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Insurance • Financial Services
Manages employee benefits client accounts, primarily level-funded and self-funded plans. Serves as the primary client and carrier contact, supports new business and renewals, evaluates carrier proposals, prepares presentations and enrollment materials, audits billing, processes carrier changes, and ensures compliance with ACA, ERISA, and applicable regulations. Maintains client relationships, identifies product opportunities, manages workflows, and provides education on benefits developments.
Insurance • Financial Services
Lead and advise account managers on commercial P&C client accounts: design insurance programs, negotiate with carriers, prepare proposals, manage renewals, support producers, and ensure compliance and client service.
Insurance • Financial Services
Serve as primary relationship manager for employee benefits clients, leading renewals, carrier negotiations, compliance (ERISA/COBRA/HIPAA/ACA), onboarding, open enrollment communications, vendor coordination, and benefits technology implementation to drive retention and strategic benefits planning.
Insurance • Financial Services
The Commercial Lines Account Manager supports clients by managing commercial insurance accounts, negotiating terms, preparing proposals, and educating clients on coverage and laws, while ensuring high-quality service and workflow management.
Insurance • Financial Services
Manages a portfolio of employee benefits clients, serving as the primary contact and coordinating service requests, renewals, carrier proposals, compliance, billing audits, enrollment materials, and carrier transitions. Supports producers with new and renewal business, analyzes plan options, conducts open enrollment presentations, maintains agency records, and advises clients on benefits regulations. Requires an active Life and Health license, five years of employee benefits account management experience, and proficiency with Microsoft Office.
Insurance • Financial Services
Manage employee benefits accounts for public sector clients by coordinating sales and service workflows, renewals, bids, enrollments, plan changes, vendor relationships, and escalated claims or eligibility issues. The role develops client relationships, prepares enrollment materials, conducts group meetings, communicates with clients and carriers, and stays current on insurance carriers and applicable laws. This is a remote Houston position with occasional travel to Richardson, Texas.
Insurance • Financial Services
Provides administrative and client-service support to employee benefits account managers. Responsibilities include data entry, billing audits, enrollment materials, reports, proposals, carrier implementation paperwork, agency file maintenance, and participation in client meetings. Requires strong organization, communication, attention to detail, Microsoft Office proficiency, and preferably employee benefits insurance experience and an active Life and Health license.
Insurance • Financial Services
Manages commercial property and casualty insurance accounts by designing insurance programs, advising clients on coverage, negotiating carrier terms, preparing proposals and applications, coordinating renewals and remarketing, supporting producers, and ensuring accurate, timely policy transactions. The role requires advanced Excel skills, strong client communication, workflow management, and an active General Lines or Property & Casualty license.
Insurance • Financial Services
Manages commercial insurance accounts by designing coverage programs, preparing proposals and applications, coordinating renewals and remarketing, advising clients on coverage and audits, supporting producers, resolving issues, maintaining carrier relationships, and pursuing referrals. Provides mentoring to customer service representatives while ensuring accurate, timely transaction processing and compliance with agency standards.
Insurance • Financial Services
Manages a portfolio of employee benefits clients, serving as the primary contact and coordinating service requests, renewals, proposals, carrier relationships, compliance, and open enrollment activities. Supports producers with new business and renewals, analyzes plan options, prepares presentations and enrollment materials, audits billing, processes carrier paperwork, and maintains accurate agency records. Requires strong knowledge of employee benefits regulations, client service, organization, communication, and problem-solving.
Insurance • Financial Services
Supports account services through document uploads, website updates, data processing, audits, direct carrier entry, and invoice reviews. Maintains accurate client and carrier data across multiple systems, identifies discrepancies, and builds Excel tracking and reporting tools. Performs basic HTML edits, communicates audit status and data issues, and supports related projects while handling sensitive information in accordance with HIPAA and security standards.
Insurance • Financial Services
Completes a three-phase commercial insurance training program covering industry fundamentals, insurance coverages, technical tools, and client service tasks. Trainees obtain required licensure and are placed in a Business Insurance role based on performance. Responsibilities include learning endorsements, policy changes, certificates, marketing, and account management processes while developing communication, problem-solving, organizational, and client service skills.
Insurance • Financial Services
Manages a personal lines insurance book of business, supports producers, handles endorsements, cancellations, renewals, remarketing, proposals, and client coverage recommendations. Maintains client, carrier, and stakeholder relationships; records activity in agency management systems; refers cross-department opportunities; resolves account questions; and supports accounting reconciliation. Requires a property and casualty or general lines license, insurance expertise, strong communication, organization, and attention to detail.
Insurance • Financial Services
Owns uptime, cloud infrastructure, CI/CD pipelines, Infrastructure as Code, shared Linux environments, and incident response for live client applications across Azure, AWS, and Cloudflare. Responsibilities include provisioning environments, managing secrets and identities, maintaining monitoring and reliability practices, supporting releases and database migrations, responding to production incidents, and leading post-incident reviews. The role requires strong Azure DevOps, Bicep or Terraform, Linux, AWS, Cloudflare, and observability experience.
Insurance • Financial Services
Designs, develops, tests, troubleshoots, documents, and maintains software applications throughout the project lifecycle. Responsibilities include coding, database and system administration, performance testing, debugging, software upgrades, requirements documentation, user support, vendor coordination, and collaboration with analysts, administrators, and engineers. The role also provides guidance to junior development staff and supports cross-departmental projects.
Insurance • Financial Services
Manages personal lines insurance accounts, including policy maintenance, endorsements, cancellations, renewals, remarketing, client education, and proposal development. Maintains client, carrier, underwriter, and stakeholder relationships; updates agency management systems; coordinates referrals; resolves questions; and supports accounting reconciliation. Requires personal lines insurance experience, an active General Lines or Property & Casualty license, strong communication and organizational skills, and proficiency with Microsoft Office and account management systems.
Insurance • Financial Services
Leads software development, QA, and DevOps for a digital insurance platform. Owns engineering roadmaps, delivery governance, architecture, code quality, security, testing, release reliability, and operational improvement. Manages and develops a small engineering team, partners with product and business stakeholders, evaluates technical risks, and guides responsible AI-assisted development. The role requires hands-on technical judgment across modern application architecture, Azure cloud services, CI/CD, automated testing, monitoring, and secure software delivery.
Insurance • Financial Services
Maintains accurate financial records, prepares journal entries, reconciles balance sheet accounts, and supports month-end, quarter-end, and year-end close activities. The role also assists with acquisitions, audits, internal controls, accounting procedures, and general ledger integrity using FloQast, Applied Epic, and Sage Intacct.
Insurance • Financial Services
Designs, develops, documents, tests, troubleshoots, and upgrades software applications throughout the project lifecycle. Collaborates with analysts, designers, vendors, clients, and infrastructure teams; researches development technologies; resolves defects; monitors performance; maintains documentation; supports deployments; and guides junior software development staff. The role requires extensive software engineering experience, database and server expertise, and proficiency with Microsoft development tools, web technologies, APIs, and programming languages.
Insurance • Financial Services
Leads the Captive Claims Department, supervising 8–10 employees and overseeing complex property and casualty claims. Develops claims strategies, manages reserves and resolution processes, monitors carrier and TPA performance, audits claim files, analyzes metrics and trends, supports clients with disputes, and drives workflow improvements. Requires frequent overnight travel and collaboration with clients, insurers, TPAs, attorneys, and claims professionals.



