Finance Account Manager jobs at New York Life Insurance - 1144 jobs

About Us At Selective, we don't just insure uniquely, we employ uniqueness. Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2024 and certification as a Great Place to Work in 2024 for the fifth consecutive year. Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs. Overview This position manages the general ledger activities and financial reporting. Directs the activity of staff in maintaining books of accounts, as well as preparing standard reports and statements. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements. Note: (For NJ candidates) This role will be located at our future headquarters in Short Hills, N.J. Until the new headquarters is operational, the successful candidate will be offered the ability to work in our Branchville, N.J. location during this interim period. Responsibilities Manage general accounting functions. Prepare monthly financial reports and statistics. Oversee and schedule activities of financial close. Analyze and reconcile assigned general ledger accounts. Prepare various schedules for outside auditors. Assist in the development of reports to be used in analysis and presentation of financial data to senior management. Assist in reviews of financial statements. Coordinate accounting schedules and activities. Manage and train accounting staff. Ensure company compliance with Generally Accepted Accounting Principles (GAAP), Statutory Accounting Principles (SAP), and government regulations. Assist as needed on SOX 404 documentation and controls Qualifications Knowledge and Requirements Strong knowledge of GAAP, SSAPs, and general ledger accounting software packages. Strong knowledge of account reconciliation, general ledger maintenance, and financial statements preparation. Excellent written and verbal communication skills MS office applications Education and Experience CPA Required Bachelor's degree in accounting preferred Five to Eight years of accounting experience Prior supervisory or management experience Total Rewards Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and paid time off plans. Additional details about our total rewards package will be provided during the recruiting process. The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs. Pay Range USD $119,000.00 - USD $163,000.00 /Yr. Additional Information Selective is an Equal Employment Opportunity employer. That means we respect and value every individual's unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences - and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions.

About Us At Selective, we don't just insure uniquely, we employ uniqueness. Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2024 and certification as a Great Place to Work in 2024 for the fifth consecutive year. Employees are empowered and encouraged to Be Uniquely You by being their true, unique selves and contributing their diverse talents, experiences, and perspectives to our shared success. Together, we are a high-performing team working to serve our customers responsibly by helping to mitigate loss, keep them safe, and restore their lives and businesses after an insured loss occurs. Overview This position manages the general ledger activities and financial reporting. Directs the activity of staff in maintaining books of accounts, as well as preparing standard reports and statements. All job duties and responsibilities must be carried out in compliance with applicable legal and regulatory requirements. Note: (For NJ candidates) This role will be located at our future headquarters in Short Hills, N.J. Until the new headquarters is operational, the successful candidate will be offered the ability to work in our Branchville, N.J. location during this interim period. Responsibilities Manage general accounting functions. Prepare monthly financial reports and statistics. Oversee and schedule activities of financial close. Analyze and reconcile assigned general ledger accounts. Prepare various schedules for outside auditors. Assist in the development of reports to be used in analysis and presentation of financial data to senior management. Assist in reviews of financial statements. Coordinate accounting schedules and activities. Manage and train accounting staff. Ensure company compliance with Generally Accepted Accounting Principles (GAAP), Statutory Accounting Principles (SAP), and government regulations. Assist as needed on SOX 404 documentation and controls Qualifications Knowledge and Requirements Strong knowledge of GAAP, SSAPs, and general ledger accounting software packages. Strong knowledge of account reconciliation, general ledger maintenance, and financial statements preparation. Excellent written and verbal communication skills MS office applications Education and Experience CPA Required Bachelor's degree in accounting preferred Five to Eight years of accounting experience Prior supervisory or management experience Total Rewards Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life. These benefits include comprehensive health care plans, retirement savings plan with company match, discounted Employee Stock Purchase Program, tuition assistance and reimbursement programs, and paid time off plans. Additional details about our total rewards package will be provided during the recruiting process. The actual base salary is based on geographic location, and the range is representative of salaries for this role throughout Selective's footprint. Additional considerations include relevant education, qualifications, experience, skills, performance, and business needs. Pay Range USD $119,000.00 - USD $163,000.00 /Yr. Additional Information Selective is an Equal Employment Opportunity employer. That means we respect and value every individual's unique opinions, beliefs, abilities, and perspectives. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view and experiences - and empowers employees to contribute new ideas that support our continued and growing success. Building a highly engaged team is one of our core strategic imperatives, which we believe is enhanced by diversity, equity, and inclusion. We expect and encourage all employees and all of our business partners to embrace, practice, and monitor the attitudes, values, and goals of acceptance; address biases; and foster diversity of viewpoints and opinions.

