CFO
All In One Accounting job in Minneapolis, MN
Full-time, Part-time Description
Chief Financial Officer (CFO)
About Us
7-time winner of the 50 Fastest Growing Companies in the Twin Cities, All In One Accounting is
the
strategic accounting team for growth-minded entrepreneurs in the construction and manufacturing sectors.
All In One Accounting's thorough and comprehensive set of services move our construction and manufacturing clients from financial chaos to business clarity and beyond.
Simply said, our mission is to empower entrepreneurs in these industries to support profitable
Growth
, equip them to
Protect
their assets, and enable them to
Amplify
their impact.
A bit about the role:
We're seeking an experienced, strategic, and hands-on CFO with expertise in private equity, venture capital, angel investing, and/or M&A to join our team. This role is pivotal in providing both executive-level financial leadership and practical deal expertise to our entrepreneurial clients who are raising capital, considering acquisitions, planning exits, or working with investor stakeholders.
As a CFO, you'll serve as a key member of your clients' executive teams while also leading internal delivery teams to ensure exceptional service delivery. You could be helping a client prepare materials for a Series A raise one minute, and the next, working with an accountant on the team to optimize their financial reporting for investor communications.
Now about you...
You're a strategic advisor with investment and deal expertise
You excel at helping entrepreneurial organizations translate their vision into actionable financial strategies that resonate with investors and acquirers. You understand due diligence processes, cap table management, valuation methodologies, and what sophisticated investors expect to see. Your experience allows you to anticipate challenges and opportunities before they arise, particularly regarding fundraising readiness, deal structuring, and post-transaction integration.
You're adaptable and growth-focused
You understand that each business has unique needs and challenges, whether they're bootstrapped and profitable or venture-backed and scaling rapidly. You're skilled at adjusting your approach while maintaining unwavering standards of excellence. You thrive in helping organizations navigate complex financial decisions, from evaluating acquisition targets to preparing for investor presentations to optimizing capital structure.
You have both strategic vision and operational expertise
You can seamlessly transition between high-level strategic planning and hands-on problem-solving. You're equally comfortable developing financial models for investor pitches as you are optimizing unit economics or implementing practical controls that satisfy investor reporting requirements. You understand the importance of both long-term vision and day-to-day execution in scaling businesses.
Core responsibilities:
Strategic Leadership
Serve as a member of clients' executive management teams
Develop and implement strategic financial plans aligned with growth and investment objectives
Lead high-level financial decisions and strategic initiatives
Provide financial coaching to client leadership teams
Support internal delivery teams with technical expertise and deal-specific guidance
Investment & M&A Advisory
Lead fundraising preparation including investor materials, financial projections, and due diligence readiness
Support M&A activities including target evaluation, quality of earnings analysis, and deal structuring
Manage cap table and equity compensation planning
Prepare businesses for exit including enterprise value optimization and buyer readiness
Coordinate with investment bankers, attorneys, and transaction advisors
Lead post-transaction integration and performance tracking against investor expectations
Financial Planning & Analysis
Create sophisticated financial models to evaluate business decisions, including investment scenarios and acquisition opportunities
Develop long-range cash forecasts and capital planning that align with growth and investment timelines
Analyze business performance and identify optimization opportunities for unit economics and scalability
Design and monitor key performance indicators (KPIs) that matter to investors and acquirers
Prepare annual operating plans with variance analysis and board-ready reporting
Operational Financial Management
Lead month-end closing meetings with clients and internal teams to present financials
Oversee preparation and review of monthly financial statements that meet investor reporting standards
Analyze budget variances and communicate significant issues and opportunities
Prepare cash flow forecasting and strategic recommendations
Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys, investors)
Team & Relationship Management
Lead and oversee new client onboarding
Lead and mentor accountants and controllers on your delivery team
Build and maintain strong relationships with clients' stakeholders including board members and investors
Serve as liaison with external partners (investment bankers, private equity firms, venture capitalists, attorneys)
Foster collaborative relationships across all levels
Support business development activities as a subject matter expert in investment and M&A
Investment & Deal Excellence
Ensure financial reporting meets investor and lender requirements
Implement robust controls and systems that satisfy due diligence requirements
Develop and maintain systems for tracking against investment covenants and commitments
Optimize working capital management and capital allocation strategies
Provide strategic insights on valuation drivers and enterprise value optimization
The successful candidate will have:
10+ years of financial leadership experience, with at least 5 years specifically in construction and/or manufacturing industries
Bachelor's degree in accounting, finance, or related field
Proven success in executive-level financial advisory roles for companies raising capital, executing M&A transactions, or working with investor stakeholders
Demonstrated ability to drive strategic growth initiatives and navigate complex transactions
Have a love of entrepreneurial, growth-minded small businesses
Experience managing multiple client relationships, preferred
Strong mentoring and team development abilities
Strong technical experience including financial modeling, due diligence, valuation, and deal structuring
Growth mindset and commitment to continuous learning
Why All In One Accounting - The Benefits
All In One Accounting offers all of our delivery team positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at -- so our roles vary between onsite and fully remote.
