Senior Analyst jobs at Brown & Brown

Horace Mann is a purpose-driven company that is passionate about educators. The Agency Consultant will lead and consult with new agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. This field leader position will require extensive travel, 80% of the time. This position reports to the Agency Consultant Executive. Job Responsibilities: Articulate the HM story and value proposition. Build and maintain the agent/agency relationship with the Company. Consult with agents to help them identify issues and opportunities and recommend possible actions that may be taken to correct problems and improve agency operations and sales production. Help agencies understand and implement processes that may improve agency operations and enhance economic interest at the time of agency sale or appointment termination. Connect Horace Mann capabilities with local market and/or agent opportunities. Coach and assist agents with agency business planning to achieve targeted agency results. Lead agent growth through school access programs, association relationships, and marketing strategies. Utilize available technology, tools, and resources to analyze agent business results and improve agency operations, growth, and profitability. Leverage available growth programs with agents in marketplace. Joint work with new agents to show how to execute in-school activities, sales presentations, etc. End agent engagements for underperforming agents Coordinate with recruiting function on agent pipeline Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents. Travel >80% Education & Experience: Business degree or equivalent experience 3+ years in successful field or agency experience Licenses: P&C, L&H; no securities training will be performed. Strong business knowledge with ability to develop effective internal relationships across business functions Pay Range: Base Salary: $89,000 - $114,000 Target Incentive: $60,000 (0-200%); subject to annual review Note: Salary is commensurate with experience, location, and other relevant factors #vizi #LI-JC1 #IND1 #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

We are seeking an experienced Business Analyst with strong expertise in Configure, Price, Quote (CPQ) systems or Service Order Management (SOM). The ideal candidate will have hands-on experience in one or more of the following platforms: Steelbrick CPQ (Salesforce CPQ) Callidus CPQ ServiceNow SOM This Business Analyst role requires a deep understanding of end-to-end Opportunity-to-Order processes, including requirements gathering, process documentation, workflow analysis, and collaboration with cross-functional teams to enable seamless business operations. Key Responsibilities: Gather, analyze, and document business requirements related to CPQ or SOM systems. Evaluate current processes and identify areas for optimization within the Opportunity-to-Order lifecycle. Collaborate closely with technical teams, product owners, and business stakeholders to ensure requirements are clearly understood and implemented effectively. Support system enhancements, configuration updates, and integration efforts. Assist with testing, validation, and user acceptance processes. Prepare detailed process flows, functional documents, and reporting as needed. Qualifications: Proven experience as a Business Analyst working with Steelbrick CPQ, Callidus CPQ, or ServiceNow SOM. Strong understanding of end-to-end sales and order management processes. Excellent analytical, communication, and documentation skills. Ability to work independently in a remote environment and manage multiple priorities. Recap: Location: Fully Remote Type: 6-month Contract (with potential to extend) Rate: will vary dependent on relevant experience If you think you're a good fit for the role, we'd love to hear from you!

The Western Mutual Insurance Group has been providing excellent customer service to homeowners throughout the Southwestern United States for over 80 years. We are rated A (Excellent) by A.M. Best Company and have been named among the Top 50 Property Casualty Insurers in the country by Ward's. Our constant endeavor in employee relations is to maintain a well-trained, enthusiastic, and efficient group of employees who work together to make our business successful, thus enhancing the career goals of every employee. We are seeking a motivated Data Analyst/Power BI Specialist to work onsite and who will work closely with management and departments to turn data into meaningful insights. You will build reports and dashboards using Power BI, support data collection/cleaning activities, and help drive data-informed decisions across the business. Key Responsibilities Develop, maintain and enhance interactive dashboards and visualizations in Power BI to support key business functions: underwriting performance, claims and marketing trends, loss ratios, expense analysis, policy-holder reporting. Extract, transform, and load (ETL) data from multiple internal sources (policy system, claims system, marketing, ERP/finance) into analytical datasets. Write and optimize SQL queries (or equivalent) to support reporting and analytics. Ensure data quality, consistency and integrity: identify anomalies, collaborate with data/IT teams to remediate. Work with business stakeholders to understand reporting needs, translate them into technical requirements and deliver actionable insights that empower data driven decisions. Create/adapt KPI frameworks and metrics (e.g., combined ratio, claim frequency/severity, retention/renewal rates). Present findings in a clear and compelling way to non-technical audiences; support decision-making across departments. Ad hoc analyses: trend analysis, segmentation, benchmarking, scenario modelling. Document data definitions, metadata, and maintain documentation including user training materials on dashboards and analytics tools. Required Qualifications Bachelor's degree in Data Science, Statistics, Computer Science, Business Analytics, or a related quantitative field (or equivalent work experience). 