Lead insurance-focused client engagements across risk, compliance, internal audit, governance, and advisory services, managing quality, scope, budget, and staffing.
Serve as the primary engagement leader for Life & Health, Property & Casualty, and Reinsurance client relationships, building executive connections.
Provide practical guidance on insurance industry risks, regulatory developments, and internal controls, while coaching team members and fostering a collaborative environment.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
Develop and implement comprehensive account service strategies, overseeing renewals, negotiations, and claims advocacy.
Lead internal servicing teams, mentor junior staff, and stay updated on insurance trends and market conditions.
Trucordia is an insurance brokerage that delivers exceptional experiences and opportunities for employees, clients, and stakeholders. With over 5,000 team members across 200 U.S. offices, it ranks among the fastest-growing companies and celebrates both individual and collective achievements.
Manage all renewal activities from start to close, delivering complete and accurate renewal reviews.
Develop cooperative relationships with carriers and identify sales opportunities through account rounding and additional coverage.
Assume ownership of customer concerns and feedback, ensuring follow-through to completion.
EPIC Insurance Brokers & Consultants is a rapidly growing insurance brokerage firm providing risk management and employee benefits solutions. With over 4,000 employees nationwide, the company fosters a culture of ownership, trust, and growth, valuing collaboration and inclusivity.
Provide strategic leadership to a team of Account Executives driving growth in HealthEquity's account base and custodial assets.
Champion strong client relationships and develop market-driven strategies for consultative support and exceptional service.
Focus on team development, cross-functional engagement, and advocating for both client and team needs.
HealthEquity is on a mission to save and improve lives by empowering healthcare consumers. As a large company, they value honesty and originality, fostering a culture where team members belong and are supported with comprehensive benefits and growth opportunities.
Develop and execute growth, renewal, and retention strategies for government clients.
Manage multi-level client relationships, ensuring satisfaction and issue resolution.
Lead and mentor a team, driving best practices and high levels of customer service.
Cotiviti is a healthcare analytics and information company that helps clients improve financial performance and quality outcomes. It is a mid-to-large sized company with a focus on innovation and team culture, emphasizing growth and retention.
Oversee and manage accounting needs for business, high-net-worth, and family office clients, including monthly, quarterly, and annual close cycles with journal entries and reconciliations.
Generate new prospects and develop strong client relationships while establishing internal controls and GAAP accounting standards.
Lead and mentor staff, support cross-functional accounting system implementations, and review financial reports for compliance and accuracy.
Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success. The firm consists of over 200 accounting professionals who drive success through thoughtful strategy and creative problem-solving.
Manage and develop a designated sales territory of Independent Agencies with complex profiles.
Build and nurture strong relationships with agency partners to maximize growth and market share.
Execute sales strategies and use data-driven planning to meet and exceed sales objectives.
Mercury Insurance helps people reduce risk and overcome unexpected events. The company is a midsize employer with a culture that values diversity and inclusion, and has been recognized as one of America's Best Midsize Employers for 2026.
Provide guidance on insurance strategy, underwriting, actuarial analysis, policy development, claims management, fraud prevention, regulatory compliance, risk management, insurance sales, customer acquisition, and client relationship management.
Help clients navigate career paths with resume review, cover letters, LinkedIn review, interview prep, networking strategy, salary negotiation, and freelancing.
Set your own hours and rates, host sessions virtually, and partner with the team to deliver a high-quality, supportive experience for every client.
Leland connects people with the experts, programs, and communities they need to land the job, get into the school, or upskill for a world being rewritten by AI. Since 2021, they've helped tens of thousands of people reach their most ambitious goals and raised $19M from world-class investors, fostering a collaborative, high-energy, AI-native environment.
Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight.
Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing.
Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions.
Trucordia is an insurance brokerage offering an unrivaled combination of people, tools, and solutions. They have more than 5,000 team members across 200 offices and are one of the fastest-growing companies in the U.S., with a culture that celebrates individual successes and collective accomplishments.
Performs owner and subcontractor contract reviews and assesses project risks including contractual, insurable, and safety risks.
Supports assigned Business Units in making proper risk management decisions and maintains relationships with BU leadership.
Represents Gilbane Insurance Group in peer groups, provides claim support, and coaches less experienced team members.
As a Top-10 ENR Contractor, Gilbane is a family-owned construction management firm with 45 offices that has been shaping communities since 1870. The company is committed to delivering projects safely and on-time, building schools, labs, hospitals, and more, and fosters a diverse, inclusive, and authentic workplace.