A leading insurance company is seeking a senior underwriter to work independently on complex accounts in Chicago. This role involves managing a portfolio of brokers and developing profitable business. The ideal candidate should have over 7 years of underwriting experience and possess strong analytical and communication skills. The position offers a competitive salary, benefits, and a supportive work environment. #J-18808-Ljbffr

A leading insurance firm is seeking an Executive Underwriter in Chicago focused on wholesale brokerage growth. The role involves underwriting new and renewal business, negotiating terms, and developing marketing strategies. The ideal candidate should possess a business degree and at least 7 years of underwriting experience, including strong analytical and interpersonal skills. The position is essential for driving new business and ensuring profitable renewals in the Financial Lines sector. #J-18808-Ljbffr

Your new company A leading real estate investment holding company with a portfolio of luxury hotels, premium rentals, and creative retail spaces is seeking a strategic and results-driven Senior Asset Manager to oversee asset management for a high-profile mixed-use complex in Downtown Los Angeles. This role offers the chance to shape the future of a marquee development that blends hospitality, residential, and retail components. You'll report directly to ownership and play a pivotal role in maximizing property performance and long-term value. Your new role As an Asset Manager, you'll lead all operational functions including property management, leasing and marketing, finance and accounting, capital expenditures, and construction. You'll be responsible for driving investment returns, optimizing revenue, and mitigating risk across the entire complex. This is a high-impact leadership role requiring deep expertise in life-cycle asset management, stakeholder collaboration, and operational excellence across the hospitality, retail, and multifamily sectors. What you'll need to succeed 15+ years of senior-level asset management experience in hospitality, retail, and multifamily Skilled in solving complex operational issues and driving performance Strong financial, analytical, and budgeting expertise; proficient in Yardi/MRI Excellent communicator with proven stakeholder management Highly organized with the ability to juggle multiple priorities Bachelor's degree required; advanced credentials (MBA, CFA, CPA) preferred What you'll get in return Competitive compensation package and benefits Leadership role in one of LA's most prestigious mixed-use developments Direct influence on strategic decisions and long-term asset performance Collaborative environment with high-level stakeholders and ownership What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

The Manager & Actuary plays a significant role in pricing of Inforce and M&A transactions for Munich Re Life US. Your Job Support the evaluation, structuring and pricing of inforce and M&A reinsurance opportunities: Perform diligence on appraisal and other process documents Support deal structuring to provide bespoke solutions for capital and risk optimization Run deal models to assess various transaction opportunities in the block reinsurance space Partner with asset-intensive reinsurance players across the industry to enable and facilitate deals Develop pricing assumptions to provide appropriate views into the performance of the subject business Build AXIS models that produce various product cash flows (e.g. UL, WL, Term) Run AXIS pricing model projections, analyze and summarize results Bring an entrepreneurial mindset: challenge processes, accelerate timelines, and push for continuous innovation Your Profile Bachelor's degree in Finance, Economics, Risk Management, Mathematics, Accounting 5+ years actuarial employment in the life insurance/reinsurance industry FSA designation required Asset intensive reinsurance experience preferred Pricing and product development experience a plus Moody's Axis experience preferred Our Benefits Comprehensive Medical Plans PTO and Family Leave Retirement Savings Plans Dental and Vision Plans Life and Disability insurance Employee Assistance Program Adoption Assistance Wellness Programs - Calm, WW, SoFI, Virgin Pulse Commuter Benefits FSA and HSA Plans Hospital Indemnity, Critical Illness and Accident Plans At Munich Re US, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About Munich Re Together, we engage with everything we have and are, to help humankind act braver and better. As the world's leading reinsurance company with more than 40,000 employees in over 50 locations around the globe, Munich Re introduces a paradigm shift in the way you think about insurance. By turning uncertainty into manageable risk, we enable fundamental change. We recognize Diversity, Inclusion, and Belonging as a key priority with a culture that welcomes different thoughts and opinions. We dare to think big and are continuously innovating on behalf of our clients. For New York City based employees, the base salary range anticipated for this position is $178,945 - $197,782, plus an opportunity for an annual company bonus based upon a percentage of eligible pay. The salary estimate displayed represents the typical salary range for candidates hired in this position. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Please note that only candidates who are selected for interview will be contacted directly. We thank all candidates for their interest. Apply Now Save job

