Lincoln Heritage jobs in San Francisco, CA

We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. Compensation: $62,500 - $229,000 Responsibilities: Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals Create customized financial plans using the products and services we offer based on each client's potential life and financial needs Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: Must possess uncompromising integrity and the ability to communicate complex ideas Must have effective relationship management skills Required to effectively network to identify potential new clients About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. #WHINS2 Compensation details: 62500-229000 Yearly Salary PIb4139a129a42-37***********3

SFO, CA - Hybrid Good experience in Oracle EPM applications (FCCS and EDM). Strong metadata governance, business rule scripting, Essbase cube operations. Experience with rolling forecast models and driver-based planning methodologies.

Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business. Advantages of working with us: - Monday-Friday business hours - enjoy true work-life balance - Unlimited earning potential with commissions, bonuses, renewals, and stock - Represent a Fortune 500 company trusted by businesses nationwide - Award-winning training, tools, and mentorship - First 3-month bonus incentives available* - Offer value-added services (telehealth, healthcare navigation, financial wellness tools)** Responsibilities & requirements: - Advise employers on benefits, needs and customized solutions - Conduct consultations, product demos, and enrollments virtually or in person - Build long-term relationships and provide excellent post-enrollment service - Collaborate with teams for training, development, and support - Strong consultative, communication, and relationship-building skills - Background in B2B sales, HR, or client-facing consulting preferred, but not required - Must be 18+ and authorized to work in the U.S. - Entrepreneurial mindset and self-starter mentality About Aflac: At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills. *This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock. **Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. Aflac Benefits Advisors are independent contractors and are not employees of Aflac. Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26

Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures. Essential Functions: · Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation · Assist Associate Broker with submission process, as assigned · Prepare Quotes and Confirmation of Coverage (Binders) as directed · Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier) · Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent) · Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary · Ensure Surplus Line documents are submitted correctly and on time · Learn and increase system skills to improve efficiency · Attend educational seminars, as required · Produce and mail renewal letters with applications to customers when applicable · Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed · Process certificates of insurance when applicable Other Responsibilities: · Provide input to departmental procedures · Assist with accounting reconciliation projects · Perform other work-related duties, as assigned · Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized · Assist in handling duties of team members, as appropriate, during absences Education, Experience and Skills Required: · 0-3 years insurance experience · Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position · Exceptional organization, follow-up, communication, and interpersonal skills · Possess an intuitive and proactive approach to business problems and solutions · Exhibit good listening skills and a willingness to help and support others · Advanced skill level in PC software (Word, Excel and other software, as required) · Ability to be flexible in work schedule as needed · Manage time to get the job done with minimal supervision · Excellent communication skills - both verbal and written · Able to interact with a variety of personality styles · Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements Work Environment: · Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent. · Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance. · Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute. · Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety.

The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Business Insurance Procedures Manual and by the Director, Client Services. Essential Duties & Responsibilities Process paperwork for new and renewal business to include: Applications and other documents required for a submission Binders Certificates of Insurance Policies Invoices Finance Agreements Endorsements Audits Perform account reconciliation. Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission. Prepare Summary Of Insurance. Have good verbal and written communication skills for both client and internal communication. Maintain client files. File all documentation in ImageRight per regions filing guidelines. Manage Tasks within ImageRight. Participate in Errors & Omission audits. Establish and maintain positive and effective working relations with other Associates and clients. Education and/or Experience A bachelor's degree is required, or a minimum of 2 - 5 years industry experience showing increasing responsibility directly related to the performance of the above duties A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance. Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan. Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License. Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education. Proficiency with MS Office software (i.e., Word, Excel and Outlook). Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form. Strong attention to detail. Work Environment & Physical Demands Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones. Work is performed in a typical interior office environment. The applicable hourly rate range for this role is $21.05 to $44.92. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: **************************** #MMABI #LI-DNI

