EPIC Insurance Brokers & Consultants jobs in Concord, CA

Location: This role requires a hybrid work schedule out of our San Mateo, CA office, 2 days a week in office. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. * For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives. * Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. * Conducts marketing and new business development for employee's book of business. * Mentor & Support Team. Encourage team development through training and growth opportunities. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all client service needs; * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Interface with clients, producers and other team members to develop a comprehensive customer service plan; * Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; * Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations; * Work with claims advocates to ensure the client's needs are being satisfied throughout the claims process. Marketing * Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct renewal presentations as part of team; * Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities; * Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. Personal and Organizational Development * Set priorities and manage workflow for self to ensure all goals are met; * Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; * Document correspondence and activity in agency management systems; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Project a professional image in action and appearance. EDUCATION and/or EXPERIENCE: * High school diploma. I prefer a college degree. * Minimum of three years' experience in mid-size brokerage or carrier. * Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk The national average salary for this role is $70,000 to $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Hybrid

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.

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. 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.

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.

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. 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. Our 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 rapidly growing consulting firm is seeking a highly skilled consultants with expertise in regulatory technology and compliance analytics. The ideal candidate will support our emerging Regulation Technology team which collaborates broadly with our Risk and Compliance Advisory group. This role involves assisting clients across various sectors in the design and execution of regulation technology solutions, including system testing, tuning, calibration, and analyzing trends and patterns to refine models. The ideal candidate will possess the ability to work with large data sets, ensuring that Compliance teams are well-equipped with the necessary information for effective policy development and decision-making. This includes a deep understanding of regulatory frameworks, applying them across different business models, designing effective systems, leveraging data efficiently, and ensuring the successful execution of compliance programs. Responsibilities also encompass the creation and maintenance of methodologies for the periodic and ongoing evaluation of monitoring systems. You will enjoy working with some of the richest data sets in the world and the ability to see your insights turned into real world impact. Qualifications MUST have working experience with SQL MBA or Masters is preferred Engage closely with clients to comprehend their regulatory compliance needs and design solutions that address these requirements Develop advanced SQL queries Utilize data analytics tools and techniques to evaluate and mitigate compliance risks Improve data quality and implement controls to support compliance and risk management efforts Provide strategic guidance on best practices in compliance and stay updated on regulatory changes Develop, implement, and refresh compliance management systems, policies, and procedures in response to new or updated regulations Lead the design, implementation, and upkeep of compliance dashboards and reporting systems. Maintain current knowledge of industry trends, regulations, and emerging technologies in the compliance space Identify operational gaps or risk exposures and implement the necessary controls and risk assessments Analyze complex situations and apply experience and judgment to resolve issues efficiently Collaborate with cross-functional teams, including legal, technology, and business stakeholders, to ensure successful project delivery Assist with data mapping and the creation of technical documentation 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. Annual base salary starting at $92,000, 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 at least three days per week. 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: 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 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 Sia is looking for a talented Management Consultant to support our Risk, Regulatory & Compliance Business Unit serving our clients as a project manager. Our consultants work closely with our clients' Compliance and Legal leadership teams, leading cross-functional initiatives around Compliance (e.g., AML, KYC, Sanctions), Data Privacy (e.g., GDPR, CCPA, LGPD), Legal Operations and Processes and high-stakes projects. This is a fantastic change management opportunity within the legal and regulatory context. Our team of consultants is able to manage these initiatives from start to finish, from planning and documentation to implementation and execution. Responsibilities Project Manage and/or support on a range of client delivery, as part of an on-site or remote project team Conduct effective meetings Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups Provide status reporting of progress, dependencies, issues, risks and overall program health Maintain program sites as a repository for all project information Contribute to the development of high-quality and timely deliverables Perform subject matter research and business analysis Assist in the coordination and development of client proposals Support practice, thought leadership, and people development Review clients' processes and controls against leading practice and industry frameworks, identify gaps in design and execution, and communicate issues and recommendations to engagement leads and client management Plan and execute client engagements focusing Operational Risk, Operational Resilience, Regulatory Compliance, Surveillance, Conduct Risk, Third Party Risk Assessments and other risk programs Engage in go-to-market and business development efforts, including the preparation of proposals for prospective clients and client presentations Accountable for project management and administration including contracting and budget management Qualifications Bachelor's degree required in business or related field (Masters or MBA are preferred) 3+ years of recent project management experience in a regulatory, compliance, legal, privacy, and/or securities related projects required Proven ability to apply compliance, regulatory and legal knowledge within a project management framework (Ex. understanding how regulatory concerns must align with technical requirements, etc.) Understanding of Legal and Compliance functional areas and previous experience in similar topics Demonstrated knowledge of project management principles and methodologies including agile/scrum Advanced certifications in project management welcome, including PMP, CAPM and Agile ACAMS, CPA, CA, CMA, CIA, CFI, CFE, CRCP, CRCM and/or other relevant certifications, 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 $128,000, 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 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). 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 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. 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 About the Role At SiaXperience, Program Managers do more than shepherd single workstream projects from point A to point B. Rather, you're responsible for a complex digital portfolio of projects serving enterprise clients, ensuring enhancements, integrations, and new builds progress smoothly through each phase of the development lifecycle. The focus is on digital products including websites and web applications, requiring a strong grasp of technical workflows, stakeholder alignment, budget management, and end-to-end delivery. You'll be the central coordinator across product, engineering, design, QA, and client teams-driving clarity, managing dependencies, and ensuring milestones are met on time and within scope. This role is specifically geared toward leading web marketing programs and ensuring sites and experiences are built, updated, and optimized according to modern web, UX, SEO, and content best practices. You will partner directly with clients to understand their broader marketing initiatives, translate those initiatives into site optimizations, and connect the dots across creative, content, and technical workflows to ensure the work moves forward with clarity and purpose. 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 an agency, firm or product development 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 $108,000-$130,000 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 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.).