Actuarial Manager Sr We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company Munich Re America Services (MRAS) is a shared service organization that delivers services to all Munich Re US P&C Companies and other group entities. As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products. The Opportunity Future focused and always one step ahead! We are looking for a head of Reserving Transformation, Operations and Processes Team in FMR Corporate Reserving. The responsibility of Corporate Reserving is to use quantitative and qualitative methods to perform and oversee the loss reserve analyses for Munich Re's property and casualty business in the US. This includes continuous monitoring of the reserve position, and the further development of actuarial methods, the underlying systems, and tools. Additional responsibilities are the assessment and quantification of reserve uncertainty and reserve risk, as well as financial reporting on non-life technical provisions under IFRS17, Solvency II and Statutory standards. Your principal role is to manage the team, which is responsible for the Operations and Processes with in Reserving - this particularly includes all data and systems topics, local statutory closing, annual statement reporting, the organization of the annual Reserve Review for the team, as well as the co-ordination with the external Auditor. Beside Operational Topics this team will be heavily involved in Project work concerning transformational topics in Reserving specifically and Financial Management Reporting more generally. Responsibilities: Lead and develop a team, managing the reserving operations and financial closes, while fostering a highperformance and learningoriented culture. Set a vision and execution standards for reserving, closing, and reporting cycles, ensuring a robust governance and audit readiness for all reserving operations and controls. Act as liaison with Global Reserving Teams, CFO, IRM, Audit, Accounting, Financial Reporting, Planning & Expense Team and other key stakeholders to ensure alignment and transparency. Coordinate financial close activities, including cession QA, booking handoffs, and retro modeling, in partnership with Finance and Accounting. Support Annual Statement Reporting and Schedule P Process in close collaboration with other responsible FMR teams. Quarterly Financial Reporting of Underwriting Results under Statutory Reporting standards, focusing on a technical sound analysis of underlying business drivers for the CFO. Planning and oversight of the Reserve Review Process, ensuring excellent quality and compliance to actuarial standards of practice, as well as group reserving policy. Maintain current knowledge of trends in actuarial methods, reserving systems, and technology; recommend solutions that balance cost and risk, while facilitating know-how transfer across the various operational Reserving teams. Lead transformation projects and system integrations to drive process simplification and automation initiatives. Champion continuous improvement and efficiency gains, partnering with global reserving and finance teams. Qualifications: Successful candidates will possess the following skills/capabilities: Bachelor's degree in mathematics, actuarial science or a similar qualification with a strong quantitative focus; Masters or MBA preferred Proven leadership, communication and interpersonal skills Several years of managerial or supervisory experience in an actuarial role (e.g. Reserving, Pricing, Risk Management, Underwriting, Controlling, Data Analytics) in the Property/Casualty Insurance Industry Strong knowledge of (re)insurance, as well as accounting, finance and financial reporting Extensive knowledge of actuarial methodologies, processes, systems and data structures, with applicability towards (re)insurance operations. In depth working knowledge of BI software, statistical programming languages, design of data structures and database tools (such as TM1, SQL, SSAS or similar) Strong project management, process optimization and change management skills and experience. FCAS (or comparable actuarial society) credentials preferred Excellent analytical skills together with a solution-oriented mindset Solid knowledge of non-life reserving, and strong background on financial reporting, with experience in the valuation according to IFRS 17 and/or Solvency II Ability to present complex issues to non-actuaries and to be comfortable and credible in terms of meeting with senior management and the Board Strong project management, process optimization and change management skills and experience. The Company is open to considering candidates in numerous locations, including New York City, NY and Princeton, NJ. The salary range posted below reflects market variations across various locations. The offer will be adjusted per geography. The base salary range anticipated for this position is $200,400 - $295,600, plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The salary estimate is adjusted to reflect the varying market conditions across different locations, with the with the higher end being more aligned with the New York City job market. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range. We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits: Two options for your health insurance plan (PPO or High Deductible). Prescription drug coverage (included in your health insurance plan). Vision and dental insurance plans. Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary. Short and Long Term Disability coverage. Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children). Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity). In addition to the above insurance offerings, our employees also enjoy: A robust 401k plan with up to a 5% employer match A retirement savings plan that is 100% company funded. Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries. Eligibility to receive a yearly bonus as a Munich Re employee. A variety of health and wellness programs provided at no cost. Paid time off for eligible family care needs. Tuition assistance and educational achievement bonuses. A corporate matching gifts program that further enhances your charitable donation. Paid time off to volunteer in your community. At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Apply Now Save job