2-5 years of experience in a data-analysis or business-intelligence role; ideally with insurance or financial services exposure. Proficiency in Power BI: building dashboards, data modelling, DAX, data refresh schedules. Strong SQL skills and experience working with relational databases. Solid analytical and problem-solving skills, comfortable working with large/complex datasets. Good business acumen - able to partner with underwriting, claims, finance and operations stakeholders. Excellent communication and presentation skills; able to translate technical results into business insights. Detail-oriented and capable of ensuring data accuracy and reliability. Preferred Qualifications Experience in property & casualty insurance (underwriting, claims, insurance accounting, actuarial). Familiarity with insurance metrics (loss ratios, retention, premium growth, loss development) and regulatory/reporting requirements. Familiarity with other BI/analytics tools (Power Query, Python/R) and experience with cloud data platforms (Azure, AWS). Certification in Power BI or data analytics. Experience with statistical modelling or predictive analytics would be a plus. We offer a competitive salary and a full benefits package including, 401k Plan, Profit Sharing Plan and Bonus Plan. Please see our Privacy Notice For Job Applicants here:*******************************************************************

Title: Data Analyst - Actuarial Support Reports To: VP, Actuary Department: Actuary Classification: Full-Time/Exempt Who We Are: Old Republic is a leading specialty insurer that operates diverse property & casualty and title insurance companies. Founded in 1923 and a member of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada. Our specialized operating companies are experts in their fields, enabling us to provide tailored solutions that set us apart. Old Republic Specialty Insurance Underwriters (ORSIU) is part of Old Republic International Corporation. We offer insurance and reinsurance spanning most lines of business, and partner with specialists who are committed to providing the highest levels of service with the products necessary to meet the unique needs of the Alternative Risks, Specialty Programs and Excess Casualty marketplace. Position Overview: The Data Analyst will assist the actuarial department by gathering, analyzing, and interpreting relevant data sources in support of pricing, reserving, filing, reporting, and other business needs. Note that this role is not a part of the actuarial exam program. Essential Job Functions: Collaborate with cross functional teams to improve data and automate reports where appropriate. Use analytics to spot trends, dependencies, and patterns. Acquiring and compiling structured and unstructured data while verifying its quality, accuracy, and reasonableness. Support actuarial department in responding to corporate/regulatory requests (state data calls, etc.), from determining requirements to data preparation to final exhibit creation. Align with operations team as part of ongoing system development/enhancements while enhancing data availability within the organization. Qualifications: Degree in Business, Computer Science or another related field. A minimum 2 years of P/C insurance experience is preferred. Strong analytical and problem-solving skills as well as solid oral and written communication skills Technical expertise in Microsoft Excel required; experience with Access, SQL, VBA, or other programming languages. ORI is an Equal Opportunity Employer. ORI 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Title: Technical Financial Analyst (Workday) Compensation: $125,000-$140,000 base + 9% annual bonus Schedule: Full-time, Hybrid About the Role We are supporting a leading organization in Atlanta seeking a Technical Financial Analyst with strong Workday Financials expertise. This role bridges finance and technology, ensuring business processes are optimized through effective Workday configuration, reporting, and integrations. You'll partner with finance and technology teams to deliver scalable solutions and drive process improvements. Key Responsibilities Configure Workday Financials modules supporting Q2C, OTC, P2P, and RTR processes. Develop reports, dashboards, and calculated fields to meet business needs. Perform and manage EIB imports while ensuring data integrity. Collaborate across teams to gather requirements, design solutions, and support enhancements. Document workflows and manage tasks using Jira, Confluence, SharePoint, and Visio. Provide support, training, and troubleshooting for Workday Financials. Stay current on Workday releases and recommend improvements. Qualifications 5+ years of experience in a Financial or Technical Analyst role with a focus on Workday Financials. Strong understanding of finance processes (Q2C, OTC, P2P, RTR). Hands-on experience with Workday configuration, reporting, and EIB imports. Proficiency with Jira, Confluence, SharePoint, Visio, and MS Office. Excellent communication and stakeholder management skills. Workday certifications preferred but not required. What's in it for You Base salary of $125,000-$140,000 plus 9% annual bonus. Hybrid schedule (3 days onsite, 2 remote). Collaborative environment with professional growth opportunities. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

