Marsh McLennan Agency - Michigan jobs in Dallas, TX

Company:Marsh McLennan AgencyDescription: JOB TITLE: BI Associate JOB TYPE: FLSA Non-Exempt REPORTS TO: Learning & Development Specialist, Associate Program The Associate position is designed to educate and train inexperienced colleagues, prepare them for licensing, and give them experience necessary for advancement within the agency service teams. ESSENTIAL SKILLS: Ability to work independently and follow through on self-study assignments Active participation in training and discussions Adherence to Best Practices in policies and procedures Ability to comprehend and follow both oral and written instructions Attention to detail in work output Consistent follow up and/or follow through on assigned tasks Initiative in own development and growth Effective collaboration and teamwork Coachability SUPPORT PROCESSES: Required processes and support will vary from team to team.Examples of routine tasks assigned to Associates include: Daily certificate requests Issuing auto ID cards Requesting, reviewing and/or processing policy changes Assigning work to, and reviewing work from, outsourced third party Assisting with policy renewal tasks such as loss runs, client surveys, updating client information, etc. REQUIREMENTS: Obtain a valid P&C License within the first 90 days Operational knowledge of various Windows-based application programs such as Excel and Word 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

Symetra has an exciting opportunity for an annuity wholesaler based in Texas! About the role The Regional Vice President (RVP) reports to the Divisional Vice President. The RVP receives their annual Incentive Compensation Plan, which articulates the sales goals for the year. The RVP will work closely with the DVP, their aligned Internal Wholesaler, and the Sales Support Specialist to align and execute on a targeted territory sales plan. The RVP must fully understand Symetra's retirement products, Marketing, and Resources that assist in territory development, such as sales effectiveness data, marketing tools (digital & printed), and technology and an in-depth knowledge of Symetra's existing producers within the territory. Proper adoption and execution of the Symetra Sales Process is required to maximize territory sales, including a well-articulated value proposition to ensure sales success. Additionally, the RVP must grow its territory through new producer acquisition. The position requires 80% field travel to in-person meetings with financial professionals and robust experience working with sales data and territory metrics, Salesforce or other CRM tools to build the relationships necessary to reach sales targets through new producer acquisition and by growing Symetra's market share in the aligned territory. In addition to one-on-one meetings, the RVPs will lead group meetings, roundtable discussions and public seminars for Financial Professionals, Bankers, and others within the Industry. The RVP is expected to maintain high professional conduct, ensuring that all FINRA, SEC, Department of Insurance, Symetra Compliance, and Firm policies are strictly adhered to. What you will do * Follow the aligned business plan from the Sales Effectiveness Team to achieve activity metrics (both in person and virtual), increase Symetra's brand awareness and value proposition, and to increase market share through new producer appointments. The business plan could be modified occasionally and based on advice from your DVP, the Sales Effectiveness team and the Retirement Division Leadership Team in order to meet business demands. * Build and maintain relationships with sound territory coverage and adhering to a solid zone rotation in order to grow sales. * Engage in regular and consistent teamwork with the IW, SSS, DVP, Relationship Manager (RM), and the Sales Effectiveness team to keep your Financial Professionals informed of market and product enhancements and the value Symetra offers their customers. Quickly identify and target producer needs and adhere to Symetra's sales process to achieve your sales goals. * Conduct product and sales training through opportunities such as individual and group training sessions, seminars, workshops, branch meetings, and proactively uncovering other opportunities. * Source leads through the adoption and completion of assigned Strategic Sales Opportunities (SSOs). * Adhere to aligned territory Travel and Expense (T&E) budget. Why work at Symetra "If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work." Cris H. - VP Internal Sales "Come hungry. Stay hungry. Symetra is a place where curiosity, continuous learning, and personal growth are truly valued. Don't be afraid to ask questions or challenge yourself-every step you take is worth it. You'll grow into a stronger, more empowered employee at one of the most diverse and equitable companies in the country." - Ashley C., Internal Wholesaler What we offer you We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. * Flexible full-time or hybrid telecommuting arrangements * Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% * Paid time away including vacation and sick time, flex days and ten paid holidays * Give back to your community and double your impact through our company matching * Want more details? Check out our Symetra Benefits Overview Compensation Base salary: $60,000 plus eligibility for incentive compensation Who you are * College Graduate; Degree in related field or equivalent experience required * 5 years Prior wholesaling experience in the bank and/or wirehouse distribution channels * FINRA 6 or 7, 63 and Life and Health license. * Proven sales competence and presentation skills * Proven ability in growing a region as measured by sales results * Excellent knowledge of the advisor community and industry * Ability to adapt to constant changing environment * Ability to build productive relationships; provide training, sales ideas, and mentoring * Strong territory management experience related to zone rotation, opportunity assessment and strategic planning to maximize opportunities * History