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Processes complex insurance billing, reviews invoices, reconciles accounts, resolves discrepancies, monitors receivables, supports audits, maintains financial records, mentors junior specialists, and improves billing workflows. The role collaborates with account managers, finance teams, and carriers to ensure accurate, compliant transactions and a seamless client experience.

Configure and maintain benefits eligibility management systems, manage EDI/data exchange implementations, perform system audits, train clients/internal teams, resolve data discrepancies, document activity, and support employee benefits operations and carrier relationships.

Lead tactical and operational management of large client employee benefit plans, ensuring compliance, analyzing claims data, cultivating insurer relationships, managing renewals, and improving processes to meet long-term client objectives and regulatory requirements.

Manage employee benefits renewal lifecycle processes, including open enrollment, eligibility, compliance, implementation, and documentation. Coordinate clients, relationship managers, carriers, vendors, and internal teams to resolve complex service issues. Prepare client communications, ensure accurate records, support benefits questions, identify process improvements, and contribute to client retention through timely, high-quality service. The role requires independent judgment, employee benefits expertise, strong communication, and proficiency with benefits technology and Microsoft Office tools.

Lead strategy, roadmap, and delivery for brokerage technology products. Drive discovery, define epics/stories, prioritize backlogs, partner with Engineering/UX/Analytics, measure KPIs, coordinate releases, and support adoption while mentoring junior product staff.

Eight-week summer internship providing rising college seniors with hands-on exposure to corporate risk management and specialty insurance. Interns may support private equity, human capital risk, or tax insurance teams through research, data analysis, process coordination, reporting, workflow tracking, client-focused projects, networking, and a comprehensive sales prospecting presentation. The program also includes professional development, insurance education, and collaboration with clients, markets, attorneys, underwriters, and insurance professionals.

Eight-week paid internship providing rising college seniors with hands-on exposure to corporate risk management and specialty insurance. Interns are placed in Natural Resources or Surety, learn insurance practice lines, collaborate with clients and insurance professionals, participate in networking and professional development, and conduct research, data analysis, and client-focused projects.

An eight-week specialty insurance internship providing hands-on exposure to commercial risk management, financial lines, professional liability, and cyber solutions. Interns conduct research and data analysis, support client-focused projects, learn insurance practice lines, collaborate with clients and insurance professionals, participate in networking and professional development, and complete a team-based sales prospecting and presentation project.

Manages commercial insurance client accounts, including policy reviews, renewals, certificates, claims coordination, invoicing, premium allocation, coverage recommendations, and carrier relationships. Maintains accurate account documentation, responds to client inquiries, supports marketing and negotiation of insurance programs, and develops referrals and new business opportunities. Requires effective communication, insurance licensing, commercial account management experience, and proficiency with Microsoft Office and agency software.

Lead the Employee Benefits business segment to achieve revenue, profitability, retention, and client satisfaction. Develop strategy, manage P&L and budgets, recruit/coach senior teams, maintain insurer relationships, improve service delivery, drive growth and operational efficiency, and represent the firm in industry and community fora.