Jobs at H.W. Kaufman Financial Group, Inc.

Performs financial reporting and analysis, including journal entries, balance sheet reconciliations, accruals, intercompany transactions, forecasting, and budget variance analysis. Communicates financial results, prepares periodic reporting packages, and supports process improvement initiatives. Requires a bachelor’s degree in accounting, at least two years of accounting experience, GAAP knowledge, strong Excel and analytical skills, and attention to detail.

Build AI-enabled applications, automations, integrations, data workflows, and prototypes across Salesforce, MuleSoft, .NET, RPA, and enterprise platforms. Partner with business and IT stakeholders to identify opportunities, validate measurable value, assess AI and architectural risks, and deliver supportable solutions. Document designs, dependencies, prompts, limitations, runbooks, and handoffs while contributing to exploratory engagements and recommending pivots when initiatives lack value.

Designs and maintains automated and functional tests for Salesforce applications, including OmniStudio and LWC. Develops API, regression, integration, end-to-end, and in-sprint automation using Selenium, Java, Cucumber, Playwright, SoapUI, and Postman. Integrates tests with CI/CD pipelines, analyzes failures, maintains frameworks and test environments, applies AI-assisted testing, and mentors junior QA engineers.

Paid 12-week underwriting internship involving specialty insurance teams across commercial, personal, and professional lines. Responsibilities include participating in agent and client meetings, supporting policy renewals, updating business records in Microsoft Excel, matching agency needs with insurance markets, communicating loss notices and policy changes, and assisting senior leaders with special projects. The role is full-time, on-site, and designed to build insurance, business, communication, and leadership skills.

Paid 12-week underwriting internship in specialty insurance. Responsibilities include participating in agent and client meetings, supporting policy renewals, updating business records in Microsoft Excel, identifying suitable insurance programs and markets, communicating loss notices and policy changes, and assisting senior leaders with special projects. The role is full-time, on-site, and designed for undergraduate students pursuing insurance, risk management, business, finance, or a related field.

Participate in specialty insurance underwriting activities, including agent marketing calls, client meetings, policy renewals, market selection, loss notices, policy changes, and Excel-based business updates. Collaborate with senior leaders on special projects while developing business, communication, and leadership skills through a 12-week, full-time, on-site internship.

Paid 12-week summer internship in specialty insurance underwriting. Responsibilities include participating in agent and client meetings, supporting policy renewals, updating business records in Microsoft Excel, matching clients with appropriate insurance markets, communicating loss notices and policy changes, and assisting senior leaders with special projects. The role is full-time, on-site, and designed for undergraduate students pursuing insurance, risk management, business, finance, or a related field.

Paid 12-week summer internship in specialty insurance underwriting. Responsibilities include participating in agent and client meetings, supporting policy renewals, updating business records in Microsoft Excel, identifying suitable insurance programs and markets, communicating loss notices and policy changes, and assisting senior leaders with special projects. The role is full-time, on-site, and intended for undergraduate students pursuing insurance, risk management, business, finance, or a related field.

Participates in specialty insurance underwriting activities, including agent marketing calls, client meetings, policy renewals, business updates in Excel, market selection, loss notices, policy changes, and special projects. The 12-week paid internship is designed to develop business, communication, and leadership skills through hands-on experience with underwriting teams.

Participates in specialty insurance underwriting through agent marketing calls, client meetings, policy renewals, Excel updates, market selection, loss and policy-change communications, and special projects with senior leaders. The 12-week paid internship develops business, communication, and leadership skills while providing exposure to commercial, personal, or professional insurance lines.

Participate in specialty insurance underwriting activities, including agent marketing calls, client meetings, policy renewals, data updates, market selection, loss notices, policy changes, and special projects. The 12-week, paid internship provides hands-on experience, professional development, and exposure to commercial, personal, or professional lines underwriting teams.

Paid 12-week summer internship supporting specialty insurance underwriting teams. Responsibilities include participating in agent and client meetings, assisting with policy renewals, updating new business and renewal information in Excel, identifying suitable insurance markets, communicating loss notices and policy changes, and collaborating with senior leaders on special projects. The role is full-time, on-site, and designed to develop business, communication, and leadership skills.

Paid 12-week summer internship providing hands-on experience with specialty insurance underwriting. Responsibilities include participating in agent and client meetings, supporting policy renewals, updating business information in Excel, matching client needs to insurance markets, communicating loss notices and policy changes, and assisting senior leaders with special projects. The role is full-time and on-site in an office setting.

Paid 12-week summer internship immersed in specialty insurance underwriting. Responsibilities include participating in agent and client meetings, supporting policy renewals, updating business records in Microsoft Excel, matching agency needs with insurance markets, communicating loss notices and policy changes, and assisting senior leaders with special projects. The role is full-time, on-site, and designed for undergraduate students pursuing insurance, risk management, business, finance, or a related field.

Participates in specialty insurance underwriting activities, including agent marketing calls, client meetings, policy renewals, loss notices, and policy changes. Updates new business and renewal information in Microsoft Excel, helps identify suitable programs or markets for agency clients, and collaborates with senior leaders on special projects. The 12-week, paid internship is conducted 40 hours per week on-site and is designed to build insurance, business, communication, and leadership skills.

Leads growth, profitability, operations, and performance across five Northeast insurance offices. Oversees management, underwriting, broker production, sales, staffing, succession planning, budgets, P&L, compliance, and client and carrier relationships. Develops regional business plans, strengthens sales capabilities, monitors market trends, and ensures consistent service and operational execution. Requires substantial insurance sales leadership, multi-line underwriting or production experience, multi-location management, and travel.

Lead and oversee the Charleston insurance office, driving profitability, growth, retention, sales, underwriting quality, and operational consistency. Manage underwriter and broker producers plus support staff; recruit, develop, mentor, and retain talent; oversee P&L; manage agent, carrier, and client relationships; execute sales and marketing strategies; ensure compliance; and build and manage a commercial or personal lines book of business, including rating, quoting, and binding complex risks.

Manage personal lines underwriting, including risk evaluation, classification, rating, new and renewal business, policy compliance, and portfolio performance. Lead and develop underwriting staff, monitor loss and retention metrics, build client and carrier relationships, support sales and marketing activities, contribute to strategic planning, and ensure expertise across assigned business classes.

Supports London-based commercial and personal lines insurance operations by managing contract and policy entries, forms, endorsements, filing systems, compliance queries, audits, file inspections, exposure reporting, and ad hoc reporting. The role requires accurate data management, coordination across teams, regulatory compliance support, and responsiveness to operational system queries.