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

About Goosehead: Goosehead Insurance is one of the fastest-growing insurance brokerages in the financial services industry, operating in a $500B+ market with less than 1% market share. Our franchise model offers entrepreneurs a chance to build equity in a business that provides residual income via enterprise-level infrastructure and a proven playbook for growth. This is a unique opportunity to capitalize on a recession-resistant market with an economic model built for scale. Opportunity Overview: We are selectively partnering with recent MBA graduates to lead franchise expansion in high-growth markets. Qualified candidates will receive world-class training, mentorship, and a clear path to business ownership, without the immediate financial burden, through Goosehead's 4-week MBA Development Program. This unique program will equip a future franchise owner with the tools, insights, and partnerships necessary to build and scale their own Goosehead Insurance agency. Graduates of the MBA Development Program may have the opportunity to launch a Goosehead franchise with limited upfront monetary investment. This program structure is designed to remove barriers to entry for top-tier talent while still delivering full economic upside. This is not a traditional job, it's the launchpad to becoming a business owner. What You'll Do: Engage in intensive training modules on franchise operations, leadership, and sales strategy Participate in executive-led sessions and business roundtables Develop a comprehensive business plan for your franchise Shadow top-performing agents and agency owners Upon successful completion of the MBA Development Program, you may be presented with the opportunity to operate as the Owner of a Goosehead Franchise - Recruit, develop, and lead a high-performing sales team - Execute Goosehead's proven market penetration and growth strategies - Build strategic partnerships with referral networks - Leverage enterprise resources while maintaining full control over business finances Compensation Summary: Salary equivalent to four (4) weeks of full-time employment, based on an annualized salary of $65,000 Training completion bonus of $15,000, contingent on successful completion of MBA Development Program Corporate housing accommodations Round trip travel provided to Goosehead Headquarters Daily office transportation Daily meal allowance Licensing, Training, and Position Requirements: Goosehead will cover the one-time cost of required training courses and exam fees for obtaining your insurance license Employment in this role is contingent upon passing a background check and successful completion of the licensing exam and acquisition of a state-issued license, business entity license, and approved office location Successful completion of the MBA Development Program Experience and Education: MBA degree (completed within the past 24 months) Experience in leadership roles (academic, extracurricular, or professional) Prior experience in sales, consulting, finance, or business operations is preferred Must be authorized to work in the U.S. without sponsorship Preferred Skills, Abilities, Soft Skill Factors: Entrepreneurial mindset with high tolerance for risk and ownership Demonstrated interest in entrepreneurship, business ownership, or franchise models Exceptional interpersonal and communication skills Business acumen and analytical thinking Self-starter with a strong sense of accountability Resilience and adaptability in a fast-paced environment Strategic planning, organizational, and time management skills Comfortable with technological platforms and business systems Next Steps: Apply now to begin the evaluation process, consisting of structured interviews and discovery meetings to ensure mutual fit. To learn more about our job opportunities, apply here. We look forward to speaking with you! Equal Employment Opportunity: Goosehead is an equal-opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