Our company has been built by a team who likes to have fun, respect each other and works extremely hard to do right by each other and our clients. While working in a multi-client environment presents its own set of challenges, the greatest compliment we receive is that our work has changed the lives of our clients.
Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of continuous growth and are excited to see your talents!
Compensation and Benefits
Compensation: $125,000 - $165,000
Annual Bonus: Up to 10% of salary
Comprehensive benefits package including:
Medical, dental, and vision insurance
401K
Life insurance
Long and short-term disability
HSA, FSA, and dependent care options
Professional development opportunities
All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary Description $125,000 - $165,000
Financial Representative Trainee (Sales) -Bloomington, MN
Bloomington, MN job
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Outside Insurance Sales - Drivers License Required
Joplin, MO job
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Financial Representative Trainee (Sales) - Austin, TX
Austin, TX job
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Technical Support Specialist
Kansas City, MO job
About the Role
We're looking for a hands-on IT professional to support our team with both in-office and remote technology needs. You'll play a key role in keeping systems running smoothly, assisting colleagues with technical issues, and helping implement new technology initiatives across our offices. This is a hybrid role based in Kansas City, with occasional travel required.
What You'll Do
Provide practical technical support to staff, whether onsite or remotely, ensuring devices and systems function reliably.
Troubleshoot and resolve hardware, software, and network issues quickly and effectively.
Keep an accurate record of all IT equipment, software, and office technology.
Assist with office moves, new setups, and technology upgrades.
Identify opportunities to improve processes and workflows, and bring them to the team's attention.
Install, configure, and maintain computers, peripherals, and other office technology.
Travel up to 30% as needed for office support or project work.
Be in-office at least three days per week, with flexibility for additional days depending on business needs.
What We're Looking For
3+ years of experience in IT support or a related field.
Strong skills with Microsoft Office and experience with document management systems, such as NetDocuments.
Solid understanding of networking fundamentals and hands-on troubleshooting for hardware and software.
Experience supporting network printers, copiers, and multifunction devices.
Knowledge of iOS devices and mobile device management (MDM) tools is a plus.
Ability to provide clear guidance and basic training to end-users.
Bachelor's degree in Information Technology, Information Systems, or a similar field preferred.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Administrative Assistant/Office Manager - Medical Liability
Allen, TX job
Location: Allen/Dallas TX Reports To: Executive Vice President of Claims and Litigation Department: Claims Employment Type: Full-Time
Medical Malpractice insurance company needs administrative assistant to the claims department, to include intake, review, and set up of all new claim files and providing synopsis of same to assigned in house claims analyst. The claims admin will also respond to phone calls and email requests from in house claims attorneys as well as requests from outside defense counsel on policies. In office management includes ordering supplies, answering phones, and keeping current on in-house office meetings.
Prefer someone who has worked in a professional liability and/or general liability company and provided admin assistance to attorneys and claims analysts.
Key Responsibilities:
· Assist claims analysts with setting up new claims, to include log entry, review of pleading and/or claim letter, and setting up VPN files.
· Pull policies, as may be directed by in-house claims analysts and send to coverage counsel, insured and/or defense counsel as directed.