Develops crisis management, emergency management and contingency plans for Tokio Marine North America Services, and its group companies. Leads and provides incident response support for any type of natural, man-made or technological disaster. Essential Job Functions: Develops and implements plans, processes, policies and procedures for emergency management, crisis management and contingency planning program elements. Leads incident management for any type of natural, man-made or technological disaster. Provides incident support during emergencies, which may occur outside of standard business hours and require extended shifts depending on the severity and duration of the event. Participates in post-incident reviews and contributes to continuous improvement efforts. Communicates effectively with senior executives and leaders during crisis and emergency situations. Gathers and analyzes information; supports resolutions to address business issues for a specific business group. Tests multi-dimensional plans with various operational departments throughout group companies. Evaluates vendors, makes recommendations, and implements vendor requirements. Develops strategy, training materials, protocol and quick reference guides for emergency management, crisis management and contingency planning areas. Develops and leads tabletop exercises and training for group companies. Develops plans and procedures for the BCM Crisis Management Center. Manages efficient and effective usage of tools and integration with other tools as necessary. Initiates awareness processes to make necessary improvements for emergency management, crisis management and contingency plans. Qualifications: Bachelor's degree is preferred (preferably in Emergency Management or Business). A Business Continuity certification preferred. 7+ years of relevant experience. Ability to provide on-call support and incident response as needed during emergencies, including after-hours and weekends. As much advance notice and flexibility as possible will be provided. Ability to weigh business needs and articulate these needs to management. Knowledge, insight, and understanding of business concepts and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Experience with mass notification systems, such as Onsolve Send Word Now, and incident monitoring systems, such as Everbridge NC4, preferred. Working knowledge of Microsoft Office,and strong knowledge in Microsoft Excel preferred. Performs special projects and other duties as may be assigned. Strong customer service orientation, responsive, consultative, collaborative and accurate. Strong leadership ability: able to work with a group to set objectives and agenda, generate allegiance to those objectives, and motivate achievement. Familiarity with project management skills; planning, organizing, monitoring and controlling projects, ensuring efficient utilization of resources to achieve project objectives and deadlines. Strong interpersonal relationship building skills; able to work with a variety of people and groups in a constructive and collaborative manner. Strong analytical ability with the capability to determine the root cause of problems and issues Salary range $94,000 to $115,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.

This role supports HR, Payroll, Talent, and Recruiting teams by administering and optimizing Workday Human Capital Management (HCM) modules. The ideal candidate will have deep Workday expertise, strong customer service orientation, and the ability to thrive in a fast-paced, collaborative environment. Key Responsibilities: Administer and support Workday HCM modules such as Benefits, Payroll, Recruiting, and Talent. Develop and maintain business processes, documentation, and user support materials. Conduct thorough testing and validation of system changes and enhancements. Provide Tier 3 support for a large employee user base. Collaborate with internal stakeholders across HR, Talent Acquisition, Payroll, and Benefits. Partner with audit teams to ensure compliance with key controls. Participate in requirements gathering, process mapping, and functional documentation. Support project delivery including testing, training, and stakeholder coordination. Track and report customer service metrics; contribute to continuous improvement initiatives. Qualifications & Skills: Minimum 5 years of experience in HR, Payroll administration, or Benefits practices. Experience supporting HRIS systems; Workday experience strongly preferred. Familiarity with one or more Workday modules: Benefits, Core HR, Integrations, Talent, Recruiting, Payroll, or Advanced Reporting. Strong attention to detail and ability to manage multiple priorities. Excellent verbal and written communication skills. Self-starter with a sense of urgency and ability to work under pressure. Professional demeanor with the ability to build relationships across departments. Ability to maintain confidentiality and work independently with minimal supervision. Comfortable working in a global, fast-paced environment with shifting responsibilities. Experience working with audit teams to ensure compliance with internal controls.

