Commercial Lines Account Manager (Hybrid Schedule)

Position Overview: We are seeking a skilled and experienced Commercial Lines Insurance Account Manager to join the dynamic team of a reputable insurance company. In this role, you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service to clients, and collaborating closely with internal teams to ensure client satisfaction and retention.

Key Responsibilities:

• Serve as the primary point of contact for assigned commercial insurance accounts, building and maintaining strong relationships with clients.
• Conduct thorough policy reviews and assessments to identify coverage gaps and recommend appropriate insurance solutions.
• Collaborate with underwriters to negotiate terms and pricing on behalf of clients.
• Process policy endorsements, renewals, and cancellations accurately and efficiently.
• Respond promptly to client inquiries and resolve any issues or concerns in a timely manner.
• Stay current on industry trends, regulatory changes, and market conditions to provide informed advice and guidance to clients.
• Proactively identify opportunities for account rounding and cross-selling additional insurance products.

Qualifications:

• Bachelor's degree in Business Administration, Finance, or related field.
• Minimum of 2 years of experience in commercial lines insurance account management.
• Strong knowledge of commercial insurance products, coverages, and regulations.
• Excellent communication and interpersonal skills, with the ability to effectively interact with clients and internal stakeholders.
• Proficiency in insurance agency management systems and Microsoft Office Suite.
• Detail-oriented with strong organizational and time management skills.
• Relevant insurance certifications (e.g., CISR, CIC) preferred but not required.

Salary: $60,000 - 85,000 based on experience

Benefits:

• Health, dental, and vision insurance
• 401(k) plan with employer match
• Growth opportunities for career advancement within the company
• Work life balance, paid time off and holidays

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Property & Casualty Client Service Representative

The Property & Casualty Client Service Representative will be responsible for handling client inquiries, supporting Account Managers, assisting with marketing efforts, and managing various administrative tasks related to policy quotes, billing, and invoicing. This role requires strong communication skills and a deep understanding of the insurance industry, particularly in property and casualty.

Key Responsibilities:

• Client Inquiries: Address client questions, concerns, and policy inquiries in a timely and professional manner.
• Account Manager Support: Assist Account Managers with day-to-day tasks, including documentation, renewals, and client service.
• Marketing & Quotes: Obtain quotes from carriers using online rating systems and prepare proposals for clients.
• Billing & Invoicing: Process billing, manage invoices, and ensure clients receive accurate financial information.
• Finance Agreements: Assist with preparing and managing finance agreements for clients.
• Proposal Preparation: Work with the marketing team to prepare and send proposals to clients, ensuring all details are accurate.

Qualifications:

• 1-3+ years of experience in property & casualty insurance or related field.
• 2-20 Property & Casualty – General Lines License
• Strong knowledge of insurance rating systems and online quote tools.
• Experience with billing, invoicing, and finance agreements.
• Excellent communication skills and customer service orientation.
• Ability to manage multiple tasks and prioritize effectively.
• High attention to detail and strong organizational skills.

Salary: $50,000 - $65,000

Benefits:

• Health, dental, and vision insurance
• 401(k) plan with employer match
• Growth opportunities for career advancement within the company
• Work life balance, paid time off and holidays

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Job Title: Financial Client Service Associate

Location: Chicago

Salary: $70,000 - $85,000

Employment Type: Full-Time

Position Overview:

The Financial Client Service Associate role involves working closely with financial advisors to ensure smooth and efficient client onboarding, transaction processing, and operational support.

Key Responsibilities:

• Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and complete.
• Transaction Support: Manage and process various client transactions, such as fund transfers and investment purchases, ensuring accuracy and compliance with all regulations.
• Client Communication: Serve as a point of contact for clients regarding their accounts, transactions, and inquiries. Provide timely responses to client requests and ensure their needs are met efficiently.
• Operational Support: Support day-to-day operations by managing client account information, maintaining accurate records, and updating client details in the system.
• Reporting and Documentation: Prepare and maintain reports, track transactions, and ensure proper documentation for regulatory and compliance purposes.
• Coordination with Advisors: Work closely with financial advisors to ensure that client needs are met and provide administrative support for client meetings, reviews, and other financial services.
• Compliance and Risk Management: Ensure that all activities are conducted in line with industry regulations and the company’s internal policies. Help maintain the firm’s compliance with all relevant financial laws and guidelines.

Required Qualifications:

• Bachelor’s degree in Finance, Business, or a related field
• Experience in a client service role within financial services or a related industry.
• Familiarity with financial products and services such as investments.
• Excellent communication skills, both verbal and written.
• Series 6, 7, 65 or 66 licenses
• Previous experience working with financial advisors or in client-facing roles within the financial services industry.