· Participate in discovery requests for policy information as may be requested by claims analyst.
· Keep current forms folder, and dedicated VPN folders for all claims' functions.
· Knowledge of Legal Tracker for invoicing and/or vendor review.
· Keep ongoing diary/log of activity in claims including opening/closing of new cases, and probable claim events.
· Answering phone, reception for visitors, ordering office supplies.
Qualifications:
· Knowledge of insurance market (underwriting and claims)
· High volume of cases reported weekly, and person must be able to complete entry and all files set up efficiently.
· Highly skilled in data-based systems such as excel, word processing, spreadsheets, etc.
· Ability to analyze problems and make effective decisions.
· Must be highly organized and work independently and efficiently.
· Excellent communication skills and ability to work with claim team members, clients, brokers, and senior leadership.
· Prefer experience in review of medical malpractice policies.
· Knowledge of accounts payable for attorney invoices, expert fees, and vendors is helpful, but not required.
What We Offer
Competitive compensation package
Performance-based incentives
Comprehensive benefits including health, dental, vision, and retirement plans
Opportunities for professional development and industry leadership
A mission-driven culture focused on protecting healthcare professionals and improving patient safety
Production Assistant - Wholesale Insurance Brokerage - MLPL
Dallas, TX job
Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures.
Essential Functions:
· Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation
· Assist Associate Broker with submission process, as assigned
· Prepare Quotes and Confirmation of Coverage (Binders) as directed
· Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier)
· Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent)
· Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary
· Ensure Surplus Line documents are submitted correctly and on time
· Learn and increase system skills to improve efficiency
· Attend educational seminars, as required
· Produce and mail renewal letters with applications to customers when applicable
· Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed
· Process certificates of insurance when applicable
Other Responsibilities:
· Provide input to departmental procedures
· Assist with accounting reconciliation projects
· Perform other work-related duties, as assigned
· Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized
· Assist in handling duties of team members, as appropriate, during absences
Education, Experience and Skills Required:
· 0-3 years insurance experience
· Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position
· Exceptional organization, follow-up, communication, and interpersonal skills
· Possess an intuitive and proactive approach to business problems and solutions
· Exhibit good listening skills and a willingness to help and support others
· Advanced skill level in PC software (Word, Excel and other software, as required)
· Ability to be flexible in work schedule as needed
· Manage time to get the job done with minimal supervision
· Excellent communication skills - both verbal and written
· Able to interact with a variety of personality styles
· Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements
Work Environment:
· Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent.
· Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance.
· Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute.
· Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.
Benefits Advisor
Minnesota job
Aflac is actively seeking motivated, entrepreneurial-minded individuals to join our team as a Benefits Advisor. In this independent role, you'll introduce businesses to Aflac's supplemental insurance plans and help policyholders gain added financial peace of mind. Whether you're launching a new career or looking to grow in a professional sales role, this opportunity offers flexibility, unlimited income potential, and the support of a trusted Fortune 500 brand.
Advantages of working with us:
- Enjoy a flexible schedule - no nights, weekends, or holidays
- Unlimited earning potential (commissions, renewals, performance bonuses, stock)
- Access to company-provided leads and digital sales tools
- World-class sales training and ongoing professional development
- Bonus opportunities available in your first 3 months*
- Offer policyholders added-value services: telehealth, financial wellness, and healthcare navigation**
Responsibilities & requirements:
- Partner with business owners to provide benefits solutions for their employees
- Build a pipeline through lead generation, networking, referrals, and cold outreach
- Conduct product presentations and enrollments in person or virtually
- Support clients with claims and provide ongoing customer service
- Participate in team training, mentorship, and development sessions
- Excellent communication, relationship-building, and presentation skills - Sales or customer service experience is a plus, but not required
- Must be 18+ and legally authorized to work in the U.S. (no visa sponsorship available)
- Positive, professional, and self-motivated attitude
About Aflac:
At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Benefits Advisors can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills.
*This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock.
**Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state.
Aflac Benefits Advisors are independent contractors and are not employees of Aflac.
Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York.
Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500301 EXP 5/26
Insurance Specialist
Nashville, TN job
Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle and an opportunity to advance your career within a leadership role.