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. In this role you will: Partner with program managers and cross-functional partners to consolidate the coordination, tracking and communication of project requirements, priorities, roadmaps, milestones and status to key stakeholders Work with Product Owners and small/large engineering teams to implement required business solutions Define product roadmap as well as Goals/Metrics, as well as methodology and tools to measure these metrics 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 Qualifications Required Minimum of 1 year of experience in Technical Program Management in a related industry - technology or financial services. Minimum of 1 year Agile development experience. Demonstrated 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. Extremely responsive with a strong sense of urgency. Successfully navigates a highly matrixed organization. Demonstrate technical and/or data related acumen, as a project manager. Based in 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.). 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 $92,000, 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 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.). 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 Senior Account Manager position is a lead role that will train, mentor, and assist an assigned account management service team. The Senior Account Manager will provide technical support and education for the service and sales team and assist where necessary in new business sales. Accounts may be fully insured, partially self-funded, or self-insured. This position is a part of the Walnut Creek, CA, Group Benefits team. Responsibilities Include: Support and Mentor Account Management Service Team: Coordinate workflow and monitor workload balance for service team. Assist with training for new and existing team members. Provide service team with guidance in handling difficult and complex service issues. Manage HIB internal policies and procedures to safeguard against potential Errors and Omissions issues. Assist in educating clients. Account Management Responsibilities for Assigned Accounts: 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. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Must be able to handle complex accounts that are partially self-funded, or self-insured. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 7 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active CA Life & Disability license is required. Ability to effectively mentor, and assist in developing service team members. 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 a critical thinker, and capable of identifying complex problems and implement solutions. Must be organized and able to manage time effectively. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Able to manipulate and format complex Excel data; experience with pivot tables preferred. Professional demeanor and behavior. Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 125,000.00. 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: 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 a computer, 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 Overview: Join our dynamic consulting team to lead and support complex client projects, delivering high-impact solutions across compliance, operations, and technology. You will work both independently and collaboratively to manage deliverables, guide teams, and build strong client relationships. Key Responsibilities: Lead and manage client delivery efforts on-site or remotely, defining project frameworks and producing complex deliverables Oversee team activities and timelines, prioritize tasks, and coordinate workflows across stakeholders Coach team members on methodologies and tools (e.g., PowerPoint, Excel, Access, Visio, MS Project) Present complex concepts and strategic decisions to clients, including senior leadership Conduct business analysis to address client challenges using both quantitative and qualitative data Support compliance initiatives by designing systems, developing data requirements, and analyzing performance trends Maintain documentation and knowledge repositories for project transparency and continuity Contribute to firmwide thought leadership, practice development, and knowledge sharing Write business proposals, identify new opportunities, and support business development efforts Collaborate with internal and client teams, leading effective meetings and communication Qualifications Bachelor's degree required in Technology, Computer Science, Finance, Business Management, Mathematics, or a related field from an accredited college/university (Masters or MBA preferred) 1 - 4 years of recent client facing management consulting experience Experienced in delivery of a wide range of risk and compliance, maintains deep understanding of the industry and its challenges You possess strong client relationship development and client management skills Excellent communication (written and oral) accompanied by strong interpersonal skills Solid organizational, multi-tasking, and time-management skills Strong problem solving and troubleshooting skills with the ability to know when to escalate and when not to Advanced Microsoft Office Skills (Excel, PowerPoint, Word) Eagerness to be involved with internal initiatives and interest in guiding and leading. Demonstrated teamwork and collaboration in a professional setting 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 $92,000, 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 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.). 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.