of producer contacts in the territory * Demonstrated success within sales with the ability to establish sales objectives and meet goals * Excellent communication, negotiation and interpersonal skills * Will be expected to have or develop a strong understanding of key retirement products * Ability to balance multiple priorities and meet specific marketing objectives and achieve specific production objectives * Requires extensive travel (80%) within the territory * Reside within the assigned territory We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: ************************************ Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection: * Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband." * Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL. * Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: * Disqualification from the recruitment process * Withdrawal of a job offer * Termination of employment and other criminal and/or civil remedies, if fraud is discovered #LI-MT #LI-Remote

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education. But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. Great Financial Services Consultants bring a wide range of experiences - there's no blueprint, although there are skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment - Able to communicate clearly and professionally verbally and in writing - Ability to prioritize multiple tasks and navigate multiple business systems - Demonstrate care, compassion, and empathy - A learner's mindset, being coachable and open to feedback - Performs well in a scheduled work environment - Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required). While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. Key Responsibilities and Duties Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations. Answers participant questions by communicating financial plan details and providing further explanation when necessary. Executes transactions and service requests on behalf of participant. Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed. Refers participant to business partners when appropriate to help participant achieved their desired outcome. Educational Requirements Associate's Degree or Equivalent Experience Preferred Work Experience No Experience Required FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 5IC Other Notes: Hybrid office presence. Candidates with SIE may be eligible for a $1500 bonus. The Start Date will be March 2nd, 2026. Hours of operation are Mon - Fri between 7:00 am to 9:00 pm Central Time. Must be able to successfully complete employment screening, including a Credit Report background check. Interview will be in-person. TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700. Related SkillsAdaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness Anticipated Posting End Date: 2025-12-30Base Pay Range: $22.60/hr - $28.85/hr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

The Actuary performs actuarial work related to capital adequacy/financial strength, experience studies, actuarial modeling, asset liability management (ALM), valuation, retirement plan support, product development, pricing, non-guaranteed element determination and other business functions. Under minimal supervision, this job requires compliance with actuary practices and monitoring of changing regulations to ensure consistent compliance and delivery of optimal solutions to both internal and external clients. Key Responsibilities and Duties Develops actuarial analyses with respect to the company's actuarial liabilities and capital position to ensure adequate financial strength of annuity and life insurance product lines, as well as overall financial strength of the company. Performs experience studies and assumption development for the annuity and life insurance lines of business. Develops asset and liability modeling and analyses of annuity and life insurance lines of business including financial projections and stress testing. Works on various ALM projects such as economic scenario generation, duration analysis, and interest rate stress testing. Performs valuations of actuarial reserves and liabilities. Performs asset adequacy testing and analyses of annuity and life insurance lines of business. Tests retirement plans for compliance with non-discrimination rules, calculation of allowable TDA plan contributions, actuarial valuation of defined benefit plans, and analysis of mortality trends and longevity risk. Develops annuity products, pricing, and policyholder illustrations; determination of non-guaranteed elements such as crediting rates and dividend scales. Educational Requirements University (Degree) Preferred Work Experience 4+ years Required 7+ years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC Required Experience: 4+ years of Actuarial experience required Associate of Society of Actuaries (ASA) Preferred Experience: 7+ years of Actuarial experience preferred Fellow of Society of Actuaries (FSA) Microsoft Excel, VBA, R, Python, Tableau Familiarity with MG-ALFA Experience with financial projections/planning & analysis, stress testing, capital management In-depth knowledge of US and Bermuda statutory and solvency frameworks for annuity products Excellent communication skills, both verbal and written; ability to effectively relay complex concepts to non-technical audiences Strong critical, analytical, and strategic thinking Self-motivated, able to work both independently and collaboratively, and able to prioritize required tasks appropriately A deep understanding of various aspects of TIAA or other complex financial services organizations (e.g. legal structure, sensitivity of different businesses to economic factors, etc.) Additional Job Responsibilities: Corporate and entity-level financial plans, forecasts, stress testing, prospective solvency analysis; support corporate projects, strategic initiatives, and transactions. As a key user of actuarial models (specifically the M-STAR modeling platform (MG-ALFA)), work with modeling teams to relay requirements, test results, and ensure models appropriately support emerging developments. The ability to intimately learn M-STAR's capabilities will be needed. Effectively communicate, collaborate, and negotiate with various other teams to ensure successful outcomes (Risk Management, GAO, CFP&A, Business Finance Office, Corporate Controllership, Corporate Strategy, Corporate Tax, Actuarial Modeling & Experience Studies, ALM, etc.). Presentations of data and recommendations to committees and other groups. #LI-CS1 Related SkillsAccountability, Actuarial Science, Business Acumen, Collaboration, Communication, Continuous Improvement Mindset, Executive Presence, Financial Acumen, Financial Modeling, Problem Solving, Relationship Management, TIAA Products/Services Acumen Anticipated Posting End Date: 2026-01-06Base Pay Range: $136,000/yr - $164,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

