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Senior level
Insurance
Manage a team providing operational support for advisor teams, ensuring efficient processes, client experience, and systems adoption while offering team development and problem resolution.
Top Skills: ExcelMs OutlookMs PowerpointMs TeamsMs WordOrionSalesforce
9 Days Ago
Atlanta, GA, USA
Internship
Internship
Insurance
This internship involves supporting the M&A Finance team with financial diligence, revenue validation, data compilation, and improving efficiency in M&A processes.
Top Skills: ExcelMS OfficeOutlookWord
9 Days Ago
Overland Park, KS, USA
Internship
Internship
Insurance
The Wealth Solutions Intern supports the Financial Services division by assessing platform adoption and marketing support, and helps improve client and advisor experiences.
Top Skills: ExcelMs OutlookPowerPointTeamsWord
9 Days Ago
Cleveland, OH, USA
Senior level
Senior level
Insurance
The Senior Account Manager manages a client book, advising clients, conducting strategy calls, and leading the service team to provide high-quality service and support client needs.
Top Skills: MS Office
Junior
Insurance
The HR Coordinator will support HR services, assist with compliance, address client inquiries, and participate in HR projects while promoting a positive work culture.
Top Skills: Account Management SoftwareHris SystemsMS OfficeSocial Media Tools
9 Days Ago
Tacoma, WA, USA
70K-80K Annually
Junior
70K-80K Annually
Junior
Insurance
The Small Group Account Manager manages client accounts, ensuring service deliverables meet expectations, conducting needs analysis, and advising clients on benefits options.
Top Skills: MS Office
9 Days Ago
Remote
USA
110K-115K Annually
Mid level
110K-115K Annually
Mid level
Insurance
Develop and implement training programs to enhance employees' technical skills, assess needs, and manage multiple initiatives while evaluating training effectiveness and collaborating with stakeholders.
Top Skills: AIApplied EpicCRMD365LmsMicrosoft Office 365SalesforceVideo Editing
9 Days Ago
Remote
Texas, USA
140K-160K Annually
Mid level
140K-160K Annually
Mid level
Insurance
The Legal Counsel will support legal matters for a registered investment advisory firm, focusing on ERISA, Advisers Act, and privacy regulations, while managing legal activities and providing strategic advice to leadership.
Top Skills: Adobe AcrobatMicrosoft Word
10 Days Ago
Remote
United States
70K-80K Annually
Senior level
70K-80K Annually
Senior level
Insurance
This role focuses on managing leave administration for clients, ensuring compliance with various regulations, and providing excellent customer service and support regarding leave of absence inquiries.
Top Skills: AbsencesoftHris Reporting SystemsMicrosoft Office Products
10 Days Ago
Remote
USA
Junior
Junior
Insurance
The Junior Analyst will assist in stop loss policy marketing, financial analysis, data collection, proposal management, and client interaction, ensuring accurate and competitive quotes.
Top Skills: Excel
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