Full handling of D&O and Financial Institution claims from coverage analysis to resolution.
Evaluate exposure, set reserves, and formulate resolution strategies.
Provide superior customer service and attend industry conferences as needed.
Crum & Forster, dating to 1822, provides specialty and standard commercial lines insurance. With over 2000 employees and an A+ rating, they emphasize an employee-first culture and diversity.
Manage and grow customer relationships, serving as the primary point of contact and advocate between customers and internal teams.
Conduct regular business reviews to align customer strategic objectives with Insurity's products and services.
Monitor customer satisfaction and usage patterns to proactively address churn risk and identify upsell opportunities.
Insurity empowers insurance organizations with configurable, cloud-native insurance software. As the largest cloud-based provider for the P&C market, they are trusted by top carriers and brokers, with an award-winning onboarding and a culture fostering innovation and teamwork.
Manage regulatory inquiries of PLICO and affiliated insurance companies.
Respond to inquiries from regulatory bodies for insurance and securities activities.
Partner with business and divisional compliance units to coordinate regulatory filings.
Protective helps protect customers against life's uncertainties. The company is a large insurance provider with a strong focus on employee well-being and a collaborative culture.
Lead the preparation and delivery of quarterly earnings materials, including presentations, press releases, and Q&A documents.
Analyze underwriting, financial, and capital performance to develop actionable insights and support external messaging.
Manage stakeholder engagement, investor targeting, and coordinate investor events such as earnings calls and conferences.
SiriusPoint is a Bermuda-headquartered specialty underwriter providing Property & Casualty and Accident & Health insurance and reinsurance globally. With over $3.0 billion total capital and strong financial ratings, the company fosters a culture of performance, accountability, and collaboration.
Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.
Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.
Lead end-to-end implementations of Caseware accounting and assurance solutions, from requirements gathering to go-live support.
Act as the primary solution authority on client engagements, translating business requirements into best-practice configurations.
Manage client relationships, oversee project delivery, and mentor associate consultants.
Caseware is a fintech company that has led the global audit and accounting software industry for over 30 years, serving over 500,000 users across 130 countries. With a recent strategic investment, the company is in a growth phase and emphasizes a collaborative culture with diverse teams.
Serve as the primary point of contact for clients after onboarding, developing strong relationships with key stakeholders.
Identify opportunities for upselling, cross-selling, and new business development using data-driven analysis.
Maintain in-depth knowledge of all carrier markets, products, commission structures, and appointment processes to drive agency production.
First Connect Insurance Services is a digital platform that provides independent insurance agents access to top US carriers and the tools to grow their businesses. The company has thousands of active agents with hundreds joining monthly, and it is committed to putting consumer-grade software at agents' fingertips.
Own Giga's performance bond strategy end-to-end, structuring and negotiating with sureties on live deals.
Build relationships with insurance brokers and surety providers, managing risk profiles and negotiating terms.
Design subcontractor bonding requirements and right-size corporate and project-level insurance programs.
Giga provides picks-and-shovels infrastructure for the AI revolution, focusing on power solutions. They are a fast-growing startup seeking A-players who thrive in a high-speed, impact-driven culture.
Work cross-functionally with a dedicated Account Management team to ensure end-to-end client ownership and accountability.
Use data to develop strategic account plans, conduct monthly claims reviews, and present quarterly progress reports.
Present strategic renewal proposals, negotiate rates, and ensure smooth transitions from sales to implementation.
Gravie creates health benefits that actually benefit small and midsize businesses and their employees. The company is well-capitalized with a non-hierarchical, high-performance culture focused on consumer-centric solutions.
Develop and execute territory marketing strategy to drive new business premium growth.
Build and maintain relationships with independent insurance agencies through face-to-face meetings and training.
Achieve monthly, quarterly, and annual sales goals and revenue targets.
AmTrust Financial Services is an insurance company offering workers compensation, BOP, commercial package, and specialty lines. The company promotes a diverse and inclusive culture and values excellence.
Adjust the most complex, high-exposure allied health claims requiring advanced technical expertise.
Conduct coverage analysis, draft reservation of rights letters, and manage litigation.
Investigate facts, set reserves, and maintain clear communication with stakeholders.
Integrated Specialty Coverages is a growth stage technology and data-driven commercial MGA and insurance wholesaler. Backed by Onex Partners, the company fosters a collaborative environment and focuses on attracting top talent to achieve exponential growth.