The Retirement Income Consultant works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. Under general supervision, this job support clients by incorporating the organization's suite of income oriented advice and education tools in addition to utilizing the organization's broad suite of distribution and lifetime income options. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio Takes inbound calls from clients seeking advice and education on the use of TIAA's investment products for retirement income Makes outbound calls to clients to follow-up on referrals from the organization's business partners where retirement income education and advice are identified as client needs. Recommends a variety of lifetime income solutions utilizing the organization's suite of income oriented tools. Ensures a smooth client transition into retirement by supporting the client through the lifetime income application process. Assesses the complexities of the client and determines the right tools and solutions that fit their needs. Maintain effective schedule and pipeline management Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days Physical Requirements Physical Requirements: Sedentary Work Career Level 6IC Related SkillsClient Financial Planning, Client Relationship Management, Consultative Communication, Due Diligence, Financial Markets, Market/Industry Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management Anticipated Posting End Date: 2026-01-02Base Pay Range: $72,800/yr - $90,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Financial Risk and Capital Management The Investment Risk Officer is responsible for providing expertise on how to minimize investment risks within the organization by developing and implementing second line of defense reports, systems, and processes. As a subject matter expert in risk management, this job manages risk oversight and reviews processes related to monitoring and managing capital and liquidity adequacy. Key Responsibilities and Duties Portfolio Risk Analysis: • Conduct comprehensive risk assessments of new investment opportunities and existing portfolio positions • Prepare detailed risk reports and presentations for senior management and investment committees • Monitor emerging risks, particularly rapid growth impacts in private markets • Perform stress testing and scenario analysis across alternative asset classes Risk Framework & Modeling: • Support implementation and monitoring of TIAA's tail risk framework across alternative investment asset classes • Prototype and enhance quantitative risk models for Private Equity, Infrastructure, Agriculture, Timberland, and Commercial Real Estate investments • Analyze simulation outputs from risk and private and public data analytics • Monitor compliance with risk limits (both notional and tail risk) within TIAA's established risk appetite framework Cross-Functional Collaboration: • Work closely with investment teams to understand deal structures, due diligence processes, and risk characteristics • Partner with quantitative support teams and other risk management functions • Support quarterly and annual risk reporting processes • Collaborate with offshore team members and provide guidance on analytical tasks Systems & Technology: • Advanced utilization of Excel for complex financial modeling and analysis • Work with large datasets and various risk management platforms • Leverage different Risk models and systems • Proactively incorporate AI/LLM tools for enhanced analytical capabilities Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC REQUIRED EXPERIENCE: 5+ years of relevant experience in investment risk management, asset management, institutional investing, or related fields PREFERRED EXPERIENCE: 7+ years of relevant experience in investment risk management, asset management, institutional investing, or related fields Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Computer Science, Finance, Economics, Actuarial Science, or related field) Graduate degree (MBA, MS, MA in relevant field) CFA, FRM, ASA, FSA, PhD, CPA, or other relevant professional certifications TECHINCAL SKILLS: Advanced Excel proficiency (required) Experience working with large datasets and financial databases Programming skills (Python, R, SQL, VBA) a plus Proactive user of AI/LLM tools with demonstrated advanced use cases Familiarity with risk management systems and platforms KNOWLEDGE AREAS: Strong understanding of fixed income and equity markets, with real assets knowledge a significant plus Exposure to private markets (Private Equity, Infrastructure, Real Estate, Private Credit) Understanding of global markets and multiple economic sectors Familiarity with insurance company regulatory frameworks (RBC, etc.) #LI-CS1 Related SkillsAnalytical Skills, Collaboration, Communication, Critical Thinking, Executive Presence, Financial Acumen, Financial Analysis, Financial Risk Management, Relationship Management, Risk Analysis/Analytics, Risk Mitigation, Strategic Thinking, TIAA Products/Services Acumen Anticipated Posting End Date: 2025-12-20Base Pay Range: $135,000/yr - $192,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Company:Oliver WymanDescription: Contributes to the architecture across the technology stack; from