Benefits:

• Health, dental, and vision insurance
• 401(k) plan with employer match
• Growth opportunities for career advancement within the company
• Work life balance, paid time off and holidays

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Job Title: Consulting Pension Actuary

Location: Hybrid (3 days in-office, 2 days remote)

Salary Range: $100,000 – $140,000 + Bonus

Experience Level: Senior / Experienced

Employment Type: Full-Time

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About the Role

We’re seeking an experienced and detail-oriented pension actuary. This role is ideal for someone with a strong analytical background, an interest in improving internal processes, and a drive to deliver high-quality service in a collaborative environment. You’ll contribute to ongoing projects while developing into a key leader.

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Primary Responsibilities

• Oversee and enhance processes related to pension valuation and reporting
• Perform technical reviews of actuarial deliverables to ensure accuracy and regulatory compliance
• Lead the preparation of client-facing materials, ensuring clarity, professionalism, and consistency
• Coordinate project timelines, manage client expectations, and track milestones
• Provide strategic advice on plan design, funding, compliance, and forecasting
• Conduct in-depth actuarial analysis and scenario modeling for complex benefit structures
• Stay current on evolving regulations and industry best practices, sharing insights with the team

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Technical Areas of Focus

• Multiemployer pension plan valuations
• Government filings and compliance reporting (e.g., Form 5500, Zone Status certifications)
• Individual benefit calculations, including QDROs, late retirements, RASDs, and more
• Financial projections and funded status forecasting
• Preparation and review of plan amendments, SPDs, and official plan documentation
• Regulatory analysis and its application to plan operations and design

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What We’re Looking For

• 5+ years of experience in pension consulting, preferably with multiemployer plans
• Credentialed actuary (EA, ASA, or FSA strongly preferred)
• Strong organizational and project management skills
• Excellent written and verbal communication
• Comfortable working independently and collaboratively in a fast-paced setting
• Familiarity with actuarial modeling software such as ProVal is a plus

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Why Join Us?

• Meaningful Work: Help clients navigate complex pension challenges with long-term impact
• Growth-Oriented: Be part of a team modernizing systems and shaping future practices
• Supportive Culture: We prioritize well-being, flexibility, and respect for individual circumstances
• Work-Life Balance: Hybrid schedule and mindful workload expectations
• Development: Opportunities to lead, contribute to firm-wide initiatives, and access exam support

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Benefits Overview

• Competitive base salary with bonus potential
• 401(k) plan with employer match
• Paid vacation, holidays, and personal time
• Health insurance
• Professional development support, including actuarial exam resources

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Job Title: Defined Contribution Plan Administrator

Salary: Up to $85,000

Location: REMOTE in Louisiana

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Overview: A growing retirement services firm is seeking a skilled and dependable DC Plan Administrator to support the administration and compliance of employer-sponsored retirement plans. This role is ideal for candidates with strong experience in defined contribution plan administration and a high level of attention to detail.

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What You'll Do:

• Administer day-to-day operations for 401(k), 403(b), and profit-sharing plans
• Process employee transactions, including contributions, loans, distributions, and rollovers
• Perform annual compliance testing (e.g., ADP/ACP, top-heavy, 402(g), 415 )
• Prepare and review IRS Form 5500 filings and related compliance documents
• Calculate employer matching, profit-sharing, and vesting schedules based on plan provisions
• Maintain accurate participant and plan records
• Communicate with clients and participants to address questions and provide plan-related guidance
• Stay informed on industry regulations to ensure ongoing compliance with ERISA, IRS, and DOL requirements

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What We're Looking For:

• 2+ years of experience administering defined contribution retirement plans
• Strong understanding of ERISA, IRS, and DOL regulations
• QKA certification or progress toward certification is a plus
• Proficiency in Microsoft Excel and related office applications
• Excellent problem-solving and organizational skills
• Strong written and verbal communication skills

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Compensation & Benefits:

• Competitive salary up to $85,000, based on experience
• Health, dental, and vision insurance
• 401(k) plan with employer match
• Paid holidays and vacation time
• Opportunities for ongoing training and professional growth
• Flexible work schedule

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Job Title: Employee Benefits Account Manager

Location: Hybrid in North Miami, FL

Salary: Up to $85,000

Overview: We’re seeking an Employee Benefits Account Manager to manage client benefit plans and provide day-to-day service and support. In this role, you will manage client relationships, oversee plan renewals and implementations and ensure timely, accurate service delivery across all benefit lines.

Key Responsibilities:

• Serve as the primary point of contact for assigned clients regarding their employee benefits plans.
• Manage the renewal and implementation process for group benefit programs, including medical, dental, vision, life, disability and voluntary benefits.
• Coordinate with carriers and vendors to resolve issues and ensure accurate plan administration.
• Provide guidance and support to clients on plan design, compliance, and best practices.
• Collaborate with producers and internal teams to ensure high-quality service and client satisfaction.

