World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. 

We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation.

With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

Industry: Insurance
Company Size: 1,001-5,000 employees

World Insurance Associates LLC

Savvy Admin PROD

**Company Overview**

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

**Position Summary**

IT Support Level II must have proficient technical knowledge and be able to confidently and effectively communicate with users to understand problems and explain their solutions. The ideal candidate will be Customer-oriented and patient in their interaction with users who are not technically inclined.

**Primary Responsibilities**

Provide technical assistance and support for incoming helpdesk tickets and escalations with issues related to computer systems, software, security and hardware. Effectively respond to tickets in person or over the phone. Document solutions and advise team on training recommendations to cut down on tickets. Train computer users when possible. Fast-paced and user-demanding environment

- Proficiency in Vendor and Asset Management/Active Directory / Azure / Entra, Intune & Autopilot, O365 Administrator Console, Exchange Administrator Console, Windows 10/11, Network & Printer Troubleshooting, and Hardware Setup and build outs.

- Critical Thinking/Minded

- In office, with hybrid available after 120 days.

- Self-driven, willing to make calls when needed and able to take direction as well as prioritizing tasks as requested

- Serving as the first and second point of contact for employees seeking technical assistance through the helpdesk ticketing system.

- Doesn’t buckle under pressure and can stay levelheaded.

- Performing remote troubleshooting through diagnostic techniques and pertinent questions

- Determining the best solution based on the issue through research in past tickets, google and user details provided.

- Ability to see through user ticket details or lack of and can ask the right critical questions.

- Walk the employee through the problem-solving process

- Direct/Escalate unresolved issues to the next level of support personnel

- Provide accurate information on IT products or services

- Ticket quality over quantity, treat tickets like a detailed work log which in the end provides support to colleagues who may run into similar issues.

- Keep IT documentation up to date.

- Close helpdesk tickets upon resolution and in a timely manner

- Follow-up and update employee status and information

- Adhere to the outlined ticket SLA

- Pass on any feedback or suggestions to IT Management

- Identify and suggest possible improvements to procedures

- Rotating On Call Support as outlined in the 2026 calendar year

- Support M&A integration process as needed and or outlined by team members

- 30% + of travel to various regional WIA offices will be required within reason and availability.

**Equal Employment Opportunity**

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

**To Executive Search Firms and Staffing Agencies**

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

**Compensation**

This is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.

IT Support Technician II

About Us:

Our agency hires, trains, onboards, and mentors ambitious people who are either looking to get licensed or already licensed to help them build a business of their own. We help them become profitable within weeks, and also teach them how to build a passive income within the lucrative cash-rich industry of financial services.

Imagine only meeting with clients 2 to 3 times per week with the ability to make $75K per year if you're average, $150K per year if you’re good, and $300K per year of you’re a superstar. We pay top commission levels with NO CAP on income potential with the best product lines available in today’s financial marketplace by partnering with the top-rated carriers in the industry. 

We have a proven plug & play system, and a proprietary lead generation process from data research to mailing. The process allows you to focus on what you are best at… “selling”. The best part? We help clients protect their journey through life. 

^Always been great at sales? We can teach you how to sell policies. This means you love to help people and that's what we do here!

^Never thought you would be good at sales? We can teach you the system. Being "good at sales" isn't what’s really important here.

^Don't feel like you are currently getting paid what you are worth? We’ve got you, you're not alone. One of our specialties is helping people see their worth, make a plan, and show them the way!

You can start part-time or full-time, either way is doable! We hire based on your positivity, coachability, professionalism, and willingness to work. 

We would love to connect if this sounds like something you would be interested in exploring by using the link below:
https://www.sphinxlifesolutions.com/working-with-symmetry

Chris: 360-820-1054
Chris@SphinxLifeSolutions.com
or 
Kristen: 360-303-5436
Kristen@SphinxLifeSolutions.com

Industry: Insurance Agencies and Brokerages
Company Size: 11-50 employees

Sphinx Life Solutions

**At Sphinx Life Solutions, ** we maintain a people-first mentality that begins and ends with our agents. Our team-driven culture is next level — offering mentorship, proven systems for success, and a strong emphasis on work-life balance.

**About Us: **

We are an independent Life Insurance Brokerage Agency (husband and wife team) looking for professionals who are ready to learn the business, work hard, **have fun, ** and **finally earn what they’re worth ** through duplicable and proven systems.

We came into this business with *zero* insurance experience. Before we started our agency, Chris had a background in Global and Medical Sales and Kristen has a background as a Registered Nurse and Elementary School Teacher. That unique experience, paired with our Agency’s unparalleled culture and guidance, technology, turn-key business model, and connections within the insurance industry ensure that our agents have the resources and support they need to achieve the results they desire.

**About the role: **

Teleworking from anywhere using your phone and computer, you will be providing professional consulting advice to clients who ~~have requested ~~ help (no cold calling~~), ~~ building tailored policies to meet your clients' needs, and developing & maintaining your book of business through meaningful relationships with your clients.

As brokers, we proudly represent a broad portfolio of top-tier insurance and financial products from 30+ of the highest rated carriers in the United States.

**What we offer: **

- Ranked by **Forbes Magazine ** as one of the top 10 companies for highest paying opportunities, and one of the fastest-growing ~~sales organizations ~~ in the U.S.

- Recognized by **INC. 5000 ** as one of the fastest-growing companies.

- Featured by **Entrepreneur Magazine ** as a top culture company.

- $1 billion company valuation and 100% debt-free.

- Equity partnership opportunities for top-performing agents.

- Uncapped commissions + performance bonuses

- Training, coaching, and 1:1 mentorship from us and our team of successful agents

- No Territory Limits. You can work as many states as you wish virtually.

- Be part of a vibrant, growth-oriented, successful team that embraces new members like family.

- Team Culture that seeks to promote without over-working you: At our core we believe in work-life balance.

**Job functions: **

You will help clients protect their family, their future and their Legacy through Mortgage Protection, Term & Whole Life Insurance, Final Expense products, Retirement planning, and Advanced Market products including Indexed Universal Life Products (IUL’s) as well as Annuities.

