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Manage accounting and financial activities for a portfolio of captive insurance companies. Prepare and review financial statements, general ledgers, reconciliations, regulatory filings, tax returns, budgets, and management reports under GAAP, IFRS, SAP, and modified GAAP. Coordinate with auditors, actuaries, regulators, attorneys, bankers, and other service providers; support compliance testing and audits; present financial information to clients and boards; and train and oversee teammates.

Performs accounts payable accounting, including reconciling account current, bordereaux, and item basis reports; managing carrier payables; correcting premiums; clearing surplus lines tax payments; resolving carrier and underwriting discrepancies; collecting and recording return premiums; reviewing aged outstanding checks; and supporting cross-training coverage.

Services new and renewal insurance accounts by setting up records, binding and issuing policies, processing endorsements and cancellations, reviewing applications, following up on missing documentation, ordering loss control reports, and ensuring compliance with quality control guidelines. The role requires obtaining a 2-20 license within 90 days and providing professional customer service while maintaining confidentiality.

Serves personal lines insurance clients by handling inbound inquiries, policy changes, transactions, proposals, payments, claims notifications, and account reviews. Maintains accurate client records and electronic files, follows up on service requests, and identifies opportunities to upsell or cross-sell additional coverage. Requires a Property and Casualty Insurance license, insurance office experience, strong communication skills, and proficiency with Microsoft Office and web-based technology.

Audits specific stop loss claims for MGU and carrier clients. Analyzes claim data, validates eligible expenses against policies and plan descriptions, applies deductibles, coinsurance, aggregating deductibles, and lasers, and follows up on pended claims. Provides customer service to MGU partners and TPAs while supporting process improvements. Requires claims experience, healthcare repricing knowledge, Excel proficiency, strong analytical skills, attention to detail, and effective communication.

Manage complex casualty and environmental liability claims, including coverage, liability, damage investigations, evaluations, coverage determinations, reserve management, litigation strategy, budgeting, counsel coordination, and resolution planning. Draft written positions, communicate with insureds and stakeholders, and represent the company in management meetings, mediations, and trials. The role is fully remote and requires strong analytical, writing, organizational, and relationship-building skills.

Manages assigned employee benefits accounts, coordinating onboarding, renewals, reporting, open enrollment, compliance, marketing strategies, carrier RFPs, plan recommendations, and client deliverables. Partners with brokers, clients, internal departments, and support teams to execute benefit programs. Requires strong employee benefits expertise, project management, communication, presentation, organizational, and multitasking skills, along with a Florida insurance license or timely acquisition.

Designs, implements, optimizes, secures, and maintains enterprise network infrastructure. Translates business requirements into scalable network solutions, creates technical designs and implementation plans, executes changes with minimal disruption, introduces new networking technologies, and ensures adherence to security policies. The role requires expertise in network architecture, routing and switching, MPLS, Cisco, Palo Alto, telecommunications, and Azure networking.

The Financial Consultant analyzes group insurance pricing, develops financial strategies, and collaborates with internal teams to maximize client savings and competitive pricing.

Lead servicing of financial consulting for employee benefit clients, analyze financial and utilization metrics, oversee monthly financial reports, develop/customize reporting, support renewals and plan recommendations, participate in client presentations, perform demographic and claims analysis, and support Senior Analyst tasks.