IMA Financial Group jobs - 62 jobs

The Captive Treasury Associate is responsible for analyzing financial data, preparing reports, and supporting the accounting team in various financial processes. This role includes assisting with month-end close activities, reconciliations, and ensuring compliance with accounting standards. The Captive Treasury Associate will also provide insights into financial performance and support budgeting and forecasting efforts. Strong analytical skills, attention to detail, and a solid understanding of accounting principles are essential for success in this position. Your Impact: Analyze financial data and prepare accurate reports for management. Assist with month-end close processes and reconciliations. Ensure compliance with GAAP and internal controls. Support budgeting and forecasting activities. Collaborate with team members to improve accounting processes. Provide insights into financial performance and variances. Successful Candidates Will Have: Bachelor's degree in Accounting, Finance, or a related field. Experience in accounting or financial analysis is preferred. Basic knowledge of GAAP and accounting principles. Strong analytical and problem-solving skills. Proficiency in accounting software and Microsoft Excel. Physical Demands and Work Environment: The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations. This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 21.35 - 31.25 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Oxford Risk Management Group, LLC was founded in 2010 and continues to provide the highest caliber of captive insurance in the nation. We excel in offering various claims services tailored to Enterprise Risk Management and Limited Lines Captive programs. The Claim Advocate position is the liaison between our Captive participants, brokers, and Third-Party Administrators regarding all related claim matters. Claim Advocates take a proactive approach to advocate on behalf of the Captive for the best possible claim outcome and employ their best efforts to ensure that the captive's interests are protected by insurance policies placed with one of ORMG's fronting carriers. Your Impact : Manage a portfolio of captive insurance accounts with premiums less than $8,000,000 combined. Oversee all claim-related processes, which include assessing applicable coverage, facilitating investigations, determining liability, participating in litigation, reserving, and settlements. Provide comprehensive oversight and support to Third-Party Administrators (TPAs) to ensure effective claims management. Act as a liaison between the captive insurance entity and the TPA to address coverage issues and facilitate resolutions, including conducting internal discussions as needed. Advocate proactively for captives in all facets of claims management to ensure optimal outcomes. Conduct needs assessments to establish effective reporting procedures and enhance claim handling services. Deliver technical expertise to address inquiries from captives regarding claim-related matters. Collaborate with cross-functional departments to ensure clear communication and efficient operations, offering technical support to other operational teams. Maintain awareness of TPA agreements, pricing structures, and service guidelines to ensure compliance and quality of service, including-but not limited to-cash calls, pricing issues, loss run errors, or filing and pursuing E&O claims with TPAs. Review and disseminate communications to adjusters, captive members, and brokers, ensuring all parties are informed. Address and mediate questions or concerns from insured parties, adjusters, and brokers to resolve disputes effectively. Engage in claim reviews, stewardship meetings, and claim committee discussions. Perform quarterly audits per captive, with a minimum of three. Notify and take the necessary action with TPAs. Successful Candidate Will Have Associate degree or relevant experience. Insurance & Captive insurance knowledge and designations are a plus. Liability experience of 5 plus years with a strong desire to learn. Excellent verbal and written communication skills. Ability to display confidence in the approach to resolving matters. Works enthusiastically with others to achieve business goals. Exceptional in multi-tasking and organizational skills. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $ 64,800.00-90,000.00 The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Risk Strategies Consulting (RSC) is looking for an Actuarial Consultant to support our clients' healthcare initiatives and innovations while contributing to the development of our actuarial tools and solutions. In this role, you will collaborate with senior colleagues to lead client interactions and provide high quality deliverables to our large employer, insurer, provider and care solution clients through data-driven insights and strategic actuarial expertise. You will support initiatives that directly impact our clients' success in managing their risk across their healthcare programs -- whether it's designing innovative products, optimizing pricing strategies or networks, performing actuarial studies such as reserve analyses or evaluating care management models. To succeed in this role, you'll need strong actuarial and analytical skills, excellent communication and interpersonal skills, and strong project management and organizational abilities. The ideal candidate will be motivated, well-organized, a team player, and a self-starter. Your innovative work will have a direct impact on our clients' financial strategies and decision-making. Your Impact Support a diverse range of