**Earning Potential: **

~~Here’s what that looks like for an average agent in our Agency (@ an example $1,000 average annual premium value per policy written (*the average annual premium value per policy sold in our agency is actually higher than that) ~~

- Part Time: 1-2 sales /week: $1,000 - $2,000 /wk ($52k - $104k /year)

- Average: 3-5 sales /week: $3,000 - $5,000 /wk ($156k - $260k /year)

- Above Average: 6-8 sales /week: $6,000 - $8,000+ /wk ($312k -$416k+ /year)

We have full time agents averaging 12-15 sales **per week ** in our agency! 🔥

**Qualifications: **

- Must be a self-starter, a problem solver, and driven to succeed

- You are humble, coachable, and eager to learn

- **High Integrity Individuals: **You operate with high ethical standards and utmost professionalism in and out of business environments.

- Independently Strong Work Ethic: You understand the value of hard work and know that your results are a direct reflection of your actions.

- Must be able to work independently and manage time effectively

- Internet access with a quiet work space, a functioning computer, and a personal phone, as we meet with clients virtually over the phone, Zoom, Crankwheel, etc.

- Have **or be able to obtain ** a Life & Health Insurance license ~~(clear background check- no felonies or recent bankruptcies). ~~ ***If you aren't licensed, we walk you step by step through the licensing process. **

- ***Must ** be a US Citizen for licensing requirements

**Are you ready for a change? **

Maybe you are tired of building someone else’s business and contributing to **their ** future and Legacy rather than your own. Maybe you are exhausted from the daily grind working in healthcare, social services, retail, etc. or are tired of missing holidays, your kid’s activities, or weekends with your family like we were. Maybe you are a teacher working 60+ hours a week and not getting paid what you are worth.

**Whatever your reason, if you want your income to match your effort, the freedom and flexibility to create your own schedule, to build *your own* dream instead of someone else’s, and be part of an amazing team and culture that values your ideas, is invested in your success, and treats you like family, then this opportunity is for you. **

Don’t miss this opportunity to take control of your time, income, and future. Let’s build YOUR legacy together. We look forward to learning more about you and exploring how we can help you succeed!

Take control of your future. **Apply now. **

~~Discovering the right individual in our hiring process is very important to us, and we recognize you likely feel the same way. The culture of our team is very important to us, and our goal is to find the people who are ready to make a massive impact for themselves as well as the families we help. ~~

⚠️ ~~Disclaimer: Earnings are performance-based and vary by individual. Your results will depend on your effort, skill, and commitment to following our systems. ~~

.

Client Retention | Financial Services | Remote |

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. 

EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. 

Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

Industry: Insurance
Company Size: 1,001-5,000 employees

EPIC Insurance Brokers & Consultants

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

**Location **: Charlotte, NC

**JOB OVERVIEW **:The Managing Consultant will be a senior member of EPIC’s Life, Absence & Disability (LAD) practice and is accountable for leading complex client engagements, ensuring exceptional service delivery, and driving strategy across group life, disability, and absence/leave programs. This role serves as the primary client relationship lead for assigned accounts, provides executive-level consulting, and oversees vendor performance and governance. By leveraging data and analytics, the Managing Consultant develops multi-year roadmaps, identifies actionable improvement opportunities, and helps clients implement innovative and compliant program solutions. The Managing Consultant also leads RFP strategy, negotiations, and implementations, mentors junior consultants, and contributes to practice growth through thought leadership and business development support.

**RESPONSIBILITIES **

- Lead large and complex client engagements for group disability, absence management, and life insurance programs, including overall strategy, workplan, and delivery quality.

- Serve as the primary relationship owner and strategic advisor for clients and key vendor partners; provide counsel to HR/Benefits leadership and other stakeholders.

- Plan and facilitate client meetings, including executive readouts; develop clear, persuasive materials and recommendations.• Translate industry trends, benchmarks, emerging solutions, and vendor capabilities into tailored strategies and actionable recommendations for clients.

- Own RFP and implementation strategy end-to-end for insured products and ASO/software services, including market approach, evaluation framework, finalist selection, contracting support, and implementation oversight

Provide vendor governance and performance management, including issue identification, escalation pathways, and continuous impro.

- Provide vendor governance and performance management, including issue identification, escalation pathways, and continuous improvement with carrier/TPA partners.

- Direct multiple concurrent client initiatives and annual deliverables; establish timelines, assign resources, manage risks, and ensure on-time, high-quality outcomes.

- Oversee development and delivery of LAD communications (e.g., enrollment, leave program changes) to ensure accuracy, consistency, and alignment with client strategy.

- Review and advise on carrier agreements, policy documents, and service terms; partner with internal stakeholders and vendors to ensure documents reflect benefit design and client intent.

- Provide consultative guidance on local, state, and federal legislative and regulatory requirements; help clients operationalize compliance and coordinate with vendors as needed.

- Lead benchmarking, financial, and experience analyses across life, leave, disability, and time away programs; interpret results and present strategic tradeoffs and recommendations.

- Lead resolution of complex/escalated claims and service issues, coordinating across client, vendor, and internal teams to achieve timely outcomes.

- Develop and review client-facing deliverables and practice collateral; contribute to thought leadership, training, and best-practice development within the LAD practice.

- Oversee the development and maintenance of standardized tools (e.g., RFP templates, benchmarking reports, cost models) to improve quality and efficiency.

- Lead practice efforts to maintain and enhance vendor intelligence (capability database, performance insights, and market scans) to support client and growth initiatives.

- Provide leadership and oversight for specialized LAD consulting support, including vendor procurement strategy, paid family and company leave program support, statutory program design/review, and Life with Long Term Care programs

**QUALIFICATIONS **

- 8+ years’ experience leading large group life, disability, and absence/leave programs gained in a carrier, consulting and/or brokerage environment.

- Demonstrated success serving as the strategic lead for large, complex client relationships and presenting to senior/executive stakeholders.

- Strong knowledge of federal and state leave and disability regulations and ability to translate requirements into operational guidance.

- Working knowledge of data flow and integrations between carriers/TPAs and client payroll, HRIS, benefit administration, and leave platforms.