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. Our 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 rapidly growing consulting firm is seeking a highly skilled consultants with expertise in regulatory technology and compliance analytics. The ideal candidate will support our emerging Regulation Technology team which collaborates broadly with our Risk and Compliance Advisory group. This role involves assisting clients across various sectors in the design and execution of regulation technology solutions, including system testing, tuning, calibration, and analyzing trends and patterns to refine models. The ideal candidate will possess the ability to work with large data sets, ensuring that Compliance teams are well-equipped with the necessary information for effective policy development and decision-making. This includes a deep understanding of regulatory frameworks, applying them across different business models, designing effective systems, leveraging data efficiently, and ensuring the successful execution of compliance programs. Responsibilities also encompass the creation and maintenance of methodologies for the periodic and ongoing evaluation of monitoring systems. You will enjoy working with some of the richest data sets in the world and the ability to see your insights turned into real world impact. Qualifications MUST have working experience with SQL MBA or Masters is preferred Engage closely with clients to comprehend their regulatory compliance needs and design solutions that address these requirements Develop advanced SQL queries Utilize data analytics tools and techniques to evaluate and mitigate compliance risks Improve data quality and implement controls to support compliance and risk management efforts Provide strategic guidance on best practices in compliance and stay updated on regulatory changes Develop, implement, and refresh compliance management systems, policies, and procedures in response to new or updated regulations Lead the design, implementation, and upkeep of compliance dashboards and reporting systems. Maintain current knowledge of industry trends, regulations, and emerging technologies in the compliance space Identify operational gaps or risk exposures and implement the necessary controls and risk assessments Analyze complex situations and apply experience and judgment to resolve issues efficiently Collaborate with cross-functional teams, including legal, technology, and business stakeholders, to ensure successful project delivery Assist with data mapping and the creation of technical documentation 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. Annual base salary starting at $92,000, 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 at least three days per week. 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.

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.

Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. * Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. * Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. * Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. * Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. * Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support. Service * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. * Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client's policies in a timely and accurate manner. * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes. * Responsible for timely, accurate invoicing and monthly expirations. * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. * Other duties may be assigned. Marketing * In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. * Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. * Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. * Prepare proposals and provide other technical support in the sales process as needed. * Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. * Other duties may be assigned. Personal and Organizational Development * Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities. * Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts. * Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records. * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company. * Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. * Other duties may be assigned. * Work effectively to resolve problems or enhance service in a timely manner. * Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Ensure expert knowledge is maintained. KEY COMPETENCIES * Full knowledge of Property Casualty lines of coverage and services. * Recognize problems and respond appropriately. * Able to analyze situations logically in order to draw solid conclusions. * Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. * Strong attention to detail and time management abilities. * Strong ability to multi-task and assign priority. * Ability to work effectively and efficiently both with and without direct supervision. * Ability to work effectively and efficiently in a team environment as well as independently. * Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE * High school diploma or G.E.D. equivalent required. * College degree preferred. * Two or more years of experience in mid-size brokerage or carrier. * Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS * California Fire and Casualty Broker License * Valid Driver License PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-MS2