actuarial or analytical projects and effective client deliverables Responsible for technical actuarial work and peer review, ensuring timeliness and quality of work Mentor and develop junior members of actuarial and analytical team Collaborate with actuarial leadership in the design and execution of complex analyses, ensuring adherence to actuarial standards by selecting appropriate data sources, developing assumptions, recognizing considerations, and providing actionable insights. Assist in development and implementation of practice development initiatives. Assist in building scalable and dynamic models and work processes. Foster strong cross-functional relationships with other RSC teams to ensure accurate, timely teamwork and project execution Successful Candidate Will Have Bachelors' degree in mathematics, statistics, actuarial, data science, economics, or a related field ASA/FSA (Associate or Fellow of the Society of Actuaries) designation required. 5+ years of healthcare actuarial experience in one or more of the following areas preferred: Knowledge of commercial healthcare and healthcare stop loss markets and products Traditional Health & Welfare benefits actuarial consulting (managing overall service delivery, strategy, financial evaluations, plan design changes and employee contributions, renewal, business placement, benchmarking) and underwriting experience Knowledge of care/utilization management and performing ROI and/or program evaluations and health care economics Reserving, pricing and financial modeling for both first dollar and medical stop loss Pharmacy knowledge - PBM pricing, contracts, distribution, and management as well as pharmaceutical companies, specialty drugs Experience with alternative funding arrangements such as MEWAs and Captives Experience in actuarial model development Knowledge of healthcare databases and data sources (claims, encounters, labs, EMR etc.) Experience building quantitative models in SQL (Structured Query Language), VBA (Visual Basic for Applications), and/or SAS (Statistical Analysis System) At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $84,200 - $200,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The Senior Stop Loss Claims Auditor conducts detailed audits of high-complexity claims files to ensure compliance, accuracy, and adherence to company procedures and regulatory requirements. Your Impact Perform in-depth claims file reviews for accuracy and compliance. Document findings and provide recommendations for corrective action. Identify trends and collaborate with departments to improve claim practices. Support audit reporting and analytics. Successful Candidate Will Have Bachelor's degree preferred; CPCU, AIC, or other insurance certifications a plus. 4 - 6 years of claims or audit experience (specific stop loss or first dollar medical). Strong understanding of claims handling and insurance regulations. Analytical, organized, and skilled in Excel/audit systems. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $51,800 -$75,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 51,800 - 75000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

We are seeking an experienced and dedicated Customer Service Manager to lead and elevate our customer support operations. The ideal candidate will have a proven track record of 10+ years in customer service and a minimum of 5 years in a management role. This person will be responsible for optimizing the customer experience, mentoring a team of service professionals, and developing strategies to ensure exceptional service delivery across all channels. Your Impact Lead, mentor, and manage the Customer Service team to achieve high performance and customer satisfaction. Develop and implement service procedures, policies, and standards. Monitor and analyze service metrics to drive process improvement and operational efficiency. Handle complex or escalated customer inquiries or issues, ensuring timely resolution. Collaborate cross-functionally with internal teams (e.g., Operations, Sales, Product) to resolve issues and improve the customer journey. Conduct regular coaching, training, and performance evaluations to support team growth and development. Manage service-related projects and initiatives, including system/process upgrades or new technology implementation. Prepare and present reports on team performance, customer feedback, and key service KPIs to leadership. Foster a customer-centric culture rooted in empathy, accountability, and excellence. Successful Candidate Will Have 10+ years of experience in customer service, with at least 5 years in a management role. Strong leadership and team development skills. Excellent communication, problem-solving, and interpersonal abilities. Data-driven with the ability to interpret reports and apply findings to drive results. Demonstrated ability to manage change, implement process improvements, and drive team engagement. Preferred Qualifications: Experience in benefits administration. Familiarity with CRM and ticketing systems. Proven success in managing remote or hybrid teams. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $84,200 - $120,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: - The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our P&C team! This is an opportunity to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Account Representative/Account Executive, Property & Casualty. will provide high quality customer service while assisting in the coordination of services between the client and the insurance company. WHAT YOU'LL DO: · Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries. · Responds directly and promptly to client inquiries and requests · Ensure policies follow coverages as quoted, proposed and bound. · Collect client specification data. · Promptly responds to requests for data and questions from clients, underwriters and internal staff. · Responsible for new client setup and ongoing client maintenance. · Complete premium finance agreement requests and creates premium allocations as needed. · Requests and summarizes loss runs, may process claims and provide client advocacy. · Meets with clients and team as needed to enhance knowledge of client accounts. · Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures. · Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals. WHAT YOU'LL NEED: · 3+ years of similar experience in the insurance industry, preferably on the brokerage side. · WI P&C insurance license. · Strong attention to detail and organization skills. · Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills. · Strong computer skills and is able to utilize Microsoft Office products. AMS360 experience preferred. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Our Parent Company in Denver, CO is growing and looking to add experienced professionals to our Commercial team! This is a hybrid opportunity (3 days/week in our Denver, CO office) to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact. We are seeking Account Executives at various experience levels, offering the opportunity to grow responsibility and impact based on individual skill set and expertise. For the right individuals, our career opportunities provide the chance to influence client success, build long-term partnerships, and make a meaningful contribution to business growth while taking increasing ownership of a client portfolio over time. Our Commercial Lines Team serves as a trusted advisor to clients, delivering strategic insurance solutions and proactive service support. This role partners closely with Producers and internal teams to manage client relationships, drive retention, support revenue growth, and ensure a seamless renewal experience. Your Impact: Partner with Producers to manage assigned client relationships, including client meetings, cross-selling efforts, and renewal strategy Act as the primary client contact, providing proactive communication at least quarterly and building relationships with key decision-makers Collaborate with Account Assistants to address service needs and resolve carrier or client issues Lead the renewal process by coordinating marketing strategy, gathering underwriting materials, and managing timelines 90-120 days prior to renewal Prepare and deliver renewal and new business proposals at least 21 days before renewal, including client presentations Work with Marketing to identify appropriate markets and secure competitive coverage and pricing Complete annual Insurance Coverage Reviews (ICRs) for accounts with $25,000+ in revenue Develop and manage client service plans, including stewardship reporting and risk assessments where applicable Ensure delivery of all client lifecycle deliverables while consistently meeting or exceeding service expectations Successful Candidates Will Have: Active Insurance Broker license in applicable line of business Minimum of 5 years of experience in a similar commercial insurance role Strong written, verbal, and client-facing communication skills Proficiency in MS Office and agency management systems (AMS360, AMFRS) Highly organized with the ability to manage multiple priorities effectively Associate's or Bachelor's degree in a business-related discipline (preferred) Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: $60,000.00 - $100,000.00 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The Small Group Benefit Coordinator assists in all aspects of day-to-day client management as directed by members of the team. The Benefit Coordinator supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client's needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation. The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Primary Responsibilities and Duties Benefit Coordinator does not directly manage any clients Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed Fully support the Team Leader and Account Managers Assists in the project management of all assigned clients Participates, as appropriate, on client conference calls with team members Direct interaction with clients on day to day questions Attends vendor meetings and participates in internal and external training(s) Responsible for managing components of project (tasks) Accountable for assigned work product Accountable for meeting internal deadlines Proactively conducts research and produces financial analytics via collection, analysis and interpretation of data for client deliverables Ensures accuracy of preliminary proposals and develops summary spreadsheets, as needed Develops and assists in any marketing efforts, including follow-up with insurance carriers Reviews SPDs/contracts for technical accuracy Researches health and welfare compliance questions as necessary; works with the support of client team and other internal resources Accountability to team for assisting in updating client information within various tracking tools, e.g. BenefitPoint, AMS, etc Requirements and Qualifications BA/BS preferred 0 - 3+ years of health & welfare experience, meets majority of core practice competency-based skills Resourceful, proactive self-starter with the ability to think ahead Strong business acumen paired with intellectual curiosity Displays a commitment to professional growth and development; including training and mentoring. Excellent