database to analytics to web interfaces Leads a team of more junior developers Applies industry knowledge and analytical skills to design and execute analysis, which adds value for clients Conducts meetings, presents materials and serves as one of the day to day point people to the client Compiles and maintains data and analysis results collected from internal and external information sources Works to continually develop programming skills and professional skills; takes advantage of personal development opportunities; deepens industry expertise in a particular, relevant topic area Develops client and internal presentations Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:Marsh McLennan AgencyDescription: JOB TITLE: Intern JOB TYPE: FLSA Non-Exempt SUMMARY: Responsible for learning and developing tangible skills in the area of Insurance, Risk Management and Employee Health & Benefits. ESSENTIAL DUTIES AND RESPONSIBILITIES: Demonstrates a high level of intellectual curiosity and willingness to learn the business. Consistent and punctual with the submissions of the work assignments to the mentor. Completes weekly activity report and other forms required as learning tools. Relays and applies knowledge acquired in the academic setting to the company setting. Participates in office, carrier, and/or client meetings. Develops and maintains professional relationships with clients. Provides assistance to other colleagues and performs various administrative and other duties as needed. Maintains accountability for his/her actions and activities, both personally and professionally. Adheres to company policies, procedures and rules governing professional staff behavior and abides by company policies governing the observation of confidentiality and the handling of confidential information. JOB SCOPE: Communicates and interacts with all levels of management, colleagues and external customers. Functional responsibilities require basic knowledge of insurance principles and commitment to develop sales knowledge and risk management skills. Must have the ability and desire to perform prospecting calls and attend networking events. Displays resourcefulness in finding solutions for our clients, companies and our Agency. Work is performed in a clean office environment, and may require occasional travel to various sites for organizational and client meetings. The majority of work occurs during regular day hours with extended hours and schedule flexibility necessary to complete projects and to meet department needs. REQUIREMENTS: High School Diploma required. Student entering their junior or senior year or graduating from a 4 year university. Majoring in Risk and Insurance Management or displaying a keen interest in learning insurance, risk management, or financial fields. MINIMUM QUALIFICATIONS: Proficiency with Microsoft Word and Excel. Strong organizational skills and ability to manage multiple priorities. Applied knowledge in the areas of communication, interpersonal relationship management, versatility and creativity. Ability to work effectively in a team environment. PHYSICAL DEMANDS: While performing the duties of this job, the colleague is regularly required to sit. The colleague is often required to stand; walk and stoop, kneel, or crouch. The colleague must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

Company:MarshDescription:Marsh is seeking a talented Construction Client Advisor to join their team. This role is based in one of our of our Texas offices and is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Acts as lead advisory colleague on medium sized, less complex books of business. Develops an understanding of the clients' business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients. Utilizes risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience and develop solutions for standard client needs.. Assists in presentations to prospective clients and develops/suggests innovative solutions to client and client team members to gain new clients and projects. Builds and maintains relationships with clients , and is the primary point of contact for day-to-day service needs. Maintains quality in all areas of client deliverables, including monitoring delivery and invoicing to ensure client is satisfied. Keeps abreast of changing market conditions and contributes to the firm's body of knowledge within product line through active internal communication. What you need to have: 5+ years of industry experience, with a focus on Construction P&C license or the ability to obtain one. Bachelor's degree preferred. What makes you stand out: Ability to build strong relationships and resonate with internal colleagues, clients, and carriers. Self-starter with resourcefulness and the ability to bring solutions and ideas to the firm. Collaborative team player who can make an immediate impact. Interest in aligning with the company's goals and contributing to achieving them. Why join us? We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:MercerDescription: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will support markets in Dallas, Houston, Missouri, Iowa, Chicago, & Minnesota. This is a hybrid role that has a requirement of working at least three days a week in one of these offices. As a Lead Health & Benefits Consultant, you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies, driving the creation of tools and solutions to address complex client issues. Determine the full scope of services provided to clients and set roles/responsibilities within the client team. Effectively communicate Mercer's position on the latest industry trends to clients. Be accountable for revenue and profitability for client accounts and projects. Monitor project success in terms of scope, budget, timeliness, and client satisfaction. Generate sales by expanding revenues from existing clients and leading prospecting efforts with new clients. Set strategic direction and create demand for new products/services in the marketplace. What you need to have: BA/BS degree. Minimum of 10+ years of experience in identifying, designing, recommending, and implementing efficient, innovative business solutions to clients' complex healthcare benefits challenges. Renowned expertise and industry reputation in the health & benefits field. Client-facing experience in a consulting environment. Life & Health License What makes you stand out: Strong, innovative sales and marketing skills, with the ability to effectively market organizational strengths. Superior analytical and mathematical skills, along with strategic planning, communication, and listening skills. Proven management skills in leading large, complex projects. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #MERHBUS Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:Oliver WymanDescription: Drives the delivery of client engagements as “on the ground” managers Acts as key contacts with senior level clients, and provides leverage to the client and the firm by delivering high quality work, developing and capturing intellectual capital and supporting new or expanded business opportunities. Facilitates multiple cross-functional, moderately-sized teams to drive successful completion of results across team members, prepare and maintain project plans, establish project protocols and review results. Provides guidance and coverage for more junior consultants, insight and leverage for Partners. Participates in focused new business development and aspects of the commercial process. Leads firm building activities. About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on Twitter @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $375 hourly. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:MarshDescription: We are seeking a talented individual to join our team at Marsh as an Associate Account Executive supporting our Commercial Property & Casualty clients in the Construction practice. This role will be based in our Dallas office. This is a hybrid role that has a requirement of working at least three days a week in the office. The successful candidate will support daily operations from a client service and administrative perspective, coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution. We will count on you to: Use risk experience to evaluate risks, review loss experience, cash flow, and financials; develop solutions; articulate the impact of options; leverage analytics; and make recommendations to clients across commercial property and casualty lines. Partner with senior Account Managers to retain and generate new business by leveraging strategy information and managing contract reviews and midterm changes. Strive to meet sales goals and work with senior team members to expand the book of business. Strengthen and maintain relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth. Serve as a client contact, responding to complex client needs and questions to enhance the client experience. Cultivate a comprehensive understanding of changing market conditions and ensure compliance with all standards to better serve clients. What you need to have: 2+ years proven industry experience in a broker or underwriting P&C setting. Strong communication and relationship-building skills. Ability to analyze complex data and develop actionable recommendations. Property & Casualty License a must, or ability to obtain What makes you stand out: Construction experience highly preferred A track record of meeting or exceeding sales and growth targets. Professional certifications or advanced training in insurance or risk management. Knowledge of commercial property and casualty insurance markets, standards, and compliance requirements. Why join our team: We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:Marsh McLennan AgencyDescription: JOB TITLE: Commercial Sr. Account Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Directly manage the Client Insurance Program for assigned accounts, utilizing agency management system. Generally, this position is a very experienced individual contributor who manages 4-6 very complex accounts. This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific Account Executives on other. Access to a Commercial Account Manager and/or Sr. Account Manager may be available based on business need. Customer Satisfaction and Client Retention Directly manage the execution and delivery of client calendar/timeline milestones Conduct meetings and other communication with client to assess, maintain, and improve customer satisfaction Proactively maintain positive client relationship and have mastered the ability to analyze situations, make proactive decisions and direct a team to follow-through Demonstrate a strong consultative ability to instruct and provide strong guidance to the client, achieving a high-level of trust Monitor and manage the quality of service delivered to the client by MMA team members and carriers/vendors Monitor, manage, and facilitate the resolution by carriers/TPAs/vendors and MMA team members of escalated service issues Client Consultations/Recommendations Consult with clients and make strategic Risk Management plan design recommendations. Risk Management Plan design recommendations should align with clients' business strategy, culture, and priorities and should focus on trend management Maintain strong working knowledge and command of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients Maintain strong working knowledge and command of MMA services, resources and capabilities, and leverage them appropriately on behalf of clients Consult with clients and deliver appropriate funding arrangement recommendations Present financial/risk management reports providing data and information pertinent to risk management, plan design recommendations, products/services recommendations, renewal projections/planning, budget planning, etc. Mastery level knowledge and command of CCIP capabilities and services Renewal / Account Rounding Process Present and review plan performance reports and renewal projections Conduct pre-renewal planning meetings, including recommendations for renewal strategies Work with Team and marketing representatives to manage renewal bid/marketing strategy and deliver