Senior Associate jobs at New York Life Insurance

Job Title: Senior Associate, Agency Standards (Compliance) Manager Dept/Sub Dept: Field Operations Value Stream/Field Supervision This role will be located in the Northern Ohio General Office (GO) and will support the following GOs - Northern Ohio, and Indiana General Offices. Role Overview: As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity. What You'll Do: * Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office * Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required * Handles the Seminar Supervision Program * Handles the Enhanced Supervision Programs for Agents and Registered Reps * Handles the Financial Supervision Program for Agents and Registered Reps * Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items * Assists the Managing Partner in recommending and delivering Disciplinary Actions * Serves as the "point person" to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers * Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices * Assists with Complaint Review Handling and Resolution * Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs * Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements Required Skills: * Bachelor's Degree and/or equivalent experience * Minimum 2 years of industry experience * Comprehensive knowledge of registered and non-registered products * Must have Series 7 & Series 24 (Or obtain Series 24 within 90 days) * Series 65, 66 or ChFC (or obtain within 12 months) * Excellent communication skills (written and verbal) * Strong analytical skills required * Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities Preferred Skills: * Preferred Series 51 or 53 Pay Transparency Salary Range: $88,000-$125,500 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. Our Benefits We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ******************** Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs. Job Requisition ID: 92594

Responsibilities When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Associate Underwriters underwrite and supervise a portion of an Underwriter's book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. Interested? Join our team! Job Duties Underwrite and supervise a portion of an Underwriter's book of business, focused on, but not limited to renewals Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes Assist Underwriters to develop and execute marketing plans to drive new and renewal business, including in-person agency visits, telemarketing and distributing marketing materials Mentor and train Assistant Underwriters as needed Qualifications Bachelor's degree or equivalent combination of education and experience 3+ years of Commercial or Personal Lines underwriting support or industry experience Strong sales and marketing skills required Proven organization skills and ability with a strong attention to detail Interest in continued education and professional development to obtain full underwriting authority Travel when necessary in order to foster strong client relationships Benefits Compensation up to $80,000.00 Employer paid continuing education courses and designations via access to Kaufman Institute Health and welfare benefits including medical, vision and dental 401K with employer match Paid vacation, sick time, and holidays Access to Kaufman Wellness Program Flexible and hybrid work options About Our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

Responsibilities When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Senior Associate Underwriters underwrite and supervise a portion of an Underwriter's book of business, support renewal and new business development, and have the opportunity to achieve full underwriting authority. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. Interested? Join our team! Job Duties Underwrite and supervise a portion of an Underwriter's book of business, focused on, but not limited to renewals Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing to prepare quotes Assist Underwriters to develop and execute marketing plans to drive new and renewal business, including in-person agency visits, telemarketing and distributing marketing materials Mentor and train Assistant Underwriters as needed Qualifications Bachelor's degree or equivalent combination of education and experience 3+ years of Commercial or Personal Lines underwriting support or industry experience Strong sales and marketing skills required Proven organization skills and ability with a strong attention to detail Interest in continued education and professional development to obtain full underwriting authority Travel when necessary in order to foster strong client relationships Benefits Compensation ranges from $75k-$90k, bonus eligible Employer paid continuing education courses and designations via access to Kaufman Institute Health and welfare benefits including medical, vision and dental 401K with employer match Paid vacation, sick time, and holidays Access to Kaufman Wellness Program Flexible and hybrid work options About Our Company Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

Job Description World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $55,000 to $65,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1 Powered by JazzHR C3HN8xqu4V

World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $55,000 to $65,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1

Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit ******************* . Position Summary: We are seeking a highly motivated and experienced Talent Acquisition Senior Associate to join our People & Culture team. In this role, you will work closely with the Head of People & Culture to design and execute recruitment strategies that attract, engage, and retain top talent. Alongside managing full-cycle hiring, you will play a key role in enhancing our internship program recruitment and representing the company at on-campus career fairs to build strong early-talent pipelines. Position Responsibilities: Partner directly with the Head of People & Culture to align recruitment strategies with organizational goals. Manage the full-cycle recruitment process, including sourcing, screening, interviewing, and closing candidates. Collaborate with hiring managers to define role requirements and create compelling job descriptions. Enhance and expand internship program recruitment, including outreach, candidate selection, and program design support. Plan, coordinate, and represent the company at on-campus career fairs and recruitment events to strengthen the employer brand and attract high caliber talent. Proactively source and nurture talent pipelines for both early-career and experienced roles Ensure a seamless and engaging candidate experience throughout the hiring process. Track and report on recruitment metrics to the Head of People & Culture and Chief Operating Officer and leadership team using Gantt charts and other forms of sophisticated tracking. Support employer branding initiatives and diversity, equity, and inclusion efforts. Stay informed about market trends, compensation insights, and talent availability to guide hiring strategies. Draft and extend offer letters to candidates Manage onboarding of candidates to ensure a positive experience and integration Ideal Candidate will Possess the Following: Bachelor's degree in Human Resources, Business Administration, or related field (preferred). 5-7 years of recruitment/talent acquisition experience, including exposure to university/early-career hiring and seasoned hires. Strong knowledge of sourcing strategies, LinkedIn Recruiter, ATS tools, and recruitment best practices. Experience managing or contributing to internship/graduate recruitment programs. Excellent communication, relationship-building, and stakeholder management skills. Ability to prioritize and manage multiple recruitment projects simultaneously. Superior organizational skills with exceptional follow through Demonstrated success in hiring best in class talent Strong interpersonal skills and communication skills with a sophisticated presentation Coaching background a plus Commitment to diversity, equity, and inclusion in all recruitment initiatives. Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit ******************* . Position Summary: We are seeking a highly motivated and experienced Talent Acquisition Senior Associate to join our People & Culture team. In this role, you will work closely with the Head of People & Culture to design and execute recruitment strategies that attract, engage, and retain top talent. Alongside managing full-cycle hiring, you will play a key role in enhancing our internship program recruitment and representing the company at on-campus career fairs to build strong early-talent pipelines. Position Responsibilities: Partner directly with the Head of People & Culture to align recruitment strategies with organizational goals. Manage the full-cycle recruitment process, including sourcing, screening, interviewing, and closing candidates. Collaborate with hiring managers to define role requirements and create compelling job descriptions. Enhance and expand internship program recruitment, including outreach, candidate selection, and program design support. Plan, coordinate, and represent the company at on-campus career fairs and recruitment events to strengthen the employer brand and attract high caliber talent. Proactively source and nurture talent pipelines for both early-career and experienced roles Ensure a seamless and engaging candidate experience throughout the hiring process. Track and report on recruitment metrics to the Head of People & Culture and Chief Operating Officer and leadership team using Gantt charts and other forms of sophisticated tracking. Support employer branding initiatives and diversity, equity, and inclusion efforts. Stay informed about market trends, compensation insights, and talent availability to guide hiring strategies. Draft and extend offer letters to candidates Manage onboarding of candidates to ensure a positive experience and integration Ideal Candidate will Possess the Following: Bachelor's degree in Human Resources, Business Administration, or related field (preferred). 5-7 years of recruitment/talent acquisition experience, including exposure to university/early-career hiring and seasoned hires. Strong knowledge of sourcing strategies, LinkedIn Recruiter, ATS tools, and recruitment best practices. Experience managing or contributing to internship/graduate recruitment programs. Excellent communication, relationship-building, and stakeholder management skills. Ability to prioritize and manage multiple recruitment projects simultaneously. Superior organizational skills with exceptional follow through Demonstrated success in hiring best in class talent Strong interpersonal skills and communication skills with a sophisticated presentation Coaching background a plus Commitment to diversity, equity, and inclusion in all recruitment initiatives. Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits. Powered by JazzHR jB4on5qWUh

