Insurance Office of America jobs in Bonita Springs, FL - 9557 jobs

Located In: Coral Springs, Florida 33065-5733We are seeking a highly organized and experienced Primary Care Practice Manager to oversee the day-to-day operations of our medical office. This role is responsible for ensuring smooth workflow, maximizing revenue opportunities, supervising staff, and serving as a liaison between physicians, staff, and administration. The ideal candidate is detail-oriented, able to prioritize tasks effectively, and committed to providing a welcoming and professional environment for patients and employees alike.*Key Responsibilities:* * Plan, develop, implement, and evaluate daily operations to maximize efficiency, growth, and revenue. * Ensure policies and procedures related to medical records, accounts receivable, inventory, personnel, and property management are followed. * Recruit, train, supervise, and evaluate staff to maintain a competent and cohesive team. * Foster a warm, professional, and calm office environment for staff and patients. * Manage scheduling and staffing to ensure adequate coverage. * Oversee office supplies, maintenance, and vendor interactions; prepare purchase orders and invoices. * Coordinate with Central Billing Office to ensure accurate financial reporting and provide physicians with necessary management data. * Handle confidential and sensitive information with discretion * Perform other duties as assigned to support office operations. *Qualifications:* * High School diploma or equivalent required; additional education preferred. * 1-2 years of supervisory or management experience in a medical office setting. * Familiarity with medical terminology, insurance billing, CPT/ICD coding, and office software preferred. * Strong oral and written communication, organizational, and interpersonal skills. * Ability to delegate responsibilities, handle interruptions, and work under pressure. * Commitment to patient confidentiality and professional ethics. *Physical Requirements:* * Prolonged sitting at a desk and intermittent standing or walking. * Ability to occasionally lift up to 30 pounds and assist patients when needed. * Use of computer keyboard and phone for extended periods. *Additional Qualities:* * Effective team player with strong problem-solving skills. * Ability to establish and maintain positive relationships with staff, physicians, and patients. * Flexible, dependable, and capable of managing multiple priorities simultaneously. Here are just a few things we offer: * Access to health, dental, and vision insurance * Health Savings Account * Eligible for PTO and Holiday pay * Company paid life insurance. * Access to voluntary short and long-term disability insurance * Access to additional life insurance * Access to Accident and Critical Illness Insurance * 401K with automatic employer contribution Medical Specialists of the Palm Beaches, Inc. (“MSPB”) is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: MSPB is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at MSPB are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. MSPB will not tolerate discrimination or harassment based on any of these characteristics. MSPB encourages applicants of all ages.

We are seeking a seasoned and strategic Executive Assistant to provide high-level administrative and operational support to an Officer-level leader. This role requires exceptional organizational acumen, judgment, and the ability to manage competing p Executive Assistant, Executive, Project Management, Officer, Assistant, Support, Automotive, Business Services

at AMBA Insurance Benefits Representative (1099 Independent Contractor) Compensation: Commission plus bonuses Schedule: Self-managed with full-time effort required for success For more than 65 years, AMBA has served retired public servants by providing access to supplemental insurance benefits not typically included in traditional retirement plans. We partner with more than 450 associations across all 50 states and Canada, representing over 44 million members, including educators, first responders, veterans, healthcare workers, and trade professionals. In Texas, AMBA is the exclusive endorsed provider and given direct access to their members and communities for the following associations: Retired State Employees Association of Texas Texas Retired Teacher Association Texas Public Employee Association State Firefighters' and Fire Marshals' Association of Texas Texas Community College Teachers Association Texas Nurses Association Texas Association of School Business Officials Texas Alliance of Black School Educators Why Partner with AMBA Proven Systems: Build your business using established sales processes, strong carrier relationships, and a trusted national brand. Leads You Can Count On: Receive no-cost leads through exclusive association endorsements. Success in this role requires consistent outbound calling, follow-up, and persistence. Purpose-Driven Work: Help protect the financial security and peace of mind of retirees who spent their careers serving others. Entrepreneurial Independence: You manage your own schedule and daily activities. A consistent full-time effort is essential to generate income and long-term success. Comprehensive Support: Access to licensing guidance, structured onboarding resources, self-branded marketing materials, product education, sales coaching, and business planning tools to support independent agents at every stage of growth. What You Will Do Meet virtually or in person with association members to assess needs and recommend appropriate supplemental insurance solutions. Educate clients through one-on-one consultations, seminars, webinars, and/or group presentations. Utilize a consultative sales approach to assist retirees in protecting their health, income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities. Participate in ongoing training, mentorship, and business planning to continuously improve performance and results. Who Thrives in This Role This opportunity may be a strong fit if you have: An entrepreneurial mindset and a self-starter approach Comfort with phone-based outreach, follow-up, and virtual appointments Strong communication and relationship-building skills A commitment to providing ethical, high-quality service A Life and Health insurance license or willingness to obtain one prior to onboarding Motivation to grow income through a performance-based compensation model Compensation and Support Performance-based commissions with advanced payouts and lifetime vesting No income cap. Typical first-year earnings range from $65,000 to $80,000 for agents who maintain consistent activity, with top agents earning $90,000 or more in year one Monthly performance bonuses and travel incentives Ongoing onboarding, sales training, and mentorship Access to experienced local leadership, a dedicated Sales Support team, and onboarding specialists focused on your success Ready to Take the Next Step Apply today to explore a partnership with AMBA and build a purpose-driven insurance business serving retirees who rely on trusted guidance.