As we execute our growth plan to commercialize our technology, so arises the need for a leader with accountability and responsibility for transitioning the operating environment from pre-production to a more structured and standardized production environment and prioritizing manufacturing and supply chain efforts to align with the company's goals. The Vice President of Product Operations will lead the effort to increase the reliability of our product. He or she will also interface with investors, partners and potential customers. The Vice President of Product Operations will report to the CEO and be responsible for manufacturing, supply chain, quality, safety and facilities. The factors critical to success in this role are: Ability to thrive in an entrepreneurial environment, including wearing multiple hats and operating without highly structured processes, with no task being too small or too large. Ability to understand short and long-term requirements and apply judgement in determining what changes and when, are warranted, so as to keep balance between short-term urgent needs without sacrificing long-term important objectives. Ability to understand the underlying product technology and end applications in the context of synchronizing teams (supply chain, manufacturing, test and quality) to meet critical program and field deployment requirements. Ability to be agile to make the necessary changes to the business as required. Responsibilities: Transition our operations from pre-production to production. Establish, manage and execute (as needed) the processes necessary to accomplish this transition in assembly, quality and supply chain management with the goal of 15 to 20 builds in 2026. Align supply chain and internal operations to better fit the E2E business model. Direct short-term and long-term planning and budget development to support strategic business goals. Focus the team on the purpose, keeping them informed and motivated Implement a solid and efficient operational capability complete with best practices, processes and procedures that enable capable support of substantial, sustainable and profitable business growth. After reaching a high quality stable production, optimize the product(s) for cost effectiveness, ease of manufacturing and assembly. Lead, manage, hire and retain human capital for operations. Be quick to adjust resource and capital equipment needs based on the needs of the business. Create annual company OKRs with fellow members of the executive team. Establish strategic plan and goals for areas of responsibility, direct daily operations and monitor progress. Interact with business development and marketing to better align all facets of the business based on both the current needs and long-term requirements. Own and optimize vendor evaluation and relationships, logistics, inventory, purchasing and planning. Leverage the ERP system to its full capacity to manage supply chain and manufacturing. Maintain a team culture that seeks and values the input of employees, holds people accountable for results and encourages successful performance. Responsible for safety and the safety-related training programs of the company. Responsible for quality and the quality-related training programs of the company. Prepare detailed analysis and communicate status reports on the business for executive and board meetings. Successful relocation of the business to a larger facility that meets the growth and business image requirements. As a member of the Leadership Team, keep the team informed of operational objectives and priorities and understand other divisions' objectives and priorities. Skills sought: B.S. in Engineering, Science or other 4-year technical degree in a related discipline from an accredited institution. 10 years of experience in manufacturing operations with a leadership role in an organization focused on commercialization of complex engineered system and products. Experience transitioning a technology company's operations (preferably a startup) from prototyping to pre-production to volume production and developing the processes and the people needed to do so from the ground up. Experience with additive manufacturing prefered. A strong technical foundation, with knowledge of manufacturable design, technology maturation and integration, reliability improvements, manufacturing methods, process improvement programs, lean manufacturing and quality procedures. Knowledge of and experience with turbomachinery, high tolerance rotating equipment and/or high-speed rotational systems strongly preferred. Understanding of and operating experience with project-based, and production-based organizations. Drives results: Sets compelling goals and aggressive schedules for improvement in all facets of operations. Proven effective record of maintaining positive employee relations and high levels of employee motivation and productivity. Ability to lead, plan and manage rapid change as needed. Entrepreneurial, flexible, yet results-focused with a strong work ethic. Cable of critical thinking, multi-tasking and sound decision-making. High degree of intellectual curiosity, honesty and capability. Strong organizational, management and team building skills. Strong time management, prioritization and delegation skills. Excellent verbal and written communication skills, including public speaking. Capable of managing individuals and teams through casual conversations and touchpoints vs. the need for constant formal meetings for alignment. Intangibles sought: • Global mindset & customer focus • Initiative • Enthusiasm-passion • Integrity, commitment & honesty Physical Demands: • Travel up to 10% of the time

JOB TITLE:Claims Advocate FLSA CLASSIFICATION:Salaried - Exempt The Claims Advocate plays an essential role in mitigating BBSI's risk related to workers' compensation claims. This role requires exceptional business and customer service acumen and significant experience in workers' compensation claims, including claims handling. This role will coordinate the essential duties related to the claims advocacy program. Duties and related issues by assisting in the monitoring of new loss intake to confirm an appropriate beginning to each claim, assisting injured workers in navigating the claims process and communicating with external client customers and internal personnel. REPORTING RELATIONSHIPS: This position reports to the Corporate Claims Manager and interacts with the Corporate Claims team and local branch personnel. DUTIES AND RESPONSIBILITIES: Maintain clear focus on mitigating BBSI's financial risk associated with workers' compensation claims. Understand and articulate BBSI's business objectives internally and with key partners Written communication with injured workers when new claims are received. value workers compensation claims. Serve as a resource responding to questions and concerns from internal and external customers, vendor partners, and injured workers. Serve as back up to Claim Consultants members. activity. Approve reserve activity within authority. workers compensation claims, including status of the claims. Provide claims information for the coordination of human resource and safety efforts and requirements. relative to workers compensation. by third parties administrators CORE TRAITS/COMPETENCIES: Exceptional business acumen Customer service acumen Flexibility and adaptability Innately curious Highly developed interpersonal and communication skills QUALIFICATIONS: Four-year college degree is preferred, as well as 2-5 years of directly relevant claims experience Customer service acumen Bi-lingual (Spanish) would be preferred or familiarity with translation vendors Multi-Jurisdictional Workers' Compensation experience preferred Salary and Other Compensation: The starting hourly rate for this position is between 87,500-95,000. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications, and other qualifications of the candidate. This position is also eligible for annual incentive pay equal to 8% of annual regular pay, prorated in the first year, in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: Accrued sick leave of 1 hour for every 40 hours of work, with maximum based on state or regional requirements; vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: ***********************************

