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Fintech • Software • Financial Services
Manages commercial insurance accounts as a primary client contact, handling policy quotes, endorsements, renewals, certificates, claims support, correspondence, and account data. Develops coverage strategies, supports insurance marketing and sales, reviews policies for accuracy, maintains carrier underwriting knowledge, documents activities in Applied Systems EPIC, and communicates account updates to producers and management. Requires an active Property and Casualty license, strong organizational and communication skills, computer proficiency, and at least four years of commercial lines or industry experience.
Fintech • Software • Financial Services
Provide tactical and project support for HR consulting engagements: draft client deliverables, support HRIS/payroll processes and implementations, analyze HR data, ensure compliance, document processes, escalate complex issues, and assist multiple client projects with frequent regional travel.
Fintech • Software • Financial Services
Manage commercial insurance accounts as the primary client contact. Responsibilities include quoting and issuing policies, processing endorsements, certificates, renewals, claims support, correspondence, and client inquiries. Collect renewal data, develop coverage strategies, review policies for accuracy, maintain client records in Applied Systems EPIC, support insurance marketing and sales, and keep producers informed. The role requires an active Property and Casualty license, commercial lines experience, strong communication and organizational skills, and on-site collaboration.
Fintech • Software • Financial Services
Manages a portfolio of group health plans and maintains an assigned employee benefits book of business. Ensures plan sponsor compliance, prepares new and renewal submissions, obtains carrier quotes, reviews policies and invoices, develops client action plans, and presents proposals. Coordinates resources, negotiates agreements, monitors account performance, documents activities, and maintains quality control. The role also supports sales efforts and requires an active Health and Life license, benefits account management experience, and strong communication and organizational skills.
Fintech • Software • Financial Services
Support area management to deliver customer reports and meet service-level goals. Coordinate assignments via ticketing system, communicate with clients/vendors, resolve issues, manage workload, assist process improvements, and provide administrative support and training.
Fintech • Software • Financial Services
Serve client accounts by processing policy documentation, endorsements, certificates, and billing inquiries. Maintain accurate records in the agency management system, assist with renewals and underwriting information collection, ensure compliance, and document client interactions while collaborating with the team to deliver high-quality P&C policy servicing.
Fintech • Software • Financial Services
Provide tactical and project support for HR consulting engagements: research client questions, prepare deliverables, assist with HRIS/payroll processes and implementations, analyze HR data, maintain compliance knowledge, document client records, and support client-facing and internal HR initiatives under consultant supervision.
Fintech • Software • Financial Services
Manage commercial insurance accounts as a primary client contact. Responsibilities include servicing policies, processing quotes, endorsements, certificates, renewals, claims support, client correspondence, coverage planning, insurance marketing and sales, data collection, policy review, and maintaining accurate records in Applied Systems EPIC. The role requires an active Property and Casualty license, strong communication and organizational skills, Microsoft Office proficiency, insurance knowledge, and at least four years of commercial lines experience.
Fintech • Software • Financial Services
Manages commercial insurance accounts and serves as a primary client contact. Responsibilities include servicing policies, quotes, endorsements, certificates, renewals, claims support, client communication, insurance marketing and sales, renewal data collection, coverage planning, policy review, and maintaining accurate records in Applied Systems / EPIC. Requires an active Property and Casualty license, commercial lines experience, strong organization and communication skills, computer proficiency, and a high school diploma.
Fintech • Software • Financial Services
Manages a book of large and complex commercial insurance accounts, serving as the primary client contact. Oversees renewals, exposure analysis, marketing, carrier negotiations, policy documentation, audits, certificates, endorsements, and new business placements. Maintains accurate records in Applied EPIC, advises clients on coverage, supports producers and account executives, monitors industry and underwriting trends, and mentors junior staff. The role requires strong commercial property and casualty insurance expertise, organizational and communication skills, an active P&C license, and on-site collaboration.
Fintech • Software • Financial Services
Serves as an employee benefits subject matter expert, resolving escalated issues, auditing benefit data, supporting open enrollment, testing Workday configurations, and improving HR workflows. Partners with HRIS, Payroll, Legal, and vendors on compliance and strategic initiatives. Analyzes benefits data, guides Benefits Specialists, develops training materials, and applies expertise in ERISA, ACA, HIPAA, COBRA, and Section 125 regulations.
Fintech • Software • Financial Services
Leads employee benefits operations across a major region, focusing on client retention, growth, service quality, talent development, process optimization, technology adoption, performance monitoring, risk management, financial planning, regulatory compliance, vendor partnerships, and post-acquisition integration. The role manages operational scalability, cross-functional alignment, customer experience, and continuous improvement while supporting business development and maintaining strong client relationships.
Fintech • Software • Financial Services
Manage new business and renewal placement processes for middle-to-large market insurance accounts: perform exposure and coverage analysis, prepare ACORD applications and proposals, negotiate terms with carriers, maintain market relationships, and support client advisors with submission and rating tools. Ensure licensing compliance and deliver tailored risk recommendations.
Fintech • Software • Financial Services
Senior Employee Benefits Account Executive responsible for retaining and expanding client relationships, developing and executing benefits strategy, directing account teams, managing renewals and open enrollment, coordinating vendor/carrier relationships, leading self-funding initiatives with analytics, and driving cost containment and compliance for large, complex employer clients.
Fintech • Software • Financial Services
Manages a high-net-worth personal lines insurance book of business, conducting annual reviews, evaluating exposures and coverage, negotiating with carriers, and recommending risk management solutions. Provides responsive client service, monitors policy issuance and claims handling, communicates exclusions and policy changes, maintains accurate records in agency systems, and collaborates with producers to develop appropriate coverage plans. The role requires strong organization, communication, relationship-building, insurance knowledge, and attention to detail.
Fintech • Software • Financial Services
Manage and service an assigned employee benefits book of business, develop client action plans, recommend portfolio enhancements, and support new and renewal submissions. Coordinate with carriers to obtain quotes, review policies and invoices, prepare client proposals, negotiate agreements, monitor account performance, and maintain accurate agency records. The role requires an active Health and Life license, agency management software experience, strong communication and organizational skills, and five or more years of relevant experience.
Fintech • Software • Financial Services
Manages day-to-day employee benefits account servicing, including policy transactions, renewals, claims support, client inquiries, endorsements, certificates, and correspondence. Maintains accurate client records in Applied Systems EPIC, coordinates with internal departments, supports insurance marketing and sales, monitors carrier underwriting requirements, and keeps producers informed of account activity. The role also requires compliance with licensing requirements and ongoing insurance education.
Fintech • Software • Financial Services
Manage a caseload of subrogation claims: identify recovery opportunities, prepare demands and documentation, negotiate with attorneys and carriers, document actions, and maintain claim diaries while ensuring professional communication.
Fintech • Software • Financial Services
Manages employee benefits accounts as the primary client contact, handling policy transactions, renewals, claims support, endorsements, proposals, correspondence, and client data. Coordinates internal service deliverables, supports insurance marketing and sales, maintains agency management records, monitors underwriting requirements, and keeps producers informed. Requires an active Health and Life license, strong organizational and communication skills, insurance knowledge, and at least three years of employee benefits experience.
Fintech • Software • Financial Services
Manages employee benefits accounts by supporting renewals, marketing, enrollment, client communications, carrier coordination, eligibility resolution, compliance notices, and open enrollment activities. Prepares RFPs, tracks proposals, reviews financials and billing, interprets benefit policies, and supports customer service operations. The role requires benefits or insurance experience, strong Excel skills, organization, communication, analytical ability, and a Life and Health license.



