. They collaborate with clinical consultants and advisors to deliver data-driven wellness solutions and provide thought leadership through presentations and communications.
The National Placement Director leads the firm's strategic P&C placement initiatives and serves as the primary liaison between retail advisors and regional placement leaders. This role manages key insurance company partnerships, negotiates program terms, and ensures consistent placement execution across all business units.
The Risk Engineer Executive serves as a principal technical authority providing enterprise-level leadership on complex risk management, loss prevention, and operational resilience strategies. They act as a trusted advisor to executive-level clients and internal stakeholders to optimize insurance outcomes and improve risk quality.
The Client Manager is responsible for managing day-to-day commercial client accounts, including policy reviews, claims monitoring, and contract analysis. They also act as a liaison between clients, insurance carriers, and internal agency teams to ensure high-level service and business growth.
The Vice President, Account Executive manages internal sales, marketing, and account service processes for a dedicated book of business within the Professional & Cyber Solutions team. They are responsible for retaining and growing the book of business, building client and carrier relationships, and coordinating cyber threat intelligence analysis.
The consultant will serve as the primary advocate for clients regarding workers' compensation claims, managing relationships with carriers and TPAs to drive favorable outcomes. They are responsible for conducting claim file reviews, analyzing loss trends, and providing strategic recommendations to reduce the total cost of risk.
The Regional Account Manager is responsible for managing relationships with home builders, lenders, and mortgage-affiliated partners to ensure client satisfaction. They will provide ongoing training, maintain accurate client records, and ensure compliance with industry regulations.
The Claims Examiner II manages complex insurance claims by analyzing policies, investigating liability, and determining settlement values. They also collaborate with legal counsel, monitor vendor performance, and ensure compliance with best practices and regulatory requirements.
The National Operations Manager is responsible for developing and implementing national operational standards to optimize workflows and ensure service excellence within the Commercial Risk segment. They will lead initiatives to improve productivity, ensure regulatory compliance, and collaborate with cross-functional teams to drive continuous improvement.
The Certificate Specialist manages certificate of insurance requests to ensure compliance with contractual and regulatory standards for construction clients. They also collaborate with internal teams and brokers to resolve inquiries and maintain accurate documentation within agency systems.
The Advisor is responsible for selling new insurance accounts, renewing existing ones, and building strong relationships with clients and partners. They must present professional proposals, meet monthly sales goals, and ensure accurate documentation for all policy transactions.
The Client Manager will serve as the primary point of contact for retirement plan clients, providing proactive support and resolving service inquiries. They are responsible for managing account documentation, facilitating committee meetings, and coordinating with recordkeepers to ensure efficient plan administration.
The National Operations Manager will drive operational excellence and consistency across the Employee Benefits segment by optimizing workflows and implementing national standards. This role involves collaborating with regional leaders and IT teams to leverage automation, ensure regulatory compliance, and lead process improvement initiatives.
The Senior Casualty Broker will manage client-specific casualty program strategies and provide advisory services for complex risk management programs. They will also negotiate pricing and policy terms with markets while collaborating with internal analytics and production teams.
The Director of Compliance provides senior-level legal and regulatory support for employee benefits, with a primary focus on the West region and California-specific requirements. This role involves mentoring junior staff, managing large-scale compliance projects, and partnering with sales teams to drive growth through client education and advisory services.
The Internal Controls Associate supports the organization's control environment by evaluating design effectiveness, documenting processes, and performing risk assessments. They also serve as a liaison for internal and external audits while monitoring compliance with regulatory frameworks like SOX and privacy laws.
The Claims Advocate will manage insurance claims from inception to resolution across various financial lines of coverage. They are responsible for maintaining accurate claim files, facilitating insurer communications, and providing high-quality service to clients.
The Client Relations Team Specialist manages day-to-day account needs, including responding to coverage questions and supporting new business issuance. They also provide risk and coverage advice while maintaining accurate records and collaborating with team members to meet service goals.
The intern will rotate through operational functions to support MSI and LeaseTrack programs while refining training materials and internal documentation. They will also assist in analyzing operational reports, coordinating cross-functional projects, and supporting technology implementation initiatives.
This role oversees the Risk Management team, managing staffing, training, and account assignments while handling a portfolio of complex accounts. The executive is responsible for leading brokerage services, driving renewal processes, and facilitating business expansion with existing clients.
The Client Executive manages complex commercial accounts by developing strategic relationships and providing expert risk management consulting. They lead renewal processes, coordinate internal service teams, and ensure client deliverables meet high service standards.
The Senior Account Executive will lead a service team specializing in insurance placements for power and renewable energy clients. Responsibilities include managing renewal processes, conducting financial and claims analysis, and overseeing client presentations and documentation.
Generate new business and manage existing client accounts by recommending customized insurance coverage solutions. Develop opportunities through networking and referrals while maintaining strong relationships with carrier partners.
Lead the strategic direction and growth of the Family Office practice, serving as the primary authority for risk management solutions for UHNW clients. Act as a trusted advisor to executive leadership and strategic clients while influencing industry standards and carrier product development.
Manage the end-to-end insurance renewal process and day-to-day service for Middle Market and Complex accounts. Coordinate between clients, underwriters, and internal teams to ensure accurate policy issuance and coverage analysis.
Generate new business and manage existing client accounts by recommending customized personal lines insurance solutions. Develop opportunities through networking and referrals while maintaining strong relationships with carrier partners.
The Client Executive manages a book of business by setting human capital risk strategies and overseeing the day-to-day service needs of private equity firms and their portfolio companies. This includes managing benefit renewals, vendor sourcing, and ensuring client compliance through effective project management.
Manage and service complex commercial risk accounts to develop strategic, consultative relationships with clients. Evaluate client insurance needs and provide expert advice on coverage options and risk management services.
The Client Experience Leader is responsible for leading and mentoring a team to ensure world-class service delivery to clients. They will also manage client segmentation strategies and maintain high client retention rates.