- Proven project/program leadership across multiple workstreams, including scoping, resourcing, risk management, and quality control.

- Experience leading RFPs, vendor evaluation and selection, and supporting negotiations and contract considerations.

- Track record of mentoring and developing junior consultants; ability to lead and collaborate across levels and functions.

- Business development mindset with experience supporting growth efforts (e.g., proposal support, client expansion, market perspectives/

- Advanced Microsoft Office skills, particularly in Excel, Team, and PowerPoint.

- Highly organized, proactive, detail-oriented, and able to work independently in a fast-paced, deadline-driven environment.

- Superior written and verbal communication skills – ability to communicate technical concepts into everyday language.

- Bachelor's degree or equivalent educational training/business experience (advanced degree and/or industry designations a plus)

- Residence State Life and Health license required or obtained within 90 days of hire

Flexible to work outside of normal working hours.

- Travel (as needed)

**COMPENSATION: **

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

**WHY EPIC: **

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

- Generous Paid Time off

- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early close days

- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

- Generous employee referral bonus program of $1,500 per hired referral

- Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

- Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

- 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

- We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

~~EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients. ~~

~~California Applicants - View your privacy rights at: ~~~~https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf ~~~~. ~~

#Hybrid

Managing Consultant - Life, Disability, and Absence

Associated is a 130+ year old privately owned insurance and risk management advisor, committed to going above and beyond for our employees, clients and carriers because your future is our present.

We collaborate with businesses and individuals locally and nationally to provide a variety of specialized and customizable insurance plans and we assess and manage their risk for a more secure future. We pride ourselves in our ability to navigate unknown insurance needs and provide solutions that handle the challenges our clients face. From a commitment to availability, to doing whatever it takes to help our clients feel secure, we go further. 	

Our areas of expertise include:
- Business insurance
- Employee benefits
- Personal insurance
- Individual benefits
- Life insurance
- 401(k)

Industry: Insurance
Company Size: 201-500 employees

Associated Insurance and Risk Management Advisors

**Claims Intake Specialist **

Rolling Meadows, IL

**Description **

As the primary point of contact for all new commercial claims reports, the Claims Intake Specialist delivers a thorough, organized, and concierge-level intake experience. This critical role guides clients through the initial reporting process, gathers necessary documentation, analyzes policies to determine applicable coverage, flags potential issues, and advises on claim reporting strategy to maximize outcomes before handing the file over to the Claims Manager.

**A career with Associated means an opportunity with an employer that offers: **

- Stability – 130-year-old privately held insurance brokerage and risk advisory firm.

- Culture – We are committed to creating a family-oriented environment.

- Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.

- A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.

- Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.

- Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.

- Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.

**Key Responsibilities **

- Claim Intake & FNOL: Serve as the primary contact for all new commercial claim reports, promptly acknowledging submissions, setting clear expectations, and gathering essential loss data and supporting documentation.

- Coverage Analysis: Read and review client policies to determine which coverages may respond to the reported loss, understand the coverage applications, and identify potential exclusions or red flags early in the process.

- Reporting Strategy: Advise clients on whether a formal claim should be filed or a notice-only approach is more appropriate based on the facts and coverage analysis.

- System Setup: Create the claim instance in Applied Epic, ensuring complete and accurate data entry and document organization.

- Seamless Handoff: Prepare a comprehensive handoff summary for the Claims Manager detailing the loss, applicable policies, gathered information, and potential coverage issues.

- Client Advocacy & Escalation: Route urgent matters (e.g., severe injuries, large litigation) immediately per guidelines, while proactively following up on outstanding intake items to ensure files are ready for carrier submission.

**Requirements **

- 3 to 5+ years of commercial insurance experience

- Active Property & Casualty license

- Experience with AMS systems, preferably Applied Epic (preferred not required)

- Strong understanding of commercial coverages and policy analysis (Auto, GL, Property, Workers’ Comp, Cyber, EPL, etc.)

- Experience managing claims reporting and the FNOL process

- Strong, professional communication skills with the ability to guide clients and set expectations

- Highly organized with strong attention to detail in a fast-paced environment

- Experience in a commercial brokerage, TPA, or carrier claims environment

- Industry designations or coursework (AIC, CPCU, ARM, or similar

**Associated Benefits **

** **

- Click HERE for benefits

- Bonus eligibility

- Hybrid work schedule

- $60,000 - $70,000

Claims Intake Specialist

A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers’ compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies.

Industry: Insurance
Company Size: 1,001-5,000 employees

Trucordia

**Extraordinary Opportunity. Exceptional Experience.**

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

**Trucordia Values**

- We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

- We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.

- We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?

- We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.

- We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

**Job Description**

This Staff Accountant position offers a comprehensive, hands‑on experience across all areas of accounting. As part of a collaborative and supportive team, the Staff Accountant will be responsible for maintaining the accounting records of offices and ensuring all financial activity aligns with Trucordia’s standards. This role provides an opportunity to contribute to process improvements and support the organization’s commitment to accuracy, transparency, and operational excellence.

**Duties and Responsibilities:**

- Reporting financial information, providing timely, accurate, and useful information to management for review and decision making.

- Working with Principles to communicate and manage financial goals/deadlines for month-end processes.

- Performing full balance sheet reconciliation, including substantiation, for monthly close work papers.

- Consolidating multi-company financial statements with variance analysis.

- Supporting other accounting staff in the creation of annual audits.

- Leading staff and junior accountants to ensure deadlines are met.

- Interpreting data and identifying trends to influence projects.

- Performing revenue reconciliation to carrier and client agreements.

**Qualifications**

- Bachelor’s degree in Accounting, Finance, or 1–3 years of relevant professional experience.

- Experience with general ledger reconciliations, accounts payable/receivable, and journal entries.

- Familiarity with month-end and year-end closing processes.

- Strong Microsoft Excel skills, including VLOOKUP, pivot tables, and basic formulas.

- Ability to analyze financial data and prepare standard financial reports.

- Strong attention to detail, accuracy, and sound problem‑solving skills.