renewal presentations Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf Make recommendations for additional products/services and for expanding broker/consultant services Manage and monitor revenue levels on all clients and work with Producers to develop strategies and actions for negotiation of commissions/fees Client Relationship Management -Developing, maintaining and expanding business relationships with key client decision makers and senior leaders, often C-suite level Revenue Generation - Manage and monitor revenue generated by each account and work with Producers to negotiate appropriate agency revenue levels for each individual client Marketing/Sales Activities - Represent MMA at conferences, meetings, councils, community, and industry events Internal Contributions and Functions Serve as internal subject matter expert in designated areas of expertise. Meet or exceed Role Model MHBT standards of excellence, including but not limited to: Ensure maintenance of files and records in an orderly, timely manner via use of Sagittta and Image Right. Ensure Service Plans via constant use of renewal timeline. Proficient in creation of and use of key industry risk management strategies or documents routine to daily service processes, ie: Risk identification and assessment Coverage evaluation, Risk retention strategies (deductibles, SIR's, Captives) Function as primary go-to person Client Contract Review Maintain and exhibit a positive, professional appearance and image. Understand and adhere to policies and procedures within the MMA employee handbook. Adhere to security and compliance requirements, appropriately manage/protect PHI and PII, and protect agency intellectual capital. Mastery level knowledge of property and casualty products, services, market dynamics, carriers/TPAs/vendors, fully insured and alternative funding arrangements. REQUIREMENTS: Position available on an as-needed business basis Licensed: Texas P&C Agent Education: Bachelor's Degree or equivalent professional experience preferred (Internal) 15+ years of Account Executive experience preferred (including at least 5-7 years in Executive or Sr. Account Manager role) (External) At least 15 years of Commercial Account Consultant or Executive experience CIC & CRM, or CPCU preferred If no designation, then 15+ years of experience as an Account Consultant or Executive preferred High level of organization with strong attention to detail and the ability to set, recognize, and manage multiple priorities and deadlines are essential. Applied knowledge and skills in the areas of communication, typing/word processing, and interpersonal relations. Accuracy and the ability to execute short and long term goals and to work independently are essential. Proficient with Microsoft Office Suite, especially email, Word, and Excel, and PowerPoint. College degree or equivalent professional experience preferred 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

Company:Oliver WymanDescription: Oliver Wyman Actuarial - M&A Consulting Actuary - US Life The Actuarial Consulting Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing practice with offices across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Oliver Wyman provides customized actuarial services and strategic insight, supporting clients as they strive to exceed their business objectives. Our exceptional client and employee retention exemplify our commitment to relationships built on trust, responsiveness and clear communication. The US Life Actuarial Practice of Oliver Wyman works with organizations to manage their insurance risks using advanced actuarial and modeling techniques and has employees across over a dozen offices globally. Responsibilities Develop financial models for mergers, acquisitions, internal and external reinsurance, and other capital markets transactions with minimal oversight Manage actuarial due diligence, including review of actuarial appraisals, product features, experience studies/assumptions, and asset portfolio; breakdown of complex datasets into simple narratives and recommendations Develop executive level management reports, including development of data visualizations Present findings to senior management and C-suite executives Develop network of contacts throughout the industry via participation in deals, industry conferences, and other events Participate in client sales meetings and proposal development Work in partnership with our management consulting and actuarial practices in the US and globally Act as a trusted resource for both clients and junior staff for product- and technical-related actuarial questions Requirements 5+ years of professional experience in financial consulting or insurance - FSA preferred Prior life insurance M&A and pricing experience is required Demonstrated experience in actuarial pricing model development, profitability projections, and data flow management Strong background in risk management, sensitivity analysis, and regulatory compliance testing Proven experience in product development lifecycle and inforce policy management Familiarity with profitability measure calculations and develop sensitivity analyses for a broad range of life insurance and annuity products Broad exposure to life insurance, annuity and/or long-term care knowledge and industry recognition in areas such as product development, valuation, financial reporting, and risk management with subject matter expertise in at least one area Ability to lead and manage projects, including effective delegation and client solution development Exposure to various accounting regimes (e.g. US NAIC, Bermuda EBS, US GAAP, IFRS, Solvency II) Proficiency in financial modeling, pricing, valuation with a focus on base case profitability and stress analysis Ability to deliver against tight deadlines, in fast-paced, demanding environments Detailed oriented with the ability to work on multiple projects concurrently Evidence of intellectual curiosity and ability to think strategically and creatively Self-motivated, an entrepreneurial attitude, and not afraid of long hours Strong communication