Full-time Description Aldrich CPAs and Advisors is looking for a Senior Audit Associate to join our Lake Oswego office. This position offers a unique chance to grow your career while being an integral part of something special. The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from planning to completion primarily with our construction industry clients. Enjoy hybrid workplace options, balancing remote and in-office work to effectively support the local area and foster growth. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Growth Opportunity: Be at the forefront of expanding our Denver presence, contributing to the growth of both the region and the Aldrich brand. Team Environment: Work alongside professionals who care deeply about their colleagues and clients, striving for balance within the demands of our seasonal business cycle. Community Engagement: Be part of a firm that values and actively participates in giving back to the community. Check out more about Aldrich at ***************************** Requirements You'll Get a Chance To Prepare all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness, and accuracy Build on technical and analytical competence by keeping up to date on trends, developments, and technical authorities Adhere to work plan schedules on each section of the engagement and anticipate and address client needs Oversee and mentor associates assigned to various engagements, collaborating effectively with both in-person and remote teams Work with the assurance team to develop hourly budgets and fee analysis Serve as a catalyst for innovation by identifying and exploring emerging issues What You Bring to the Team 3+ years of recent experience in Public Accounting working in a similar senior financial services role or industry relevant experience Solid understanding of audit and attest services with knowledge of FASB regulations and GAAP Bachelor's degree from an accredited college Strong communication, interpersonal, analytical, and research abilities How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits: Medical, dental, and vision insurance Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits Financial Well-Being and Retirement Savings: 401(k) plan with 1.5% match 5% annual discretionary profit sharing Generous Time Off: 5 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time 6 weeks Paid Sabbaticals every 7 years 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. The current estimated salary range for this position is $85,000 - $110,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at ***************************************************** What You Should Know This is a full time position with hybrid workplace options. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Job DescriptionDescription: Aldrich CPAs and Advisors is looking for a Senior Audit Associate to join our growing Salt Lake City office. This position offers a unique chance to be part of growing a region, building a brand, and being an integral part of something special. The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from planning to completion primarily for our construction industry clients. Enjoy hybrid workplace options, balancing remote and in-office work. Must be based near or in Salt Lake City to effectively support the local area and foster growth. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Growth Opportunity: Be at the forefront of expanding our Salt Lake City presence, contributing to the growth of both the region and the Aldrich brand. Team Environment: Work alongside professionals who care deeply about their colleagues and clients, striving for balance within the demands of our seasonal business cycle. Community Engagement: Be part of a firm that values and actively participates in giving back to the community. Check out more about Aldrich at ***************************** Requirements: You'll Get a Chance To Prepare all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness, and accuracy Build on technical and analytical competence by keeping up to date on trends, developments, and technical authorities Adhere to work plan schedules on each section of the engagement and anticipate and address client needs Oversee and mentor associates assigned to various engagements, collaborating effectively with both in-person and remote teams Work with the assurance team to develop hourly budgets and fee analysis Serve as a catalyst for innovation by identifying and exploring emerging issues What You Bring to the Team 4-6 years of recent experience in Public Accounting working in a similar senior financial services role