- Effective time management with the ability to meet deadlines independently or collaboratively.

- Clear written and verbal communication with a high level of integrity and confidentiality.

**Additional Information**

**Please see our company Benefits:**

- Medical, Dental, Vision

- Life Insurance and AD&D

- FSA / HSA

- Accident

- Critical Illness

- Hospital Indemnity

- Supplemental Health Insurance

- Employee Assistance Program (EAP)

- Pet Insurance

- 11 Paid Holidays

- Flexible PTO

- 401K

~~Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.~~

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Staff Accountant

We’re Howden, the people first insurance group with employee ownership at its heart.

From launching with just three employees in 1994, we’ve grown to 19,000 people around the globe. Together, our expertise span the full spectrum of insurance: broking, reinsurance, underwriting, risk consultancy and employee benefits.   

We rise to any challenge and are determined to use insurance as a force for good.

Industry: Insurance
Company Size: 10,001+ employees

Howden

**Why Join Howden US? **

At Howden, we’re not just building a business- We’re rewriting the rules of what a global insurance broker can be. And now, it’s your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we’ve grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030.

We’re launching our US retail platform with the same entrepreneurial spirit that’s driven our success worldwide- and we’re looking for trailblazers to help shape the future.

Why Howden?

- You’ll Own It

- With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you’re not just joining a team—you’re building a business you truly own.

- You’ll Be Empowered

- We’re a destination for talent where people are trusted to look after their clients and grow together. You’ll have the freedom to lead, backed by global scale and local expertise.

- You’ll Be Part of Something Bigger

- Our integrated platform spans broking, reinsurance, and MGA capabilities—giving you access to everything you need to deliver for clients and build something remarkable

We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will.

**What is the role? **

We are seeking a high‑caliber Senior Accountant with proven experience owning and executing the month‑end close process in a corporate environment. This role is designed for someone who knows accounting fundamentals cold, thrives in fast‑paced cycles, and wants to make a meaningful impact in a rapidly scaling business. You will work closely with the Controller and other members of the Finance team to support day‑to‑day accounting operations, monthly close activities, and financial reporting.

You will join the Miami-based US arm of a decades‑established global leader in insurance broking, now backed by private equity and expanding aggressively across the United States. In under a year, we have grown to 1,000+ employees nationwide, with significant growth ahead. This is a rare opportunity to help build the finance function of a major US market entrant — and grow your career alongside it.

We want someone who is energized by meaningful, hands‑on work — especially during the month‑end close cycle — and takes pride in driving the process forward with accuracy and ownership. If you want more than a job — if you want responsibility, visibility, and the chance to make an impact — this is the place.

**What will you be doing? **

~~Month-End Close & General Ledger ~~

- Take full ownership of assigned areas of the monthly close cycle, ensuring accuracy, timeliness, and completeness.

- Prepare high‑volume, complex journal entries including:

- Payroll for a workforce of 1,000+ employees

- T&E using Concur data

- Accruals (AP, operating expenses, commissions, etc.)

- New business startup costs

- Fixed assets and depreciation

- Perform a full set of balance sheet reconciliations, ensuring proper documentation and timely resolution of reconciling items.

- Review the trial balance, identify anomalies, and drive corrective actions independently.

~~Accounts Payable & Expense Management ~~

- Process vendor invoices, employee reimbursements, and corporate credit card transactions.

- Review T&E submissions for accuracy and compliance with company policies.

- Ensure timely resolution of AP or expense‑related issues by coordinating with internal teams.

- Maintain organized AP records and support process improvements.

~~Financial Reporting & Analysis ~~

- Extract data from financial systems to prepare recurring and ad‑hoc reports for senior management and executives.

- Assist in preparing schedules, supporting documentation, and analyses for internal and external reporting.

- Support audit requests by gathering documentation and ensuring completeness and accuracy.

- Work confidently with large, multi‑source data sets and complex Excel workbooks used to process journal entries and financial schedules.

- Apply advanced Excel skills (XLOOKUP, INDEX/MATCH, pivot tables, nested formulas) to validate, reconcile, and streamline accounting outputs.

~~Systems, Processes & Continuous Improvement ~~

- Learn and adapt to evolving system integrations and new financial tools currently being implemented.

- Help document processes and identify opportunities to improve efficiency and accuracy.

- Maintain a strong understanding of the general ledger structure and financial reporting workflows.

- Participate in ongoing system integrations, helping map processes, test data flows, and understand end‑to‑end impacts on the ledger.

- Gain exposure to:

- OneStream (global consolidation and reporting system) — prior experience helpful but not required

- Applied Epic (insurance broking system) — prior experience helpful but not required

~~Collaboration & Professionalism ~~

- Work closely with finance leadership, FP&A, and operational teams to support business needs.

- Take ownership of assigned responsibilities and follow through to completion.

- Demonstrate strong communication skills and a commitment to high‑quality work.

- Contribute to a positive, collaborative, and solutions‑oriented team environment.

- Engage routinely with upper‑level management and executives, gaining visibility and influence early in your tenure.

- Communicate clearly, professionally, and proactively — especially during close.

**Qualifications **

- Bachelor’s degree in Accounting, Finance, or related field.

- 3–6+ years of accounting or combined accounting/audit experience, with direct involvement in the month‑end close cycle.

- Strong understanding of US GAAP, including revenue, leases, accruals, and expense recognition.

- Experience in high‑volume, multi‑entity environments; insurance brokerage experience is helpful but not required.

- Experience with general ledger systems; exposure to OneStream or Applied Epic is a plus.

- Ability to manage competing priorities, meet tight deadlines, and maintain accuracy under pressure.

- A proactive, accountable mindset — someone who takes ownership, learns quickly, and drives results.

- Advanced proficiency in Microsoft Excel (VLOOKUP/XLOOKUP, pivot tables, formulas). and comfort working with large, complex data sets.

- Familiarity with general ledger systems; experience with Oracle/Hyperion is a plus but not required.

- Strong attention to detail, accuracy, and organizational skills.

- Ability to manage multiple tasks, prioritize effectively, and meet deadlines.

- Eagerness to learn, take direction, and grow within the Finance function.