A leading insurance brokerage in San Francisco is seeking an experienced Account Executive in the Employee Benefits space. The role involves managing client relationships, delivering strategic benefit solutions, and collaborating with colleagues to exceed client expectations. Ideal candidates have a bachelor's degree and extensive client service experience in health insurance. This position offers a chance to thrive in a caring culture while making a significant impact in the industry. #J-18808-Ljbffr

Driving and operating of a specific service vehicle (tow trucks, battery service vehicles/light service vehicles), and operating towing equipment for AAA members and for commercial purposes. Performing simple diagnostics/troubleshooting on vehicles. Driver, Tow, Vehicle, Training

The Claims Associate provides quality assistance to adjusters at all phases of the claim lifecycle to drive the claim to timely conclusion. Supports the success of the organization through interactions with agencies, policyholders, and employees. Thi Claims, Adjuster, Associate, Insurance, Support

Come Join Us!11 Paid Holidays. Up to 17 days PTO first year - start earning day one, 22 days off in year two. No work on Sundays - Facility Closed. Best in Class Benefits Medical, Dental, Vision, wellness program and more!401 K Matching $1 to $1 up Service Technician, Service Tech, Technician, Experience, Tech, Service Advisor, Automotive, Healthcare

Insurance Analytics Specialist (Actuary)- Technology Ris... San Francisco, California, United States of America Insurance Analytics Specialist (Actuary)- Technology Ris... San Francisco, California, United States of America At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. About the Position Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update . A few of the reasons Associates love working at Lockton include: Opportunities for growth and advancement, including paid training and professional development 12-week paid parental leave A huge emphasis on community involvement Frequent athletic and wellness events Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary! We seek an experienced Insurance Analytics Specialist/Actuary to join our team. In this role, you will be part of an engaging and dynamic brokering team building insurance products that uses creative analytics solutions to advocate for our clients. You will also serve as the daily liaison between our account team and our internal analytics partners, ensuring data completeness and quality, as well as managing workflow and work quality. The ideal candidate will have a strong foundation in insurance analytics, a solid understanding of fundamental insurance concepts, and the ability to transform complex data into actionable insights. Key Responsibilities Advanced Analytics for Bespoke Analysis • Perform sophisticated analytical research on specialized insurance topics, including innovative initiatives in autonomy and actuarial research • Design and implement analytical models to evaluate risk factors, pricing implications, and coverage considerations for specialized insurance scenarios • Translate complex insurance data into meaningful insights that drive strategic decision-making • Develop data visualization tools to communicate analytical findings to stakeholders at various levels effectively • Research industry trends and emerging risks to provide proactive recommendations on underwriting approaches • Support internal analytics initiatives by applying statistical techniques to uncover patterns and relationships within insurance data Data Review and Workload Management with our internal Analytics partners • Serve as the primary liaison between our team and internal analytics partners, anticipating their data requirements and questions • Conduct comprehensive data validation checks to ensure completeness and accuracy • Identify and resolve data discrepancies or missing elements independently • Develop and implement standardized data preparation procedures to ensure efficient workload management, streamline the review process, and minimize delays Qualifications Required Qualifications • Bachelor's degree in Analytics, Statistics, Actuarial Science, Finance, Economics, Insurance, or related field • At least 4-6 years of experience in insurance analytics, data analysis, or a related role within the insurance industry • Demonstrated understanding of fundamental insurance concepts, including supply/demand dynamics, loss components, and their interrelationships • Proficiency in data analysis tools such as Excel, SQL, and Python • Experience with data quality assurance processes and validation methodologies • Strong analytical skills with the ability to interpret complex datasets and identify meaningful patterns Preferred Qualifications • Insurance industry certifications such as ACAS, CPCU, or ARM • Experience working with claims data, policy information, and underwriting systems • Background in predictive modeling or machine learning applications in insurance • Knowledge of the forefront of technology innovations and related insurance implications • Experience with data visualization tools like Tableau or Power BI Skills and Competencies • Exceptional attention to detail and commitment to data accuracy and integrity • Strong critical thinking and problem-solving abilities to address complex analytical challenges • Collaborate effectively across internal teams and external partners by understanding diverse stakeholder priorities and delivering solutions that align technical requirements with organizational objectives • Excellent communication skills to adapt communication approaches and translate technical findings into business insights • Self-motivation and the ability to work independently while managing multiple priorities • Collaborative mindset with the ability to work effectively with cross-functional teams • Advanced knowledge of insurance industry terminology, products, and regulatory considerations Working Conditions This full-time position primarily operates in an office environment. The role may require occasional travel to meet with partners or attend industry events. Some flexibility in work scheduling may be necessary to meet project deadlines. Equal Opportunity Statement Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 12,500+ Associates doing business in over 140 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees. Manage Consent Preferences Always Active #J-18808-Ljbffr