organizational skills, accuracy, and attention to detail Capacity to multitask, manage competing priorities with strong time management skills Develop critical thinking and analytical skills Ability to express ideas clearly in both written and oral communications Accepts responsibility and accountability for assigned projects Strong client service orientation and ability to respond to all communications effectively and in a timely manner Ability to work at a fast pace, both independently and in a team environment Strong Microsoft Excel, Word and PowerPoint skills Life, Accident and Health Insurance License within the first 90 days of employment Physical Demands and Work Environment While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel Pay Range: $17.79 - 22.00 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Your Impact Open, remove staples, identify and prepare mail for scanning by inserting barcodes for all incoming TPA claims mail. Assists in uploading documents into Origami Claims system. Enters medical bill payments and vendor fee charges into the system. Cross Training with Claim Administrator tasks. Assigned special projects as needed. Index, Barcode and scan agency mail. Provide clerical support to the Claim Administrators. Successful Candidates Will Have Strong Written and verbal communication skills. Strong organizational skills. Ability to work successfully in a deadline driven environment. Ability to work in the office three days a week. Working knowledge of MS Office Products and Adobe. This position has no direct supervisory responsibilities however it may act as a team leader for special projects. This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, and photocopiers. This is largely a sedentary role; however, standing to scan documents is part of the process. No expected heavy lifting would be required. Position Type/Expected Hours of Work This is a part-time position. The organization has flexible start times. Evening and weekend work may be required as job duties demand. Travel This position may require some local travel. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Physical requirements of the position are subject to modification to reasonably accommodate individuals with disabilities. Thomas McGee is an Equal Opportunity Employer. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The Reinsurance division at Risk Strategies is part of the National Healthcare Practice, providing consultative risk management and evaluation services across a full range of individual and group medical and supplemental health products for both private and public-sector clients. Our team is driven by a passion for client service, emphasizing prompt, courteous support and long-term relationship building. We value clear, consistent communication and have assembled a team of professionals who combine strong technical expertise with exceptional interpersonal skills. Risk Strategies fosters a collaborative, family-oriented culture where teamwork and client satisfaction are paramount. Your Impact Client & Program Review and Support (Primary) Develop proformas and evaluate business plans and new product opportunities for clients/prospects Support carrier/reinsurer discussions to secure rating and underwriting approvals Conduct contract reviews and analyze client projections Perform peer reviews of rate development and prepare reports to track program performance Provide client-specific analysis to support tailored reinsurance renewal strategies Monitor and communicate regulatory changes impacting various lines of business and products Client & Program Analyses (As Needed) Perform claims, trend, rate, benchmarking, and completion factor analyses Conduct case reserve and IBNR evaluations, and develop premium/claim triangles Support actuarial and underwriting projects, including data integration and analysis across systems (e.g., medical and PBM claims) Provide additional actuarial or underwriting support as needed Successful Candidate Will Have 10+ years of relevant and progressively responsible actuarial experience An Associate or Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries Experience relevant to the responsibilities summarized above, and preferably across a variety of health-related lines of business and products Self-motivated with the ability to work both independently and with a team Strong verbal and written communication, problem-solving and analytical skills Effective time management skills Ability to apply actuarial concepts and calculations to complex, diverse situations Advanced technical background with expertise in at least MS Excel, Access and Word At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between of $109,400 - $232,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Coordinates and tracks audit activities for the claims audit team. Ensures audit schedules, documentation, and reporting are completed accurately and on time. Your Impact Manage audit calendars and coordinate audit logistics. Collect, compile, and distribute audit results. Maintain audit records and track corrective actions. Support communication between auditors and claims departments. Successful Candidate Will Have High school diploma or Associate's degree; Bachelor's preferred. 2+ years of administrative or audit coordination experience. Strong organizational, communication, and time management skills. Proficiency in Microsoft Office, especially Excel and SharePoint. