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Support Wealth & Retirement sales and advisors with onboarding new retirement-plan clients: prepare proposals and paperwork, schedule meetings, track onboarding tasks and transitions (recordkeeper, blackout/fund change notices), update client databases, attend onboarding meetings, and assist with other projects to ensure smooth hand-off to client servicing.

Provide high-level support for commercial lines accounts: handle certificates, policy changes, renewals, quotes, premium financing, client communications, and account documentation. Maintain accurate records, meet production standards, assist with marketing to carriers, and obtain a Property & Casualty license within six months.

Manage daily mail and document workflows: scan and index mail (including into EPIC), sort and route incoming mail, prepare outgoing shipments and FedEx labels, process deposits, answer and forward main line calls, support the Copy Center and front desk, maintain the office lounge, and assist with departmental mailing needs and other administrative tasks.

Responsible for quality control to ensure broker standards are met through auditing, data analysis, and reporting, while collaborating with various teams on projects and compliance.

The Senior Account Executive services middle market commercial lines accounts, negotiates renewals, educates clients on coverages, and maintains relationships with managing general agents while processing underwriting information and premium payments.

The Claims Advisor manages complex commercial claims, serves as a key liaison, provides guidance, conducts reviews, and ensures timely reporting.

The Insurance Accounting Associate manages high-volume invoice processing, maintains accounting documents, resolves discrepancies, and ensures tasks meet service level agreements.

The Account Manager II manages insurance accounts and provides service to clients and partner organizations, ensuring risk management and account retention through strategic planning and service excellence.

The Global Risk Solutions Regional Leader supports global insurance practices by managing complex multinational accounts, creating innovative products, and ensuring compliance across international jurisdictions.

The Staff Accountant will manage bank account transactions, ensure ledger accuracy, assist in closing processes, reconcile accounts, and prepare reports.