What if the enterprise had complete control over the browser? What would it mean for security, for productivity, for work itself? Introducing Island, the Enterprise Browser - the ideal enterprise workplace, where work flows freely while remaining fundamentally secure. With the core needs of the enterprise naturally embedded in the browser itself, Island gives organizations complete control, visibility, and governance over the last mile, while delivering the same smooth Chromium-based browser experience users expect. Led by experienced leaders in enterprise security and browser technology and backed by leading venture funds -- Insight Partners, Sequoia Capital, Cyberstarts and Stripes Capital -- Island is redefining the future of work for some of the largest, most respected enterprises in the world. The Contracts Manager works with the Island legal team in supporting Island in its sales and procurement processes. The responsibilities include primary management and oversight of the Contract Lifecycle Management (CLM) and interfacing with CRM systems, and working with Island's sales and procurement teams through the contracting process. You will also: implement best practices for contract intake, triage, approvals and signature workflows; maintain accurate records in the CLM and CRM systems; and produce metrics on cycle times and negotiation trends. This role will work closely with Island's internal team of attorneys , as well as business stakeholders at all levels of the company. Note: This position is 100% in-office at our Coppell, TX headquarters near Dallas (Monday through Friday). We believe collaboration and culture thrive face-to-face, and we can't wait to welcome you to the team. About you: Excellent written, oral and presentation skills and an ability to synthesize information and make clear, concise recommendations on course of action. Strong interpersonal skills with the ability to effectively work with all levels of company management and stakeholders, external customers, and outside counsel. Problem solving, decision-making, analytical and critical thinking skills. Demonstrated initiative and ability to work independently and as part of a team. Strong work ethic and organizational skills. Must be proficient in Microsoft Word and Google Docs. Proficiency in CLM and CRM systems, G Suite, IronClad, and DocuSign is a plus. Ability to handle multiple tasks while maintaining attention to detail Requirements you should have: Bachelor's degree. Experience in a related position of increased responsibility will be considered in lieu of degree. 4+ years' experience in managing the life cycle of commercial contracts including drafting, negotiation, approval, and execution. Experience in technology startups or Software-as-a Service is a plus. Areas you will be impacting: Generate, review, analyze, interpret, modify, and negotiate commercial contracts, with a focus on customer facing agreements and procurement agreements, including non-disclosure agreements (NDAs), SaaS, software license agreements, data privacy agreements (DPAs), partner and reseller agreements, etc. Drive deals from intake through execution, streamline templates and playbooks, and strengthen our contracting infrastructure, including our CLM and related processes. Ensure the contract is reviewed, approved, and signed in accordance with the Island's contract management procedures. Maintain internal documentation of contract processes. Drive automation and efficiency for the contract lifecycle. Assist Island's attorneys to manage, update and maintain Island's contract templates. Perform other related duties, as assigned.

