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Provides administrative, documentation, and client service support for surety bond execution and account maintenance. Responsibilities include reviewing contracts and bond forms, processing bond requests, collecting underwriting documents, coordinating with carriers, maintaining records, supporting renewals and audits, and communicating routine updates. The role emphasizes accuracy, organization, customer service, Microsoft Office proficiency, and developing expertise in surety insurance. No prior insurance experience is required, and training is provided.

Manages large and complex commercial insurance accounts, serving as the primary client contact. Oversees renewals, exposure analysis, carrier marketing, negotiations, policy documentation, audits, endorsements, certificates, and new business placements. Provides expert coverage guidance, maintains accurate agency records in Applied EPIC, supports producers and account executives, identifies risks, and mentors junior staff. Requires commercial property and casualty experience, an active P&C license, strong communication and organizational skills, and on-site collaboration.

Lead enterprise red team operations and adversary simulations across applications, cloud infrastructure, identity systems, and AI platforms. Conduct advanced penetration testing, source code and architecture reviews, cloud security assessments, and AI red teaming. Develop custom offensive tools, automated CI/CD security validation, attack playbooks, and evidence-based reports. Partner with engineering, AppSec, SOC, and detection teams to improve security, validate remediation, mentor personnel, and advise leadership on systemic risks and emerging threats.

The Commercial Lines Client Advisor will deliver insurance strategies to medium to large companies through face-to-face meetings, focusing on reducing insurance dependency. Responsibilities include lead generation, client presentations, and maintaining sales tracking.

Supports and enhances the Workday Finance environment, including configuration, security roles, reporting, integrations, troubleshooting, testing, upgrades, data governance, and user support. Partners with Accounting and Finance stakeholders to document requirements, improve processes, deliver system enhancements, and maintain accounting system integrity across GL, AP, AR, Fixed Assets, and financial close functions. Creates documentation, delivers training, and supports Workday releases and implementations.

Manages new business and renewal placement processes for middle- to large-market insurance accounts. Responsibilities include exposure analysis, quote specifications, coverage negotiation, policy review, submission preparation, loss-data analysis, carrier-system rating, proposal development, and client presentations. The role collaborates with client advisors, account service teams, insurers, and wholesalers while maintaining licensing compliance and delivering tailored coverage recommendations.

Drive new business and revenue growth by building qualified pipelines, meeting sales quotas, acquiring clients, and expanding existing relationships. Develop strategic growth plans using data, predictive analytics, AI, CRM, and sales enablement tools. Provide consultative insurance solutions, manage sales cadences and forecasts, conduct market and competitive research, and collaborate with service, marketing, and leadership teams.

Leads growth and placement analytics for North American Insurance, applying predictive modeling, segmentation, experimentation, and optimization to improve revenue, win rates, market placement, and retention. Builds and manages an analytics team, prioritizes the roadmap, embeds insights into operating workflows, measures business impact, develops self-service capabilities, and partners with stakeholders across the organization.

Manages commercial insurance accounts, including policy maintenance, renewals, coverage reviews, client service, claims coordination, carrier communication, account marketing, and cross-selling. Builds client relationships, supports retention and profitable growth, ensures accurate records and compliance, and mentors junior team members. The role requires strong communication, analytical, accounting, technology, and problem-solving skills, along with commercial insurance experience, a Property and Casualty license, and advanced industry designations.

Manage surety bond accounts and serve as the primary liaison among clients, client advisors, and surety carriers. Responsibilities include maintaining financial and bond files, reviewing contracts and bond forms, preparing various bonds, tracking requests, processing premium audit close-outs, maintaining carrier relationships, and providing administrative and correspondence support. The role requires Microsoft Office 365 and Applied EPIC proficiency, prior surety bond experience, and a California Property and Casualty license.