skills Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:MercerDescription: We are seeking a talented individual to join our Digital Solutions team at Mercer. This role can be based anywhere in the United States. As part of Mercer, the world's largest HR consulting firm, our Digital Solutions practice is a certified Workday implementation partner and the digital consulting arm of Mercer. Digital Solutions specializes in business and cloud consulting and is dedicated to transforming our clients' businesses. We leverage expertise in big data, cloud computing, and enterprise services and design to provide our customers with full-lifecycle solutions. Our Workday practice consists of specialists with deep expertise in Human Capital Management, Payroll, Finance, process improvement, historical data conversion, and cloud software integrations. Senior Workday Certified Financials Consultant We will count on you to: In this lead-level role, you will be responsible for overseeing the complete implementation lifecycle of Workday Financials modules, supporting our clients through the entire lifecycle of Workday implementations and ensuring project deliverables are met within the specified timelines and budget You will help our clients leverage Workday technology to enhance and unify Finance, Human Resources, and talent management, enabling them to optimize their financial management capabilities Lead Workday Financials design sessions with clients to gather requirements and document key decisions Collaborate with stakeholders to understand and analyze business requirements, ensuring that the Workday solution aligns with the client's objectives; then translating business requirements into Workday Financials configuration, and leading the configuration of Workday modules through multiple prototype environments to fulfill client-specific needs, enhancing functionality and user experience Drive transformation of business processes for our customers, particularly in the areas of Foundation Data Model (FDM) and Financial Accounting Provide a point a view by understanding customer pain points and complexities and be able to provide solutions that complement the client's business. Assist client with data conversion from legacy system into Workday Provide guidance and direction to clients during various testing cycles of prototypes What you need to have: CPA is required Minimum of two full lifecycle engagements implementing Financial Accounting/ Foundation Data Model (FDM) with the Workday Platform 3+ years of Workday Financials experience and a total of 10-15 years of Financials experience (can be from other ERP systems) A deep understanding of Workday's configuration options and transactional lifecycles, such as Procure to Pay, Record to Report, or Cash to Conversion Experience working with the various phases of an implementation lifecycle and knowledge of implementation methodology Experience in designing and building financial reports such as balance sheet and P&L Outstanding leadership, communication, and presentation skills are essential What makes you stand out? Prior implementation partner experience Workday implementation experience in a lead role in one or more of the following areas: Financial Accounting, FDM, Core Financials Active certifications in FDM, Core Financials, and Financial Accounting strongly preferred Bachelor's Degree (Accounting or Finance) preferred Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.The applicable base salary range for this role is $111,600 to $223,200.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:January 30, 2026

Company:Oliver WymanDescription: About Oliver Wyman Vector Oliver Wyman Vector, an aviation, rail, and energy technical consulting company with offices in Atlanta, Georgia; Westlake, Texas; and London, England is looking for an experienced air carrier Flight Operations Subject Matter Expert (SME). This dynamic role involves assisting our aviation clients in addressing operational changes, adding new services, and/or implementing effective processes while incorporating Safety Risk Management practices and applicable regulatory requirements. Visit our website for more details about Oliver Wyman Vector: *************************************** With more than 2,900 professionals in over 40 cities around the globe, Oliver Wyman is the leading management consulting firm that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, organizational transformation, and leadership development. The firm helps clients optimize their businesses, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is part of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit ******************** *************************************** Oliver Wyman's Aviation, Aerospace & Defense practice works with OEM's, commercial passenger and cargo carriers, MRO's, other service providers, and government entities to develop and implement business growth strategies, improve operational efficiencies, and maximize organizational engagements for aviation, aerospace, and defense clients over the past five years, and have consulted to nearly three quarters of the Fortune 500 firms in these sectors. The practice serves the industry worldwide with consultants based in the Americas, Europe, and the Middle East. Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy, and human capital. It is the parent company of a number of the world's leading risk experts and specialty consultants, including Marsh, the insurance broker and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; and Oliver Wyman, the management consultancy. With over 60,000 employees worldwide and annual revenue of approximately $13 billion, Marsh & McLennan Companies provides analysis, advice, and transactional capabilities to clients in more than 100 countries. Its stock (ticker symbol: MMC) is listed on the New York, Chicago and London stock exchanges. Marsh & McLennan Companies 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: ************ We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: ********************** Oliver Wyman is an equal opportunity employer.