Salary Range: $153,481 - $237,896 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change. FLSA Status: Exempt Department: Information Technology Reports To: Director, Application and Product Development GENERAL DESCRIPTION OF POSITION The Manager of Application Development is responsible for the supervision of the application development staff in the design, development, implementation and support of in-house and vendor applications and interfaces, including the accurate data exchange between trading partners in accordance with state and federal regulatory and contractual requirements and SCFHP policies and procedures as set forth for all lines of business. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty listed below satisfactorily. Supervise and mentor personnel performing design, development, implementation, maintenance, and reporting from application databases, data warehouse and data cube environments. Oversee the design, development, implementation, and maintenance of electronic data exchange in multiple formats, including EDI X 12 transaction sets specific to healthcare transactions. Oversee the development and maintenance of enterprise data warehouse. Exercise staff oversight to ensure new operations plans, policies, procedures and transition/migration plans are consistent with the overall company goals and objectives. Define and modify IT development standards, policies and procedures to ensure they remain current with business and regulatory needs. Participate in the project approval and prioritization process with other IT management and business leaders. Contribute and participate in the strategic planning process and share in the development of SCFHP vision, goals and initiatives. Develop positive relationships with managers, directors and leaders by understanding business priorities and information technology enablers. Perform other related duties as required or assigned. SUPERVISORY/MANAGEMENT RESPONSBILITIES Carries out supervisory/management responsibilities in accordance with SCFHP's policies, procedures, applicable regulations and laws. Responsibilities include: Recruiting, interviewing, and hiring. Developing a high performing department culture and staff. This includes setting the standard for staff/peers and motivating employees to maximize organizational goals and objectives. Effectively assimilating, training and mentoring staff and (when appropriate), cross training existing staff and initiating retraining. This includes coaching to help increase skills, knowledge and (if applicable) improve performance. Setting goals and planning, assigning, and directing work consistent with said goals. This includes responding to employees' needs, ensuring they have the necessary resources to do their work. Appraising performance, rewarding and disciplining employees, addressing complaints and resolving issues. This includes providing regular and effective feedback to employees and completing timely and objective performance reviews. REQUIREMENTS - Required (R) Desired (D) The requirements listed below are representative of the knowledge, skill, and/or ability required or desired. Bachelor's Degree in Business Administration, Computer Science, Public Health, or related field, or equivalent training/experience. (R) Minimum five years of experience in a lead or supervisory capacity. (R) Minimum ten years of experience in application development. (R) Minimum ten years of experience, with SQL programming, MS SQL database development, and T-SQL query generation. (R) Minimum five years of experience with MS SQL Business Intelligence tools (SSRS, SSIS, SSAS) or other enterprise business intelligence software. (R) Minimum five years of programming background in any of the following applicable languages/platforms; .NET, PERL, Java, SAS, VB, C++, C#, or other modern programming language or related software. (R) Demonstrated knowledge of software development life cycle (SDLC), coding standardization, peer review and user acceptance testing. (R) The ability to effectively manage multiple projects across multiple team members, including direct reports and other IT staff members. (R) Excellent data analysis skills. (R) Knowledge of and experience with healthcare management information systems. (R) Good working knowledge of BizTalk, Sharepoint, ActiveBatch and other core integration tools and services. (D) Working knowledge of and the ability to efficiently operate all applicable computer software including a working knowledge of computer applications such as Outlook, Word and Excel. (R) Ability to use a keyboard with moderate speed and a high level of accuracy. (R) Excellent communication skills including the ability to express oneself clearly and concisely when providing service to SCFHP internal departments, providers and outside entities over the telephone, in person or in writing. (R) Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established timeframes. (R) Ability to assume responsibility and exercise good judgment when making decisions within the scope of the position. (R) Ability to maintain confidentiality. (R) Ability to comply with SCFHP's policies and procedures. (R) Ability to perform the job safely with respect to others, to property, and to individual safety. (R) WORKING CONDITIONS Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to regular contact with co-workers, managers, external partners, and vendors in person, by telephone and via work-related electronic communications. PHYSICAL REQUIREMENTS Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation: Mobility Requirements: regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R) Lifting Requirements: regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R) Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R) Dexterity Requirements: regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R) Hearing/Talking Requirements: ability to hear normal speech, hear and talk to exchange information in person and on telephone; (R) Reasoning Requirements: ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person and by telephone throughout a typical workday; attention to detail. (R) ENVIRONMENTAL CONDITIONS General office conditions. May be exposed to moderate noise levels. EOE (function () { 'use strict'; social Share.init(); })();

