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28 Days AgoSaved
In-Office
Fort Wayne, IN, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Manage life insurance application submissions, monitor case progress, track requirements, and provide status updates to advisors and clients. Review medical and application information, research alternative solutions, negotiate with carriers, and educate advisors on products and industry developments. Maintain case documentation in an agency management system, communicate by phone and email, build relationships with agents and underwriters, and improve processes while managing multiple priorities.
Top Skills: Agency Management System (Ams)ExcelMicrosoft Word
28 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Coordinate recruiting, executive searches, interviews, candidate travel, onboarding, and onsite interview experiences. Manage complex scheduling, logistics, interview materials, feedback collection, background checks, offers, relocation, and I-9 verification. Serve as a primary contact for executive candidates and partner with leaders and Talent Acquisition stakeholders to deliver a polished, confidential, high-touch experience.
Top Skills: Workday
28 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Drafts, negotiates, and reviews complex commercial agreements while advising business stakeholders on contractual, corporate, and legal matters. Maintains contract templates, playbooks, and checklists; supports CLM implementation, entity management, insurance renewals, governance, M&A, policy reviews, and pre-litigation disputes. The role also develops scalable legal processes using AI and workflow improvements and provides legal support to more than 200 subsidiary entities.
Top Skills: Ai-Assisted Contract ReviewContract Lifecycle Management (Clm) Systems
One Month AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Analyze and benchmark compensation data, evaluate jobs, maintain salary structures, administer annual salary and incentive programs, and support performance management. The role focuses on market analysis, competitive pay positioning, salary adjustments, and sales incentive plans while independently resolving complex compensation issues.
One Month AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Leads budgeting, forecasting, financial modeling, variance analysis, reporting, dashboards, and strategic planning for assigned business units. Partners with business leaders to deliver actionable financial insights, improve costs and revenue, evaluate investments, and support growth initiatives. Develops and enhances FP&A processes, tools, and reporting systems, including OneStream, while presenting findings and recommendations to senior management.
Top Skills: ExcelNetSuiteOnestream
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One Month AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Serves as a strategic HR advisor to business leaders, guiding workforce planning, talent management, employee relations, performance management, leadership coaching, organizational design, and change initiatives. Partners with People and Culture centers of excellence, Finance, Legal, and business units to develop people strategies, resolve workplace matters, improve organizational effectiveness, and support transformations including acquisitions and restructures. Uses workforce data and Microsoft Copilot to inform decisions and improve execution.
Top Skills: Microsoft Copilot
One Month AgoSaved
In-Office
Uniondale, NY, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Develop and lead content marketing strategies and executions for client campaigns, including audience planning, customer journeys, content distribution, and performance measurement. Serve as a content marketing consultant, collaborate with strategy, CX, martech, and business intelligence teams, and lead the agency’s owned, earned, and paid content efforts. Mentor social media staff and coordinate contractors, vendors, and internal resources.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordNuviSeoSocial Listening SoftwareSpredfast
One Month AgoSaved
In-Office
Scottsdale, AZ, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Welcomes clients, guests, and employees; answers and directs phone calls; manages conference room scheduling; processes incoming and outgoing FedEx packages; stocks and organizes office supplies and shared spaces; assists with office machines, meetings, catering setup, and cleanup. Requires full-time weekday availability, multitasking, organization, and the ability to lift up to 50 pounds.
Top Skills: FedexMS OfficeOffice Machines
One Month AgoSaved
In-Office
Urbandale, IA, USA
Mid level
Mid level
Insurance • Professional Services • Software • Financial Services
Manages wealth-platform account data, including account tagging, team and household assignments, data accuracy reviews, system transfers, and reporting. Supports advisors, clients, and business partners by resolving account and transaction issues, including escalated requests. Monitors customer satisfaction through weekly reporting and maintains data integrity across Black Diamond, CRM, and related systems.
Top Skills: Black Diamond Wealth PlatformCrm Wealth PlatformFidelityPershingRciSchwab
Reposted One Month AgoSaved
In-Office
3 Locations
Mid level
Mid level
Insurance • Professional Services • Software • Financial Services
Serve as the operational liaison between sales strategy and compliance. Manage full lifecycle of agent and agency contract changes, onboard large agency contracts, administer compliance documentation, coordinate agent-to-agent book-of-business transfers, analyze policy transfer eligibility, track commission-related changes, and collaborate with internal sales teams and external partners to ensure accurate, compliant operational execution.
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