or industry relevant experience Solid understanding of audit and attest services with knowledge of FASB regulations and GAAP Bachelor's degree from an accredited college Solid team player and confident leader with strong ethics Strong communication, interpersonal, analytical, and research abilities Licensed CPA a plus How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits: Medical, dental, and vision insurance, Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits Financial Well-Being and Retirement Savings: 401(k) plan with 1.5% match 5% annual discretionary profit sharing Generous Time Off: 5 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time 6 week Paid Sabbaticals every 7 years 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. The current estimated salary range for this position is $90,000 - $110,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at ***************************************************** What You Should Know This is a full time position with hybrid workplace options. It will be critical for the role to be based near or in Salt Lake City to support growing Aldrich's presence in the local area. Light travel is required - mostly throughout the local area - between February and April. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Full-time Description Aldrich CPAs and Advisors is looking for a Senior Audit Associate to join our Lake Oswego office. This position offers a unique chance to grow your career while being an integral part of something special. The Senior Audit Associate will act as the in-charge on audits, reviews, and compilations from planning to completion primarily with our construction industry clients. Enjoy hybrid workplace options, balancing remote and in-office work to effectively support the local area and foster growth. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Growth Opportunity: Be at the forefront of expanding our Denver presence, contributing to the growth of both the region and the Aldrich brand. Team Environment: Work alongside professionals who care deeply about their colleagues and clients, striving for balance within the demands of our seasonal business cycle. Community Engagement: Be part of a firm that values and actively participates in giving back to the community. Check out more about Aldrich at ***************************** Requirements You'll Get a Chance To Prepare all necessary financial statement and related disclosures and reportable conditions letters, with an eye on quality, thoroughness, and accuracy Build on technical and analytical competence by keeping up to date on trends, developments, and technical authorities Adhere to work plan schedules on each section of the engagement and anticipate and address client needs Oversee and mentor associates assigned to various engagements, collaborating effectively with both in-person and remote teams Work with the assurance team to develop hourly budgets and fee analysis Serve as a catalyst for innovation by identifying and exploring emerging issues What You Bring to the Team 3+ years of recent experience in Public Accounting working in a similar senior financial services role or industry relevant experience Solid understanding of audit and attest services with knowledge of FASB regulations and GAAP Bachelor's degree from an accredited college Strong communication, interpersonal, analytical, and research abilities How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. We value our team members and offer a comprehensive benefits package designed to support your health, financial well-being, and overall quality of life. Here's what you can expect: Comprehensive Health Benefits: Medical, dental, and vision insurance Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits Financial Well-Being and Retirement Savings: 401(k) plan with 1.5% match 5% annual discretionary profit sharing Generous Time Off: 5 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time 6 weeks Paid Sabbaticals every 7 years 6 weeks of Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich also ensures internal equity in all pay decisions. The current estimated salary range for this position is $90,000 - $115,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. For a full summary of our benefit offerings, check out Life at Aldrich at ***************************************************** What You Should Know This is a full time position with hybrid workplace options. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Submit your resume. A brief cover letter is optional and appreciated. We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.