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Producer to join our growing team in Ft. Myers, Florida. Teammate may also elect to report to our office in Naples, Florida The Producer will increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. How You Will Contribute: * Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. * Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization. * Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective clients with insurance coverage options. * Provide continuous professional advice for improving the insurance and risk management programs of existing and prospective clients. * Secure and prepare documentation in the development of new business and renewal proposals and for the negotiation of quotes for placement of coverage by the marketing and service teams. * Present and sell new business and renewal proposals, including educational materials for value-add services, to prospective and existing client decision-makers, respectively. * Review and resolve client disputes regarding complex claims. * Follow agency guidelines, policies, and procedures, including but not limited to the Insurance Coverage Review form. * Actively participate in social, civic, trade organizations and industry associates which will assist in promoting Profit Center's image. * Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude. Licenses and Certifications: * Valid Producer license in good standing, within 90 days of hire. Skills & Experience to Be Successful: * College Degree in Business Administration, Insurance, Risk Management or related field or equivalent combination of education and experience. * Strong technical knowledge of all lines of insurance coverage. * Familiarity of agency management system and as well as other applications related to insurance sales. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

About Us: American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, South Carolina, and North Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Learn more about American Integrity Insurance and our job opportunities at ************************ Lead, support, and execute enterprise-level projects across all departments, including Underwriting, Claims, Product, Reinsurance, Client Services, and others. Develop, maintain, and execute detailed project plans, including scope definition, timelines, milestones, resource coordination, and deliverables to ensure successful project outcomes. Serve as the primary project management partner for business leaders, ensuring alignment between project objectives and organizational strategy. Drive cross-functional collaboration by coordinating efforts across multiple departments, facilitating communication, managing dependencies, and resolving obstacles. Lead organizational change management efforts associated with enterprise initiatives, including stakeholder engagement, communication planning, and adoption support. Facilitate project meetings, working sessions, and executive updates to track progress, manage risks, and ensure accountability. Identify project risks, issues, and interdependencies; proactively develop mitigation strategies and drive resolution. Ensure consistent project governance, documentation, and reporting standards across enterprise initiatives. Partner with business leaders to support operational enhancements, regulatory-driven changes, and business growth initiatives. Utilize project management tools (e.g., Jira, Confluence, Smartsheet, or similar platforms) to track project status, deliverables, and action items. Support continuous improvement by identifying opportunities to streamline workflows, improve operational effectiveness, and enhance cross-departmental alignment. Serve as a trusted advisor to business leaders, providing guidance on project planning, execution best practices, and change readiness. Influence and collaborate across organizational levels to drive successful delivery and sustained adoption of enterprise initiatives. Education: Bachelor's degree (B.A. or B.S.) or related experience and/or training. Experience: 5-7 years of project management experience within property and casualty insurance industry is highly preferred. PMP, Scrum Master, Six Sigma, Blackbelt, or other project management certification preferred. Skills: Enterprise Project Management: Proven ability to plan, execute, and deliver enterprise-wide initiatives across multiple business functions. Insurance Industry Expertise: Strong understanding of insurance operations, including underwriting, product development, risk management, pricing, reinsurance, and client services. Change Management: Experience leading and supporting organizational change efforts, driving adoption, and aligning stakeholders through transitions. Stakeholder Management: Ability to build strong relationships with business leaders and teams across varied organizational levels. Execution & Accountability: Strong discipline in driving timelines, managing deliverables, and ensuring ownership across project teams. Analytical & Problem-Solving Skills: Ability to assess complex business challenges, identify solutions, and drive execution. Communication & Influence: Excellent written and verbal communication skills, with the ability to present clearly to both operational teams and executive leadership. Adaptability: Comfortable operating in a fast-paced, evolving environment with shifting priorities and business needs. Technical Proficiency: Experience with Jira, Confluence, Salesforce, or similar tools; advanced proficiency in Microsoft PowerPoint and Excel. Continuous Improvement Mindset: Commitment to improving project delivery practices, operational effectiveness, and enterprise collaboration.