Actuarial Manager Sr We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company Munich Re America Services (MRAS) is a shared service organization that delivers services to all Munich Re US P&C Companies and other group entities. As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products. The Opportunity Future focused and always one step ahead! We are looking for a head of Reserving Transformation, Operations and Processes Team in FMR Corporate Reserving. The responsibility of Corporate Reserving is to use quantitative and qualitative methods to perform and oversee the loss reserve analyses for Munich Re's property and casualty business in the US. This includes continuous monitoring of the reserve position, and the further development of actuarial methods, the underlying systems, and tools. Additional responsibilities are the assessment and quantification of reserve uncertainty and reserve risk, as well as financial reporting on non-life technical provisions under IFRS17, Solvency II and Statutory standards. Your principal role is to manage the team, which is responsible for the Operations and Processes with in Reserving - this particularly includes all data and systems topics, local statutory closing, annual statement reporting, the organization of the annual Reserve Review for the team, as well as the co-ordination with the external Auditor. Beside Operational Topics this team will be heavily involved in Project work concerning transformational topics in Reserving specifically and Financial Management Reporting more generally. Responsibilities: Lead and develop a team, managing the reserving operations and financial closes, while fostering a highperformance and learningoriented culture. Set a vision and execution standards for reserving, closing, and reporting cycles, ensuring a robust governance and audit readiness for all reserving operations and controls. Act as liaison with Global Reserving Teams, CFO, IRM, Audit, Accounting, Financial Reporting, Planning & Expense Team and other key stakeholders to ensure alignment and transparency. Coordinate financial close activities, including cession QA, booking handoffs, and retro modeling, in partnership with Finance and Accounting. Support Annual Statement Reporting and Schedule P Process in close collaboration with other responsible FMR teams. Quarterly Financial Reporting of Underwriting Results under Statutory Reporting standards, focusing on a technical sound analysis of underlying business drivers for the CFO. Planning and oversight of the Reserve Review Process, ensuring excellent quality and compliance to actuarial standards of practice, as well as group reserving policy. Maintain current knowledge of trends in actuarial methods, reserving systems, and technology; recommend solutions that balance cost and risk, while facilitating know-how transfer across the various operational Reserving teams. Lead transformation projects and system integrations to drive process simplification and automation initiatives. Champion continuous improvement and efficiency gains, partnering with global reserving and finance teams. Qualifications: Successful candidates will possess the following skills/capabilities: Bachelor's degree in mathematics, actuarial science or a similar qualification with a strong quantitative focus; Masters or MBA preferred Proven leadership, communication and interpersonal skills Several years of managerial or supervisory experience in an actuarial role (e.g. Reserving, Pricing, Risk Management, Underwriting, Controlling, Data Analytics) in the Property/Casualty Insurance Industry Strong knowledge of (re)insurance, as well as accounting, finance and financial reporting Extensive knowledge of actuarial methodologies, processes, systems and data structures, with applicability towards (re)insurance operations. In depth working knowledge of BI software, statistical programming languages, design of data structures and database tools (such as TM1, SQL, SSAS or similar) Strong project management, process optimization and change management skills and experience. FCAS (or comparable actuarial society) credentials preferred Excellent analytical skills together with a solution-oriented mindset Solid knowledge of non-life reserving, and strong background on financial reporting, with experience in the valuation according to IFRS 17 and/or Solvency II Ability to present complex issues to non-actuaries and to be comfortable and credible in terms of meeting with senior management and the Board Strong project management, process optimization and change management skills and experience. The Company is open to considering candidates in numerous locations, including New York City, NY and Princeton, NJ. The salary range posted below reflects market variations across various locations. The offer will be adjusted per geography. The base salary range anticipated for this position is $200,400 - $295,600, plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The salary estimate is adjusted to reflect the varying market conditions across different locations, with the with the higher end being more aligned with the New York City job market. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range. We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits: Two options for your health insurance plan (PPO or High Deductible). Prescription drug coverage (included in your health insurance plan). Vision and dental insurance plans. Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary. Short and Long Term Disability coverage. Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children). Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity). In addition to the above insurance offerings, our employees also enjoy: A robust 401k plan with up to a 5% employer match A retirement savings plan that is 100% company funded. Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries. Eligibility to receive a yearly bonus as a Munich Re employee. A variety of health and wellness programs provided at no cost. Paid time off for eligible family care needs. Tuition assistance and educational achievement bonuses. A corporate matching gifts program that further enhances your charitable donation. Paid time off to volunteer in your community. At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Apply Now Save job

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

A technology-driven insurance brokerage is looking for a Director of Finance in San Francisco, California. You will lead financial strategy and oversight, collaborate with executives, and enhance financial models. The ideal candidate has 8-10 years of strategic finance experience and skills in financial modeling and communication. The compensation package is competitive, with a salary range of $200,000 - $240,000 annually, along with comprehensive benefits and equity options. #J-18808-Ljbffr

## ** Summary**Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,125 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Position Overview: The Head of Risk Management is responsible for ensuring robust risk management practices across both financial and non-financial risk. The position manages portfolio risk, portfolio risk control (mandate compliance) and operational risk. These teams are further supported with subject matter expertise from the global risk functions of information technology risk, model validation and risk control testing. The position oversees the frameworks, policies, and practices that identify, assess, monitor, and mitigate risks across all US business lines, ensuring that risk considerations are fully understood and addressed. This includes identifying and mitigating high-risk areas that could impact business operations or the achievement of organizational objectives. This position reports directly to the AAM Global Chief Risk Officer and is a member of the Global Risk Management Senior Leadership Team, with an additional reporting line to the AAM US Board.## **Job Description****Key Responsibilities:*** Ensure an effective risk management system is in place for identifying and assessing both financial and non-financial risks. Facilitate appropriate risk responses based on thorough analysis.* Oversee compliance with investment mandates and the effectiveness of the control environment. Supervise breach investigations, ensuring root causes are understood and appropriate remediation actions are completed.* Manage risk reporting for business leaders and statutory boards, ensuring alignment with centrally maintained standards and templates. Reporting should include both qualitative and quantitative aspects, such as key risk indicators and analytics (e.g., VaR, TE, volatility, liquidity, market stress testing, and scenario analysis).* Conduct risk reviews of business developments, including product development, annual product reviews, key projects, and business process re-engineering.* Provide input for and review of prospect pitches and due diligence requests and present to internal and external stakeholders as needed.* Offer strategic leadership to the US risk function, aligning risk management with business objectives and regulatory requirements.* Foster a strong risk culture with effective first-line risk ownership. Encourage open communication about risks and support diverse perspectives across the business.* Monitor external trends and regulatory developments to evolve risk capabilities and ensure compliance. Serve as a liaison with regulators, auditors and assurance providers on key risk topics.* Oversee the identification and management of emerging risks. Support the interpretation and implementation of evolving risk management best practices and regulatory expectations.**What We are Looking For:*** At least 10 years of experience in investment risk management or a related field, with a strong understanding of risk management approaches and concepts.* Degree-level qualification required; professional certifications (such as CFA or FRM) are advantageous.* Experience in asset management across both public and private investment strategies is preferred.* Experience in building and maintaining investment risk management platforms.* Demonstrated ability to engage and influence senior business and functional stakeholders.* Experience in leading and motivating teams, with a proven ability to attract, develop, and retain diverse talent.* Strong problem-solving and analytical skills, as well as strong communications skills.* Effective stakeholder management and the ability to challenge constructively.**The Ideal Candidate Will Also Have:*** Intellectual curiosity and a drive to innovate and improve risk mitigation.* Commitment to fostering a strong risk culture and continuous improvement.* Commitment to ethical behavior and integrity, fostering a culture of trust and accountability.*\*\*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.\*\**The salary for this position generally ranges between $190,000 - $250,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.**Compensation Benefits:*** Competitive Pay* Bonus for Eligible Employees**Benefits Package:*** Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development Opportunities**Health and Work/Life Balance Benefits:*** Paid Time Off starting at 160 hours annually for employees in their first year of service.* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.* Adoption Assistance* Employee Assistance Program* College Coach Program* Back-Up Care Program* PTO for Volunteer Hours* Employee Matching Gifts Program* Employee Resource Groups* Inclusion and Diversity Programs* Employee Recognition Program* Referral Bonus ProgramsJob and compensation levels depend upon an applicant's qualifications including the extent of candidate's relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.*At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm - we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.*#LI-Hybrid## **Why Work for Us**At Aegon Asset Management, we invest in You.Our people are our greatest asset; with a competitive rewards program including incentive compensation, health and wellness benefits, retirement programs, and learning and development opportunities, our employees are engaged and empowered. Come be a part of driving our success!## **Equal Opportunity Employer:**AEGON USA Realty Advisors, #J-18808-Ljbffr