- Legally authorized to work in the US.

**Work Environment **

- Location: US Headquarters in Downtown Miami

- Schedule: On‑site as needed during onboarding and key periods (e.g., month‑end close, executive visits), transitioning to a hybrid schedule once fully up to speed.

- Culture: Empowered, collaborative, positive, and growth‑oriented. We value people who take initiative, solve problems, and elevate the team.

**Why This Role Matters **

- This is a high‑visibility, high‑impact role where you will:

- Help build the finance function of a rapidly expanding US business.

- Work directly with senior leadership and cross‑functional teams.

- Influence processes, systems, and workflows during a period of major growth.

- Be recognized and rewarded for your contributions.

**Compensation and Benefits **

The expected base salary range for this role is $90,000 - $110,000; actual base salary will be determined based on factors including candidate experience and work location. This role is classified as exempt under the Fair Labor Standards Act (FLSA). In addition to a competitive base salary, employees are eligible to receive a discretionary bonus.

Howden also offers a variety of benefits and programs, subject to eligibility, including:

- Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts

- 401(k) retirement plan

- Flexible Paid Time Off and paid parental leave

- Life and Disability insurance

**What do we offer in return? A career that you define. **

Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society’s greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work – and vice versa. That's why we do our best to support our people in every aspect of their lives.

**Diversity and Inclusion **At Howden we value diversity - there is no one Howden ‘personality type’. Instead, we’re looking for individuals who share the same values as us:

- Our successes have all come from someone brave enough to try something new

- We support each other, in the small everyday moments and the bigger challenges

- We are determined to make a positive difference, at work and beyond

We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect – regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.

**Our sustainability promise **

We’re on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.

Senior Accountant

Your world is always changing, and so are we. Since 1899, Weston & Sampson has strived to make the world a better place by offering interdisciplinary design, engineering, and environmental services. Innovative and reliable for more than a century, we seek to implement a workplace culture in which all employees are empowered to do their best work while sharing the advantages of their own voice and experience. Join us as we grow. 

Weston & Sampson is an employee-owned company servicing public and private clients throughout the eastern United States. With a staff of more than 1,000 professionals in offices along the East Coast, we strive to achieve an exceptional workforce to support the diverse communities we serve and value differences as assets to the organization. 

TRANSFORM MORE THAN YOUR WORK ENVIRONMENT 
Weston & Sampson is dedicated to improving the quality of life of both our clients and our employees. We are committed to treating our staff with the highest degree of professional respect, valuing differences, learning from each other, and encouraging team members to grow and achieve. We provide a comfortable, safe work environment with the state-of-the-art tools and equipment. We offer competitive salaries, a generous benefits packaged, and a welcoming culture where people are recognized for their contributions. 

OUR LEARNING CULTURE 
Learn and contribute with collaborative teams in a friendly, professional, constantly improving environment. 

EXCEPTIONAL BENEFITS 
Competitive compensation, excellent benefits, and career growth, in an equitable, family-friendly work environment. 

TALENTED TEAM MEMBERS 
Weston & Sampson is an equal opportunity employer, seeking talented, diverse technical and professional staff members. We encourage people of all backgrounds to apply. 

PROJECTS AND PEOPLE 
Work on meaningful projects that transform the environment, with a team who values your ideas and shares your vision. 

https://www.westonandsampson.com/join-our-team/

Industry: Civil Engineering
Company Size: 1,001-5,000 employees

Weston & Sampson

Weston & Sampson is seeking a Administrative Coordinator with 2-5 years of experience to provide administration support to the Construction, Maintenance and Repair division. This position will be out of our Rocky Hill, CT office location and offers flexible working hours.

**What You’ll Do**

Work closely with Estimator to coordinate bids and proposals including:

-  Request RFP/RFQ, issues check as needed

-  Upon receipt, review requirements

-  Request bonds and COI from insurance broker

-  Pull together documents: DCAM, Clerk’s vote, etc.

-  Complete bid form

-  Photocopy and make arrangement for timely delivery (mail or hand deliver)

-  Complete DCAM certification and registration paperwork annually

-  Responsible for P/S checkbook, balance monthly, return to Accounting

-  Maintain a list of all bids, when and if we submitted and win/lose

-  Execution of contracts as required, this includes requesting insurances, performance/payment bonds, get appropriate signatures

-  Attend bi-weekly bid meeting

-  Print Reports throughout the month supplied by technician

-  Meet monthly with Inspection Technician, and General Manager to discuss inspection reports.

-  Update inspection spreadsheet

-  Mail reports and make appropriate copies and distribute accordingly

-  Pay Estimates

-  Contract document information (bonds, insurance, notice to proceed, substantial completion dates).

-  Vendor compliance

-  Pre-Construction meetings and all applicable reports

-  Attend Close Out Meetings/prepare notes and reports

**What You Will Bring**

-  Associate Degree in Business Administration preferred

-  A minimum of 3 years administration related experience is required. Construction related experience is preferred

-  Strong interpersonal skills, including the ability to work in a team environment and get along with others

-  Good writing and verbal communication skills

-  Ability to organize, manage and coordinate multiple assignments

-  Able to meet deadlines, to work cooperatively with others and when necessary, work overtime and weekends

-  Must have strong computer skills including a working knowledge of Microsoft office software, including Word, Excel and PowerPoint, and other database software

-  Valid driver's license

**Overview**

Weston & Sampson is an 100% employee-owned, full-service environmental and infrastructure consulting firm made up of more than 1,000 professionals, who work together to develop innovative, cost-effective solutions for our clients. Since our founding in 1899, Weston & Sampson’s mission has been to protect, improve, and sustain the natural and built environment to enhance the quality of life. As we grow, we are seeking dedicated technical and professional individuals who want to collaborate on meaningful projects with a team that respects and values their ideas. Weston & Sampson offers a flexible work environment, competitive compensation, industry-leading benefits, and exciting career growth opportunities—all in a supportive and dynamic corporate culture that embraces diverse perspectives and recognizes people for their contributions.

