EPIC Insurance Brokers & Consultants jobs in Concord, CA - 20 jobs

Objective: The Surety Bond Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5-10 years in surety brokerage, carrier, or related business sales experience, including calling on senior executives. Track record of sales success. Strong knowledge of the Surety industry Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. Must hold a Property & Casualty insurance license. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good: This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences: “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.  

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team in the Walnut Creek, CA, branch. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage account services, coordinate and direct the activities. Expand existing accounts by developing new coverages. Thorough documentation is required on each account with proper E&O procedures strictly followed. Ability to handle complex accounts. Other duties and special technical projects as assigned Requirements: Education - High School graduate/GED. Minimum of 3 years working experience in an Account Management or related position. Active P&C insurance license is required. CIC or equivalent designation preferred, such as CPCU or ARM. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Must embody the Heffernan Habits as referenced herein. Compensation: The base salary range for this position is $80,000 to $100,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.

OBJECTIVE: Tangram is a growth stage, independent company building an exceptional insurance intermediary on our terms. We deliver specialized insurance solutions in the most effective and efficient way possible, while continually striving to do it better than anyone else. We are seeking an energetic and creative individual to join our team and help elevate our energy program to the next level. You will be part of a dynamic organization that seeks to scale our programs creatively and robustly, while rewarding individual contributions and fostering team collaboration. To start, your primary responsibility will be to manage and underwrite a renewal portfolio of middle-market accounts, assist the team with new business development, and cultivate broker and carrier relationships to help Tangram build a book of business that achieves growth and profitability. This position will report to the Vice President of Underwriting. Tangram will consider both remote candidates and local talent in the Northern Bay Area. RESPONSIBILITIES INCLUDE: Performs day-to-day underwriting functions at a senior level Recommends creative alternatives in regard to rating, coverage, etc. to advocate for good Insureds Engages team to perform clerical and administrative tasks as outlined in workflow documents Maintains underwriting files in accordance with Tangram policies and procedures Utilizes expertise and experience to make sound judgments regarding risk selection and pricing Ensures adherence to underwriting standards, objectives and guidelines of program Develops and maintains effective business relationships with agents and carriers in order to attract, develop and retain profitable business for assigned book of business Understands all programs and products at Tangram to be an effective advocate with agency community Actively manages program(s) to reach production goal(s) Special projects as assigned REQUIREMENTS: 3-5 years of underwriting experience in General Liability in the Security Guard Space. Experience with other lines like WC and Auto is a plus, but GL is a requirement. 5-8 years of P&C underwriting experience Strong communicator Ability to work in a team Positive attitude towards customer service and relationship management Effective analytical and logical reasoning abilities Good attention to detail Organizational skills and ability to problem solve and multi-task Strong personal initiative, ability to work independently Desire to have fun and engage with the team Solid computer skills and adaptation to new technologies and workflows COMPENSATION: The salary range for this position is $115,000 to $150,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Tangram offers a comprehensive benefits package; more details on which can be found at ************************************************* COMPANY OVERVIEW: You will be part of a team that first and foremost, is about creating and maintaining an environment of collaboration, personal and professional growth, risk taking, accountability and creativity. The Company has the character of a start up with the benefit of 20+ years in business. We want you to be inspired by the overall vision and provided with the support and resources to accomplish your goals and our success. And most importantly, you will have the opportunity to learn and grow on a team that honors both success and failure. CORE VALUES: Grow or die Embrace adversity with gusto Own mistakes and share credit Do what you say Create a fan in every interaction

Objective: Our mission statement is simple: Answer the Phone and Have Fun! At Heffernan, we strive to create an environment where our employees enjoy their work and respond effectively to our clients' needs. We have built a stable workforce that takes pride in being authentic, creative, and motivated, and now we want to share that pride with you. Heffernan Insurance Brokers now offers an extensive ten-week program that provides an inside look into the life of an insurance professional. Interns experience the daily operations of multiple departments while immersing themselves in the culture of our unique, privately held brokerage. You'll work alongside our seasoned mentors and develop your expertise, setting the stage for career growth not just this summer, but for years to come! While interning with Heffernan, you will work primarily in one department while gaining exposure to all areas. You will participate in projects that relate to: Insurance Training Insurance training courses provided by The Council of Insurance Agents & Brokers (CIAB). Participates in various weekly training sessions to enhance professional skills. Topics include, but are not limited to, Risk Management, Commercial Insurance, Employee Benefits, Sales, Marketing, Finance, IT, and HR. Client Exposure Shadowing team members as they meet with clients and prospects to gain