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same. TPG's success is driven by a culture that values partnerships. We're looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing team that has won too many Employer of Choice awards to list? Let's work together! The Partners Group currently has an outstanding opportunity for an experienced commercial insurance professional to join our Commercial Lines team in Renton, WA as an Account Manager. How you will have an impact at TPG: As an Account Manager with our Commercial Lines division, you'll play an key role in supporting our clients and Producers by managing day-to-day service needs, ensuring accuracy in coverage, and delivering an exceptional client experience. You'll handle a mix of technical and relationship-focused responsibilities, combining your insurance knowledge, attention to detail, and communication skills to build trust and long-term partnerships with our clients. A typical day in this role: Serve as the main contact for assigned Commercial Lines clients, handling daily service requests and resolving issues promptly Manage account servicing, including renewals, endorsements, certificates, and policy documentation, with accuracy and attention to detail Coordinate renewal and re-marketing efforts; preparing submissions, reviewing quotes, comparing coverage, and supporting Producers with proposals and presentations Analyze client needs, exposures, and coverage forms to identify gaps and recommend appropriate solutions Collaborate with Producers and internal teams to market and place new and renewal business while maintaining thorough documentation in AMS360 Participate in client meetings and team discussions to support strong relationships and client retention Key details Location: Renton, WA (Portland, OR also considered); in-office and hybrid work opportunities Hours: 40 hours/week, Mon-Fri Salary Range: $75,000 - $105,000 annually, DOE Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time. Travel: Minimal, as business needs require What you'll bring to the table Active Property & Casualty License (required) 3-7+ years of experience in commercial insurance account management, client service, or related roles; preferably in an agency setting Bachelor's degree preferred; high school diploma (or equivalent) required Strong understanding of commercial insurance coverage lines, policies, and service workflows Proficiency in Microsoft Office Suite, and experience using AMS360 or similar agency management systems Ability to navigate complex carrier websites to enter data, locate policy information and generate documents Exceptional communication skills, written and verbal Proven ability to stay organized and manage multiple priorities with accuracy and professionalism What will make you really stand out Professional insurance designations such as CIC, CPCU, or ARM Experience supporting multiple Producers or managing a diverse client portfolio Experience with multiple insurance carriers A proactive mindset with a passion for helping others and collaborating as part of a close-knit team Positive, professional, and approachable demeanor - you enjoy your work and help foster a supportive team environment Comfort adapting to evolving client needs and maintaining composure under pressure What TPG can offer you At TPG, you'll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes: A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities Ongoing support & development, including Continuing Education and encouragement toward professional designations Community Involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day Commitment To Diversity TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements. Apply Today If this sounds like the right fit for your skills and experience, we'd love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us! Please note: Direct applicants only. We are not accepting resumes or inquiries from external recruiters or staffing agencies. The Partners Group provides equal employment opportunities to all employees and applicants for employment. TPG prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We use E-Verify to confirm the identity and employment eligibility of all new hires.