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $32,200 - $50,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 32200 - 50000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The Team Lead of Benefits Consulting is responsible for guiding a team of benefits consultants, directing them in delivering effective benefits solutions to clients. This role involves analyzing client needs, providing strategic direction, and ensuring high-quality service delivery. The Team Lead will collaborate with cross-functional teams and support business development efforts to enhance client satisfaction and drive growth. Your Impact Supervise and mentor a team of benefits consultants, fostering a collaborative and high-performance work environment. Assess client needs and industry trends to develop tailored benefits strategies. Ensure compliance with applicable regulations and best practices in benefits administration. Collaborate with clients to implement and optimize benefits programs that enhance employee engagement. Serve as a primary point of contact for client inquiries, providing expert guidance and support. Contribute to business development initiatives by identifying opportunities for expanding services. Successful Candidate Will Have Bachelor's degree in Business, Human Resources, or a related field; Master's degree preferred. 2-4 years of experience in benefits consulting or management, with a solid understanding of benefits strategy. Strong leadership, communication, and interpersonal skills. Excellent analytical and problem-solving abilities. Proven ability to build and maintain client relationships. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $109,400 - $175,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five consecutive years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 109400 - 175000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

This is a hybrid opportunity and this role requires onsite in-office presence approximately 2 to 3 days per week at our New York, NY office location or any other Risk Strategies office nationwide. The primary role of the Account Executive is responsibility for placement and client management on an assigned book of business, as well as guiding the Service team. If they are responsible for house accounts, they are also accountable for business development and retention for the house book of business. The AE is responsible for a more complex book of business, based on industry specialty, account revenue size and/or coverage complexity, such as loss sensitive programs, large deductibles, captives or shared and layered programs. Responsible for placement strategy they will be implementing the "Fewer & Stronger" market consolidation initiative as they make decisions on behalf of the client for which markets to approach and place coverage. The ability to negotiate the best terms and conditions for the client is imperative. The AE must be active in client specific direction to the assigned team to ensure we meet the needed outcome for the client, for RSC E&O mitigation and sustainability of the service model. Your Impact Responsible for overall Service, Placement and Business Development management on an assigned book of business Accountable for business development and retention for any assigned book of house accounts Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client Debrief of proposal presentation sent to the client Create binding instruction recap to team Drafting stewardship reports in a timely fashion as agreed upon by the client Provide oversight and direction for Loss control services and claims management Cross selling and account rounding on assigned book of house business Successful Candidate Will Have 7+ Years of experience in a Property & Casualty brokerage environment Deep technical knowledge of Property & Casualty business Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs Hold P&C Insurance license as required by the Company At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $64,800 - $120,300 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 64800 - 120300 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Our Parent Company in Minneapolis, MN is growing and looking to add experienced professionals to our Employee Benefits team! This is an opportunity to step into a client-facing, strategic role where you'll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees. These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. Role Summary This role serves as a key relationship owner and strategic partner to clients, responsible for delivering exceptional service while driving retention, growth, and long-term client success. You'll manage day-to-day account activity, lead renewal strategy for health and life coverages, and collaborate closely with internal teams and carrier partners to ensure compliant, high-quality solutions that support clients' business and workforce goals. Your Impact Manage and retain a book of employee benefits business while identifying opportunities for growth Build and maintain strong relationships with clients, carrier partners, and internal stakeholders Lead renewal processes for health and life coverages, including plan modeling and cost analysis Respond to client inquiries related to coverage, enrollment, claims, and policy changes Educate clients and employees on benefits programs, regulatory requirements, and legislative updates Prepare proposals, presentations, and stewardship reports Support sales efforts and new client implementations Document compliance and service activity in the agency management system Successful Candidates Will have: Active Health, Accident, and Life Insurance Producer license 5-10+ years of employee benefits or account management experience Strong knowledge of insurance products, contracts, and state regulations Proficiency with Microsoft Office and agency management systems Ability to travel as required in addition to possessing an acceptable driving record and insurance coverage. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Pay Range: 60,000 - 100,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