Technology Business Analyst / Data Analyst We are seeking a skilled Technology Business Analyst / Data Analyst to join our technology organization. The role focuses on gathering business requirements, delivering technical solutions, and supporting adoption of technology solutions that optimize business processes. The analyst will work closely with internal teams, stakeholders, and external vendors. Responsibilities Analyze business processes, systems, and workflows to identify opportunities for improvement. Gather and document business requirements, user stories, and use cases. Translate requirements into technical specifications and solution designs. Design scalable, reliable, and high-performance software solutions. Define system architecture, including data models, application layers, integration points, and interfaces. Lead and participate in cross-functional project teams to deliver solutions on time and within budget. Create project plans, schedules, and resource allocations; track progress and manage risks. Collaborate with developers, QA teams, and stakeholders to ensure alignment between business needs and technical solutions. Execute manual UAT and production testing to validate functionality and data accuracy. Maintain documentation and support team knowledge sharing. Experience Level Domain experience in asset management or similar industries, with familiarity in investment workflows and data flows. Proven experience as a Business Analyst or Software Architect in technology-driven environments. Strong understanding of Agile or Scrum methodologies. Proficiency in business process modeling, requirements elicitation, and documentation. Strong analytical, problem-solving, and decision-making skills. Excellent communication and interpersonal skills to collaborate across teams. Willingness to participate in on-call rotations and after-hours support. Bachelor's degree in Computer Science, Information Systems, Business Administration, or related field. 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.

We are seeking a Business and Exposure Analyst to join our flood insurance analytics team in Miami. In this role, you will leverage your data analysis expertise and business insight to inform catastrophe modelling, manage exposure data, and support flood underwriting decisions. You will work closely with cross-functional stakeholders - including underwriters, risk modelers, and management - to translate complex data into actionable insights. This position offers a hybrid work schedule (at least 3 days per week in-office) and requires 4-6 years of insurance exposure/CAT modelling analysis. Duties/Responsibilities: Collect and prepare data: Gather, cleanse, and validate property exposure data (e.g. insured locations, values) to ensure accuracy for catastrophe risk modelling and analysis. Catastrophe modelling: Run and interpret flood catastrophe models and simulations to estimate potential losses for individual events and entire portfolios. Analyze model outputs to inform portfolio management strategies and reinsurance decisions. Exposure management: Monitor and manage the company's flood insurance portfolio exposure, identifying concentrations of risk (by geography, construction type, etc.) and providing recommendations to optimize the portfolio's risk profile and reshape appetites. Event analysis: Provide timely analysis and loss estimates during significant flood events (e.g. hurricanes) to support rapid decision-making and internal/external communications. Gather exposure data to inform key stakeholders of potential risk. Reporting and visualization: Produce regular reports and dashboards on key flood risk metrics, model results, and portfolio performance for stakeholders such as underwriters, actuaries, and senior management. Continued enhancement of metrics and reporting formats. Underwriting support: Support the flood underwriting team by providing data-driven insights for individual high-value accounts and policy renewals. This includes analyzing flood zone determinations, historical claims data, submission data and modelled loss estimates to assist in risk selection and pricing both algorithmic and analog. Improve sophistication of digital underwriting capabilities. Stakeholder collaboration: Work closely with underwriters, catastrophe modelling specialists, actuaries, and product managers to understand business needs and develop analytical solutions. Ensure that analytics align with underwriting guidelines and regulatory requirements. Communication of insights: Translate complex analytical findings into clear, actionable insights and communicate them to both technical and non-technical stakeholders (e.g. underwriting teams, executives), through presentations, reports, and visualizations. Process improvement: Contribute to the development and enhancement of internal tools, models, and processes (such as GIS mapping tools or data pipeline automation) to improve efficiency in risk analysis and exposure management. Continuous learning: Stay up-to-date with industry developments in catastrophe modelling, flood risk assessment, and insurance analytics. Proactively apply new insights, data sources, or techniques to improve our analytic capabilities and decision-making. Required Skills/Abilities: Experience: 4-6 years of professional experience in data analytics, catastrophe risk modeling, insurance analytics, or a related field (mid-level role). Education: Bachelor's degree in Statistics, Data Science, Finance, Environmental Science, Engineering, Business, or a related discipline (Master's degree or relevant industry certifications are a plus). SQL proficiency: Strong skills in SQL for querying databases and manipulating large datasets. Programming: Hands-on experience with a programming language for data analysis, such as Python or R, to clean data, perform statistical analysis, and automate tasks. Excel expertise: Advanced Excel skills for data analysis and reporting (e.g. pivot tables, complex formulas; VBA knowledge is a plus). GIS and mapping: Familiarity with GIS tools (ArcGIS or QGIS) for spatial data analysis and creating flood risk maps. Data platforms: Experience working with cloud-based data warehouses or big data platforms (e.g. Snowflake, Databricks) in an AWS environment for data storage and analysis. Catastrophe modeling knowledge: Understanding of catastrophe modeling and exposure management concepts; experience working with catastrophe risk models or flood hazard data. Insurance domain expertise: Knowledge of insurance underwriting processes (especially in property or flood insurance) and the ability to support underwriting decisions with analytical insights. Experience in flood insurance or natural catastrophe insurance analytics. Communication skills: Excellent written and verbal communication skills, with the ability to present complex technical information to non-technical audiences clearly. Strong interpersonal skills for effective collaboration with stakeholders across teams. Analytical mindset: Strong analytical and problem-solving skills with keen attention to detail, and a naturally curious approach to exploring data for insights and continuous improvement. Initiative and organization: Self-motivated and proactive, able to manage multiple priorities and projects in a fast-paced environment. Proven ability to work both independently and as part of a team. About Tokio Marine Highland Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it's all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service. Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd's of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif. If you're looking to advance your career, TMH is the perfect professional home. At TMH, you'll have a chance to innovate with the world's leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best. Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH's policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation would cause an undue hardship. To make an accommodation request, please contact *****************************.

