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Analyze medical and pharmacy claims to identify cost and utilization trends, prepare client reports, support annual health care planning and renewals, collaborate with Benefit Consultants, and develop domain expertise in employee benefits and health insurance.

Manage a book of employee benefits clients, provide day-to-day service and issue resolution, support renewals and RFPs, oversee vendor and carrier implementations, prepare enrollment materials and compliance documents, maintain BenefitPoint data, and collaborate with producer/account team to drive retention and client satisfaction.

Serve as primary account manager for complex commercial property accounts: manage renewals, prepare quotes/proposals, liaise with carriers, oversee enrollments/changes, resolve escalations, coordinate premium financing, and maintain accurate account files.

Build and maintain scalable GCP-based data pipelines, ETL/ELT processes, and data models. Support migrations from legacy systems, enable ML integrations, enforce data quality and lineage, document Terraform modules, implement CI/CD across environments, and provide production support and performance tuning within Agile teams.

Lead day-to-day cash application operations, manage team performance using metrics, plan resources and contingencies, coach and develop staff, unify hybrid and cross-border teams, drive process improvements, and support departmental initiatives to ensure accurate, timely payment application and reconciliations.

Service an assigned book of personal lines insurance accounts, support Account Managers and Producers, process binders, endorsements, renewals, invoices and carrier communications, maintain agency management system records, prepare coverage proposals and schedules, and assist with client correspondence and administrative account tasks.

The Employee Benefits Account Manager supports Producers by managing client accounts, preparing presentations, assisting with claims, and ensuring smooth implementation of benefit plans, while also mentoring team members.

Manage and retain assigned personal lines insurance accounts, serve as technical broker-consultant, coordinate carrier marketing and risk-control, oversee service delivery with Account Managers, conduct annual reviews, identify cross-sell opportunities, and maintain client relationships including C-level engagement.

Full-time in-house receptionist delivering white-glove service for property owners. Manage incoming calls, assist clients, support internal team operations, and multitask in a fast-paced office. Requires strong phone and computer skills, attention to detail, organization, professionalism, and effective communication. Monday–Friday, on-site in Bozeman.

Lead architecture for finance systems (ERP, subledger, reconciliation, reporting), define target-state and roadmaps, drive modernization, application rationalization, integration and data standards, advise delivery teams, and evaluate emerging technologies including cloud and AI/ML to ensure scalable, auditable, and compliant finance solutions.