We have partnered with a leading SoCal GC and we are seeking a skilled Superintendent to oversee Tenant Improvements (T.I.), Renovations, Special Projects, and smaller ground-up builds. This individual will manage daily site operations, ensure safety compliance, coordinate subcontractors, and maintain project schedules and quality standards. Compensation: Up to $150K Full benefits package Ideal Candidate: Minimum 5 years of experience in commercial construction Strong leadership and communication skills Ability to manage multiple projects and maintain timelines

Reagan Gold Group is a forward-looking financial services firm built on precision, compliance, and a dedication to client success. We are expanding our operations and are seeking an IRA Processor Assistant who will uphold our commitment to excellence while contributing to the growth of our team and the satisfaction of our clients. Role Overview: As an IRA Processor Assistant, you will be responsible for the accurate and timely processing of Individual Retirement Account (IRA) transactions. This position requires strong knowledge of regulations, attention to detail, and the ability to provide both clients and colleagues with informed and dependable support. Key Responsibilities: Process and manage IRA transactions including contributions, rollovers, transfers, distributions, and closures. Ensure all activity complies with IRS regulations, state requirements, and Reagan Gold Group's compliance framework. Provide knowledgeable guidance to clients and team members regarding IRA matters, including required minimum distributions (RMD) and tax reporting. Review and verify documentation for accuracy, resolving discrepancies swiftly. Maintain organized and accurate records, contributing to the efficiency and reliability of the department. Qualification & Skills: Prior experience in IRA processing or financial operations preferred. Strong working knowledge of Traditional, Roth, SEP and SIMPLE IRAs. Excellent organizational skills with keen attention to detail. Clear and professional communication skills, both written and verbal. High level of integrity and discretion when handling sensitive information. What Reagan Gold Group Offers: Competitive salary and benefits package. A supportive team environment where your expertise is valued. The chance to be a part of a growing firm with a long-term vision. Experience: - IRA Processing: 1 year (Preferred) Ability to Commute: Los Angeles, CA 90045 (Required) Work Location: In person (On-Site)

(Salary Range: $125,000 - $143,000 annually DOE) Purpose of Position: This position is responsible for maintaining and improving the security of the organization's information systems, networks, and data. Key responsibilities include proactively identifying potential security risks, developing and implementing security measures to prevent data loss. Essential Functions: • Perform active threat hunting, looking for potential attacks rather than just passively waiting for attacks • Perform red team/blue team exercises to test defenses and improve security operations. • Assists with vulnerability assessments, using provided security tools to identify system vulnerabilities • Design and implement security controls across cloud and on-premises environments • Create and maintain security monitoring and alerting solutions • Data Loss Prevention (DLP): Monitor DLP alerts, investigate incidents, and recommend actions to relevant teams to mitigate data breaches. • Assists in the planning and deployment of the company's cloud information security strategies • Manage Infrastructure and application security monitoring tools to detect and respond to security incidents in real-time • Participate in the development and improvement of the company's SDLC processes, ensuring security practices are integrated into all stages of product development • Responsible for evaluating, influencing, and recommending technology and product direction • Stay informed on the latest cybersecurity trends, emerging threats, attack techniques, and zero-day vulnerabilities affecting Microsoft environments and other relevant technologies. • On-site or remote regular attendance and punctuality are essential functions of the job. • Perform other business tasks or functions as assigned. Knowledge, Skills & Abilities Required: • Experience with Microsoft Defender, Sentinel, Azure Security Center, and Microsoft 365 security solutions, helping to identify vulnerabilities, mitigate threats, and enhance security postures. • Deep knowledge of Microsoft security solutions o Microsoft Defender for Endpoint o Microsoft Sentinel (SIEM/SOAR) o Azure Security Center & Microsoft Purview Compliance Manager o Microsoft Intune and Conditional Access Policies • Strong understanding of security principles and best practices • Strong knowledge and hands on experience with Data Loss Prevention • Hands-on experience in threat hunting • Certifications such as OSCP, OSWE, CISSP, CEH, GPEN, AZ-500 (Microsoft Azure Security Engineer), SC-200 (Microsoft Security Operations Analyst), or SC-300 (Microsoft Identity and Access Administrator) are a plus. • Proficiency in Microsoft security technologies and tools such as Purview Information Protection, Defender for Cloud and Sentinel • Experience with Managed Extended Detection and Response (MXDR) • Proficient in Microsoft Office programs, including Word, Excel, PowerPoint, as well as Outlook. • Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines. Educational Requirements: • High School Diploma or equivalent required. • Bachelor's degree in Computer Science, Cyber Security or equivalent experience required. • Minimum of six (6) years of hands-on experience in IT with a focus on security. Physical Requirements: Must be able to sit for extended periods and occasionally stand and walk. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.