Risk Manager - Large-Scale Insurance Expertise Required (Onsite) 📍 Onsite | Palm Beach Gardens, FL About Us: Metro One LPSG is the U.S. leader in providing specialized security and loss prevention services to national clients. As a rapidly expanding organization, we are reshaping the contract security industry through dedicated service delivery and a best-in-class employee experience for thousands of security and LP officers nationwide. We are seeking talented, committed, and driven professionals to join our growing team-individuals who thrive in dynamic environments and are passionate about risk mitigation and operational excellence. Position Overview: We are hiring an experienced Claims & Risk Manager to lead our enterprise risk management efforts from our Palm Beach Gardens, FL location. The ideal candidate must have a proven background in risk management within a large-scale insurance company, with deep expertise in risk assessment, claims management, regulatory compliance, and loss control. This role is pivotal in developing strategies that safeguard company assets, enhance operational resilience, and protect our people and clients. You will collaborate across departments to identify and mitigate potential threats, while aligning risk strategy with business objectives. Key Responsibilities: Develop, implement, and manage enterprise-wide risk management strategies and frameworks. Evaluate and mitigate risk exposure across operations, financial performance, safety, legal, and regulatory compliance. Serve as primary liaison with insurance carriers, brokers, and legal counsel to optimize insurance programs, claims processing, and policy renewals. Lead the end-to-end claims management process-ensuring timely reporting, thorough documentation, investigation, and resolution of incidents. Conduct proactive risk assessments and on-site loss control evaluations across multiple client accounts and business units. Ensure ongoing compliance with federal, state, and local regulations, as well as adherence to internal risk policies and procedures. Advise executive leadership on risk exposures, insurance coverage, and contractual risk transfer obligations. Design and lead internal risk education, training, and awareness programs to foster a proactive risk management culture. Qualifications: Minimum 5 years of risk management experience within a large-scale insurance company is required. In-depth understanding of insurance structures, claims processes, compliance mandates, and loss control programs. Demonstrated success in designing and executing enterprise risk strategies with measurable outcomes. Strong analytical, communication, and negotiation skills-capable of influencing executive-level stakeholders. Highly organized, with the ability to manage multiple projects and priorities in a fast-paced, dynamic environment. Must be willing to participate in the Company's pre-employment screening process and continuously meet any applicable state, county, and municipal requirements. Metro One LPSG is an Equal Opportunity Employer committed to embracing diversity.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. We are seeking a Risk Manager Loss Control Specialist to join our Commercial Lines team in Somers, NY! T his will start as in-office with the ability for hybrid. This individual will act as the main point of contact for renewal strategy and client contacts, in our large accounts division. We will rely on you to communicate clients' needs to customer service representatives as well as reporting needs to Producers. You will have the exciting opportunity to manage and retain an existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth. WHAT YOU'LL DO: Work closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients. Spend approximately 50-60% of the time outside with customers and new business opportunities. Follow-up to address customer needs and resolve any problems or issues. Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate. Develop service plan and timeline for each client. Implement and monitor service plan. Work with CSR to determine best markets and marketing strategy for customer's coverage and pricing. Aid CSR in negotiating best premium and coverage for customer. Direct CSR in determining best format for renewal process and make sure CSR is acting in a timely manner. Document sales and prospecting information into the sales management database. Encourage and motivate team members to achieve or exceed agency standards. Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements. Present proposal to customer, ensuring appropriate team members and resources are represented/attend. Promote teamwork and commitment to department/agency goals. Participate in special projects as requested. Remain current on industry trends and information, new product development, legislation, coverages and technology. WHAT YOU'LL NEED: Bachelor's Degree, or an equivalent combination of education and experience may be considered 5+ years' commercial insurance experience Active Property & Casualty Brokers License. Acceptable results of a Motor Vehicle Record and maintenance of minimum acceptable insurance coverages Proficiency in Microsoft Office 365 Exceptional customer service and interpersonal skills WHAT WE OFFER: Base salary + incentive compensation structure Unlimited earning potential Excellent growth and advancement opportunities Discretionary Time Off (DTO) Generous benefits package: health, dental, vision, 401(k), etc. Employee Stock Purchase Plan Target Pay This position will have an annual pay range of $90 - 100k plus potential incentive Pay Range $90,000 - $100,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. The Power to Be Yourself We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Requisition ID 2026-19714 Category Specialty Risk Type Regular Full-Time We are seeking an experienced and dynamic Account Manager to join our Specialty Risk team, focusing on travel and renters insurance. This role is ideal for an energetic professional with a proven track record in managing client relationships, identifying risk exposures, and delivering tailored insurance solutions within the specialty lines marketplace. This role will require a hybrid work schedule in any of our US AmTrust Offices. Responsibilities Manage and grow a portfolio of specialty risk accounts, with a primary emphasis on travel and renters insurance products. Serve as the main point of contact for clients, brokers, and underwriters, ensuring exceptional service delivery and satisfaction. Identify client exposures and recommend customized insurance solutions that meet their unique needs. Prepare and deliver presentations and proposals for new and existing clients. Manage terms and pricing with underwriters to secure optimal coverage for clients. Monitor market trends and regulatory changes affecting travel and renters insurance; proactively communicate relevant updates to clients and internal teams. Handle contract negotiations, endorsements, and claims support, guiding clients through each stage with clarity and professionalism. Collaborate cross-functionally with sales, underwriting, and claims departments to deliver seamless client experiences. Drive new business development by identifying prospective clients and cross-selling additional specialty risk products as appropriate. Maintain meticulous records in CRM systems and ensure all compliance requirements are met. Qualifications Bachelor's degree in Business, Insurance, Risk Management, or a related field preferred. Experience in account management within the insurance industry, with a focus on travel and/or renters insurance strongly preferred. Solid understanding of specialty risk products and insurance market dynamics. Demonstrated ability to build and sustain client relationships at multiple organizational levels. Strong negotiation, presentation, and analytical skills. Excellent organizational abilities and attention to detail. Proficiency with CRM and insurance management software. Insurance licenses as required by jurisdiction (preferred if already held). Personal Attributes Client-focused, with a commitment to excellence in service and communication. Proactive, self-motivated, and adaptable to changing priorities. Team player with a collaborative spirit and a drive to achieve shared goals. Curious and resourceful, always seeking innovative solutions for clients. The expected salary range for this role is $110,000-$130,000/year. Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations. #LI-MM1 What We Offer AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off. AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities. AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future. Connect With Us! Not ready to apply? Connect with us for general consideration.

Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Treasury Manager The Finance Department of Universal Insurance Holdings, Inc. is seeking a Finance Operations Manager that will perform key activities associated with day to day AP, AR and treasury operations, monthly closing and reporting cycle. It is a key position within the Treasury Group providing leadership and technical guidance to the Treasury group members. The Treasury team is comprised of thirteen individuals responsible for accounts receivable, accounts payable, disbursements, budget expense analysis, accruals, banking, investments, risk management and issue/error remediation. Accounting knowledge is required. This position will also participate in projects and ad hoc requests as they emerge. In addition, this position will focus on the development of the Treasury team. The Finance Operations Manager will report to the Director of Treasury Operations and will also collaborate with other members of the Finance Department (GAAP and Statutory Accounting Team, FP&A Team, Tax and Investor Relations. etc.) as well as the Internal Audit group. This position offers a wide range of responsibilities that will allow the candidate to grow with the Company and become an integral part of the Finance Department and the organization. Duties and Responsibilities: Daily management of the Accounts Payable, Accounts Receivable and Banking functions and supervision of staff. Various Accounting & Compliance functions including 1099 reporting, escheatment, accrual management, general ledger coding of invoices, allocations and vendor maintenance. Monitoring and oversight of timely processing of invoices, premium refunds and commission payments. Development and support of Treasury policies, procedures, and controls, as well as ensuring that all internal control procedures are enforced and followed. Support and participation in special projects and strategic planning activities. Keep up-to date on information and technology affecting functional area(s) to increase innovation and ensure compliance. Train, develop and appraise staff effectively. Take corrective action as necessary on a timely basis and in accordance with company policy. Assist in treasury projects including bank/custodian/investment account maintenance, liquidity management, cash flow projections, operational projects and other duties as assigned. Maintain monthly book closing schedule and workflow to assure timely and accurate book closing Monthly expense budget analysis and feedback to FP&A team Quarterly activities: Assist when requested with 10-Q/10-K and disclosure items Requirements: Bachelor's degree in Accounting or Finance. Graduate degree a plus. Workday G/L experience or certification/training a plus. Preferably 6 to10 years of related work experience Demonstrable understanding of treasury, banking and accounting concepts and principles. Transactional and analytic experience. Familiar with banking systems, platforms and products. Proficient in Microsoft Office, Word, Excel and PowerPoint. Strong attention to detail and solid organizational skills mandatory. Excellent time management and communication skills. Possess commitment to a team environment as well as the ability to work independently. Understanding and experience with U.S. Payment system (i.e. wires, ACH, checks, RTP, Zelle). #ZR Benefit Highlights Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance based bonuses