Manulife Investment Management is seeking a real estate analytics and Portfolio Management Senior Associate to join the Portfolio Management team! The investment professional will play an integral role in supporting the growth of our US investment strategies and decision making in all aspects of private equity real estate including acquisitions, asset management and portfolio management. Position Responsibilities: Own real estate portfolio financial models including comprehensive Fund model with expertise and accuracy to develop and/or improve the functionality to competitive standards for internal analysis and LP reporting. Synthesize modeling outputs in real-time for senior portfolio management team decision making. Supervise the performance of existing real estate investments, identifying potential risks and opportunities, assisting with workouts and restructurings as required. Help prepare investment memos for Committee review, inclusive of relevant analyses to assist in the closing of transactions including acquisitions, dispositions and refinancings, decision making on capital recommendations by asset managers. Deliver comprehensive analytics in support of portfolio strategy including quarterly valuations and liquidity management (including dividends, distributions, line of credit draws, and equity forecast for new deals), forecasting returns, hold/sell analysis and debt/cash management. Craft new reporting tools to deliver pertinent performance measurements to existing and potential LPs including RFPs. Supervise market trends, competitor activity, and industry developments. Prepare reports and presentations for internal updates, investors and other partners. Participate in external and internal partner meetings using strong presentation skills to deliver various aspects of the Fund strategy and performance results alongside senior management team. Work closely with Asset Management, Valuations, Transactions, Investor Relations, Legal, Compliance, Tax and Operations, and other teams to ensure smooth transaction, execution and portfolio management including capital raising efforts. Provide operational oversight: ensure adherence to regulatory requirements and internal policies, while ensuring work product with accuracy. Required Qualifications: Strong academic credentials and a proven track record of successful work experience. Strong understanding of fund management, including specifics of open-ended funds such as property roll-up, time weighted returns, cash forecast and management, portfolio optimization adhering to investment guidelines (geographic and asset allocation, Fund LTV etc.), and carried interest calculation. Good knowledge and experience working with all asset classes; industrial and multifamily experience, including alternative adjacent asset classes, is a plus. 5-7 years of post-undergrad real estate acquisition/asset management/portfolio management experience, preferably at a top institution. Strong quantitative, analytical and modeling capabilities with a fundamental driven approach to investing and fund management. Argus knowledge is a plus. Preferred Qualifications: Able to work collaboratively in team environments and under tight timeframes. Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions and answers to investment committee and various LPs (existing and for capital raising efforts). Proficient in balancing multiple projects simultaneously and meeting deadlines. Ability to review and disseminate legal documents related to debt, fund structure, transactions, etc. Able to produce high-quality work with a focus on accuracy and thoroughness. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. #LI-JH About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Los Angeles, California Working Arrangement Hybrid Salary range is expected to be between $91,000.00 USD - $165,000.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

