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Lead building PSG's Business Operations & Performance function: design operating rhythms, forecasting, pipeline-to-capacity planning, KPI frameworks, profitability and utilization analysis, sales operations, leadership reporting, and cross-functional governance to support scalable growth and improved decision-making.

Leads property and casualty claims operations, including investigating, evaluating, negotiating, reserving, and settling complex claims. Supervises claims personnel, ensures proper adjusting methods and compliance, manages litigation-related claims with counsel, reviews bills, maintains claim files, prepares reports, and advises management. Requires substantial brokerage claims experience, P&C expertise, a valid P&C broker-agent license, and a Juris Doctor degree.

Support development and execution of benefits strategies for large, self-funded clients. Manage vendor RFPs, implementations, compliance, reporting, and client relationships. Analyze claims and financials, recommend cost-containment approaches across medical, pharmacy, and disability programs, and contribute to business development and internal process improvements.

As a SkillBridge Account Manager, you'll train in business insurance, manage policies, support client relationships, and pursue cross-selling opportunities.

Supports commercial insurance Client Managers with servicing middle-market and complex property and casualty accounts. Processes certificates, endorsements, loss runs, applications, quotes, policies, and coverage changes; responds to client questions; documents activity in agency systems; and maintains relationships with clients, carriers, vendors, and internal teams. Provides technical sales support while managing deadlines, priorities, records, and quality standards.

Provide administrative and operational support to the employee benefits team, including carrier coordination, invoice processing, data entry, reporting, document and presentation preparation, mail merges, and client/vendor communication. Assist with open enrollment materials, process improvement, and training while maintaining confidentiality and meeting deadlines.

The HR Business Partner partners with business leaders to drive talent programs and employee engagement across the employee lifecycle. Responsibilities include advising on employee relations and performance management, developing job descriptions, ensuring legal compliance, monitoring KPIs, partnering with Centers of Excellence, supporting culture initiatives, and managing employee relations cases from intake to resolution.

Support advisors and clients by designing and analyzing life insurance solutions, managing policy illustrations and applications, conducting market research, and coordinating deliverables. Provide client consultations, ensure compliance, maintain carrier product knowledge, prepare meeting materials, and collaborate across teams to implement strategy and improve processes.

Coordinate life insurance product and case design, consult with clients and advisors, analyze policies, recommend tailored solutions, manage applications and policy administration, maintain carrier product knowledge, support multiple projects, ensure compliance, and use technology (AI/Claude, CRM, illustration systems) to deliver client-centric planning and implementation.

Client-facing role managing commercial Property & Casualty accounts (largely charter schools). Support renewals, policy changes, audits and carrier communications; document activity in agency systems; resolve client issues; provide coverage recommendations; assist with account retention, remarketing, and cross-selling.