Aflac is actively seeking motivated, entrepreneurial-minded individuals to join our team as a Benefits Advisor. In this independent role, you'll introduce businesses to Aflac's supplemental insurance plans and help policyholders gain added financial peace of mind. Whether you're launching a new career or looking to grow in a professional sales role, this opportunity offers flexibility, unlimited income potential, and the support of a trusted Fortune 500 brand. Advantages of working with us: - Enjoy a flexible schedule - no nights, weekends, or holidays - Unlimited earning potential (commissions, renewals, performance bonuses, stock) - Access to company-provided leads and digital sales tools - World-class sales training and ongoing professional development - Bonus opportunities available in your first 3 months* - Offer policyholders added-value services: telehealth, financial wellness, and healthcare navigation** Responsibilities & requirements: - Partner with business owners to provide benefits solutions for their employees - Build a pipeline through lead generation, networking, referrals, and cold outreach - Conduct product presentations and enrollments in person or virtually - Support clients with claims and provide ongoing customer service - Participate in team training, mentorship, and development sessions - Excellent communication, relationship-building, and presentation skills - Sales or customer service experience is a plus, but not required - Must be 18+ and legally authorized to work in the U.S. (no visa sponsorship available) - Positive, professional, and self-motivated attitude About Aflac: At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Benefits Advisors can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills. *This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock. **Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. Aflac Benefits Advisors are independent contractors and are not employees of Aflac. Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500301 EXP 5/26

This hybrid role supports both the organization's information technology operations and its risk management programs. The ideal candidate will ensure reliable system performance, safeguard data and infrastructure, and help manage workplace safety, injury claims, and compliance efforts. This position requires a proactive, detail-oriented professional who can balance technical responsibilities with strong administrative and communication skills. Essential Responsibilities Information Technology Operations Maintain the organization's technology environment to ensure stability, security, and strong end-user support. Install, configure, and manage operating systems, applications, and various IT hardware. Troubleshoot issues related to computers, software, and network connectivity. Support the upkeep of network components, including servers, switches, routers, and firewalls. Administer user accounts, permissions, and email systems across the organization. Implement and oversee backup, recovery, and data security procedures. Track and document IT assets, software licensing, and system configurations. Assist with system upgrades, technology rollouts, and ongoing IT improvement projects. Provide user training related to new tools, processes, and IT policies. Partner with external vendors and service providers when specialized support is needed. Risk Management Oversee programs related to workers' compensation, employee safety, and liability exposures. Manage workers' compensation claims from initial incident reporting through final closure. Act as the primary contact between employees, management, TPAs, insurance carriers, and medical partners. Ensure compliance with OSHA requirements, including reporting and recordkeeping. Coordinate modified-duty and return-to-work processes. Handle general liability, auto, and property claims. Conduct investigations related to accidents, incidents, and third-party matters. Collaborate with legal representatives, adjusters, and internal stakeholders to facilitate timely claim resolution. Maintain thorough documentation, reports, and claim records. Develop and support safety initiatives, training programs, and related policies. Qualifications Required Bachelor's degree in Information Technology, Computer Science, Business Administration, or a related field. 2-4 years of hands-on experience in IT support, systems administration, or related technical roles. Strong verbal and written communication skills, a professional and positive demeanor, and the ability to work independently or within a team. Preferred Master's degree in a relevant discipline. Skills & Competencies Broad understanding of IT systems, administration practices, and modern support methodologies. Familiarity with risk management principles, regulatory compliance, claim processes, and program evaluation. Ability to problem-solve, collaborate with diverse teams, and handle confidential matters professionally. Strong organizational skills with the ability to manage multiple concurrent priorities in a fast-paced environment. Self-directed with the ability to oversee multiple projects at once. Proficiency with Microsoft Office (Word, Excel, Outlook) and general business software tools.