Weston & Sampson is an Equal Opportunity Employer. We embrace the rich perspectives and experiences that arise from people of different races, ethnicities, cultures, sexual orientation, gender identities, ages, socio-economic statuses, abilities, and religions, as well as other untapped groups, within our Weston & Sampson family and the communities we serve. Weston & Sampson is committed to the principles of Inclusion, Diversity, Equity, and Access (IDEA). Our goal is to foster a sense of belonging and equitable representation across our organization and to empower our employees to incorporate IDEA values into the work they perform.

Your world is always changing, and so are we. Join us as we grow: https://www.westonandsampson.com/join-our-team/

**A Note To Third-Party Recruiters**

Weston & Sampson coordinates all recruiting and hiring at our company. We do not accept unsolicited resumes from third-party recruiters, staffing agencies or related firms. Resumes are only accepted if a signed agreement is in place. All unsolicited resumes will be considered the property of Weston & Sampson. Weston & Sampson is not responsible for any fees related to unsolicited resumes.

#entrylevelprofessionals

Administrative Coordinator

Guaranteed Rate Insurance is a premier independent insurance brokerage providing insurance coverage to customers in all 50 states. We work with over 100 of the country's top carriers to find the competitive rates on the coverage customers need. Home | Auto | Condo | Renters | Life | Pet | Jewelry | Umbrella | Small Business | Commercial Insurance

Guaranteed Rate Insurance, LLC: New Hampshire (License 2065537) and Texas (License 2557056)).

Industry: Insurance
Company Size: 201-500 employees

Rate Insurance

**Who We Are **

Rate Insurance, LLC is an independent insurance brokerage offering personal and commercial insurance products to our customers. Rate Insurance is one of the fastest organically growing insurance brokerages in the country. Over the last five years, the company has delivered exceptional growth, with gross revenue growing by 338%, and earned premium increasing by 327%. Today, Rate Insurance represents more than 100 property and casualty insurance carriers and operates in all 50 states.

**The Role **

We are looking for a hands-on Senior Solutions Architect who builds, not just designs. This role owns architecture across all Rate Insurance technology and is accountable for turning ideas into working, scalable solutions.

You will operate across product, engineering, security, DevOps, and other technology teams across the broader Rate family. You will set direction and step in to build when needed. There are no artificial boundaries on where you contribute.

This role is not just about internal systems. You will help reshape how independent insurance is distributed, serviced, and marketed through technology. Carriers will continue to have varying technical capabilities. Your job is to design solutions that work across that reality, abstract complexity where possible, and create a consistent, high-quality experience for agents and customers.

This is a hands-on architecture role, not an ivory tower role.

**What You Do **

- Own end-to-end architecture across all Rate Insurance systems, ensuring architectural integrity, scalability, and production readiness across CRM and core platforms, external integrations and carrier APIs, internal services, data platforms, AI and ML systems, and observability

- Design and evolve scalable, API-first architectures, including microservices and event-driven patterns, across AWS

- Define architecture and provide guidance for data systems, including databases, pipelines, and data lake or warehouse patterns, in collaboration with engineering teams to support reporting, analytics, and AI

- Lead rapid prototyping and POCs to validate ideas, prove value, and accelerate delivery

- Build platforms that improve how agents operate across hundreds of carriers with inconsistent capabilities including downloads, quoting APIs, and portals, enabling improved distribution, service experiences, and targeted marketing

- Embed AI into core workflows through LLM-powered copilots, retrieval-augmented generation on internal data, intelligent decisioning such as RPM, segmentation, and recommendations, and emerging agent-based patterns where practical

- Partner across Product, Engineering, DevOps, Information Security, and other Rate technology teams to design, align, and deliver solutions

- Define integration and data flow patterns across systems, including event-driven architectures and ETL or ELT pipelines to enable scale, speed, and reliability

- Establish pragmatic architecture standards and guardrails that enable delivery rather than slow it down

- Contribute hands-on to prototype solutions, unblock teams, and solve complex technical challenges across APIs, services, data, integrations, AI workflows, and infrastructure

- Bring an art of the possible mindset grounded in execution and results

**What Makes You Successful in This Role **

- You are a builder with strong technical judgment. You design and deliver real systems and move ideas from concept to POC to production quickly

- You think big and operate with ownership. You challenge constraints and take accountability for outcomes and tradeoffs

- You have grit and move with urgency. You stay on problems until they are solved and drive progress without waiting for perfect conditions

- You embrace change and thrive in ambiguity. You adapt quickly and bring clarity in fast-moving environments

- You are pragmatic and cost-conscious. You avoid overengineering, leverage existing or low-cost tools, and invest where it matters

- You bring applied AI and data architecture expertise. You have hands-on experience with LLMs, retrieval-augmented generation, workflow automation, and modern data systems, and understand tradeoffs across cost, latency, and scalability

- You navigate complexity and collaborate effectively. You work across product, engineering, security, and partners to simplify systems and deliver unified solutions

- You elevate the team. You support and unblock others, operate without ego, avoid blame, and hold yourself and the team to a high standard

- You love what you do. You stay current on emerging technologies and bring new ideas into the organization

**Education and Experience **

- Bachelor’s degree in Computer Science, Engineering, Information Systems, or related field, or equivalent practical experience

- 10+ years of experience in software engineering, solution architecture, or enterprise architecture roles

- Proven experience designing and delivering production-grade solutions across APIs, integrations, cloud platforms, data systems, and enterprise applications

- Experience working primarily in AWS with exposure to Google Cloud, along with CI/CD, DevOps, and secure integration patterns

- Experience with infrastructure as code, such as Terraform, and container orchestration platforms, such as Kubernetes preferred

- Experience designing and implementing data architectures including relational databases, data lakes or warehouses, and data pipelines supporting analytics and AI use cases

- Experience partnering with Product, Engineering, DevOps, and Information Security

- Experience with AI-enabled solutions and modern data-driven architectures strongly preferred; experience designing context or knowledge layers that enable AI agents to access and reason over operational systems of record is a plus

- CRM ecosystem experience preferred

- Insurance experience is helpful but not required

**Other Useful Details **

- **Location: **Remote

- **Department: **Rate Insurance Tech

**Rate Companies is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other any other protected characteristic. #LI-Remote **