Know your rights Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. * Employment Eligibility (e-Verify): English & Spanish * Right to work: English / Spanish It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Treasury Manager * The Finance Department of Universal Insurance Holdings, Inc. is seeking a Finance Operations Manager that will perform key activities associated with day to day AP, AR and treasury operations, monthly closing and reporting cycle. It is a key position within the Treasury Group providing leadership and technical guidance to the Treasury group members. The Treasury team is comprised of thirteen individuals responsible for accounts receivable, accounts payable, disbursements, budget expense analysis, accruals, banking, investments, risk management and issue/error remediation. Accounting knowledge is required. This position will also participate in projects and ad hoc requests as they emerge. In addition, this position will focus on the development of the Treasury team. The Finance Operations Manager will report to the Director of Treasury Operations and will also collaborate with other members of the Finance Department (GAAP and Statutory Accounting Team, FP&A Team, Tax and Investor Relations. etc.) as well as the Internal Audit group. This position offers a wide range of responsibilities that will allow the candidate to grow with the Company and become an integral part of the Finance Department and the organization. Duties and Responsibilities: * Daily management of the Accounts Payable, Accounts Receivable and Banking functions and supervision of staff. * Various Accounting & Compliance functions including 1099 reporting, escheatment, accrual management, general ledger coding of invoices, allocations and vendor maintenance. * Monitoring and oversight of timely processing of invoices, premium refunds and commission payments. * Development and support of Treasury policies, procedures, and controls, as well as ensuring that all internal control procedures are enforced and followed. * Support and participation in special projects and strategic planning activities. * Keep up-to date on information and technology affecting functional area(s) to increase innovation and ensure compliance. * Train, develop and appraise staff effectively. Take corrective action as necessary on a timely * basis and in accordance with company policy. * Assist in treasury projects including bank/custodian/investment account maintenance, liquidity management, cash flow projections, operational projects and other duties as assigned. * Maintain monthly book closing schedule and workflow to assure timely and accurate book closing * Monthly expense budget analysis and feedback to FP&A team * Quarterly activities: Assist when requested with 10-Q/10-K and disclosure items * Requirements: * Bachelor's degree in Accounting or Finance. * Graduate degree a plus. * Workday G/L experience or certification/training a plus. * Preferably 6 to10 years of related work experience * Demonstrable understanding of treasury, banking and accounting concepts and principles. * Transactional and analytic experience. * Familiar with banking systems, platforms and products. * Proficient in Microsoft Office, Word, Excel and PowerPoint. * Strong attention to detail and solid organizational skills mandatory. * Excellent time management and communication skills. * Possess commitment to a team environment as well as the ability to work independently. * Understanding and experience with U.S. Payment system (i.e. wires, ACH, checks, RTP, Zelle). * #ZR Benefit Highlights * Industry leading medical, dental and vision insurance plan * 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) * Generous PTO policy * Eligible for performance based bonuses

Integrity Marketing Group is one of the nation's leading independent distributors of life and health insurance products, with a strong insurtech focus. Integrity's broad and innovative approach is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead and make the most of what life brings. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone and online. Integrity's 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit ************************** Why Work Here Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there. We love celebrating all your hard work with fun and swag - and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve. At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to: Generous PTO and holiday schedule, with extra time off for community service and your birthday Multiple health insurance plans to choose from 401(k) with immediately vested employer matching Integrity-paid HSA contributions for eligible health plans Employee ownership program which grants meaningful ownership in Integrity's ongoing success Workplace perks galore: standing desks, game rooms, subsidized lunches, free parking, and free snacks and drinks Job Summary Our Treasury Manager is expected to have a thorough understanding of our company's consolidated cash position. They will also help drive cash forecasting and cash planning. You are expected to be able to answer, guide, and develop your team when their inquiries arise, but also to understand when it is important to escalate questions/discussion points upwards. We are also looking for a “customer service” mindset, that will work with both internal customers (treasury team, integration team, and the accounting team), along with our “external” customers (our partners). Position Responsibilities Cash analysis - have a strong understanding of the company's current cash position (via weekly cash file), as well as the projected cash position (via cash forecast file). Drive the treasury integration for our new partners (create a new Chase account, cash consolidation efforts, etc.). Leader during the Kyriba implementation. After go-live, be a Kyriba champion. Review wires on a timely basis. Work with all internal team members (integration team, accounting and finance), as well as develop and train all treasury team members. Keep timely 1099 records throughout the year (at least quarterly). Lead liaison with our main banking partners at JP Morgan Chase, as well as system admin for our online banking portal. Oversee, review, and lead the commission payment process via Chase. Process deposits and release Positive Pay files, as well as addressing ACH exceptions. Ensure that treasury functions/processes have current and thorough documentation, while also identifying potential ways to automate and improve the treasury process. Ensure compliance with internal controls. Position Requirements Bachelor's Degree, preferably in Finance or Accounting. Experience in cash and banking functions (having review experience in a supervisory role is a plus), pairing that with accounting experience is a plus. Working knowledge of ACH, Fed Wire, Debit, and Credit transactions. Experience with Kyriba is a plus, but not required. Expertise in excel (high speed report customization, VLOOKUP, pivot tables, formula etc.). Strong communication skills, both written and oral. Understanding of finance and operational controls. Strong work ethic, can work independently effectively, but also work collaboratively when needed. Ability to prioritize and execute upon aggressive goals, objectives, and action items. Flexible in adapting to changing environments. Possess an upbeat, positive, and enthusiastic attitude. Integrity Marketing Group, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity Marketing Group, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Opening of JPM Chase bank accounts for the new acquisitions Coordination with JPM Chase bank representatives Processing wires and ACHs after approval Releasing commissions payments after approval Processing intercompany funds transfers Managing JPM Chase Access account as admin Daily cash report generation from JPM Chase Access Assisting in preparation of weekly cash report Remote online check deposits on daily basis Processing positive pay on daily basis Assist in merchant services account set up Compiling all the details for 1099 vendor related direct wires/ACHs Local bank account access and weekly/monthly reports generation Managing day to day activities in treasury functions to meet the financial obligations of the organization Ensures that project/ department milestones/ goals are met and adhering to approved budgets. Build and document an extensive knowledge of the department processes