Qualifications:

• 3+ years of experience in employee benefits or group insurance account management.
• In-depth understanding of group benefits products, carriers and regulations.
• Strong communication and relationship management skills.
• Ability to manage multiple priorities with attention to detail.
• Active 2-15 life and health insurance license

Compensation & Benefits:

• Competitive salary up to $85,000, based on experience
• Health, dental, and vision insurance
• 401(k) plan with employer match
• Paid holidays and vacation time
• Opportunities for ongoing training and professional growth
• Flexible work schedule

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Relationship Manager – Nonqualified Plans (409A)

An established firm is looking to add an experienced Relationship Manager to support and manage client relationships tied to deferred compensation plans.

This role is ideal for someone with a strong understanding of IRC Section 409A who enjoys being client-facing, detail-oriented, and consultative in their approach.

What you’ll do:

• Act as a primary point of contact for clients and advisors, delivering high-quality service and building long-term relationships
• Support plan sponsors and participants with questions related to plan structure, enrollment, reporting, and ongoing administration
• Coordinate key plan activities such as enrollments, distributions, communications, and plan updates
• Collaborate with internal teams to ensure accurate data, reporting, and execution of plan-related events
• Clearly communicate tax, accounting, payroll, and deferred compensation concepts to a variety of audiences
• Work with clients and external partners to ensure plans operate in compliance with applicable regulations
• Review plan documentation and assist with plan changes or enhancements
• Understand plan liabilities and informal funding strategies and how they align with overall plan design

What we’re looking for:

• 3+ years of experience supporting nonqualified deferred compensation plans
• Strong working knowledge of IRC Section 409A
• Familiarity with informal funding approaches used in nonqualified plans
• Self-motivated, proactive, and comfortable working independently
• High ethical standards and commitment to confidentiality

Compensation & Benefits:

• Salary range: $50,000–$85,000, depending on experience
• Full benefits package and paid time off
• Remote Schedule
• Collaborative, experienced team environment

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Job Title: Retirement Plan Administrator

Location: REMOTE

Overview: A growing retirement services firm is seeking a skilled and dependable Plan Administrator to support the administration and compliance of employer-sponsored retirement plans. This role will primarily focus on defined contribution plans, with exposure to defined benefit plan administration as well.

What You'll Do:

• Provide administrative support for defined contribution (DC) and some defined benefit (DB) plans, including coordination of compliance requirements and participant data
• Process employee transactions, including contributions, loans, distributions, and rollovers
• Perform annual compliance testing (e.g., ADP/ACP, top-heavy, 402(g), 415 )
• Prepare and review IRS Form 5500 filings and related compliance documents
• Calculate employer matching, profit-sharing, and vesting schedules based on plan provisions
• Maintain accurate participant and plan records
• Stay informed on industry regulations to ensure ongoing compliance with ERISA, IRS, and DOL requirements

What We're Looking For:

• 2+ years of experience administering defined contribution retirement plans
• Strong understanding of ERISA, IRS, and DOL regulations
• QKA certification or progress toward certification is a plus
• Proficiency in Microsoft Excel and related office applications
• Excellent problem-solving and organizational skills
• Strong written and verbal communication skills

Compensation & Benefits:

• Competitive salary up $70,000 - $90,000, based on experience
• Health, dental, and vision insurance
• 401(k) plan with employer match
• Paid holidays and vacation time
• Opportunities for ongoing training and professional growth
• Flexible work schedule

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Retirement Plan Account Executive/Consultant

Location: In Office/Hybrid – Simsbury, CT

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Position Overview:

We are seeking an experienced Retirement Plan Account Executive to support employer-sponsored retirement plans by working closely with plan sponsors and their participants. This role includes conducting plan reviews, providing strategic consulting on plan design and compliance, supporting fund analysis, and assisting with client education and engagement.

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Key Responsibilities:

• Manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance
• Conduct annual and periodic plan reviews, offering strategic recommendations for improvement
• Advise on plan design, compliance challenges, and corrective strategies (including failed testing)
• Review and evaluate fund line-ups and performance against benchmarks
• Perform fee benchmarking to ensure plans remain competitively priced
• Assist with client onboarding, education sessions, and finalist presentations
• Collaborate with internal teams on reporting, plan operations, and participant services

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Qualifications:

• 5+ years of experience in 401k plan relationship management, client service, or investment consulting
• Solid understanding of 401(k) plan design, compliance and ERISA-related issues
• Experience with fund analysis, performance evaluation, and benchmarking
• Strong client-facing communication and presentation skills
• Ability to manage multiple client relationships and prioritize independently
• FINRA Series 6 or 7, and Series 65 or 66 required

Benefits:

• Health, dental, and vision insurance
• 401(k) plan with employer match
• Paid time off and holidays

Salary: $70,000 - $120,000 based on experience

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