a better understanding of risk improvement, insurance, sales, and marketing processes. Participate in various client service events. Assist service teams in resolving client issues in the most efficient and effective way, so our clients can focus on running and growing their businesses. Engage with customers or clients to provide service and/or sales. Internal Operations Contribute to operational improvements as an engaged team member by providing input and suggesting solutions. Integrate new technologies into existing tools and processes to boost efficiency. Perform data analysis, including work comp review and raw accounting data. Conduct original research and prepare reports based on findings, including recommendations or alternative proposals for action. Mergers & Acquisitions Work within our operations department, playing a vital role in integrating new agencies into our processes and workflows. Hands-on experience in transitioning to a new Agency Management System (AMS) and moving to a paperless operation. Throughout the program, you'll be exposed to the operations of different agencies, with a focus on implementing Heffernan Procedures. Requirements: College students entering their junior or senior year are eligible. Graduating seniors will also be considered. Must maintain a minimum 3.0 GPA. Must be reliable, organized, and interested in the insurance industry. A basic understanding of insurance concepts is preferred. Must be proficient in MS Office, especially Excel, Word, and Outlook. Must be resourceful! A successful intern will ask questions and be eager to take on and learn more. Must possess excellent verbal and written communication skills. Must embody the Heffernan Habits as outlined herein Compensation: The hourly rate for this Internship is $20.00. More details can be found at **************************************** Heffernan Habits (Expectations): These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia's Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. The Sia Technology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Job Description Our values have led us to two decades of global expansion. Our team is a key part of that story, supporting many of the biggest names in technology with our expertise in Tech Consulting. This role supports enterprise technology transformation programs- including AI, automation, and data-driven initiatives- by enabling structured delivery, risk management, and stakeholder alignment. In this role you will: Drive end-to-end delivery across multiple initiatives, ensuring consistent intake, prioritization, execution, and measurement in alignment with organizational goals. Work with Product Owners and small/large engineering teams to implement required business solutions Define program goals, success metrics, and reporting mechanisms to measure adoption, efficiency, quality, and business impact. Partner with Program Managers to align intake, triage, SLA tracking, and post-launch measurement to organizational standards. Build internal customer & stakeholders relationships to manage expectations and agree on clear objectives and timelines Identify risks and act on them to ensure the team and project are not derailed Manage competing priorities and simultaneous projects in a fast-paced environment Build subject matter expertise, stay up-to-date on technology, and identify key partnerships to help define team road maps Switch from program level to task level issues in driving projects to completion Work with peers of all levels, from front line analysts to high level executives Be skilled in project and priority triage work effectively within broad parameters, and operate with considerable autonomy Conduct ongoing communication of team programs and reduce surprises by proactively managing risks Seek opportunities to create efficiencies for people and processes through automation Mentor junior consultants in delivery best practices Qualifications Required 7+ years of professional experience in program, project, or product management within technology or financial services, including 3-5 years in a Technical Program Management or equivalent technical delivery capacity. Minimum of 5 years of experience working in Agile environments. Familiarity with AI, automation, and data-enablement platforms Demonstrate leadership in simultaneously managing multiple large, complex projects that span cross-functional teams, establishing sustainable processes while delivering on time, on budget, with requirements met. Proven ability to develop business relationships and work successfully with people at all levels of management. Strong communication skills, both oral and written, including presentation skills to executive level business stakeholders. Proven ability to manage program/project level budgeting and provide financial tracking over several million dollars. Demonstrated ability to motivate project teams in the completion of projects. Operates with urgency, accountability, and clear judgment in fast-moving environments. Successfully navigates a highly matrixed organization. Demonstrate technical and/or data related acumen, as a project manager. Based in San Francisco, New York, or Seattle and eligible to work in the United States. Recommended PMP, Scaled Agile, Scrum Master or equivalent experience. LEAN Six Sigma certification encouraged. Working knowledge of Service Now (Carts+) Portfolio & Program Management module and/or similar tools such as; Smartsheets, MS Project, Ariba, Azure DevOps, Google Suite (e.g., Spreadsheets, Doc, Presentation, etc.). Experience with data visualization or dashboarding tools (e.g., Tableau) a plus Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation Annual base salary starting at $140,000, commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse , equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office or client site at least three days per week. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Objective: Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts. Candidates must be Life & Health licensed with two to three years of relevant experience Responsibilities Include: Setup pre-renewal, renewal, and marketing reports for the service team. Assist in spreading marketing results, including benefit comparisons, and cost analysis. Work with service team on employee contributions and strategies to meet client's budgetary needs. Assist with the preparation of quarterly and annual experience reports. Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars. Collect new client information and accurately record into HIB client management system. Distribute client correspondence, communication materials, and compliance notes for the account management team. Assist with group applications and policy termination notices. Maintain an action calendar for the team. Scan, print, bind, and mail out necessary materials. Assist account management team in resolving claims and service issues. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Assist with client 5500 processing as necessary. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active Life & Disability license is required. Effective communication and collaboration skills, both written and oral. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Professional demeanor and behavior required as referenced in the Heffernan core values (Habits). Compensation: The base salary range for this position is $65,000 to $80,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve $420 million in revenue for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation. Job Description Contract roles are geared toward independent professionals interested in temporary or project-based work. Sia Title: Project Specialist (Non-Exempt Contractor) Project Title: Infrastructure Data Center - Compliance Level: Mid Project Length: This is a temporary position with an expected duration of 12 months Project Hours: 40 hours/week Location: New York, NY or San Francisco, CA Preferred The expected compensation for this contract is $90 to $100 per hour. The exact pay rate will vary depending on a wide array of factors, which may include but are not limited to skills, experience, and location. Key Responsibilities: One of our premier clients is seeking a seasoned professional with expertise in infrastructure data center compliance to join our growing Tech practice. The ideal contractor will have 5 years of management consulting experience in the financial services or tech industry, with a deep understanding of data center infrastructure, data center compliance (security, resilience, incident response, environmental, workplace safety), and associated risks. Your role will involve collaborating with client teams, designing and enhancing compliance frameworks, and ensuring adherence to regulatory standards. Conduct in-depth assessments of client compliance controls and processes for alignment with regulatory frameworks Identify gaps in compliance efforts and propose actionable solutions Review audit documentation (SOC 2, ISO 27001, SOX) to integrate existing controls into a new compliance framework Design and develop compliance frameworks tailored to global data center operations, addressing themes like physical security, incident management, and vendor risk Develop and refine policies, procedures, and controls in collaboration with client teams Ensure frameworks are scalable and adaptable to meet evolving regulatory requirements Work closely with client's Second Line of Defense (2LOD) teams to ensure alignment and effective implementation. Lead the pilot implementation of compliance programs with designated client teams. Develop monitoring mechanisms and reporting structures to track compliance progress. Conduct regular reviews to ensure effectiveness and sustainability of implemented controls. Standardize processes and templates for broader implementation across client operations. Provide ongoing support and guidance for continuous improvement of compliance programs. Communicate the impact of regulatory changes to client teams and adjust frameworks accordingly. Create detailed project plans, compliance documentation, and reports for client leadership and stakeholders. Provide clear deliverables, including frameworks, policies, procedures, and audit-readiness materials. Support internal initiatives, thought leadership, and people development Support client work and lead the development of high-quality, timely client deliverables Prepare for and facilitate successful client and internal meetings Collaborate with internal and external teams to share knowledge and best practices Qualifications Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Additional Information At this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa sponsorship by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Project Specialist Benefits Overtime Eligibility Statutory Time Off - Sick Medical, Dental, Vision: Eligible for Purchase Option 401(k) Participation: Eligible after one month of employment, no matching Our Commitment to Diversity Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential. Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas: Gender equality (global Gender Equality Index score of 91/100 for FY19-20) LGBTQ+ Race & Ethnicity Working Parents Disabilities Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. To learn more about our mission, values, and business sectors, please visit our website . Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

About The Job Employment Type: Full-time, Exempt Responsibilities: Customer technical requirement management (40%) Explain and promote USI product and process offering to customer Explain USI's new product development process and requirements to customer Understand customer's technical requirements Communicate customer's requirements to internal cross-functional teams Design for manufacturing (DFM) verification support (30%) Support customers to apply USI manufacturing design rules to customer design Explain DFM results and recommendations Failure analysis support (20%) Collaborate with internal cross-functional teams to complete failure analysis and explain the results to customers Support Global Sales team's internal technical training (10%) Requirements: Education/Qualification: Bachelor Degree Skills/Competencies: Team leading/People managing Sense of responsibility Attention to detail Results oriented Proactive behavior Problem-solving skills Organizational/planning skills Work under pressure Communication Engagement Integrity in data Resourceful Microsoft Office Benefits/Compensation: 401(k) Medical/Dental/Vision PTO The salary range for this position is $130,000 - 140,000