As an Insurance Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Own your career by utilizing company sponsored leadership development programs to increase your potential for advancement to our mid or upper-level management roles
Build manage, and lead teams of Insurance Professionals
What makes a great Insurance Professional?
Strong relationship building and communication skills
Self-motivation to network and prospect for new clients, while demonstrating strong time management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
The ability to present complicated concepts effectively
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid study programs for insurance licensing, SIE, Series 6, Series 63, CFP
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
Sales Representative - Luxury Travel Incentives
Coon Rapids, MN job
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Actuarial Consultant ALDP - Minnetonka, MN
Minnetonka, MN job
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together.
As an Actuarial Consultant within UHG's Medicare & Retirement (M&R), you will face a number of diverse challenges in the actuarial space including data analysis, Excel modeling, and other analytics in support of the Medicare Advantage bid process. You'll lead complex actuarial projects that have strategic importance to our mission of helping people lead healthier lives and helping to make the health system work better for everyone.
Primary Responsibilities:
Prepare Medicare Advantage bids submitted to CMS annually
Conduct data analysis and prepare reports for Medicare Advantage submissions
Understand and interpret the key drivers of health care trends, projecting expected revenue and cost
Develop pricing methodologies and assumptions
Conduct and evaluate studies on pricing, utilization and health care costs
Perform mathematical analyses and actuarial modeling to provide management with statistical findings and conclusions
Perform quantitative analysis of actuarial, financial, utilization and costs data
Analyze forecasts and trends to help leaders make decisions
If the following job requirements and experience match your skills, please ensure you apply promptly.
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
Bachelor's degree
Minimum of four actuarial exams passed
3+ years of actuarial experience
Advanced or higher level of proficiency with Excel and experience working with large sets of data
Preferred Qualifications:
ASA credential or greater
Experience with Medicare Advantage
Experience working in the finance-related field of the health care industry
Basic or higher level of proficiency with SAS and/or SQL
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $89,900 to $160,600 annually based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. xevrcyc Candidates are required to pass a drug test before beginning employment.
#UHCPJ
K-12 Construction Superintendents
Houston, TX job
Full service general contractor, based in Houston, Texas that specializes in K-12 construction has built a reputation of being a premier general contractor for quality construction. They are now expanding and currently have an urgent need for the Houston and Austin area.
Due to a number of new projects starting within the next couple of weeks, they are looking for an experienced K-12 Construction Superintendent to join an exciting team and deliver the services that has seen the recent successes moving forward.
The incumbent will oversee the field activities of all field staff and subcontractors to ensure the construction processes are executed in a timely, safely, and cost-effective manner on this project. Responsible for overseeing the planning and execution of construction efforts in coordination with Project Manager and Assistant Superintendents. Coordinates the day-to-day scheduling, production, and procurement of materials, manpower, and equipment for all work on the project. Ensure compliance with safety management program, environmental requirements and quality standards.
In return for your construction experience, our client provides a competitive salary of $125,000-165,000 package along with full benefits, 401K and employee wellness programs.
If however you are not looking for a new opportunity right now but know of someone that is with the right experience, please pass on my details and have them get in touch with me.
Associate Underwriter
Minneapolis, MN job
When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Associate Underwriters directly service a book of business under the supervision of an Underwriter, offering the opportunity to learn the specialty insurance business and career advancements into an Underwriter role. Interested? Join our team!
Responsibilities
Service a book of business under the direct supervision of an underwriter
Log applications, prepare binders, and process policies and endorsements
Bind risk, post the invoice and process technical data
Screen renewal applications and send out renewal letters; perform some of the underwriting and prepare quotes for underwriter approval
Assist with new business development
Order and follow up on inspections and handle endorsement requests and referrals for the underwriter
Manage relationships with retail agents and follow up on any outstanding information needed to complete the underwriting file
Qualifications
Bachelor's degree or equivalent combination of education and experience
2+ years of Underwriting support or industry experience with excess and surplus lines is preferred
Demonstrated proficiency and previous experience in sales and marketing is preferred
Proven organization skills and ability with a strong attention to detail
Interest in continued education and professional development to obtain full underwriting authority
Technologically savvy and data driven
Benefits:
Base compensation between $60,000-$70,000, bonus eligible
Employer paid continuing education courses and designations via access to Kaufman Institute
Health and welfare benefits including medical, vision and dental
401K with employer match
Paid vacation, sick time, and holidays
Access to Kaufman Wellness Program
Flexible and hybrid work options
About our Company
Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
Equal Opportunity Employer
The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.