AEGIS Insurance Services, Inc. (“AEGIS”) has an immediate opening for a Senior Business Analyst responsible for the delivery and management of one or more business applications and/or financial systems. The individual works closely with the Lead Business Analyst and/or the business to understand, prioritize, document requirements, and manage the configuration and implementation of business applications. The Senior Business Analyst also ensures that the development or configuration team fully understands the requirements, and oversees the coding/configuration, testing, and deployment of all application changes. Job Requirements: Minimum 10 years of business analysis experience; insurance industry experience Undergraduate Degree in Information Technology, Systems Management, or related field ServiceNow system experience is a plus Experience with application support, requirements definition, test plan development, QA/UAT test coordination, and testing prior to UAT Experience with project management and/or implementation of system requirements based on changes in workflow or changes in business requirements Experience in writing detailed application requirements with detailed scopes of work PEGA (or other BPM solution), Workday, and/or reinsurance system experience a plus Demonstrated ability to effectively plan, facilitate, and participate in meetings with employees from all organizational levels Demonstrated analytical thinking for problem resolution and process development Strong skills in prioritization and reprioritization to react to a dynamic environment Ability to work cross-functionally and think creatively, critically, and strategically Ability to translate business needs into efficient technology solutions Candidate Attributes: Collaborative Communications and Behavior: Develops and maintains effective working relationships as a team member and across divisions; readily collaborates and shares information, seeks and provides constructive feedback, and supports a respectful workplace Initiative and Accountability: Proactively addresses opportunities to enhance AEGIS' people, processes, products, and services, takes ownership for one's responsibilities by acting with integrity and in the best interest of the organization and stakeholders Quality-Focused: Demonstrates a solution-focus, displays thoroughness and accuracy through quality deliverables, and demonstrates persistence and perseverance in achieving concrete and tangible outcomes Service-Oriented: Conveys a genuine desire and ability to anticipate and meet customer needs and creates and nurtures mutually beneficial relationships within AEGIS and with AEGIS Members and brokers Essential Job Functions: Relationship Management and Customer Support Gain a clear understanding of the business applications and operational needs of the divisions supported Work closely with the business and other Business Analysts to identify requirements, prioritize the needs, document requirements, and manage them to final deployment Create and/or review job aids and conduct demos/training for complex functionality Collaborate with other IT teams for impact analysis of new and updated functionality Program/Project Management and Support Provide application support and QA management, including test plan development, and QA/UAT test coordination Define requirements, test plans, and deployment plans in support of the business unit Plan, coordinate, and monitor the progress of development projects to ensure their ongoing alignment with business goals Facilitate discussions and consensus among various project stakeholders, such as analysts, application programmers and business users May work individually or as part of BA team Quality Assurance and Continuous Improvement Provide a strong focus on overall quality, performance, and user experience of business applications or financial systems ***************** EOE AEGIS Insurance Services, Inc. participates in E-Verify We expect to pay a starting salary between $125,000 and $150,000. An applicant's placement within this range is based on their individual qualifications and professional experience. In addition to base salary, AEGIS employees are eligible to participate in the Company's annual incentive program, with competitive awards based on corporate and individual performance. In addition, we offer a comprehensive and competitive suite of options for health & wellness, retirement, income protection, time off and additional benefits: Health & Wellness: medical, dental, vision, mental health support, health savings account with a Company contribution, wellness and employee assistance programs Retirement: 401(k) plan with matching contribution Income Protection: life, disability, accident and critical illness insurance Time Off: Vacation days, sick days, holidays and family/military leave options Other: Commuter benefits, pet insurance, hybrid work schedule available Growth: Tuition assistance and professional development opportunities

