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The Staff Accountant will perform accounting functions including month-end close, journal entries, reconciliations, and financial reporting while ensuring compliance with corporate guidelines.

The Employee Benefits Account Executive will manage high-profile employee benefits accounts, lead strategy and funding analysis, and mentor account teams to drive client retention and growth.

The Senior Accountant will manage day-to-day accounting for captive insurance companies, prepare financial reports, ensure regulatory compliance, coordinate audits, and engage with clients while utilizing various accounting systems.

The Senior Director, Technology Solutions leads the direction for enterprise technology, optimizes capabilities, manages budgets, and drives service improvements to enhance corporate functions and productivity.

Manage an assigned book of employee benefits clients as primary or shared contact. Support renewals, data gathering, marketing coordination, plan design, funding analysis, vendor selection, and enrollment activities. Partner with Producers and internal teams to drive retention, growth, compliance, and high-quality service.

Support Account Manager by processing mail, calls, and documentation; maintain account files and data; prepare insurance binders, policies, endorsements, and certificates; secure loss runs; assist clients with spreadsheets and premium breakdowns; develop commercial lines coverage knowledge; provide clerical and backup support.

Serve as primary client contact for an assigned book of commercial insurance business. Manage renewals, endorsements, bind coverage, coordinate with producers and carriers, review certificates and policy documents, negotiate commission/fee-based pricing, and ensure account profitability and retention. Provide guidance to internal teams, resolve underwriting/accounting/claims issues, and support new business implementation.

Provide customer support to establish and maintain access to carrier platforms, update and manage customer data across internal databases and partner sites, collect documentation, troubleshoot issues, document workflows and SOPs, communicate status, and perform related administrative tasks.

Evaluate commercial P&C submissions, create marketing plans, update policy information, obtain quotes from underwriters, negotiate terms, prepare presentations, and bind/issue policies to support sales.

Manage and retain a book of personal lines insurance business, support producers with quoting/binding, conduct renewals and cross-sell products, engage clients before renewal, and provide customer service to drive retention and profitability.