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Leads property and casualty sales operations by managing producers, setting new-business and retention goals, coordinating cross-sell opportunities, overseeing the business development unit and CRM, improving sales materials, supporting renewal strategies, expanding client relationships, and hiring and training producers. The role also organizes sales meetings, monitors producer sales plans, and requires periodic travel.

Supports the commercial lines insurance department by processing client requests, endorsements, policies, submissions, renewals, certificates, invoices, premiums, audits, and documentation. Assists account managers, prepares proposals, updates applications and records, accesses carrier portals, and performs clerical tasks. The role is designed to build technical insurance knowledge and prepare the employee for account management responsibilities.

Lead loss-control and risk-management services for institutional clients, including developing programs, conducting property and casualty evaluations, performing appraisals, analyzing claims data, delivering safety training, presenting performance reports, managing budgets, and coordinating with claims, underwriting, and administration teams. The role requires strong insurance expertise, communication, public speaking, analytical ability, field-inspection skills, and regular travel.

Summer interns support specialized risk and insurance practice teams through client research, analysis, and materials preparation. They learn foundational risk concepts through onboarding and mentorship, collaborate on a capstone project and competitive business pitch, and participate in professional development. The program targets rising juniors and seniors in business-related majors, including risk management, finance, actuarial science, data analytics, marketing, and general business.

Supports the New Business Sales team with administrative and clerical tasks, application processing, information gathering, CRM updates, payment collection, customer service requests, and endorsement follow-up. Communicates with producers, clients, and carrier representatives while managing multiple phone calls and prioritizing high-volume, time-sensitive requests. Requires or supports obtaining a Property & Casualty license within 90 days.

Provides administrative and operational support for the Fine Art insurance practice, including issuing certificates, maintaining policy records in Applied Epic, supporting billing and collections, preparing reports, updating Salesforce, managing resources and calendars, coordinating meetings, and providing IT assistance. Requires strong organization, Excel proficiency, attention to detail, and at least two years of client management or administrative support experience.

Supports employee benefits consultants by managing client account operations, preparing deliverables and audit materials, coordinating vendor implementations, resolving escalated claims and billing issues, maintaining benefits systems, and leading or supporting open enrollment presentations. The role also manages client status meetings, action logs, fees and commissions, and day-to-day client relationships while ensuring accurate, confidential, and timely service.

Designs, develops, maintains, and improves applications and operating systems on the IBM iSeries platform. Analyzes and resolves technical issues, documents findings, recommends solutions, collaborates with network staff, and leads projects from definition through implementation. The role develops manual and automated procedures to support business processes and ensures reliable, efficient system operation.

Supports underwriting by preparing, processing, rating, invoicing, and obtaining approvals for policies and endorsements. Maintains policy documentation, issues bound policies within required timelines, services premium-bearing and non-premium-bearing endorsements, and coordinates with Finance and Compliance. Assists underwriters with file reviews, coding, rating, narratives, statements of values, and loss control reports. Requires insurance customer service experience, policy form knowledge, strong accuracy, communication, problem-solving, and deadline-management skills.

The Staff Accountant prepares and posts journal entries, expense accruals, reconciliations, account analyses, month-end close entries, and financial reports. The role reviews ledger activity and statements, resolves discrepancies, maintains supporting documentation, responds to stakeholder inquiries, and supports process improvements across multiple programs and systems while following company guidelines and GAAP.