We're looking for a detail-oriented professional to join our Legal Technology team. In this role, you'll help design, test, and implement tools that make litigation workflows more efficient, from document review and case management platforms to AI-driven analytics and data automation. What You'll Do Support case teams with technology solutions for document review, data processing, and case management. Build and maintain automated workflows using low-/no-code tools and scripting. Partner with internal teams to customize solutions and ensure seamless integration into legal processes. Troubleshoot and resolve technical issues, manage file transfers, and handle structured/unstructured data. Provide training, documentation, and guidance to users on best practices. Contribute to eDiscovery processes, including data collection, processing, review, and production. Experiment with emerging AI and analytics tools to improve legal technology services. What We're Looking For Experience with litigation support or eDiscovery platforms (e.g., Relativity, Nuix, LAW, etc.). Solid background in data handling, automation, or database administration. Familiarity with scripting (Python, Java) and text/data manipulation techniques. Understanding of analytics tools such as TAR, email threading, or concept analysis. Strong problem-solving skills and the ability to explain technical ideas in plain language. Excellent communication, organizational, and project management abilities. Bachelor's degree in Computer Science, Data Analytics, Information Systems, or related field. At least 5 years' experience working with litigation data or database platforms. 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.

As a Senior Analyst, you'll work closely with the Partnership Accounting Manager to manage partner financial records, oversee profit distributions, and respond to inquiries from partners and internal finance teams. You'll play a key role in improving processes, ensuring accuracy, and mentoring junior analysts. Key Responsibilities Maintain and interpret partnership agreements, focusing on financial obligations and retirement provisions. Process and review partner distributions, deductions, and tax adjustments with precision and timeliness. Update payroll systems for new and existing partners, including benefits and direct deposit details. Coordinate with HR, Benefits, Payroll, and Retirement teams to ensure accurate contributions and deductions. Handle special income arrangements, partner status changes, and FTE adjustments. Prepare multi-currency distribution schedules for international offices and ensure timely wire transfers. Collaborate with global finance managers to resolve discrepancies and maintain accurate records. Respond promptly to partner inquiries and provide clear, detailed explanations. Identify and implement process improvements to enhance efficiency and accuracy. Support profit distribution analysis and reporting across multiple teams. What We're Looking For Bachelor's degree in Finance or Accounting; advanced knowledge of partnership finance preferred. 5+ years of experience in finance within a global law firm or professional services environment. Strong understanding of partner compensation processes and best practices. Advanced Excel skills, including complex formulas and data manipulation. Ability to manage multiple priorities under tight deadlines with minimal supervision. Excellent communication and relationship-building skills. Detail-oriented, organized, and proactive in problem-solving. Willingness to work overtime when necessary. 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.

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: ****************************

Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role At COUNTRY Financial, our Private Credit Analyst works in the Insurance Investments group of COUNTRY Trust Bank and will research investment ideas for inclusion in investment portfolios. The role acts as a member of the Private Credit team with a primary focus on sourcing, diligence, monitoring, and reporting of private credit commitments. • Sourcing activities will primarily include managing relationships with placement agents and other intermediaries relevant to the private credit market. • Diligence activities include participating in calls with managers, analyzing various fundraising materials, preparing materials for onsite diligence sessions, calling references, documenting conversations & meetings, preparing investment memos, and assisting with negotiating legal terms. • Monitoring activities include periodic calls with managers, reading quarterly manager reports, and potentially attending annual meetings. • Reporting activities include updating the CRM system with notes from calls & meetings, preparing reports for senior management, and preparing reports for the fixed income team. • Additional responsibilities may include assisting with research of other asset classes.How does this role make an impact? Assists Portfolio Managers, as part of a collaborative team environment, with security selection, valuation analysis, security trading, portfolio management, performance monitoring, and ongoing evaluation of investment strategies to implement the appropriate investment policies of the organization. Contributes to overall investment policy decisions and helps to prepare reports and presentations. May participate in the Asset Allocation Committee, Stock Selection Committee, and/or Mutual Fund Selection Committee. Researches and analyzes assigned projects. Develops skills, experience, and industry knowledge and determines direction for personal career development. Do you have what we're looking for? Prior investment experience in Fixed Income and Alternative Investments Chartered Financial Analyst (CFA) designation or progress towards completion is preferred Prior experience in analyzing investments for the purpose of making investment decisions Typically requires 7+ years of relevant experience or a combination of related experience, education and training. Base Pay Range: $94,000-$129,250 The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for a Short-Term Incentive plan. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations. Come join our team at COUNTRY today!