This is a hybrid position; the work location will be determined based on the selected candidate's proximity to one of our offices. Duties/Responsibilities + Provides customer service support to lenders, borrowers, insureds, claimants and all internal and customers. + On occasion, takes claim information via telephone, fax, e-mail, or regular mail and creates a record of loss in the appropriate claim system. + Verifies the claim coverage and reviews submitted claim forms for completeness and accuracy. + Sends instructions to the field personnel regarding claim file issues. + Utilizes the claim systems to assist customers with inquiries. + Enters notes into the claim system regarding conversations or incidences with customers. + Directs the efforts of the field adjuster. + Provides any required functions relating to the Claims Department at the direction of management. + Reviews reports from the field adjusters to ensure that the information and interpretation of the policy language are correct. + Corrects any errors seen in the field reports. + Interprets policy language and applies that policy language to loss situations. + Enters claim and expense payments into the systems that are within their authority. + Composes denial letters based upon the facts of the files as it relates to potential coverage issues. + Provides any required functions relating to the Claims Department at the direction of management. + Participation in audits of claim files. + Works with other departmental internal personnel on special projects. + Will be required to manage their own pending/case load. Required Skills & Experience + 4-8 years of relevant claims handling experience + Proper licensing + Strong customer service skills, including the ability to manage demanding requests + Experience in commercial property preferred + Willingness to help others on our team About Tokio Marine Highland Tokio Marine Highland Insurance Services (TMH) is a leading property and casualty underwriting agency. We offer a broad suite of tailored specialty risk management solutions, including private flood, fine art and lender-placed products. At TMH, it's all about our clients. Nationwide, our customers rely on our trusted, industry-leading coverages, supported by compliance expertise, superior claims management and the highest caliber of service. Founded in 1962, TMH is a wholly owned company of Tokio Marine Kiln, one of the largest carriers in the Lloyd's of London insurance market and a member of the Tokio Marine Group. TMH has operating centers in Chicago, Il, Frisco, Texas, Miami, Fla., and South Pasadena, Calif. If you're looking to advance your career, TMH is the perfect professional home. At TMH, you'll have a chance to innovate with the world's leading businesses, put your expertise into action on major projects, and work on game-changing initiatives. You'll also make long-lasting professional connections through sharing different perspectives, and you'll be inspired by the best. Tokio Marine Highland, LLC (TMH) is an Equal Opportunity Employer. TMH's success depends heavily on the effective utilization of qualified people, regardless of their race, ancestry, religion, color, sex, national origin, sexual orientation, gender identity and/or expression, disability, veteran status, or any characteristic protected by law. As a company, we adhere to and promote equal employment opportunities for all. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is TMH's policy to provide reasonable accommodation when requested by qualified individuals with disabilities during the recruitment process, unless such accommodation would cause an undue hardship. To make an accommodation request, please contact *****************************.

At Burns & Wilcox, we are looking for a passionate individual aiming to follow a career path in the specialty insurance industry. The 12-week summer internship program aims to develop one's business acumen, communication, and leadership skills through real world experience. This is a paid internship that provides additional learning opportunities for students to learn from and network with executive leadership and fellow interns in a range of departments. This individual will be expected to work 40 hours per week, with four days spent in an office setting and one day remote. The Underwriting Intern will gain valuable experience in one of our insurance underwriting teams comprised of commercial, personal, environmental, or professional lines teams. Responsibilities Underwriting and cross selling across the department renewal portfolio and new business submissions Participate in agent marketing calls Engage in insurance policy renewals Update new business and renewals in Microsoft Excel Determine which program or market best meets the needs of agency clients Communicating loss notices and policy changes Work alongside senior leaders on special projects and attend client meetings Qualifications Enrolled as an undergraduate at an accredited university, actively pursuing a degree in Risk Management and Insurance (strongly preferred), Business, Finance, or another relevant field Expected graduation in December 2026 or May 2027 Previous internship experience is preferred Technical proficiency in Microsoft Office applications About Our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, pregnancy, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