We are seeking a highly experienced and strategic Consultant to advise colleges and universities on student health insurance programs. This role requires deep industry knowledge, regulatory expertise, and a consultative approach to help institutions optimize their health insurance offerings for diverse student populations. This position may have access to sensitive information such as PII and/or PHI. As such, all Academic HealthPlans employees sign and adhere to AHP's Information Security Handbook covering information security policies and procedures. Your Impact Strategic Advisory: Provide expert guidance to higher education institutions on plan design, carrier selection, compliance, and cost containment strategies. Program Evaluation: Assess existing student health insurance programs for both Fully Insured, Self-Funded and recommend improvements based on institutional goals and student needs. RFP & Procurement Support: Assist clients in developing and managing RFPs for student health insurance carriers and third-party administrators. Regulatory Compliance: Ensure clients remain compliant with ACA, state mandates, and other relevant regulations affecting student health plans. Stakeholder Engagement: Facilitate discussions with university leadership, student affairs, risk management, and finance teams to align insurance strategies. Market Analysis: Deliver insights on market trends, competitive benchmarking, and emerging models in student health coverage. Implementation Oversight: Support institutions during plan transitions, including communication strategies, waiver management, and enrollment processes. Successful Candidate Will Have Bachelor's degree Experience in student health insurance, consulting, or benefits administration. Strong understanding of self-funded and fully insured student health plans. Proven experience working with higher education institutions. Exceptional analytical, communication, and presentation skills. Ability to manage multiple client engagements and deliver high-impact results. Life and Health Insurance License Preferred Experience working with self-funded and fully insured student health plans. Familiarity with university procurement processes and RFP responses. Experience with international student insurance requirements. Knowledge of mental health parity laws and student wellness initiatives. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $84,200 - $100,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada. Our industry recognition includes being named a Best Places to Work in Insurance for five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Your Impact Place outbound calls to customers interested in ancillary and health insurance products referred by Cornerstone's licensed industry brokers for both the under and over 65 market. Respond to inbound calls from customers with service inquiries or requests for enrollment assistance. Cross-selling and retention management of existing book of business. Support and adapt to new campaigns and corporate initiatives as directed. Present, sell and support all new and existing policies. Educate customers on all aspects of insurance plans including qualification of plans, subsidiaries, etc. Provide objective information pertaining to coverage, annual notice of change, pharmacy/network coverage and drug formularies. Ensure proactive customer service and sales techniques with the highest degree of courtesy and telephone etiquette. Place outbound calls to Medicare beneficiaries, confirming and verifying plan enrollment. Successful Candidate Will Have Education: High School diploma or equivalent. Experience: Proven sales record essential with a minimum of 1 year direct insurance sales experience. Strong customer service skills; experience using internet, Microsoft Office products and databases; exceptional verbal and written communication skills, ability to express assurance, confidence & empathy; ability to understand complex programs, including legislative updates, and possess ability to clearly and concisely explain and articulate these programs to consumers; ability to understand multiple products and multiple levels of benefits within each product; ability to handle repetitive tasks while remaining focused and productive; able to work a flexible schedule and adapt easily to change. Specialized knowledge, licenses, designations, etc.: Must have active and current Life and Health insurance licenses. Must possess a solid understanding of the current legislative environment (i.e., ACA). AHIP Certification and FFM Certification desired. The above job description is not intended as, nor should it be construed as, exhaustive of all responsibilities, skills or efforts associated with this job. Nothing herein, specifically including but not limited to the discussion of salary range, is intended to modify the at-will employee status or is intended to guarantee employment by Cornerstone for any specific time. Cornerstone Broker Insurance Services Agency is an equal-opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. Pay Range: - The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