Objective: The Aviation Producer, Commercial Lines will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. The ideal candidate for this role should have prior experience in the aviation industry. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned Requirements: High School graduate/GED required. 5+ years of relevant aviation industry experience preferred Sales experience preferred Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. Must be highly organized Must be a team player and enjoy a team based work environment Must be proficient in MS Office; notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The starting salary range for this position is $80K to $100K with opportunity for additional commission. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience-Marketing Advisory Sia Experience is the end-to-end marketing and customer experience arm of Sia. Agile and collaborative, our Marketing Advisory Business Line is recognized for delivering high-impact, growth-focused solutions by blending marketing, CX, creative, AI, and deep industry expertise. As strategic partners, The Marketing Advisory team empowers clients across technology, luxury, consumer goods, finance, energy, and more to scale operational excellence and drive brand-led growth through AI- and data-driven strategies. Our teams lead full-funnel marketing transformations-from strategy and go-to-market execution to experience design, performance measurement, and sustainable impact. It's an exciting time to join us. SiaX has long been the agency behind some of the world's biggest brands-now we're expanding, becoming one of the most recognizable names for companies that demand bold, business-driving creative. We're shaping SiaX into the go-to agency of the future. This is your chance to be part of that growth, working alongside top-tier creatives, consultants and agency leaders to continuously evolve what a modern, full-service agency can be. Opportunities like this don't come around often-if you want in on the next level, this is it. Job Description As a Marketing Operations and Strategy Management Consultant you will lead the execution and evolution of marketing operations and business rhythms, helping marketing leaders turn strategy into scalable, high-impact execution. You will own larger, complex initiatives, guide teams, and ensure operational rigor across marketing programs, client work, and growth initiatives. This role is part strategist, part program leader and at the more senior level, part Chief of Staff. You will design and implement processes, tools, and workflows that enable teams to operate effectively at scale, while owning multi-stream initiatives end-to-end. You will partner closely with senior stakeholders to align priorities, manage interdependencies, and ensure execution delivers against marketing and business goals. What You'll Do Strategy to Execution Translate leadership priorities into integrated operating plans, timelines, and success metrics Own complex, multi-workstream initiatives from planning through execution, navigating through ambiguous scenarios Develop scopes, timelines, resourcing models, and delivery plans for new and expanded work Ensure alignment between strategy, execution, and delivery across marketing initiatives Operating Models & Performance Design, implement, and evolve scalable operating models, workflows, and reporting frameworks Build and maintain dashboards, trackers, templates, and documentation to support decision-making Own performance tracking across initiatives, including OKRs, KPIs, and marketing success metrics Identify systemic gaps or inefficiencies and drive process improvements AI & Innovation Lead the adoption and responsible use of AI across strategy, operations, and decision-making Identify high-impact AI use cases and embed AI-enabled insights into core workflows Drive measurable improvements in efficiency, quality, or performance through AI-enabled solutions Team Collaboration & Leadership Lead cross-functional collaboration across marketing, creative, analytics, and delivery teams Provide guidance, coaching, and oversight to Associate Managers and project contributors Set clear expectations and ensure consistent, high-quality execution across workstreams Client Support & Growth Enablement Serve as a senior operational partner on complex or high-visibility client initiatives Ensure operational clarity, strong delivery, and stakeholder alignment for client work Support business development by shaping operational approaches for pitches and proposals Partner with leadership to ensure operational readiness for client growth and new engagements Qualifications Must reside in NYC, Los Angeles or the Bay Area Bachelor's or master's degree Marketing operations, program management, or strategy roles in a consulting, agency, or technology environment. Demonstrated experience leading complex initiatives with cross-functional stakeholders Experience supporting client delivery and business development through scoping, planning, or proposal development Must be fluent in AI, with proven success embedding AI-enabled insights into workflows and driving measurable improvements Strong written and verbal communication skills with attention to clarity and structure Highly organized and detail-oriented, with the ability to manage overlapping priorities Analytical and systems-minded, with a proactive approach to process improvement Fluent in building tables, slide decks, dashboards, and operational tools Comfortable operating autonomously while partnering closely with senior leaders Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation: Compensation Range (varies by level): Base salary $130,000 - $180,000+ and annual discretionary bonus. We are hiring this role across multiple levels - Senior Consultant, Associate Manager, Manager, and Senior Manager . Your level, scope of responsibility, and compensation are determined by your depth of experience in management consulting within marketing operations and strategy, including: How many years you've worked in management consulting environments 7+ yrs required for Manager-Sr.Manager levels The size and complexity of the programs you've owned Candidates are assessed and leveled during the interview process; the posted range reflects the full career band for this role. Your track record leading multi-workstream, cross-functional marketing initiatives Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).