In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Insurance Sales Agent - Drivers License Required
Springfield, MO job
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Leasing Analyst
Frisco, TX job
Your new company
Hays is working with a leading real estate group that is expanding its operations. They are seeking a Commercial Lease Analyst to support their growing portfolio.
Your new role
Manage lease data across retail and office properties, ensuring accuracy in the property management system.
Review and process rent, CAM, tax, and utility charges with precision.
Prepare reconciliations, budgets, and tenant billings while monitoring receivables.
Track key lease dates and obligations, providing timely reports to ownership and management.
Support lease administration by drafting correspondence, reviewing documents, and assisting with tenant inquiries.
What you'll need to succeed
Bachelor's degree in Business, Finance, Accounting, or related field.
3+ years of experience in commercial lease administration or property management.
Strong analytical, organizational, and communication skills.
Accounting background
What you'll get in return
A competitive salary, benefits, and bonus package, along with the opportunity to work closely with leadership and contribute to the company's continued growth.
What you need to do now
If this confidential opportunity interests you, click ‘apply now' to submit your CV or contact us directly for a discreet discussion.
Customer Experience Consultant - 100% Commission | Houston, TX (SG-669871)
Houston, TX job
Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business while helping families protect their income, eliminate debt, and create generational wealth. We train you, support you, and help you win - whether part-time or full-time. What You'll Do • Contact warm leads (no cold calling) • Help families find the best protection plans • Develop leadership skills • Build a business with unlimited earning potential What We Look For • Coachable individuals hungry for growth • People who want time, freedom, and purpose • Strong communicators • No experience required (training provided) Earning Potential This is a 100% commission opportunity. Part-time: $35K-$75K. Full-time: $85K-$250K+. Top earners exceed $400K+. We hire nationwide, full-time and part-time. If you're ready to build something meaningful, apply today.
Outside Insurance Sales - Luxury Travel Incentives
Blaine, MN job
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Placement Consultant
Dallas, TX job
ESSENTIAL DUTIES & RESPONSIBILITIES:
Collaborate with the Service Team to ensure the following processes are completed
Oversee and Manage the Process:
Ensure you have a clear understanding of the new business and renewal accounts assigned to you.
Keep track of all accounts and their respective timelines to ensure timely processing.
Primary Contact with Service Team:
Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination.
Review Submissions to the Insurance Market:
Thoroughly review submissions to ensure accuracy and completeness.
Familiarize yourself with account details to negotiate effectively.
Facilitate Insurance Placement Strategy Calls:
Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account
Submit submissions to market
Prepare and submit all necessary documentation to the insurance market.
Follow up with markets in a timely manner to ensure progress
Negotiate Coverage, Terms, and Pricing:
Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients.
Explore creative solutions to meet client needs effectively
Review Exposures, Forms, Terms, and Conditions:
Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs.
Provide Quote Comparisons and Proposals:
Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making.
Generate a professional final proposal with the best recommendation(s) for the client
Create schematics for shared/layered programs
Bind Orders:
Finalize and complete bind orders once terms are agreed upon.
Review binder and invoices for accuracy.
Management Systems
Understand Agency Management System and document the placement process
Ongoing Communication:
Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly.
Teamwork
Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to:
Attend Insurance Placement Team meetings as appropriate
Collaborate with producers/account managers and other placement colleagues on market strategy for accounts
Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer
Build and maintain strong working relationships within the insurance market
Participate in carrier meetings to stay informed about current market conditions and appetites
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to development and education of colleagues
Support other offices/regions as needed
Technical Expertise
Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to:
Analyze insurance quotes and recommend terms and conditions
Communicate and negotiate with insurance markets through strategy
Ability to pivot when faced with challenges
Maintain and develop knowledge of policy forms and endorsements
Design insurance program for client based on defined needs
Identify and address any coverage gaps with account service teams and insurance markets
Become a subject matter expert and resource in areas of interest or technical capability
REQUIREMENTS:
Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license
Minimum of 4-6 years of experience in middle market Business Insurance
Demonstrate ability to multi-task, prioritize work effectively with little to no direction.
Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies.
Demonstrate proactive work style
Ability to learn, analyze and comprehend various lines of insurance and communications
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
Commercial Lines Insurance (P&C) Placement Specialist
Saint Louis, MO job
🚨 We're Hiring: Commercial Lines Insurance (P&C) Placement Specialist
📍 St. Louis, MO | 🏢 Office near Forest Park | 💼 Full-Time | 📋 P&C License Required
Daniel and Henry is growing! We're looking for an experienced Commercial Lines Placement Specialist to join our team. If you have a passion for coverage strategy, carrier negotiation, and delivering top-tier service, we want to hear from you.
🔑 What You'll Do:
• Place P&C coverage for small to mid-market accounts
• Analyze and compare coverage options
• Negotiate terms with underwriters
• Collaborate with producers and carriers
• Support and guide internal teams
✅ What You Bring:
• 3+ years of experience in commercial placement
• Strong communication and problem-solving skills
• Self-motivation and a team-first mindset
• Personal Lines experience with a desire to grow in Commercial Lines? We'll consider it!
🎁 What We Offer:
• Competitive salary & full benefits
• Supportive, collaborative culture
• Prime office location near Forest Park
• Commitment to your professional growth
📩 Apply now or message us to learn more!
Senior Loss Control Consultant
Austin, TX job
As a result of continued growth and expansion in the Austin, TX area, Higginbotham Insurance Agency, Inc is seeking an experienced Loss Control Consultant to support clients in Texas and neighboring states. If you are a committed professional with a passion for delivering unparalleled service, Higginbotham is interested in exploring this opportunity with you.
Summary of Responsibilities:
Analyze historical loss information to identify loss leaders, measure success and develop appropriate loss control service strategies.
Provide expert consulting services to assist with regulatory compliance (OSHA, D.O.T., etc.)
Review and provide professional guidance to implement and respond to insurance carrier loss control recommendations.
Participate in presentations with the production team to present loss control solutions and demonstrate added value to prospective clients.
Conduct safety assessments focused on the evaluation of site conditions, employee work practices, and regulatory compliance.
Prepare professional, written reports summarizing observations and discussions from site visits.
Evaluate and or develop client specific written safety and risk management policies.
Develop and present client-specific training on various risk management and loss control topics.
General Requirements:
5+ years of loss control, insurance, or broker/agency experience
A professional designation in safety, insurance, or risk management such as ASP, CSP, ARM, CRM, CFPS is preferred.
Possess a working knowledge of the exposures, controls, and regulatory issues for multiple industries, including construction, manufacturing, transportation, retail, real estate, healthcare, etc.
A general understanding of the commercial insurance underwriting process; including experience modifiers, insurance coverage, and general claims administration.
Experience servicing multi-lines of commercial insurance coverage, including workers' compensation, auto, property, and general liability for middle market and national accounts.
Advanced analytical and problem-solving skills to identify trends, loss sources, benchmarking, and performance measurement.
Personal presence to interface with top management while representing Higginbotham in the highest professional manner.
Strong presentation skills, including preparation and presentation in both oral and virtual formats.
Able to work independently, be a self-starter and have the ability to organize and manage time to prioritize client service needs and meet time-sensitive deadlines.
Proficient with Microsoft Office products and virtual meeting platforms.
Excellent interpersonal communication skills and ability to interact and build strong relationships with associates, business partners, and clients.
Location:
Must live in or be willing to relocate to Austin, TX metro area.
Overnight travel of approximately 20%.
Acceptable driving record and proof of auto liability insurance.
Education:
A bachelors degree in insurance, occupational safety, risk management or a related field.
Perks & Benefits:
Generous employee benefits package which includes a robust wellness program
Employee Ownership Opportunities
Career progression opportunity - the potential for growth within the company