DETAILS Claims Assistant - Property & Casualty Department: Property & Casualty Reports To: Director of Account Management FLSA Status: Non-Exempt Job Grade: 6 ATHENS ADMINISTRATORS Explore the Athens Administrators difference: We have been dynamic, innovative leaders in claims administration since our founding in 1976. We foster an environment where employees not only thrive but consistently recognize Athens as a “Best Place to Work.” Immerse yourself in our engaging, supportive, and inclusive culture, offering opportunities for continuous professional growth. Join our nationwide family-owned company in Workers' Compensation, Property & Casualty, Program Business, and Managed Care. Embrace a change and come make an impact with the Athens Administrators family today! POSITION SUMMARY Athens Administrators has an immediate need for a full-time Claims Assistant to support our Property & Casualty department. This position requires living in California in order to attend file reviews and meetings. Employees who live less than 26 miles from the Concord or Orange offices are required to work once a week in the office. The remaining days can be worked remotely if technical requirements are met, and the employee resides in California. Athens Program Insurance Services is the centerpiece of P&C claims administration in the specialty programs marketplace. We are totally unique in that we focus only on commercial business specialization across multiple coverage lines. Athens offices are open for business Monday-Friday from 7:30 a.m. to 5:30 p.m. local time. The schedule for this position is Monday through Friday at 37.5 hours per week. The Claims Assistant will manage third party deductible recovery processes, general office duties and provide support to Claim Examiners and Supervisor, ensuring timely processing of claims. PRIMARY RESPONSIBILITIES Our new hire should have the skills, ability, and judgment to perform the following essential job duties and responsibilities with or without reasonable accommodation. Additional duties may be assigned: Obtain coverage documents for new claims, research and enter policy information from available information and on-line web sites Serve a backup role to outsource vendor (RP) when needed. Serve as a backup to Oversight Leader, when necessary. Develop in-depth knowledge of carrier policy issuance systems and determination of policy deductible levels. Process initial deductible notification letters at the time losses are set up by RP. Issue 60- & 90-day notice collection letters to policyholders. Develop excel tracking logs to maintain properly recorded notifications and timely follow up. Set and track daily diary in Outlook or in CLAIMSXPRESS to strictly adhere to collection deadlines. Interact with agents and Athens Supervisors if reimbursement is not issued timely and underwriting or agency intervention is necessary. Provide general office support by answering phones to service customers and clients. Document file activity in claim notes Update information in claims system, i.e. address changes, etc. Work collaboratively with Claims Assistants, Examiners, and Supervisor Special projects as assigned by Supervisor ESSENTIAL POSITION REQUIREMENTS The requirements listed below are representative of the knowledge, skill, and/or ability required. While it does not encompass all job requirements, it is meant to give you a solid understanding of expectations. High School Diploma or equivalent (GED) required for all positions AA/AS or BA/BS preferred but not required Minimum 2 years auto or general liability claims experience Minimum of one year customer service-related experience Multi Line Property & Casualty claims experience preferred Well-developed verbal and written communication skills with strong attention to detail Excellent organizational skills and ability to multi-task Ability to type quickly, accurately and for prolonged periods Proficient in Microsoft Office Suite Ability to learn additional computer programs Reasoning ability, including problem-solving and analytical skills, i.e., proven ability to research and analyze facts, identify issues, and make appropriate recommendations and solutions for resolution Ability to be trustworthy, dependable, and team-oriented for fellow employees and the organization Seeks to include innovative strategies and methods to provide a high level of commitment to service and results Ability to be demonstrate care and concern for fellow team members and clients in a professional and friendly manner Acts with integrity in difficult or challenging situations and is a trustworthy, dependable contributor Athens' operations involve handling confidential, proprietary, and highly sensitive information, such as health records, client financials, and other personal data. Therefore, maintaining honesty and integrity is essential for all roles within the company. Must be able to reliably commute to meetings and events as required by this position APPLY WITH US We look forward to learning about YOU! If you believe in our core values of honesty and integrity, a commitment to service and results, and a caring family culture, we invite you to apply with us. Please submit your resume and application directly through our website at *********************************************** Feel free to include a cover letter if you'd like to share any other details. All applications received are reviewed by our in-house Corporate Recruitment team. The Company will consider qualified applicants with arrest or conviction records in accordance with the Los Angeles Fair Chance Ordinance for Employers and the California Fair Chance Act. Applicants can learn more about the Los Angeles County Fair Chance Act, including their rights, by clicking on the following link: ************************************************************************************************* This description portrays in general terms the type and levels of work performed and is not intended to be all-inclusive or represent specific duties of any one incumbent. The knowledge, skills, and abilities may be acquired through a combination of formal schooling, self-education, prior experience, or on-the-job training. Athens Administrators is an Equal Opportunity/ Affirmative Action employer. We provide equal employment opportunities to all qualified employees and applicants for employment without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. We prohibit discrimination in decisions concerning recruitment, hiring, compensation, benefits, training, termination, promotions, or any other condition of employment or career development. THANK YOU! We look forward to reviewing your information. We understand that applying for jobs may not be the most enjoyable task, so we genuinely appreciate the time you've dedicated. Don't forget to check out our website at ******************* as well as our LinkedIn, Glassdoor, and Facebook pages! Athens Administrators is dedicated to fair and equitable compensation for our employees that is both competitive and reflective of the market. The estimated rate of pay can vary depending on skills, knowledge, abilities, location, labor market trends, experience, education including applicable licenses & certifications, etc. Our ranges may be modified at any time. In addition, eligible employees may be considered annually for discretionary salary adjustments and/or incentive payments. We offer a variety of benefit plans including Medical, Vision, Dental, Life and AD&D, Long Term Care, Critical Care, Accidental, Hospital Indemnity, HSA & FSA options, 401k (and Roth), Company-Paid STD & LTD and more! Further information about our comprehensive benefits package may be found on our website at https://*******************/careers/why-work-here