Vouch is the risk advisor that powers ambition. We're a tech-enabled insurance advisory and brokerage purpose-built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service. Backed by over $200M from world-class investors, Vouch combines deep industry expertise with AI-powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster. Why should you join our team and Vouch? Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.” What does a work environment look like at Vouch? This role will be based near one of our hub offices in Chicago, New York or San Francisco. We require the team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building. Role Responsibilities: As a member of the Early Stage Advisor Team, you will be responsible for ensuring our clients have a great experience through the sales and onboarding process. Insurance Advisors interact directly with our clients through email, video calls, and other communication tools to advise them on the appropriate coverages for their companies and help them satisfy third party contract requirements for coverage. We pride ourselves on making things fast, easy, and tailored for our customers. Some of our best customer feedback is about our amazing customer experience and service. You'll be responsible for helping us scale that reputation while also playing a key part in the growth and expansion of our team through the introduction of new products, processes, and technology. What you'll do: Establish trusted relationships with our customers, ensuring they are comfortable with and able to utilize the tools/services available through the Vouch platform Assess our clients' risk profiles, advise them on appropriate risk management best practices as a licensed professional, and assist with the purchase of coverage Manage the client lifecycle from application submission through bind with a suite of carrier partners, including online carrier portals Construct and present customized insurance proposals to clients Plan and execute daily sales activities such as conducting video calls with clients, responding to emails, and maintaining appropriate documentation in our CRM Deliver consistent and timely responses, follow-through, and follow-up in response to client requests and issues Maintain a healthy pipeline and conduct pipeline reviews with your manager About you: 2+ years of sales, brokerage, customer service, or other client-facing experience - within the insurance industry preferred Strong communication and organizational skills Able to be agile and thrive in a fast‑paced environment Possesses competitive drive to outperform peers and continuously improve hard and soft skills Dependable, positive, and detail‑oriented with excellent follow‑through skills Active/Current Property and Casualty License or obtained within 30 days of start date Ability to drive success through ambiguous and complex situations Takes initiative to problem solve when meeting resistance Nice to have: Knowledge of Commercial P&C coverage lines Exposure to and passion for early‑stage startups and/or high growth environments Experience working within a CRM and multiple communication tools (Salesforce, ZenDesk, etc.) Prior experience in a quota‑carrying role with responsibility for achieving individual quantitative goals Vouch provides several benefits to help you bring your best self to work: 💰 Competitive compensation and equity packages ⚕️ Health, dental, and vision insurance 🪷 Wellness allowance 📚 Company‑sponsored personal and professional development 🏫 L&D: Partnerships with Ethena and monthly Lunch & Learns 🧘 Wellbeing: access to many wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+, etc. 🤗 Caregiver Support: company seed into the dependent care FSA and company‑sponsored Care.com membership. 📊 Regular performance reviews: Vouch conducts regular performance discussions with all team members, offering goal setting and check‑ins, development discussions, and promotion opportunities. What to expect in a typical interview process: *(Please note these steps may vary slightly depending on the role)* 30‑minute phone call with our recruiting team 30‑45 minute video interview with the hiring manager Meet the team! 30‑45 min 1:1 video discussion with 3‑4 team members you'd work closely with in the role Executive chat (role dependent) Compensation philosophy: The OTE for this role is $85,000 - $90,000 per year depending on experience. ($60,000 - $65,000 base + $25,000 variable compensation) Our salary ranges are based on paying competitively for our size and industry and are part of our total compensation package, which also includes benefits and other perks. We also include stock options in all compensation packages and believe all Vouch employees should have the opportunity to become owners in the company. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skill set, location, and business need. The base pay range provided is subject to change and may be modified in the future. Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, complete any pre‑employment testing, or otherwise participate in the employee selection process, please direct your inquiries to *******************. The pay range for this role is: 60,000 - 65,000 USD per year (Chicago Office) #J-18808-Ljbffr

Brightway Insurance is hiring a Full-Time Client Concierge in PVB As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction. Key Responsibilities Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services. Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing. Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions. Maintain organized client records, process paperwork, and manage scheduling to support agency operations. Follow up with clients to ensure satisfaction and encourage policy renewals and referrals. Qualifications High school diploma or equivalent; college degree preferred. Previous experience in customer service, insurance, or administrative roles is advantageous. Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software. Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one. Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships. If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!

