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Performs internal audits of financial operations across decentralized profit centers. Responsibilities include planning and conducting fieldwork, analyzing information, documenting findings, communicating test results, retesting corrective actions, managing multiple reviews, coordinating travel, supporting acquisition due diligence, and mentoring new team members.

Sell and bind personal lines insurance by prospecting, networking, and renewing clients. Manage documentation, coordinate onboarding with account managers, support cross-selling, ensure compliance, and maintain customer confidentiality while attending training.

Manage a portfolio of commercial insurance accounts as primary client contact. Handle policy servicing, endorsements, certificates, billing, renewals, exposure analysis, and recordkeeping while identifying coverage gaps and cross-sell opportunities.

The Employee Benefits Account Manager provides customer service support, manages client relations, and addresses insurance inquiries and claim issues for group accounts.

Leads end-to-end response to Severity 1 and 2 incidents, coordinating technical teams, stakeholders, and executives through containment and resolution. Owns incident communications, post-incident reviews, root cause analysis, process improvement, metrics, escalation frameworks, and problem-management transitions. Partners with engineering and infrastructure teams to improve service resilience, mentors operations staff, and builds mature incident-management capabilities.

Supports commercial insurance account managers and producers by processing policy changes, maintaining accurate client records in Applied Epic, servicing client requests, documenting communications, and coordinating with internal departments and carriers. Builds client relationships, explains coverage and program options, prioritizes workloads, follows service procedures, and meets data integrity, quality, and timeliness goals.

Manages front-desk operations, answers and directs calls, greets customers, processes incoming and outgoing mail, scans and files documents, maintains office equipment and supplies, handles FedEx shipments, and supports insurance department administrative tasks including questionnaires, policy mailings, agency bill testing, and daily downloads.

The Technology Risk & Compliance Analyst ensures compliance and manages technology risks across the Retail Technology portfolio, integrating risk into delivery and supporting governance frameworks.

Manage a mid-market employee benefits book of business, building client relationships and providing day-to-day service. Prepare renewals, RFPs, vendor coordination, proposal analyses, negotiations, and client presentations. Advise on employer-sponsored health and welfare plans, regulations, and carrier products. Coordinate project plans, manage account workflows, support client meetings, delegate analytical tasks, and contribute to revenue growth through client expansion.

Supports multi-channel marketing campaigns across digital, email, print, social, and events. Manages and optimizes HubSpot workflows, email, segmentation, landing pages, reporting, and data maintenance. Develops marketing content and collateral, coordinates events and promotional materials, analyzes campaign performance and ROI, and supports cross-functional projects. Requires strong communication, organization, adaptability, analytical ability, and familiarity with HubSpot and Microsoft Office.