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The Senior Accountant supports the General Ledger Team, executes month-end close, prepares journal entries, reconciles accounts, and manages auditor interactions for accurate financial reporting.

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.

Develops insurance account management expertise while supporting producers and customers. Responsibilities include reviewing policies, processing changes, resolving billing issues, preparing renewal marketing materials, gathering loss reports, completing applications, coordinating quotes with underwriters, and preparing proposals. Requires strong organization, communication, customer service, and attention to detail, plus obtaining a state Property and Casualty license within 90 days.

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.

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.

Supports employee benefits account management through data entry, report preparation, customer communications, expiration tracking, and information maintenance. Assists account managers with renewals, census preparation, open enrollment, and new business implementation. Maintains accurate records in the Benefits Account Management system and coordinates information among account managers, producers, customers, and carriers. Requires strong Microsoft Office skills, communication, confidentiality, and customer service abilities.

Provide workers' compensation risk management for assigned members: perform annual safety inspections, attend safety committees, deliver training (virtual and in-person), analyze injury reports, identify hazards and recommend corrective actions, and coordinate with underwriting, claims, and marketing.

Leads employee benefits sales strategy, goal setting, producer performance, recruiting, training, client retention, new business development, and team engagement. Partners with profit center leadership, carriers, vendors, and clients to improve sales and service standards. Manages the existing book of business, develops growth plans, analyzes performance, coordinates sales meetings, and supports professional development. Requires extensive insurance agency management and leadership experience plus a valid insurance producer license.

Leads personal lines insurance sales by developing strategies, setting goals, monitoring producer performance, managing growth plans, recruiting and developing teammates, supporting client retention, coordinating sales efforts, and maintaining carrier and client relationships. The role also oversees training, sales reporting, technology utilization, book-of-business growth, and alignment with profit center leadership.

Process furniture protection-plan claims by communicating with customers, retailers, manufacturers, and technicians. Review documentation, determine coverage, authorize repairs, order parts, recommend exchanges, administer settlements, monitor open claims, and follow up toward closure. Provide inbound and outbound phone and email support, guide users through retailer portals, document technician updates, and deliver professional bilingual Spanish-English customer service. Support intake functions as needed while maintaining accuracy, adaptability, and effective soft-skills-based communication.