As a Director, this role serves as a Voluntary Benefits (VB) specialist, acting as a strategic consultant and resource to both internal team members and Risk Strategies' clients. The position encompasses a broad definition of voluntary benefits, including some financial well-being solutions and other adjacent solutions, such as communication and enrollment firms. The role requires following emerging trends and solutions related to VB. This position drives new business development for VB in collaboration with regional sales and service teammates. It entails developing and maintaining vendor partner relationships within assigned region, as well as participating in national discussions as it relates to VB practice development and strategy development. As a member of the VB Practice, the Director plays an active role in the growth and success of the group on both a regional and national basis. Your Impact Develop and implement regional strategic sales and marketing plans in collaboration with region leadership to achieve revenue growth and market penetration. Analyze market trends, customer needs, competitive activity, and internal needs and opportunities to identify new business development opportunities. Collaborate with VB and regional leadership to establish regional sales objectives, revenue forecasts, and budget allocations. Build and maintain strong relationships with key customers, teammates, and partners. Serve as a trusted VB advisor for high-value customers as requested by sales and service teammates. Negotiate with vendor partners to maximize the value of VB for customers, employees, and teammates using VB sales and technical expertise. Help recruit, mentor, and lead high-performing regional VB specialist team as needed to scale support for teammates. Provide ongoing coaching, performance feedback, and professional development opportunities. Set clear performance expectations and metrics and participate in regular performance reviews. Drive sales growth through targeted sales and marketing campaigns, strategic partnership development with vendor partners, and cross-selling initiatives. Oversee the development and delivery of customized sales presentations, proposals, and product demonstrations. Successful Candidate Will Have Bachelor's degree in Business Administration, Human Resources, Marketing, or a related field required. Advanced degree (MBA or related) preferred. Minimum of 10 years of experience in the voluntary benefits or employee benefits industry. At least 3 years of experience in a regional leadership role. Demonstrated expertise in VB products, including Accident, Critical Illness, Hospital Indemnity, Identity Theft, Legal, Life with LTC, Pet Insurance, Discount Platforms, and Auto and Home Insurance Marketplaces. Proven track record of developing and executing strategic growth initiatives. Appropriate state Life, Accident, and Health license(s) required. CEBS, VBS, or other relevant industry certifications preferred. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,400 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $132,850 - $179,750. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience. Pay Range: 132,850 - 179750 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

The Accounting Analyst is responsible for analyzing financial data, preparing reports, and supporting the accounting team in various financial processes. This role includes assisting with month-end close activities, reconciliations, and ensuring compliance with accounting standards. The Accounting Analyst will also provide insights into financial performance and support budgeting and forecasting efforts. Strong analytical skills, attention to detail, and a solid understanding of accounting principles are essential for success in this position. Your Impact: Analyze financial data and prepare accurate reports for management. Assist with month-end close processes and reconciliations. Ensure compliance with GAAP and internal controls. Support budgeting and forecasting activities. Collaborate with team members to improve accounting processes. Provide insights into financial performance and variances. Successful Candidate will have: Bachelor's degree in Accounting, Finance, or a related field. Experience in accounting or financial analysis is preferred. Basic knowledge of GAAP and accounting principles. Strong analytical and problem-solving skills. Proficiency in accounting software and Microsoft Excel. Pay Range: - The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Your Impact: The Senior Accountant is responsible for managing advanced accounting functions, ensuring the accuracy of financial records, and maintaining compliance with accounting standards. This role involves preparing and reviewing financial statements, overseeing the month-end and year-end close processes, and assisting with audits. The Senior Accountant also provides support for budgeting and forecasting activities and may mentor junior accounting staff. Strong analytical skills, attention to detail, and expertise in accounting principles are essential for success in this position. Key Responsibilities: Prepare and review financial statements and reports for accuracy. Oversee month-end and year-end close processes. Assist with audits and ensure compliance with GAAP. Support budgeting, forecasting, and financial analysis activities. Mentor and guide junior accounting staff. Identify and implement process improvements. Successful Candidate will have: Bachelor's degree in Accounting or Finance. Proven experience in accounting or finance roles. Strong knowledge of GAAP and accounting principles. Excellent analytical, organizational, and communication skills. Proficiency in accounting software and Microsoft Excel. Pay Range: - The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.