**The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources). **

**Please click this link to learn more about our benefit offerings for Washington State: https://www.rate.com/careers/open-positions/disclosures **

Solutions Architect

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

Industry: Insurance
Company Size: 1,001-5,000 employees

Foundation Risk Partners

Foundation Risk Partners**, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a **~~Benefits Coordinator ~~**to their **~~Corporate ~~**team in Ormond Beach, Florida.**

**Job Summary:**

The Benefits Coordinator assists in the administration of employee benefits programs, including health insurance, leave of absence programs, retirement plans, and wellness initiatives. Supports enrollment processes and ensures compliance with legal requirements and company policies. Works with HR and finance teams on benefits offerings. Contributes to strategies aimed at enhancing employee satisfaction and retention through competitive benefits packages. Facilitates communication efforts to help employees understand and utilize their benefits effectively. Evaluates program data and suggests improvements. Helps maintain accurate records in benefits systems and manages data entry. Provides insights to improve benefits utilization and identify areas for enhancement, ensuring the effectiveness of benefits programs.

**Essential Functions:**

- Informs and guides employees on benefits matters regarding eligibility, coverage and provisions

- Responsible for troubleshooting enrollment issues

- Handles monthly invoice reconciliation

- Prepares and maintains benefit related reports and records

- Contributor to Company’s Open Enrollment – preparation of employee census data, recommendations, changes, communication

- Works with outside auditors as needed to make sure Company is in compliance with all reporting

- Ensures compliance with the provisions of COBRA, HIPAA, and ERISA.

**Competencies & Qualifications:**

- Proficient in Microsoft Office applications, with advanced expertise in Excel. Experience with HRIS and payroll processing systems. ADP or Workday experience is a plus.

- Understanding of FMLA, COBRA, HIPAA and ERISA

- Must be detail oriented and have strong organizational skills

**Education & Experience:**

- Bachelor’s degree in Human Resources, Business Administration, or equivalent work experience

- 3 or more years of related Human Resources experience, with a focus on employee benefits and leave of absence administration

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Benefits Coordinator

**Company Overview**

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

**Position Summary**

The Broking Consultant is responsible for providing expert advice to clients, analyzing their insurance needs, and recommending suitable coverage options. This role is responsible for broking all lines of property & casualty insurance in an effort to increase the Company’s market share in commercial businesses and organizations through an in-depth knowledge of insurance risks and markets. Will also be responsible for leading the renewal, tender and prospecting processes

**Primary Responsibilities**

- Perform the services of a Property and Casualty Insurance Broker for all lines of coverage

- Advise and execute on the placement strategy of new and renewal P&C programs on behalf of existing and new clients in collaboration with the Client Advisor and service team.

- Execute coverage placement strategy within required timeframe.

- Analyze and review insurance programs for clients to determine optimum program including structure, pricing, terms and conditions for both new and renewal business.

- Help with the development of new and innovative solutions for the Commercial Lines Practice

- Develop, maintain, and expand strong, collaborative relationships with Trading Partners including direct insurance companies, intermediaries, and alternative risk facilities.

- Aid in the development of Broking Associates and Specialists on the team, provide mentorship and guidance.

- Work as a team member and collaborate with other colleagues within the team.

- Execute corporate Trading Partner strategy and influence other team members to do same.

- Possess knowledge of Benchmarking and Loss Analysis, facilitate delivering these resources to support client retention and new client acquisition.

**Position Specific Skills/Qualifications**

**Work Experience**

**Required**

- 8-10+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages

**Professional Licenses/Certifications**

**Required**

- Must hold state Property & Casualty insurance license.

**Essential Skills/Competencies**

- Project/process management discipline and follow-through

- Compelling deductive reasoning skills

- Substantial inter-personal skills and associate engagement expertise

- Effective listening and communication skills

- Collaborative nature

- Action-oriented, ambitious, initiative-taker

- Analytical and creative thinker

- Commitment to continuous learning and development

- Good understanding of complex property and casualty insurance programs, risk management, and alternative risk structures

- Purposeful, results-driven, competitive, tenacious desire to win

- Understands how to identify and apply corporate resources to achieve optimal outcomes for clients and prospective clients

- Knowledgeable of the global insurance marketplace and keeps current with changing marketplace landscape

- Strong ability to influence and negotiate with trading partner peers, and achieve optimal outcomes for clients and prospective clients

**Education**

**Required**

- High School Diploma or equivalent experience.

**Physical Demands & Working Conditions**

Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.

**Equal Employment Opportunity**

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

**To Executive Search Firms and Staffing Agencies**

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

**Compensation**

This position is located in New Jersey/NY Metro. The base salary for this position at the time of this posting may range from $88,900 to $109,800. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

Commercial Lines Broking Consultant

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

**JOB OVERVIEW: **

Our Claims Associates provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as claims processing, evaluation, and resolution of claims. They build robust relationships through working to understand client needs and providing solutions that effectively protect the client’s risks. In this role, the Claims Associate will be responsible for supporting Claims Advocates in the servicing and managing a diverse book of Commercial Lines accounts.

**LOCATION: ** Atlanta, GA, Carmel, IN, Mount Laurel, NJ. Hybrid 3 days a week in the office is required.

**WHAT YOU’LL DO: **

A detailed list of job duties includes (but is not limited to):

This role is responsible for, although not limited to, the following job duties:

- Receives and processes information for first report of claim from insured, either by phone or email

- Processes claim with carrier or assists insured with gathering data required by company to settle a claim

- Sets up and maintains client service activity files and filing (electronic), scanning and copying of all required documents

- Maintains proper claim file documentation including claim notes, correspondence, faxes and emails in Sagitta and ImageRight

- Monitors and follows up on outstanding claims, updates accounts as necessary and answers inquiries

- Coordinates gathering of loss runs for claim reports

- Completes review of claim summary reports and prepares loss analysis materials

- Prepares client presentation materials with Microsoft PowerPoint, Word and Excel

- Assists in the coordination and development of client service materials for claims and risk control

- Assumes ownership of customer concerns and feedback until a resolution is successfully accomplished

- Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards

- Contributes to a team effort by accomplishing related results as needed

- Performs other related support duties as requested.

