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Lead development of financial and actuarial models for life and annuity M&A, reinsurance, and capital transactions. Manage actuarial due diligence, produce executive-level reports and visualizations, present findings to C-suite, support proposal and client development, mentor junior staff, and coordinate with global consulting and actuarial teams to deliver technical and strategic recommendations under tight deadlines.

Manage client relationships for business insurance accounts: perform coverage analysis, recommend risk management, negotiate coverage and pricing with carriers, prepare proposals, resolve billing issues, and mentor client service associates to improve policy-checking and coverage knowledge.

You will manage project teams in financial services, analyze complex problems, and provide strategic recommendations to clients while fostering team collaboration.

Provide client support for small business insurance accounts: manage client expectations, maintain relationships with clients and underwriters, support sales and remarketing teams, handle inquiries, and grow existing accounts. Onsite in Greensboro for first 12 months with hybrid option thereafter. Property & Casualty license required (training/exam provided).

The Employee Health & Benefits Account Executive manages client relationships, develops strategies for account growth, resolves client issues, and leads contract negotiations within the employee benefits sector.

Manage client insurance programs by processing documents, coordinating tasks, and delivering high-quality service to clients. Demonstrate teamwork and maintain technical expertise in insurance procedures.

As a Senior Private Client Advisor, you'll assess client needs, recommend insurance products, provide data-driven advice, manage renewals, and ensure exceptional client service for high-net-worth clients.

Support sales and lead delivery of psychometric assessments and assessment centers across India. Engage senior clients, design and implement assessment methodologies, manage complex projects, collaborate with research teams, contribute to product development and thought leadership, and represent the firm at industry events.

Support Producers and Marketing Account Executives by marketing and servicing new and renewal insurance business. Maintain knowledge of coverages, carrier guidelines, underwriting and legislative changes. Build and sustain relationships with clients and carrier representatives and provide day-to-day client service. May require occasional overnight travel.

Producers turn prospects into clients through closing business deals and maintaining relationships with high-value accounts, developing proposals, and conducting presentations.