Manulife Private Markets is a $100.4B1 investment platform that offers investment solutions in Private Equity, Private Credit, Real Estate, Infrastructure, Timber and Agriculture. Our success in private assets has been driven by a long-term focus, a risk-conscious investment philosophy and in-house sector expertise. We are committed to our clients' success and have a long history of being responsible stewards of capital across a diverse range of private assets. Position Description The Senior Associate will join Manulife Investment Managements Private Markets Investor Relations “IR” Operations team, led by the Managing Director, Head of Investor Relations Operations. The candidate will be a key contributor to the IR Operations team and responsible for primarily supporting our Investor Relations team and fundraising initiatives across the Private Equity investment strategies (Equity Co-Investment, Junior Credit, Secondaries, Primary Funds and PE Asia). Based in Boston or Toronto, the candidate will serve in a highly collaborative role at the firm by coordinating with investment teams and functional groups. Responsibilities Responsibilities will include serving as a product expert to support investment teams, investor relations, and distribution through creating and maintaining marketing materials, contributing to investor requests and due diligence questionnaires, supporting quarterly client reporting, supporting the go-to-market efforts, and contributing to key Private Markets projects. The Associate/Senior Associate will be responsible for overseeing the following: MATERIAL CONTENT CREATION AND MANAGEMENT Produce and maintain marketing collateral including pitchbooks, factsheets, onsite presentations, case studies, etc. Help prepare for Annual Investor Conference and other investor events by leading the creation of presentation materials. DUE DILIGENCE MATERIALS & INFORMATION REQUESTS Complete requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) to support the fundraising efforts and ongoing investor monitoring. Respond to ad-hoc and recurring investor requests by utilizing product knowledge and internal information systems. PROJECT MANAGEMENT Coordinate with Finance, Legal/Compliance, Investment teams and other functional support groups to ensure the timely delivery and accuracy of marketing materials and requested information from investors. Help monitor and maintain CRM databases to ensure client and prospect information is accurate and up to date. INTERNAL REPORTING Contribute to quarterly client reporting process. Respond to internal requests for information and reporting for senior leadership reporting. Professional Experience / Qualifications The successful candidate will have 5+ years of overall work experience, including relevant experience in a sales support, client-centric role, ideally at a private capital firm. In addition, the successful candidate will exhibit all or most of the following skills and characteristics: Strong attention to detail and high integrity Superior written and verbal communication skills Ability to convey complex investment concepts clearly and concisely Confidence and credibility when presenting ideas Intellectual curiosity Strong analytical and problem-solving skills Solution oriented with the ability to balance competing priorities Collaborative approach when working across teams and functions Critical and proactive thinker with the ability to streamline process Team oriented and results-driven Proficient in Microsoft Office. Experience with Seismic, Salesforce, and Qvidian is a plus. When you join our team: We'll empower you to learn and grow the career you want. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $71,550.00 USD - $119,250.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. Great American Custom, an underwriting division of Great American Insurance Group, dedicates itself to serving client needs and delivering outstanding service. We have made a name for ourselves as a full-service underwriting organization focused on long-term client relationships and customized business solutions. We specialize in providing primary casualty products as well as umbrella and capacity excess products that meet the needs of the commercial market. Our policy holders range from small businesses to complex multi-national corporations and Fortune 1000 accounts. Essential Job Functions and Responsibilities Conducts comprehensive reviews and evaluations of underwriting applications, ensuring they align with Company policies and underwriting guidelines. Collaborates with underwriters and brokers/agents to obtain additional information and clarify application details. Analyzes relevant data, including financial statements, property valuations, and loss histories to assess risk exposure. Prepares and maintains underwriting files, ensuring all documents and approvals are properly filed. Compiles reports on risk evaluations, policy statuses, and portfolio performance for underwriters and management. Underwrites new and renewal policy transactions within written authority. Enters and audits policy information on an assigned product, territory and / or agency in accordance with template rules. Reviews premium and loss data on an individual account as part of renewal underwriting, change underwriting, or mid-term underwriting. Orders, evaluates, and takes appropriate action on required reports, endorsement requests, service requests, and general correspondence. Research and respond to complex questions from brokers/agents. Responsible for providing information to Processing that is needed to issue policies and endorsements on a timely basis. May issue, process or code transactions. Monitors entry / processing to ensure data integrity and to avoid potential systemic issues. Participates in various departmental initiatives, including updates and enhancements to forms and interfaces, conducting user acceptance testing for systems and policies, and evaluating the impact on existing policies and practices. May provide guidance to less experienced staff and serve as a resource to other functional areas. Performs other duties as assigned. Job Requirements Associates Degree in Business, Finance, or a related field or equivalent experience. Minimum of 10 years of experience in Underwriting in Primary and/or Excess Casualty experience specific to E&S (excess and surplus lines) / Wholesale. Performs work under limited supervision and works within broader, established authority limits. Performs specialized duties utilizing often-complex processes/procedures on a variety of assignments. Utilizes advanced procedural knowledge, skills, and experience to accomplish work. Demonstrates advanced knowledge of coverage and forms, provisions for policies written within the assigned territory/unit, workflow and systems. Strong written and verbal skills, analytical skills with attention to detail. Salary for this position is $61.2K-$95.2K. Compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. We encourage candidates with salary expectations beyond the range provided to apply as they will be considered based on their experience, skill, and education. Company: GAIC Great American Insurance Company Salary Range: $61,200.00 -$95,220.00 Benefits: Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs. We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees. Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.