Our Company American Integrity Insurance Group (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance Group doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Click Here to learn more about American Integrity Insurance and our job opportunities. Research, analyze, collect data, develop reports, present findings and recommendations on product issues and assist Product leaders with coordinating necessary product, system or workflow updates Research forms, coverage, workflow or rating questions and make recommendations for product changes based on analysis Participate in system updates as needed to include working with IT partners to develop requirements, complete pre and post implementation user testing, and work with IT to resolve defects Develop and present product rules, policyholder notices, and coverage forms to Product leaders, and publish necessary updates to company insurance documentation sites. Assist in maintenance of Forms Matrix Prepare, review, and deliver appropriate communications and training documentation for product users Create and maintain rate and rule manuals as part of state product strategies or state compliance and to support filings with state insurance departments Research and track competitor, industry and market data for assigned states/product lines. Make suggestions for appropriate policy, coverage, rating or rule changes based on analysis Complete assigned product filings to facilitate timely approval of product changes and develop/submit responses to filing objections Prepare and submit state regulatory reports as assigned Research statutory changes and present findings to Product leaders as needed Maintain product folders and information so that information is current and well-organized Track competitor filings by state and produce weekly report as scheduled Review and recommend procedure and/or workflow changes by developing updates and documenting recommendations. Implement changes as requested Independently manage an assigned product line to include developing strategic plans, and handling ongoing product maintenance, as well as leading associated system projects and required filings Participate in training and/or mentoring Product Analysts and new team members Additional duties as needed. Education: Bachelor's Degree (B.A. or B.S.); or related experience and/or training; or combination of education and experience. Experience: Three (3) to five (5) years of Property & Casualty insurance product experience, personal lines highly preferred. Experience with data analytics and data mining preferred. Knowledge & Skills: Understanding of personal lines insurance concepts, policy forms, coverage interpretation & policy layout, and rating methodology Strong ability to read, analyze and interpret insurance regulations, filing documentation, rate and rule manuals, and policy forms Working knowledge of policy admin systems, project management, requirements documentation and user acceptance testing Experience with filings tools such as SERFF & OIR, and state filings procedures and practices Strong communication, organizational & time management skills Strong ability to mine and analyze data and develop strategic recommendations Strong computer spreadsheet and database skills. Excellent Excel skills required and experience with COGNOS, Access, Tableau, and SQL is preferred Ability to handle multiple projects at once Ability to define, analyze and solve problems Ability to present ideas and information in a clear, concise, organized and diplomatic manner; gather information from multiple parties to ensure all perspectives are heard and considered; listen to others to respond effectively to ideas, thoughts and questions; express information and ideas effectively in settings including aligned or un-aligned feedback to obtain desired results Experience with group presentations, public speaking, development of presentations

Allied Trust Insurance isn't your typical “business as usual” P&C insurance company. Recognized as one of the fastest-growing companies by Inc. 5000 and honored as a Top Insurance Workplace in 2020, 2023, and 2024, we're building something special. Led by an experienced team of industry professionals, Allied Trust is committed to exceptional customer service, smart growth, and innovation. Here, your ideas matter - and you'll have the opportunity to make a real impact as we continue to grow. Now hiring: Product Manager Allied Trust is seeking a Personal Lines Product Manager to lead the strategy, development, pricing, and performance of our homeowners, dwelling, and related product lines. This is a hands-on role with full ownership of the product portfolio and direct responsibility for profitability, growth, and regulatory compliance. What You'll Be Doing In this role, you'll have end-to-end ownership of your products, including: Owning the P&L and driving growth, profit, and expense results Designing and launching new products and enhancing existing ones Turning data into action-monitoring performance and making course corrections when needed Building and maintaining business plans with premium goals, loss ratios, expense targets, and long-term strategy Partnering closely with Underwriting, Actuarial, Operations, Claims, and Marketing to solve problems and seize opportunities Managing regulatory filings and compliance across multiple states Keeping a pulse on the market through competitive and geographic analysis Supporting Marketing with product expertise for internal and external communications What We're Looking For: Education & Experience: Bachelor's degree in business, insurance, risk management, math, or a related field (or equivalent experience). 7+ years of Personal Lines insurance experience, ideally homeowners or combo auto/home Proven experience in product development, pricing, and portfolio management Strong analytical skills and comfort working with performance metrics and data A collaborative mindset-you enjoy working cross-functionally Clear communicator who can translate technical concepts for different audiences Self-starter with an entrepreneurial, roll-up-your-sleeves approach CPCU or progress toward actuarial exams is a plus Why You'll Love It Here: You'll enjoy a well-rounded benefits package, paid time off, opportunities to give back, a casual dress code, and an office/hybrid work environment. Why Tampa? Allied Trust is based in Tampa, right on Florida's beautiful Gulf Coast. Whether you enjoy sunshine, waterfront views, beaches, boating, biking, or golf, the area offers year-round outdoor fun. Tampa also delivers on city life - great restaurants, arts, sports, and a growing downtown scene. Families love the strong communities, parks, and family-friendly amenities. And yes, one of Florida's favorite perks still applies: NO state income tax. Work where others vacation - and build something meaningful while you're here. Just a Quick Check As part of our hiring process, we run a criminal background check and use E-Verify to confirm work authorization. Easy, standard, and part of getting you ready to start. TO ALL RECRUITMENT AGENCIES: Allied Trust does not accept unsolicited agency resumes. Please do not forward resumes to our email alias, employees, or other physical or virtual organization locations. We are not responsible for any fees related to unsolicited resumes.