Objective: As a Marketing Communications Manager, you will play a vital role in advancing our digital marketing strategy and enhancing our online presence. You will be responsible for creating and implementing innovative digital marketing tactics to increase website traffic, improve brand awareness, and generate qualified leads. This role also includes managing a direct report and plays a key role in supporting M&A. The ideal candidate is a strategic thinker, a creative problem-solver, and a results-driven leader who can devise and execute inventive marketing strategies to elevate brand awareness, foster customer engagement, and drive business growth. This individual supports all Heffernan Group (HG) entities. Responsibilities include: Develop and implement digital marketing strategies to drive website traffic, increase brand awareness, and generate qualified leads. Manage and optimize websites for all HG entities, ensuring they are up-to-date, user-friendly, and SEO optimized. Define target audiences and segment markets to tailor strategies and campaigns effectively. Management of website and campaign performance using analytics tools to gain insights and identify areas for improvement. Paid traffic management - Lead digital marketing efforts, including SEO, SEM, social media, email marketing, and content marketing. Analytics and data management on the effectiveness of digital marketing initiatives, providing recommendations for continuous improvement. Conduct market research to identify trends, competitor activities, and opportunities for differentiation. Collaborate with internal teams, including sales, design, and IT, to create and optimize landing pages, forms, and online customer journeys. Stay up to date with industry trends and best practices to identify new digital marketing opportunities and technologies. Communicate marketing strategies, initiatives, and results to internal stakeholders and senior management. Collaborate with external partners, agencies, and vendors to enhance marketing efforts when necessary. Supports mergers and acquisitions (M&A) with integrated marketing efforts, ensuring a smooth brand transition and communication strategy for acquired entities. Other duties as required to support management, public relations, and the corporate communications team. Requirements: Education - High School Diploma or equivalent required. A minimum of seven (7) years of proven experience in digital marketing, preferably in the insurance or financial services industry. Excellent leadership and team management skills, with the ability to motivate and guide a diverse team. Solid understanding of web analytics, SEO, and digital marketing tools and platforms. Experience managing and updating websites using content management systems (CMS). Proficiency in digital marketing channels, including social media, email marketing, and search engine marketing (SEM). Strong analytical skills with the ability to interpret data and generate actionable insights. Excellent project management skills with the ability to prioritize and meet deadlines. Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams. Exceptional communication, presentation, and interpersonal skills. Analytical mindset, with the ability to derive insights from data and make data-driven decisions. Must be able to work with a wide variety of individuals. Must be able to fully integrate into a team setting, yet also able to work independently. Professional demeanor and behavior are required, as referenced in Heffernan core values (Habits). Compensation: The base salary range for this position is $110,000 to $130,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: The work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve $420 million in revenue for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation. Job Description One of our premier clients is seeking a seasoned professional with expertise in infrastructure data center compliance to join our growing Tech practice. The ideal contractor will have 5 years of management consulting experience in the financial services or tech industry, with a deep understanding of data center infrastructure, data center compliance (security, resilience, incident response, environmental, workplace safety), and associated risks. Your role will involve collaborating with client teams, designing and enhancing compliance frameworks, and ensuring adherence to regulatory standards. Conduct in-depth assessments of client compliance controls and processes for alignment with regulatory frameworks Identify gaps in compliance efforts and propose actionable solutions Review audit documentation (SOC 2, ISO 27001, SOX) to integrate existing controls into a new compliance framework Design and develop compliance frameworks tailored to global data center operations, addressing themes like physical security, incident management, and vendor risk Develop and refine policies, procedures, and controls in collaboration with client teams Ensure frameworks are scalable and adaptable to meet evolving regulatory requirements Work closely with client's Second Line of Defense (2LOD) teams to ensure alignment and effective implementation. Lead the pilot implementation of compliance programs with designated client teams. Develop monitoring mechanisms and reporting structures to track compliance progress. Conduct regular reviews to ensure effectiveness and sustainability of implemented controls. Standardize processes and templates for broader implementation across client operations. Provide ongoing support and guidance for continuous improvement of compliance programs. Communicate the impact of regulatory changes to client teams and adjust frameworks accordingly. Create detailed project plans, compliance documentation, and reports for client leadership and stakeholders. Provide clear deliverables, including frameworks, policies, procedures, and audit-readiness materials. Support internal initiatives, thought leadership, and people development Support client work and lead the development of high-quality, timely client deliverables Prepare for and facilitate successful client and internal meetings Collaborate with internal and external teams to share knowledge and best practices Technical knowledge Physical Infrastructure & Environmental Controls Technical Facilities Assurance (Fac Ops) standards and protocols Environmental Health and Safety (EHS) requirements and compliance Data Center Infrastructure Management (DCIM) systems Heating, Ventilation, and Air Conditioning (HVAC) security controls Power Distribution Unit (PDU) security configurations Uninterruptible Power Supply (UPS) redundancy systems Building Management Systems (BMS) security Computer Room Air Conditioning (CRAC) monitoring systems Environmental Monitoring Systems (EMS) implementation Asset Management & Lifecycle IT Business Operations Systems (IBOS) for asset tracking Electronic Records and Asset Disposal (ERAD) procedures Configuration Management Database (CMDB) implementation IT Asset Management (ITAM) best practices Hardware Security Module (HSM) management Asset Lifecycle Management (ALM) processes Qualifications Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Additional Information Compensation Information : The Anticipated compensation range for this opportunity is between $120,000-139,000 annually plus bonus. At this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa sponsorship by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Our Commitment to Diversity Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential. Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas: Gender equality (global Gender Equality Index score of 91/100 for FY19-20) LGBTQ+ Race & Ethnicity Working Parents Disabilities Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. To learn more about our mission, values, and business sectors, please visit our website . Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Sia's Cybersecurity team is the powerhouse of our firm's innovation. With over 350 experts worldwide, we tackle projects from proof-of-concept to large-scale deployment, always pushing the boundaries of AI capabilities. By joining Sia's Cybersecurity team, you'll step into a vibrant, collaborative environment that nurtures professional growth and empowers you to shape the future of consulting. You will join Sia Partners' Cybersecurity, Data Protection and Resilience Global Business Line. In accordance with your skills and expertise, you will work - in Consulting, Implementation and Audit - on one or more of our following offers: Strategy, Risk, Compliance, Operations, Data Protection, Offensive Security, Resilience and Training. Key Responsibilities Manage end-to-end projects or be responsible for sub-projects of a complex and/or international project, on which you will ensure relevant, proactive and regular reporting to the Manager and Client to ensure that our commitments are met. Take part in business development through the design and development of commercial proposals, as well as by identifying new opportunities and clients. Manage the client relationship on your missions and build a solid relationship with your contacts on the client side, at middle management level, who recognize you as an expert for your assigned tasks. You will be responsible for the management of consultants in the context of missions or internal projects, where you will act as a reference and relay for the Manager/Senior Manager regarding the follow-up of projects, the validation of deliverables, the evaluation of achievements, and above all you will ensure the development of their soft and hard skills. In addition, as part of your participation in the internal development of the firm, you will contribute to: Innovation within our Sia CyberLab, where you will work on the development of new offers and SaaS solutions around advanced technologies and capitalizing on our unique know-how in AI. You will also carry out benchmarks and PoC of Cyber solutions on the market, while participating in the active monitoring of Cyber news. The firm's eminence, around our Cybersecurity expertise, by actively contributing to the publication plan (articles, white papers, studies, webinars, etc.), and represent the firm at various professional clubs, trade shows and events. Qualifications Graduated with a Cybersecurity degree or a related field from an accredited college/university, you have at least 3 years of experience with a consulting firm or a Cybersecurity solutions/services provider/integrator. You master some Cybersecurity standards, norms and/or reference systems of the market, notably ISO 270xx, SANS, NIST, etc. You have actively participated in successful projects/missions where you have developed a solid knowledge of at least two of our 8 offerings listed above; You have a general knowledge of IP networks, operating systems (Unix/Linux, Windows and/or MacOs), Cloud (AWS, Azure and/or GCP), applications (Web Server, DB, Middleware, etc.) as well as cryptography; knowledge in Blockchain would be a real plus; You are familiar with the major market solutions and technologies of: Endpoint Security, VPN, VSX, Proxy/Reverse Proxy, EDR, IAM, MDM, DLP, CASB, Office 365 Security, etc.; CISSP, Security + OSCE, OSEE, OSCP, OSWE, CCSP, SSCP, CSSLP, HCISPP, CISM, C-CISO, CISA, SANS SECXXX, CEH, LTP, GCIH, GCFA, GPEN, GXPN, GWAPT, GCFE, GCIA, ISO 27001 LI/LA, ISO 27005 RM, ISO 22301 LI/LA, AWS Certified Security, M-AZ 500 Preferred *An exception will be made for high potential profiles who do not have these certifications. They will join our internal Cyber Training program within the Sia Cyber Institute for the preparation of Cybersecurity certifications. Attributes for Success You actively participated in successful projects where you have developed expertise around the missions listed in the job description You have an excellent culture in Cybersecurity and dispose of a strong appetite for solving complex technical problems You are a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients You are intellectually curious and have the entrepreneurial spirit to invest in the development of innovative offers and solutions You wish to join a stimulating and fulfilling professional environment, where you will share the values of expertise, innovation, customer satisfaction and a results-oriented culture You wish to evolve quickly and take responsibilities on high stakes subjects within a young, dynamic and supportive team You have a strong drive and commitment to deliver high quality work while ensuring that client expectations and deadlines are met. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation Annual base salary between $136,800 to $142,200 (commensurate with experience and qualifications) Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco- are expected to live within a reasonable commuting distance and attend the office at least three days or more per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H1-B visa, F-1/OPT) or STEM OPT, TN, etc). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility. Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and accurate manner. Follow up and close open activities in EPIC (agency management system). Pursue and obtain P&C license, and other continuing education opportunities. Thorough documentation with proper E&O procedures must be followed. Other duties usual to servicing commercial accounts. Other special projects as assigned. Requirements: Education - High School graduate/GED required. Experience working in an office environment preferred. Insurance experience is not required, but a plus! Excellent communication and collaboration skills required. Working knowledge of MS Office (Excel, Outlooks, and Word etc.) Must be organized and able to manage time effectively. Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits). Compensation: The base salary range for this position is $60,000 to $70,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences :“Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. About Sia Experience - Marketing Advisory Sia Experience is the end-to-end marketing and customer experience arm of Sia, a global management consulting firm. Agile and collaborative, our Marketing Advisory Business Line is recognized for delivering high-impact, growth-focused solutions by blending marketing, CX, creative, AI, and deep industry expertise. As strategic partners, we empower clients across technology, luxury, consumer goods, finance, energy, and more to scale operational excellence and drive brand-led growth through AI- and data-driven strategies. Our teams lead full-funnel marketing transformations-from strategy and go-to-market execution to experience design, performance measurement, and sustainable impact. It's an exciting time to join us. We're growing rapidly and building SiaX into the go-to partner for brands seeking to accelerate growth, supported by a team that's passionate about delivering great work-and having fun along the way. Job Description About the Role At Sia Experience, Program Managers operate as engagement leaders and delivery strategists, accountable for the successful execution of complex, multi-initiative digital portfolios for enterprise clients. Rather than managing isolated workstreams, you will oversee interconnected digital programs spanning platform enhancements, integrations, and net-new builds across the full delivery lifecycle. The role centers on enterprise digital platforms, including websites and web-based applications, requiring fluency in technical delivery models, stakeholder governance, financial management, and cross-functional coordination. You will serve as the primary point of accountability across product, engineering, design, QA, and client teams, ensuring work progresses predictably, risks are actively managed, and outcomes align with client objectives. This position is particularly focused on web-enabled marketing and customer experience platforms, where you will advise clients on how broader marketing and growth initiatives translate into scalable digital capabilities. You will help clients prioritize investments, structure delivery roadmaps, and connect strategic intent to execution ensuring digital platforms evolve in a way that supports performance, usability, and long-term sustainability. Your Impact Web Platform Orchestrator: You'll manage the full lifecycle of web-based platforms-not only launches, but also the ongoing updates and enhancements they require. You'll coordinate across designers, developers, QA, and other stakeholders to define who needs to be involved, estimate effort and timelines, and ensure smooth delivery. You'll ensure all updates and enhancements follow web marketing best practices and align with client goals, audience needs, and performance standards. You'll bring marketing-minded structure to workflows, driving accuracy across content, creative, SEO, and engineering deliverables. Connector Across Teams: You'll bridge communication between clients and internal teams, translating requirements into clear deliverables, reporting back on progress, and keeping stakeholders aligned. You'll guide clients through recommendations, clarify what success looks like, and proactively spot opportunities to improve their website experience, structure, and performance. Risk Anticipator: You'll proactively identify dependencies, risks, and blockers-resolving issues or escalating early to keep web initiatives on track. You'll also foresee downstream impacts across creative, content, engineering, and SEO, ensuring decisions are sequenced correctly and tradeoffs are understood. Process Driver: You'll bring structure and repeatable practices to technical workflows, improving predictability and velocity while keeping quality high. Trusted Partner: You'll be a steady, client-facing presence, known for strong documentation, clear updates, and consistent follow-through. What Success Looks Like Smooth Delivery: Web products and enhancements move efficiently through all phases with minimal blockers and clean handoffs across functions. Projects stay aligned with web marketing goals, user needs, and measurable outcomes. Flawless Launches: Sites and applications go live on time, with quality assured and technical requirements fully met. Client Confidence: Clients view you as a trusted advisor who can translate complex technical roadmaps into clear action plans and deliverables. Team Alignment: Internal and external teams stay on track because you keep priorities, timelines, and responsibilities clear and moving forward. Operational Maturity: Your project management practices improve team efficiency, reduce risk, and create predictable outcomes across multiple accounts. You elevate the quality of web marketing execution across client portfolios by driving structure, clarity, and proactive optimization. Qualifications 5+ years of project management experience, ideally in a consulting firm or agency environment. Proven success managing large-scale website or web application projects from kickoff through deployment. Strong understanding of web development lifecycles, including discovery, UX/UI design, engineering, QA/testing, and launch. Ability to interpret and manage requirements across technical teams; familiarity with tech stacks and integration flows a plus. Excellent organizational and communication skills, with client-facing experience. Skilled in project management tools (Airtable, Kantata, Jira, Asana, or similar). Proactive, solution-oriented mindset with the ability to anticipate and resolve technical and workflow challenges. Bachelors Degree required. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation Annual base salary starting at $124,400 - $135,700 commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.).