Ovation, a family-owned and privately held real estate firm with a 40-year track record, is a vertically integrated organization specializing in the development, construction, and management of residential properties. To date, Ovation has developed over 40 properties, comprising more than 12,000 apartment units, with an additional 4,000 units currently in development pipeline. The firm's multifamily portfolio includes 6,000 Class A units, 400 active adult units, 2,200 affordable senior units, and 2,000 units managed for third parties for a total of 10,600 units under management. Committed to enhancing the lives of individuals, families, and communities, Ovation continues to expand its impact, one home at a time. We are a dynamic and collaborative team dedicated to excellence and innovation. We value diversity and believe that it contributes to our success. We are committed to providing our employees with the tools, resources, and support they need to succeed in their roles. PRIMARY OBJECTIVES: The Senior Financial Analyst of Affordable Housing will report to the Director of Finance. In this role, you will underwrite new developments, assist with managing transaction closing processes, and monitor developments that are underway. You will serve as a key analytical and financial resource throughout the development lifecycle - building and maintaining detailed pro forma models, evaluating financing structures, and supporting negotiations with investors and lenders. You will also contribute to ongoing project performance monitoring. This role offers exposure to every stage of affordable housing development - from land acquisition through stabilization. KEY RESONSIBLITIES: · Financial Analysis & Underwriting o Build and maintain detailed pro forma financial models for LIHTC developments, incorporating debt, equity, and tax credit structures. o Conduct underwriting of acquisition and development opportunities, analyzing feasibility, operating assumptions, and layered financing. o Perform sensitivity analyses and scenario modeling to evaluate project risks, credit pricing, and investor returns. o Support negotiations with lenders, equity investors, and other capital providers through preparation of financial packages and analyses. · Advanced LIHTC-Specific Responsibilities o Model and evaluate Year 15 scenarios, including exit strategies, partnership buyouts, and asset disposition analyses. o Perform calculations for credit delivery and timing adjusters, monitoring equity contributions tied to construction benchmarks and placed-in-service dates. o Assist in analyzing and documenting 50% test compliance for tax-exempt bond-financed transactions. o Support preparation and submission of IRS Form 8609s, ensuring accuracy of eligible basis and final cost certifications. o Track and assist with construction loan paydowns and monitor equity installment schedules tied to project milestones. o Support permanent loan conversion processes, coordinating with lenders and attorneys to ensure conditions precedent are satisfied. · Transaction Structuring & Due Diligence o Prepare and review investor and lender due diligence materials, including financial forecasts, budgets, and legal documents. o Review and comment on legal documents related to the transaction o Prepare comparisons with prior projects. o Collaborate with legal, accounting, and compliance teams to ensure proper documentation and program compliance. · Development Support o Support senior team members across the full development lifecycle, including acquisition, financing, construction, lease-up, and stabilization. o Track project performance against budget, schedule, and funding benchmarks. o Prepare presentations and reports for investment committees, lenders, and housing finance agencies. · Market & policy analysis o Conduct market research to support site selection and competitive positioning. o Stay up to date on LIHTC regulations, IRS compliance, state housing finance agency allocation processes, and HUD policies. o Monitor regulatory or market changes affecting tax credit pricing, interest rates, and affordable housing demand. EDUCATION · Bachelor's degree in finance, business, real estate, urban planning, or related field is preferred but not required ESSENTIAL KNOWLEDGE & SKILLS 3 -4 years of experience in the development of affordable housing as a financial analyst, specifically in low income housing tax credit (LIHTC) financial analysis. · Strong Excel and analytical skills · Strong understanding of financial concepts and the ability to reflect such concepts in financial models without direction · Excellent organizational, time management, and communication skills · Self-starter with the ability to handle multiple priorities and deadlines SALARY: $95K/yr + Depending on experience COMPANY BENEFITS: We offer competitive salaries, career growth opportunities, and a comprehensive benefits package, including medical, dental, vision, and a 401(k) plan with employer match. Rent discount - Employee rent discount after 90 days. Medical Insurance - 100% free option available for employee/company pays portion of dependent coverage, eligible 1st of the month after 60 days Dental and Vision Insurance - Employee and dependent coverage options available, eligible 1st of the month after 60 days. You will be eligible to enroll in our 401K plan on the first day of the quarter following three months of employment. Our generous PTO package consists of 13 days of paid time off, which is pro-rated in each pay period and increases with tenure (available after 90 days of employment), ten holidays, and one-half day annually. ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.*** #Li-Onsite

World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $60,000 to $65,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1

Job Description World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $60,000 to $65,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1 Powered by JazzHR B1c8lDS7N1

World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $59,000 to $64,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1

Job Description World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $59,000 to $64,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1 Powered by JazzHR oGD1pCXXHL

Job Description World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities. Essential Duties and Responsibilities Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member Other Responsibilities, as applicable May pull items such as MVR, CLUES, Risk Meters, RCE etc. Generate and send renewal proofs, if requested Check endorsement against request Document maintenance/retrieval Qualifications 2+ years' experience in Personal Property and Casualty Must hold state Property & Casualty insurance license Knowledge of Excel, Word, and other MS Office products to include basic formatting Knowledge of agency management systems and Carrier sites. Possesses a basic understanding of property and casualty coverage. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Able to meet quality standards and achieve urgent tasks. Strong written, oral, and interpersonal communication skills Able to follow a well-established and familiar set of activities and/or process to derive a solution. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This position is located in New Jersey. The base salary for this position at the time of this posting may range from $57,000 to $62,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-MA1 Powered by JazzHR 7TzniC3Ow8