**ADMINISTRATIVE FUNCTIONS: **

- Filing mail electronically

- Entering and maintaining claims logs

**REPORTS AND DATABASE MANAGEMENT: **

- Document client activity in Sagitta and ImageRight system.

- Coordinate and complete Claim Summary Reports.

- Assist with loss analysis reports.

Customer Service Focus: Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.

Active Listening: Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others’ messages. Asks clarifying questions to ensure understanding

Initiating Action: Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.

Information Seeking: Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information and/or resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.

Relationship Building: Develops and maintains long-term relationships with others and excels at building and maintaining friendly interactions, establishing credibility and building rapport with individuals and networks of contacts

Achievement Motivation and Perseverance: Demonstrates a determination to achieve ever-increasing levels of performance. Sets high standards and challenging goals for new accounts, financial targets, customer service and themselves. Maintains a constant focus on exceeding objectives for both the client and Frenkel.

Composure and Resilience: Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.

**WHAT YOU’LL BRING: **

- Ability to communicate professionally.

- Strong analytical and problem-solving skills.

- Excellent communication and presentation skills.

- Strong organizational skills.

- Strong computer skills including MS office suite, Excel and PowerPoint. Experience with Tableau preferred.

- High school diploma required. College degree preferred

**COMPENSATION: **

The national average hourly rate for this role is $25.60 - $30.75  base pay, and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

**WHY EPIC: **

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

- Generous Paid Time off

- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

- Generous employee referral bonus program of $1,500 per hired referral

- Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

- Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

- 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

- We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

~~EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. ~~

~~California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. ~~

~~Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. ~~

Claims Associate

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. 

Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. 

OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

Industry: Business Consulting and Services
Company Size: 1,001-5,000 employees

OneDigital

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

**Our Newest Opportunity:**

We are looking for a highly motivated and experienced Business Insurance Account Manager to join our team. The ideal candidate will be a true insurance advisor, not just a transactional order taker. You will be responsible for managing a book of business and delivering an extraordinary client experience daily.

**Essential Duties and Responsibilities (include but are not limited to):**

-  Manage a book of business of commercial insurance accounts

-  Develop and maintain relationships with clients

-  Identify and analyze client needs

-  Develop and present insurance solutions

-  Negotiate and place insurance policies

-  Manage client renewals

-  Provide claims assistance

-  Deliver an extraordinary client experience

-  Help marketing team with new business submissions

**Qualifications, Skills and Requirements:**

-  3+ years of experience in business insurance sales

-  2-5 years commercial account management experience, preferred

-  Strong understanding of business insurance products and services

-  Excellent sales and negotiation skills

-  Ability to build and maintain relationships.

-  Strong customer service skills

-  Ability to work independently and as part of a team

-  Excellent written and verbal communication skills

**Compensation and Benefits:**

-  Competitive salary and benefits package, including health insurance, dental insurance, vision insurance, 401(k) plan, and paid time off

The typical base pay range for this role nationwide is $70,000 to $85,000 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel **seen, valued, respected, and supported ** is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

~~In short, we believe in hiring the most qualified applicant for the position, regardless of background.~~

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!

Account Manager/Marketing - Remote (PST)

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Industry: Financial Services
Company Size: 2-10 employees

Clarity Financial Solutions

**Medicare & Health Insurance Specialist (Medicare + ACA) | Client Educator **

**Clarity Financial Solutions | Greenville, SC (with some flexibility) **

At **Clarity Financial Solutions **, we believe people deserve clarity—not confusion—when making some of the most important financial and healthcare decisions of their lives.  We are seeking a **Medicare & Health Insurance Specialist ** who is passionate about educating individuals on both **Medicare and ACA (Affordable Care Act) health insurance options **, while naturally connecting those conversations to broader retirement and financial planning.

This is not a transactional sales role.

This is a **relationship-driven, education-first position ** within a collaborative, growing firm

**What You’ll Do **

- Educate individuals on:

- **Medicare ** (Parts A, B, D, Supplements, Medicare Advantage)

- **ACA Marketplace plans ** (subsidies, income planning, coverage options)

- Conduct one-on-one consultations focused on clarity and guidance—not pressure

- Assist clients with enrollment and provide ongoing annual reviews (Medicare & ACA)

- Help clients understand how healthcare decisions impact:

- Retirement income

- Taxes (**IRMAA + ACA subsidy planning **)

- Early retirement transitions (pre-65 planning)

- Long-term care considerations

- Identify opportunities where clients may benefit from broader financial planning and **gracefully introduce them to the Clarity team **

- Participate in seminars, workshops, and community education events

- Build relationships with local professionals and organizations

**Who You Are **

- A natural educator—you simplify complex topics with ease

- Relationship-driven—you care about people, not just policies

- Team-oriented—you want to be part of a mission-driven firm

- Confident communicator without being sales-driven or pushy

- Organized, proactive, and dependable

- Comfortable in both one-on-one and group education settings

**Qualifications **

- Life & Health Insurance License (required or willing to obtain quickly)

- Experience with **Medicare and/or ACA plans ** preferred

- Background in healthcare, education, or client service is a strong plus

- Strong communication, listening, and problem-solving skills

**Compensation & Growth **

- Base salary + bonus/commission structure

- Opportunities to grow into expanded client relationship or advisory roles

- Ongoing training, mentorship, and support from an experienced team

- Ability to be part of a growing firm with long-term career potential

**Why Clarity **

At Clarity, we don’t just help people choose insurance—we guide them through life transitions.

You’ll be part of a team that:

- Leads with education and integrity

- Builds long-term, trusted relationships

- Integrates healthcare decisions into a broader financial strategy

- Values collaboration, growth, and doing what’s right for the client

**If This Sounds Like You… **

We’d love to meet you.

Please send your resume and a brief note about why this role resonates with you to:Amanda@clarityfinsolutions.com

Medicare & Health Insurance Specialist (Medicare + ACA) | Client Educator

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