Company:Marsh McLennan AgencyDescription: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to: A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed. Manage Accounts Receivables Manage Direct Billing with respect to Cancellations Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources): Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers. Create and complete COPE spreadsheets, as needed. Prepare Loss Summaries Prepare proposals for renewal terms Issue Acord Insurance Binders for renewal terms Initiate Premium Finance Requests Prepare Schedules of Insurance for delivery to client Prepare policies for delivery to client Process Policy Audits and Monthly Reports Identify and resolve Accounting discrepancies Create requests for changes to client's coverages Process mail and phone requests on daily basis Prepare Acord applications Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance Adhere to document retention software documentation guidelines Perform Quality check and control on insurance policies in their entirety In absence of more senior team members, provide direction and guidance to other members when appropriate Teamwork Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to: Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate. Ensure tasks from both Account Manager and outsourcing team are completed as directed Ensure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job Description Treat clients, prospects, and company employees with courtesy and respect. Contribute to a team approach toward meeting goals and providing excellent client service. Coordinate and monitor usage and quality of outsourcing teams Support the training and growth of the Account Manager, being a part of their training and development Technical Expertise Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to: Analyze insurance quotes and make recommendations Comprehend and interpret Insurance Contract requirements for Certificates Communicate with insurance carriers as needed Communicate with clients as needed Client facing meeting as required, either in-house or offsite Become proficient using premium analysis software. Utilize carrier online rating programs as necessary. Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account Manager Design insurance program for client based on defined needs Utilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.) Identify and address any coverage gaps with producer, carrier and client Begin to become subject matter expert and resource in area of interest or technical capability. REQUIREMENTS: Licensed: Texas P&C Agent preferred Education: Bachelor's Degree, preferred Minimum of 5 years of midmarket Commercial Account Manager experience preferred Completion of CIC and CRM preferred Demonstrate ability to multi-task and prioritize work Willingness to work to meet client needs beyond scheduled hours. Proficient at Word, Excel, and current internet technologies. Demonstrate proactive work style - Does not have to be asked or reminded of tasks. Ability to learn, analyze and comprehend commercial lines of insurance. Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness Demonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions. 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: *************************** .

Company:Marsh McLennan AgencyDescription: Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Employee Health & Benefits Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager on the Employee Health & Benefits team, you'll be responsible for the service and retention of our middle to large market group benefit accounts. You will manage the renewal process and day to day correspondence with the clients. You will assist Producers in gathering the necessary information for new and renewing groups to submit to the marketing team, handle implementations, intake forms and review benef. You will need to keep your workflows organized and client's electronic files in in our document management system up to date. Our future colleague. We'd love to meet you if your professional track record includes these skills: Possess skills necessary to communicate with clients, carriers and prospects concerning Employee Health & Benefits lines of coverage. Service assigned clients and prospective clients. Assist the Producer/Benefit Consultant in gathering the necessary information regarding new/renewal accounts and submit this information to the Marketing Department. Work closely with the Producer/Benefit Consultant to formulate a complete submission for the client Assist the Marketing Analyst in the renewal and new business marketing processes Coordinate your workflow with the Producer/Benefit Consultant and the Department Manager Direct implementation, enrollment, and communication processes Perform periodic service calls in accordance with Service Standards Utilize stewardship and timeline templates insuring quality service to accounts Maintain awareness of new developments and legislation in the Group Benefits field Develop and maintain a positive relationship and rapport with clients and carriers Work with the Producer/Benefit Consultant on additional items such as the Stewardship Review Process, Service Timelines (creation and usage), Conduct and record Benefit Audit, Legislative and Compliance issues, HIPAA regulations and 5500's, among others. These additional qualifications are a plus, but not required to apply: Experience with Benefit Point, ImageRight, Employee Navigator, and Zywave. College degree desirable; or equivalent combination of education and experience. Hold an active 2-15 license. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Health Insurance 401k Professional development opportunities Hybrid work Six week paid parental leave for the birth or adoption of a child Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAEHB #MMABOU

Company:Marsh McLennan AgencyDescription: Insurance Account Manager Training Program Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager Trainee at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager Trainee on the AMPD team, you'll learn the workflows and best practices of the customer service side of the insurance industry. In training you will learn to route policy documents and client notices. You must develop a working knowledge of insurance carrier websites and how to navigate them for necessary information. You will follow up with carriers for pending policy coverage changes and cancelations. You'll learn how to review renewal policies and endorsements for quality assurance. You will also be taught how to obtain loss history and how to issue insurance certificates. In addition to leaning the service side of the insurance industry, you will also go through a series of professional development trainings. Our future colleague. We'd love to meet you if your professional track record includes these skills: College degree or some combination of education and comparable work experience preferred Analytical problem-solving capabilities with a certain level of energy to carry out assignments via computer work. Strong accuracy and attention to detail with a degree of cautiousness, as well as a desire to follow procedure. Strong organizational and time management skills with the discipline to stay on-task. These additional qualifications are a plus, but not required to apply: Intermediate computer skills including Word, Outlook & Excel Currently hold, or be able to obtain with 90 days, a Florida 4-40 license and/or 2-20 license We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Health Insurance 401k Professional development opportunities On-site Six week paid parental leave for the birth or adoption of a child Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: ************************************ ********************************** ******************************************************* Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAcampus #MMABI #LI-Onsite #MMABou