Develop and maintain trust-based consulting partnerships with external clients that deliver quantifiable risk improvement. On a day-to-day basis work with risk managers, safety directors and/or financial buyers to implement loss control service plans and objectives that have a positive impact on total cost of risk. Work in a loss control and safety consulting capacity to lead and support incident and accident prevention and regulatory compliance efforts in the areas of workers' compensation, general liability, property conservation, and fleet. Communicate with internal account teams on loss control efforts and take ownership for loss control responsibilities. Execute on existing service plans for current clients and take the lead on service for select new clients. Primary target industries for this position: * Faith-based organizations. * Real estate with a focus on multifamily & residential. * Occasional light manufacturing, transportation, food service and property. Position responsibilities * Work with Risk/Safety Managers to identify, plan, develop and implement safety programs designed and accident and claim prevention strategies and tactics to reduce their overall cost of risk. * Develop, implement, and monitor loss control service plans. * Leverage analytical tools and loss data to identify client loss trends and effective remedial measures. * Support client prospecting, sales, and renewal presentation efforts. * Partner with carrier counterparts on providing client service. * Function as client-advocate when dealing with carrier loss control recommendations and requirements. * Develop and provide safety training programs to clients as required. * Provide face to face and web-based client training for medium to large groups. * Function as a technical expert and provide client support regarding OSHA, fire safety, DOT, general liability, workers' compensation and related issues and questions. * Keep informed on current development of federal and state safety laws likely to affect clients. * Prepare written correspondence, analyses, reports, and memos as needed. * Accumulate required continuing education credits to maintain current certifications. * Make a positive contribution to customer satisfaction and constantly strive to improve service to customers. * Communicate in a positive manner to contribute to a cohesive, pleasant work environment. * Protect the confidentiality of information learned by performing the duties of the position. * Respond in a timely manner to the requests and needs of clients and Lockton associates. * Participate in and contribute to the growth and education of the Loss Control team. * Attend staff meetings, department meetings, education workshops, and social functions. * Perform other work-related duties as assigned. #LI-OE1