San Francisco, California, United States of America At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships. Position Responsibilities Maintains and enhances Lockton's relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement. Proactively understands the requirements and needs of a client. Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations. Consults with Clients to review options, vendor services, fees, strategies, and goals. Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience. Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers. Oversees issue-resolution between Client and the Vendor. Coordinates market selection for new and renewal business on designated accounts. May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services. Negotiates program terms and costs. Mentors and trains junior-level staff. Researches and understands industry trends, product development government regulations. Operate effectively in a team environment, collaborating with colleagues to achieve common goals. Performs other responsibilities and duties as needed. Qualifications Bachelor's degree in business administration or related field and/or years of experience equivalent. Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and/or brokerage firm. Experience presenting in front of clients. Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management. Working knowledge of different financial arrangements and products available to clients. Strong knowledge of underwriting, financing, and funding approaches. Ability to prepare and present client presentations with clarity and understanding. Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). Strong verbal and interpersonal communication skills required. Understands industry trends and governmental regulations. Ability to complete continuing education requirements as needed. Current Life & Health license or ability to obtain immediately. Ability to attend company, department, and team meetings as required, including industry training sessions. Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information. Ability to efficiently organize work and manage time to meet deadlines. Ability to travel by automobile and aircraft. Ability to use office equipment such as a computer, keyboard, calculator, and photocopier. Ability to work on a computer for a prolonged amount of time. Ability to work outside of normal business hours as needed. Legally able to work in the United States. Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing. #J-18808-Ljbffr

About Us: American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3,000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Learn more about American Integrity Insurance and our job opportunities at ************************ Participate in the renewal and new business activities that support underwriting decisions which are consistent with growth, retention and expense management goals. Review and critique new and renewal business accounts including inspections, endorsements and cancellations. Meet with appropriate internal/external contacts to establish support needs for new and renewal policies, inspections and reports. Respond to inquiries and questions from agents, vendors, customers and internal departments. Research problems and assists with solutions. Provide administrative services as required to support the renewal and new business activities. Maintain superior level of customer service. Education: Bachelor's Degree in Business, Insurance, Risk Management or other related field preferred. Experience: Two (2) years of residential property insurance experience, or combination of education and experience. Licensure: Florida 20-44 license minimum requirement, with a preference towards Florida 2-20 license holders. Knowledge: Demonstrated skills in the use of computer software applications. Specific knowledge in a particular line of business and / or additional education may be required by the hiring business unit. Familiarity with various types of insurance policies preferred. Skills: Proven ability in customer service required. Strong decision-making skills. Ability to communicate interpersonally with individuals and groups via telephone and in writing. Ability to communicate effectively with a wide variety of technical / professional / consumer clients. Demonstrated ability to work independently and in a team environment. Ability to balance timeliness and accuracy. Aptitude to provide prompt, correct responses and documentation when requested. Ability to share information while determining and maintaining appropriate confidentiality. Innovative in developing new methods or approaches to tasks and / or processes. Resourceful in seeking information and gaining input to solve problems.

Vouch is the insurance broker that powers ambition. We're a tech‑enabled insurance advisory and brokerage purpose‑built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service. Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI‑powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster. Why join Vouch? Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.” Work Environment Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building. Why this role matters As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business. In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch's financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future. What you'll do Own the Financial Architecture: Own and enhance Vouch's 3‑statement and business unit financial models. Build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives. Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Partner with department heads to set targets and drive accountability. Executive & Board Partnership: Act as a strategic advisor to executive leadership. Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions. Drive Business Insights: Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities. Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company. Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence. About you Experience: 8-10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments. Technical Mastery: Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch. Strategic Thinker: Experience partnering with executives to influence strategy, pricing, and resource allocation. Leadership: Demonstrated experience managing or mentoring team members and leading cross‑functional processes. Communication: Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors. Agility: Comfort working in a fast‑paced, high‑growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion. Nice to have MBA Experience with insurance or fintech business models Experience with data analytics/visualization tools Experience operating financial planning software Benefits Competitive compensation and equity packages Health, dental, and vision insurance Wellness allowance Company‑sponsored personal and professional development Partnerships with Ethena and monthly Lunch & Learns Wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+ Caregiver support with dependent care FSA and Care.com membership Regular performance reviews with goal setting and promotion opportunities Interview Process 30‑minute phone call with recruiting 30‑45 minute video interview with hiring manager Case study/technical screen Meeting the team: 30‑45 min 1:1 video discussion with 3-4 team members Executive chat Compensation Our salary ranges are based on paying competitively for our size and industry. Compensation includes equity and a benefits package. Individual pay decisions are based on qualifications, experience, skill set, location, and business need. The pay range for this role is $200,000 - $240,000 USD per year (Hybrid - San Francisco, California, US). Equal Opportunity Statement Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, or complete any pre‑employment testing, please direct your inquiries to *******************. #J-18808-Ljbffr