Company:Oliver WymanDescription: The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness, and clear communication. The Property and Casualty Consulting Practice assists insurance companies, self-insured corporations, government entities and other organizations with all aspects of managing property and casualty insurance exposures. We guide P&C clients on their qualitative and quantification of risk and loss exposures, and offer advice on a range of issues, from external business strategy and internal risk management to economic capital modeling and new product development. Job Description Job Title: Principal - Property & Casualty Office/Regions available: Northeast Region Reports to: Global Strategy & Innovation Leader and Region Leader Oliver Wyman is currently seeking an experienced consultant to join the Property & Casualty Actuarial Consulting Practice as a Principal. The successful candidate will partner with the region leader to develop and implement a business development plan that strategically leverages the region's colleagues and the firm's full suite of offerings to grow the business. The candidate will also have significant impact on the engagement and interaction with Oliver Wyman's clients, which include self-insured corporations, captive insurance companies, (re)insurers, investment firms, state regulators, and healthcare providers. The successful candidate will be responsible for but not limited to the following. Own the business development plan and revenue target for the relevant P&C region with a focus on large account pursuits. Supervise business development collaboration with senior managers and Principals while establishing and maintaining knowledge of BD-related engagements across the P&C Practice (e.g., pipeline, marketing content, expertise, etc.). Work within the Global Strategy & Innovation team to create and deliver content for monthly updates of business development activity by region, keeping the business leaders updated on activity. Work collaboratively within the Global Strategy & Innovation team, and with others across the P&C Actuarial group to develop and enhance the team's strategies for business growth, new business and practice creation, solution development and sales, and service delivery refinement. Identify and encourage the development of subject matter experts in their chosen fields. Review and validate client deliverables, ensuring technical accuracy and integrity on various analyses, templates, and exhibits. Mentor staff, fostering career and professional growth. Prepare and deliver high-quality exhibits and written reports to effectively present findings and recommendations to clients. Develop and strengthen client relationships and drive business development activities, including guiding the preparation of proposals and presentations for prospective clients. Qualifications and Desired Skills Demonstrated ability to lead and manage relationships with clients. 10+ years of consulting experience focused on Property and Casualty clients, including self-insureds, captives, and (re)insurers. Strategic thinker, who brings creative solutions and drive to create new business opportunities and grow existing practices Exceptional organizational skills, with proven ability to prioritize and manage multiple projects in a fast-paced work environment. Excellent written and verbal communication skills, with the ability to build strong relationships with clients, colleagues, and industry stakeholders. Proven ability to foster a culture of inclusiveness, innovation, and continuous improvement within the practice and across the broader organization. Willingness to travel as needed to support client engagements and business development activities. Self-motivated, self-directed, and proactive with a demonstrated ability to develop client-oriented solutions. Collaborative team player capable of working effectively in a cross-functional environment. ACAS/FCAS credentials beneficial, but not required Why Work for Us The Actuarial Practice of Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment, respecting and welcoming different perspectives, promoting an ownership culture, providing opportunities for individuals to develop their personal brand, and celebrating successes and rewarding performance. There are employee groups for: the LGBT+ community, racially and ethnically diverse employees, women, family life, introverts, and veterans of military service at Oliver Wyman. Oliver Wyman offers a performance-based pay program that rewards colleagues for the contributions they make to our business results, including year-end bonuses based on personal and corporate performance. We also offer an impressive array of benefits. Explore all the benefits offered at US Benefits | Marsh McLennan. For more information, please visit our website at ****************************** About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than seventy cities across thirty countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has 7,000 professionals around the world who collaborate with clients to optimize their business, improve their operations, and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on X @OliverWyman. Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************. The applicable base salary range for this role is $188k -$400k. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:Oliver WymanDescription: The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness, and clear communication. The Property and Casualty Consulting Practice assists insurance companies, self-insured corporations, government entities and other organizations with all aspects of managing property and casualty insurance exposures. We guide P&C clients on their qualitative and quantification of risk and loss exposures, and offer advice on a range of issues, from external business strategy and internal risk management to economic capital modeling and new product development. Job Description Job Title: Principal - Property & Casualty Office/Regions available: Northeast Region Reports to: Global Strategy & Innovation Leader and Region Leader Oliver Wyman is currently seeking an experienced consultant to join the Property & Casualty Actuarial Consulting Practice as a Principal. The successful candidate will partner with the region leader to develop and implement a business development plan that strategically leverages the region's colleagues and the firm's full suite of offerings to grow the business. The candidate will also have significant impact on the engagement and interaction with Oliver Wyman's clients, which include self-insured corporations, captive insurance companies, (re)insurers, investment firms, state regulators, and healthcare providers. The successful candidate will be responsible for but not limited to the following. Own the business development plan and revenue target for the relevant P&C region with a focus on large account pursuits. Supervise business development collaboration with senior managers and Principals while establishing and maintaining knowledge of BD-related engagements across the P&C Practice (e.g., pipeline, marketing content, expertise, etc.). Work within the Global Strategy & Innovation team to create and deliver content for monthly updates of business development activity by region, keeping the business leaders updated on activity. Work collaboratively within the Global Strategy & Innovation team, and with others across the P&C Actuarial group to develop and enhance the team's strategies for business growth, new business and practice creation, solution development and sales, and service delivery refinement. Identify and encourage the development of subject matter experts in their chosen fields. Review and validate client deliverables, ensuring technical accuracy and integrity on various analyses, templates, and exhibits. Mentor staff, fostering career and professional growth. Prepare and deliver high-quality exhibits and written reports to effectively present findings and recommendations to clients. Develop and strengthen client relationships and drive business development activities, including guiding the preparation of proposals and presentations for prospective clients. Qualifications and Desired Skills Demonstrated ability to lead and manage relationships with clients. 10+ years of consulting experience focused on Property and Casualty clients, including self-insureds, captives, and (re)insurers. Strategic thinker, who brings creative solutions and drive to create new business opportunities and grow existing practices Exceptional organizational skills, with proven ability to prioritize and manage multiple projects in a fast-paced work environment. Excellent written and verbal communication skills, with the ability to build strong relationships with clients, colleagues, and industry stakeholders. Proven ability to foster a culture of inclusiveness, innovation, and continuous improvement within the practice and across the broader organization. Willingness to travel as needed to support client engagements and business development activities. Self-motivated, self-directed, and proactive with a demonstrated ability to develop client-oriented solutions. Collaborative team player capable of working effectively in a cross-functional environment. ACAS/FCAS credentials beneficial, but not required Why Work for Us The Actuarial Practice of Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment, respecting and welcoming different perspectives, promoting an ownership culture, providing opportunities for individuals to develop their personal brand, and celebrating successes and rewarding performance. There are employee groups for: the LGBT+ community, racially and ethnically diverse employees, women, family life, introverts, and veterans of military service at Oliver Wyman. Oliver Wyman offers a performance-based pay program that rewards colleagues for the contributions they make to our business results, including year-end bonuses based on personal and corporate performance. We also offer an impressive array of benefits. Explore all the benefits offered at US Benefits | Marsh McLennan. For more information, please visit our website at ****************************** About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than seventy cities across thirty countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has 7,000 professionals around the world who collaborate with clients to optimize their business, improve their operations, and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on X @OliverWyman. Marsh McLennan is committed to embracing a diverse, inclusive, and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************. The applicable base salary range for this role is $188k -$400k. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is$59,000-$112,200 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Senior Internal Auditor will play a crucial role in assessing and improving the effectiveness of our internal controls, risk management, and governance processes. This position requires strong analytical skills, attention to detail, and the ability to communicate effectively with stakeholders at all levels. How You Will Contribute Prepare and review the various sections of the audit programs for Integrated, Financial, Cash, and Financial Team Leader reviews Manage the day to day operations of the field work and track the teams' progression to the completion of review Prepare and review the Draft Report and Final Report before issuance to relevant parties Assist with recruiting and training of Internal Audit Team Members Track and Foster the growth of individual team members Recruit applicants, process resumes, and hold interviews alongside the Regional Director/Manager Perform other specific duties and projects as assigned Skills & Experience to Be Successful Bachelors in Accounting or Finance 3-5 years relevant work experience with public accounting or internal audit preferred Highly motivated with strong collaborative, organization skills and focus to detail Core accounting knowledge and ability to apply accounting concepts in analyzing documentation and process reviews Comfortable with fast paced activity and ability to prioritize multiple audits to meet deliverable dates Excellent written and verbal communication skills Pursuit of technical educations and various insurance designations required and should have or actively be seeking CPA or CIA Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.