Supports and demonstrates IMA's core values, performing basic certificate reviews and ensuring completeness.
Gains proficiency in key systems like Outlook, Teams, SharePoint, TrustLayer, and myCOI for daily tasks.
Develops time management skills to meet deadlines and prioritize tasks with quality focus.
IMA Financial Group is an insurance brokerage and financial services firm serving a range of industries. It is a large company with an employee ownership culture, recognized as a best place to work and a fast-growing company.
Coordinate responses to service escalations, including investigation and documentation.
Perform root cause analysis of service escalations to identify improvement opportunities.
Assist in identifying and developing Operations Reporting and Underwriting manuals.
Fetch is dedicated to helping pets live their healthiest and happiest lives through comprehensive insurance coverage. They are a high-growth Warburg Pincus portfolio company with over 350 pet-loving employees shaping the future of pet health and wellness.
Support product analysis by gathering and organizing data related to product performance, pricing, and underwriting trends.
Assist with market research and help maintain competitive intelligence across insurance products and states.
Help prepare presentations and reports to communicate findings to team members and stakeholders.
Branch is on a mission to make insurance more accessible. They innovate using data, tech, and automation to simplify insurance from start to finish, and pass those savings along to their members, redefining what it means to work in insurance.
Develop and be accountable for annual business plans for the region, focusing on new business sales, renewal persistency, and loss ratio.
Manage producer relationships through customer service and marketing activities to achieve premium growth for the CFSL team.
Represent C&F at industry events and maintain awareness of market trends to align sales strategies with organizational goals.
Crum & Forster's Accident & Health division offers a diverse portfolio of specialty insurance and reinsurance products nationwide, focusing on product development and creative distribution. The A&H Medical Business Unit recorded over $1B in gross premium written at year-end 2025, fostering a culture of inclusion and connection where everyone feels valued.
Ensures a profitable book of business by appropriately evaluating risks within established authority.
Makes subjective quality exceptions to retain profitable business with moderate supervision.
Communicates with assigned agents to educate on market appetite and explain underwriting guidelines.
Liberty Mutual strives to create a supportive and inclusive workplace where everyone feels valued. They offer comprehensive benefits, workplace flexibility, and professional development opportunities, fostering a community where individuals can make a meaningful impact.
Actively engages with Benefits Administration system to complete new and renewing account installation.
Provides assistance to internal and external clients with basic BenAdmin Q&A, reports, troubleshooting and data questions.
Consistently achieves or exceeds established SLA expectations on individual performance.
CRC Benefits is an industry leading provider of benefits services, with a culture focused on inclusion, trust, collaboration, and innovation. The company has earned a Top Workplaces USA award three years in a row based solely on employee feedback, valuing employees and encouraging growth.
Monitor and interpret CMS guidance for Medicare, Medicaid, and other healthcare programs.
Partner with internal teams to ensure compliance with regulations and contract obligations.
Maintain regulatory tracking documentation and support development of training materials.
HealthEdge provides healthcare software and services to payers and providers. It is a growing company with a focus on compliance and innovation, fostering a collaborative and remote-friendly culture.
Provide support on regulatory compliance requirements and conduct gap assessments of business unit procedures against global policies.
Collaborate with Legal, Information Security, and business teams to manage compliance risks and support regulatory exams.
Maintain an understanding of business processes, products, and services while participating in exams as a subject matter expert.
Experian is a global data and technology company operating across financial services, healthcare, automotive, and more. With 25,200 employees across 32 countries, they have an award-winning, inclusive, and purpose-driven culture.
Provide underwriting with pre-quote transaction support.
Assume responsibility for completion of the transaction after underwriting binds an account.
Communicate and collaborate with other departments to streamline processes.
Crum & Forster (C&F) provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. With more than 2000 employees in locations throughout the United States, C&F is part of Fairfax Financial Holdings.
Manage enrollment processing, research, and resolve eligibility and enrollment issues.
Review plan documents and benefit attributes for accuracy and manage them within the internal system.
Process carrier and client contact changes with carriers and update all internal systems and client facing contact sheets.
Newfront is a modern insurance brokerage, transforming the industry with innovative technology and expertise. They are committed to fostering a diverse and inclusive workplace where employees can grow and contribute to the company's success.
Assist in the ongoing development, implementation, and maintenance of the Company’s compliance program.
Develop policies and procedures that provide appropriate guidance and instruction to Company employees.
Lead the development and delivery of compliance training programs for employees at all levels.
Orca Bio is a late-stage biotechnology company redefining the transplant process by developing next-generation cell therapies. They aim to provide significantly better survival rates with dramatically fewer risks. They have a start-up culture of camaraderie and leadership by example.
Establish and maintain day-to-day business relationships with clients, becoming their first point of contact and implementing comprehensive service plans.
Coordinate open enrollment meetings, prepare communication materials, and liaise with compliance to advise on government reporting.
Resolve enrollment, eligibility, and billing issues while maintaining ongoing communication with the Client Executive.
EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance firms in the industry, fueled by capable and committed people. Headquartered in San Francisco since 2007, the company has over 3,000 employees nationwide and fosters a growth-minded culture with core values of owner mindset, inspire trust, think big, and drive results.
Support division sales and service leadership on all financial matters.
Facilitate the annual budgeting process and support periodic forecasting efforts for the division.
Track and analyze book of business metrics to support strategic planning.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has more than 1,300 associates.
Analyze financial, market, and industry data using internal and external sources.
Collaborate with cross-functional teams to gather business information and provide actuarial insights.
Perform pricing, reserving, and research activities to support property & casualty actuarial functions.
Horace Mann provides insurance and financial products tailored for educators, helping them protect their assets and plan for retirement. Founded in 1945 by teachers, the company is publicly traded on NYSE, has over $12 billion in assets, and serves more than 4,100 school districts nationwide.
Serve as the primary legal advisor to Liberty Mutual’s North America Programs portfolio.
Support Liberty Mutual’s growth in programs by advising on the structuring, launch, negotiation, and governance of new and existing program relationships.
Partner with senior North America and Global Risk Solutions leadership on strategic programs initiatives and complex business arrangements.
Liberty Mutual is an insurance company. They are committed to creating a workplace where everyone feels valued and supported. They have comprehensive benefits, workplace flexibility, and professional development opportunities.