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Insurance • Financial Services
Manages commercial insurance accounts by designing insurance programs, preparing applications and proposals, renewing and remarketing policies, supporting producers, educating clients, resolving issues, coordinating with carriers, and maintaining accurate documentation. The role also develops client relationships, seeks referrals, manages workflows, and mentors customer service representatives. Five or more years of commercial insurance experience and an active General Lines or Property & Casualty license are required.
Insurance • Financial Services
Serves as the primary advisor and operational leader for complex employee benefits accounts. Manages client service strategies, account teams, renewals, RFPs, compliance, proposals, carrier coordination, claims analysis, and client meetings. Provides technical expertise on insurance, ACA, ERISA, funding arrangements, and benefits data. Supports retention, cross-selling, documentation, and employee mentoring while ensuring timely, accurate delivery of client services.
Insurance • Financial Services
Manages complex employee benefits accounts, serving as the primary client advisor and coordinating account teams, carriers, and internal partners. Provides insurance technical guidance, oversees compliance, renewals, RFPs, proposals, claims analysis, and client service strategies. Builds client relationships, supports retention and cross-selling, presents at client meetings, maintains documentation, and mentors less experienced employees. Occasional travel may be required.
Insurance • Financial Services
Manage and deliver learning and development programs, including scheduling, content creation, stakeholder coordination, training technology administration, and effectiveness measurement. The role leads project teams, coordinates course logistics, supports multiple delivery methods, troubleshoots learning systems, reports training outcomes, and helps improve workforce capabilities. Travel may reach 20% annually.
Insurance • Financial Services
Manages employee benefits client accounts, serving as the primary contact for clients, prospects, producers, agencies, and insurance carriers. Responsibilities include renewals, carrier proposals, plan analysis, premium and payroll calculations, open enrollment materials and presentations, carrier transitions, compliance support, account documentation, and client service. The role requires maintaining carrier relationships, understanding employee benefits regulations, resolving service issues, and supporting new and renewal business.
Insurance • Financial Services
Provides administrative and client support to employee benefits account managers. Responsibilities include data entry, billing audits, report and proposal preparation, open enrollment materials, carrier paperwork, file maintenance, client meeting support, and customer service. Requires strong organization, communication, attention to detail, and proficiency with Microsoft Office. Employee benefits insurance experience and an active Life and Health license are preferred.
Insurance • Financial Services
Manages employee benefits client accounts, renewals, carrier relationships, proposals, enrollment materials, billing audits, compliance requirements, and carrier transitions. Serves as the primary client contact, resolves service issues, supports producers with new and renewal business, conducts enrollment presentations, maintains accurate agency records, and advises clients on benefits regulations and plan administration.
Insurance • Financial Services
Provides administrative and client support for employee benefits account managers. Responsibilities include data entry, account marketing assistance, report and proposal preparation, billing audits, open enrollment materials, carrier submissions, client meetings, file maintenance, and customer service. Requires a high school diploma, with employee benefits experience and an active Life and Health license preferred. Proficiency in Microsoft Office is required; Applied Epic or similar agency management system experience is preferred.
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
Manages commercial property and casualty insurance accounts by designing insurance programs, preparing proposals and applications, negotiating carrier terms, supporting producers, renewing and remarketing policies, educating clients on coverage and audits, and ensuring accurate, timely transaction processing. The role requires strong client service, regulatory awareness, advanced Excel skills, and an active insurance license.
Insurance • Financial Services
Serves commercial and contract surety accounts by processing bond requests, renewals, riders, cancellations, and related transactions. Reviews documentation, prepares carrier submissions, gathers underwriting information, maintains account records, monitors expirations and outstanding requirements, and communicates with clients and carrier partners. The role requires strong organization, attention to detail, client service, insurance knowledge, and an active General Lines or Property & Casualty license.
Insurance • Financial Services
Coordinates client accounts with Account Managers, prepares enrollment materials, conducts client and employee enrollment meetings, provides benefits technology training, manages coverage changes, resolves claims and billing issues, audits eligibility and COBRA data, supports payroll and insurance processes, and communicates with clients, carriers, and internal teams. Requires customer service and insurance experience, a Group 1 Insurance License, and proficiency with Microsoft Office.
Insurance • Financial Services
Provides administrative and client support to employee benefits account managers. Responsibilities include data entry, billing audits, report and proposal preparation, open enrollment materials, carrier implementation paperwork, file maintenance, customer service, and participation in client meetings. Requires strong organization, attention to detail, communication, Excel proficiency, and familiarity with insurance benefits administration systems.
Insurance • Financial Services
Administers, optimizes, implements, and improves Applied Systems Epic workflows for Employee Benefits operations. Develops and delivers training, onboarding curricula, documentation, and coaching for system users. Serves as an Epic subject matter expert, supports configuration and testing, leads implementation and conversion initiatives, validates data, communicates system changes, and resolves post-go-live workflow issues.
Insurance • Financial Services
Manages daily office operations, including front desk coverage, visitor reception, conference room scheduling, office supplies, common areas, correspondence, file systems, and maintenance reporting. Supports multiple departments and service teams, coordinates projects, resolves issues proactively, and maintains an efficient, organized workplace. Requires strong communication, adaptability, multitasking, and proficiency with Microsoft Office and internal systems.
Insurance • Financial Services
Provides administrative and client support for employee benefits account managers. Responsibilities include data entry, billing audits, report and proposal preparation, open enrollment materials, carrier implementation paperwork, file maintenance, and client meeting support. Requires strong organization, communication, attention to detail, customer service, and proficiency with Microsoft Office. Employee benefits insurance experience and an active Life and Health license are preferred.
Insurance • Financial Services
Manage commercial property and casualty insurance accounts by designing coverage programs, supporting producers, negotiating with carriers, preparing proposals and applications, renewing and remarketing policies, educating clients, and maintaining accurate documentation. The role requires advanced Excel skills, proficiency with Microsoft Office, an active General Lines or Property & Casualty license, and 3–5 years of commercial insurance experience. This position is remote from Georgetown, Texas, with hybrid or in-person work available locally.
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
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
Creates and updates insurance proposal documents using Applied Epic, Microsoft Word, and Adobe PDF. Reviews carrier quotes, enters and verifies quote information, formats deliverables, and troubleshoots missing data, system limitations, workflow barriers, and unclear requirements. Ensures proposals meet accuracy, clarity, client, and organizational standards while staying current on system updates and processes.



