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Services assigned personal insurance accounts by reviewing coverage, recommending solutions, developing business from existing clients and leads, preparing applications and quotes, processing account transactions, maintaining agency system data, and supporting premium collections. The role requires personal lines insurance expertise, client relationship skills, organizational ability, and an active Property and Casualty license. It is based in Alexandria, Virginia, with a hybrid work schedule.

Leads employee benefits strategy execution, project governance, client deliverables, vendor relationships, and cross-functional implementation. The role develops project plans, tracks milestones and risks, ensures accurate client data and communications, improves processes, and coaches consulting and client management teams. It requires executive-level client communication, strong organization, employee benefits consulting experience, and a state Life, Accident, and Health license.

Supports commercial insurance account management by handling policy inquiries, certificates, policy changes, payments, renewals, quotes, proposals, premium financing, carrier marketing, and policy audits. Maintains accurate client and account records, coordinates with insureds, carriers, underwriters, and internal teams, and meets daily service and production standards.

Sell commercial insurance products and services by prospecting new clients, educating clients on coverage and HUB offerings, preparing proposals and paperwork, quoting coverage, supporting client needs, maintaining client records, and meeting sales targets. The role also requires ongoing industry education, collaboration with internal teams, and maintaining knowledge of insurance partners and products.

Supports commercial insurance service staff by preparing client deliverables, issuing certificates and policy documents, processing endorsements, entering policy data, reconciling accounting reports, requesting loss runs, and managing correspondence, scanning, data entry, and administrative tasks. Requires insurance experience, strong organization and communication skills, MS Office proficiency, customer interaction ability, and mathematical skills. A Pennsylvania Property & Casualty Insurance License is preferred.

Manage and retain assigned employee benefits accounts by acting as the technical broker-consultant. Oversee client relationships, design insurance programs, coordinate carrier marketing and risk control, deliver stewardship and renewal services, and identify cross-sell opportunities. Ensure timely deliverables, receivable management, and compliance with systems and regulations.

Provides day-to-day HR administration and operational support for multiple client organizations in a fractional HR services model. Responsibilities include onboarding and offboarding, compliance, leave of absence support, policy development, performance management, HRIS support, employee relations, investigations, manager coaching, client communication, process improvement, and training. The role manages multiple accounts, coordinates with internal teams, maintains client relationships, and ensures accurate, responsive service delivery.

Supports personal lines insurance underwriting and brokerage teams by preparing quotes, binding and invoicing coverage, processing endorsements, managing cancellations, reviewing inspections, obtaining missing information, and maintaining state-specific surplus lines compliance documentation. The role serves as a liaison among retail agencies, underwriters, and carrier partners while handling high-volume communications and time-sensitive workflows with accuracy.

Manage a book of commercial insurance accounts and serve as the primary contact for clients and carrier staff. Responsibilities include marketing accounts to carriers, preparing quotes and proposals, responding to policy inquiries, monitoring renewals, reviewing policies and endorsements for accuracy, and maintaining organized account files.

Defines and governs architecture for finance technology, including ERP, subledger, reconciliation, and reporting systems. Leads target-state architecture, application rationalization, modernization, integration standards, data governance, and multi-year technology roadmaps. Partners with finance and engineering stakeholders, reviews designs, supports architecture governance, and evaluates cloud, AI/ML, and real-time reporting innovations while ensuring scalability, auditability, regulatory compliance, and data integrity.