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based out of Walnut Creek, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage account services, coordinate and direct the activities. Expand existing accounts by developing new coverages. Thorough documentation is required on each account with proper E&O procedures strictly followed. Ability to handle complex accounts. Other duties and special technical projects as assigned Requirements: Education - High School graduate/GED. Minimum of 3 years working experience in an Account Management or related position. Active P&C insurance license is required. CIC or equivalent designation preferred, such as CPCU or ARM. Adaptable, self-starter, with experienced decision making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Must embody the Heffernan Habits as referenced herein. Compensation: The salary range for this position is $75,000 to $95,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Sia's Cybersecurity team is the powerhouse of our firm's innovation. With over 350 experts worldwide, we tackle projects from proof-of-concept to large-scale deployment, always pushing the boundaries of AI capabilities. By joining Sia's Cybersecurity team, you'll step into a vibrant, collaborative environment that nurtures professional growth and empowers you to shape the future of consulting. You will join Sia Partners' Cybersecurity, Data Protection and Resilience Global Business Line. In accordance with your skills and expertise, you will work - in Consulting, Implementation and Audit - on one or more of our following offers: Strategy, Risk, Compliance, Operations, Data Protection, Offensive Security, Resilience and Training. Key Responsibilities Manage end-to-end projects or be responsible for sub-projects of a complex and/or international project, on which you will ensure relevant, proactive and regular reporting to the Manager and Client to ensure that our commitments are met. Take part in business development through the design and development of commercial proposals, as well as by identifying new opportunities and clients. Manage the client relationship on your missions and build a solid relationship with your contacts on the client side, at middle management level, who recognize you as an expert for your assigned tasks. You will be responsible for the management of consultants in the context of missions or internal projects, where you will act as a reference and relay for the Manager/Senior Manager regarding the follow-up of projects, the validation of deliverables, the evaluation of achievements, and above all you will ensure the development of their soft and hard skills. In addition, as part of your participation in the internal development of the firm, you will contribute to: Innovation within our Sia CyberLab, where you will work on the development of new offers and SaaS solutions around advanced technologies and capitalizing on our unique know-how in AI. You will also carry out benchmarks and PoC of Cyber solutions on the market, while participating in the active monitoring of Cyber news. The firm's eminence, around our Cybersecurity expertise, by actively contributing to the publication plan (articles, white papers, studies, webinars, etc.), and represent the firm at various professional clubs, trade shows and events. Qualifications Graduated with a Cybersecurity degree or a related field from an accredited college/university, you have at least 3 years of experience with a consulting firm or a Cybersecurity solutions/services provider/integrator. You master some Cybersecurity standards, norms and/or reference systems of the market, notably ISO 270xx, SANS, NIST, etc. You have actively participated in successful projects/missions where you have developed a solid knowledge of at least two of our 8 offerings listed above; You have a general knowledge of IP networks, operating systems (Unix/Linux, Windows and/or MacOs), Cloud (AWS, Azure and/or GCP), applications (Web Server, DB, Middleware, etc.) as well as cryptography; knowledge in Blockchain would be a real plus; You are familiar with the major market solutions and technologies of: Endpoint Security, VPN, VSX, Proxy/Reverse Proxy, EDR, IAM, MDM, DLP, CASB, Office 365 Security, etc.; CISSP, Security + OSCE, OSEE, OSCP, OSWE, CCSP, SSCP, CSSLP, HCISPP, CISM, C-CISO, CISA, SANS SECXXX, CEH, LTP, GCIH, GCFA, GPEN, GXPN, GWAPT, GCFE, GCIA, ISO 27001 LI/LA, ISO 27005 RM, ISO 22301 LI/LA, AWS Certified Security, M-AZ 500 Preferred *An exception will be made for high potential profiles who do not have these certifications. They will join our internal Cyber Training program within the Sia Cyber Institute for the preparation of Cybersecurity certifications. Attributes for Success You actively participated in successful projects where you have developed expertise around the missions listed in the job description You have an excellent culture in Cybersecurity and dispose of a strong appetite for solving complex technical problems You are a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients You are intellectually curious and have the entrepreneurial spirit to invest in the development of innovative offers and solutions You wish to join a stimulating and fulfilling professional environment, where you will share the values of expertise, innovation, customer satisfaction and a results-oriented culture You wish to evolve quickly and take responsibilities on high stakes subjects within a young, dynamic and supportive team You have a strong drive and commitment to deliver high quality work while ensuring that client expectations and deadlines are met. Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation Annual base salary between $136,800 to $142,200 (commensurate with experience and qualifications) Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco- are expected to live within a reasonable commuting distance and attend the office at least three days or more per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H1-B visa, F-1/OPT) or STEM OPT, TN, etc). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Objective: The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis. Provide technical competence in areas of coverage and current markets. Prepare written annual account service plans. Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars. Audit client information, premium, and commissions in the HIB client management system - Broker Builder - for assigned accounts. Educate and clarify coverage forms to clients. Assist in spreading marketing results, including benefit comparisons. Maintain Benefits Administration systems for assigned accounts. Assist with group applications, and policy termination notices as necessary. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Must be able to handle complex accounts. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 3 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active CA Life & Disability license is required. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Professional demeanor and behavior. Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $75,000 to $100,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.

Objective: The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis. Provide technical competence in areas of coverage and current markets. Prepare written annual account service plans. Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars. Audit client information, premium, and commissions in the HIB client management system - Broker Builder - for assigned accounts. Educate and clarify coverage forms to clients. Assist in spreading marketing results, including benefit comparisons. Maintain Benefits Administration systems for assigned accounts. Assist with group applications, and policy termination notices as necessary. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Must be able to handle complex accounts. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 3 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active CA Life & Disability license is required. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Professional demeanor and behavior. Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $75,000 to $100,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.