Operations Consultant jobs at The Travelers Companies

Horace Mann is a purpose-driven company that is passionate about educators. The Agency Consultant will lead and consult with new agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. This field leader position will require extensive travel, 80% of the time. This position reports to the Agency Consultant Executive. Job Responsibilities: Articulate the HM story and value proposition. Build and maintain the agent/agency relationship with the Company. Consult with agents to help them identify issues and opportunities and recommend possible actions that may be taken to correct problems and improve agency operations and sales production. Help agencies understand and implement processes that may improve agency operations and enhance economic interest at the time of agency sale or appointment termination. Connect Horace Mann capabilities with local market and/or agent opportunities. Coach and assist agents with agency business planning to achieve targeted agency results. Lead agent growth through school access programs, association relationships, and marketing strategies. Utilize available technology, tools, and resources to analyze agent business results and improve agency operations, growth, and profitability. Leverage available growth programs with agents in marketplace. Joint work with new agents to show how to execute in-school activities, sales presentations, etc. End agent engagements for underperforming agents Coordinate with recruiting function on agent pipeline Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents. Travel >80% Education & Experience: Business degree or equivalent experience 3+ years in successful field or agency experience Licenses: P&C, L&H; no securities training will be performed. Strong business knowledge with ability to develop effective internal relationships across business functions Pay Range: Base Salary: $89,000 - $114,000 Target Incentive: $60,000 (0-200%); subject to annual review Note: Salary is commensurate with experience, location, and other relevant factors #vizi #LI-JC1 #IND1 #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

The Director of Investment Operations is a strategic leadership role responsible for managing and enhancing investment operations, reporting, compliance, and policy governance. This position serves as a key liaison across internal departments, external stakeholders, and regulatory bodies. The role oversees all aspects of investment operations, from daily reporting and audits to strategic initiatives including financial modeling, regulatory monitoring, and process improvement aligned with Sarbanes-Oxley (SOX) and disaster recovery standards. Key Responsibilities: Operational Leadership & Compliance Lead the execution of investment reporting functions related to risk and compliance management of investment holdings. Oversee daily operational reporting including trades, unsettled transactions, pricing, unrealized gains/losses, watchlists, and performance monitoring. Maintain and ensure compliance with investment policies, guidelines, and investment management agreements. Coordinate front and middle office procedures in alignment with SOX and disaster recovery protocols. Oversee Know Your Customer (KYC) operations, state deposit management, and collateral operations including those for FHLB. Supervise subscription agreements, alternative fund documentation, and other administrative support related to CMLs and derivatives. Regulatory and Audit Management Lead internal and external audits (STAT & GAAP), regulatory requests (SEC and State DOIs), state exams, and SOX responsibilities. Monitor pronouncements and regulatory changes issued by the National Association of Insurance Commissioners (NAIC) and ensure compliance. Coordinate private placement documentation, private letter rulings, and investment-related legal transfers. Strategic Analysis & Forecasting Lead financial forecasting, investment modeling, and scenario analysis to support strategic decision-making. Serve as primary contact for all investment data requests, internal and external. Provide insights to support investment policy adherence and performance evaluations. Stakeholder Coordination Serve as the central point of contact for investment operations-related queries and issue resolution. Coordinate and deliver data for Board and Investment & Finance (I&F) presentations, and support departments such as Actuarial, Accounting, Treasury, Financial Planning, and external consultants. Facilitate valuation processes and portfolio pricing with vendors and third-party systems including Bloomberg, BlackRock Solutions (BRS), and custodians. Process Improvement Drive continuous improvement by updating operational procedures and documentation. Maintain the Master Contact List and ensure consistency in communications and system access across all stakeholders. Qualifications: Bachelor's degree in Accounting, Finance, or Business is required; Master's degree preferred. 7-10 years of progressive experience in investment operations, with a strong focus on risk and performance reporting. Experience in managing teams and cross-functional initiatives. Strong understanding of STAT and GAAP accounting principles, SOX compliance, and regulatory frameworks including NAIC, SEC, and State DOI. Proficiency in investment systems and tools such as Bloomberg, BRS, and performance analytics platforms. Exceptional analytical, communication, and organizational skills. Ability to work effectively in a fast-paced, dynamic environment with multiple priorities. Pay Range: $99,100.00 - $140,000.00 Salary is commensurate to experience, location, etc. #APP Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

Iron Horse is a B2B growth marketing agency that blends technology, integrated marketing, and industry expertise to deliver measurable results. Our teams bridge the gap between marketing and sales through a unique mix of strategy, data, and execution. We are seeking a Marketing Operations Consultant to join our team. This role requires deep, hands-on experience with both Marketo and HubSpot and end-to-end campaign operations. You'll architect, build, and optimize marketing automation solutions that power client growth-balancing strategy, execution, and technical precision. You're a good fit for Iron Horse if You enjoy working at the intersection of strategy and technology. You take pride in building well-structured systems, clean data pipelines, and campaigns that perform flawlessly. You're proactive, curious, and collaborative and comfortable solving complex operational challenges while partnering with strategists, marketers, and data specialists. We're a good fit for you if You're looking for a team that values both technical mastery and creativity. You want to work across leading martech platforms, help clients modernize their automation stacks, and deliver real business impact. At Iron Horse, you'll collaborate with peers who care deeply about quality, learning, and continuous improvement. What You'll Do Campaign and Platform Operations Architect, build, QA, and launch multi-channel programs-emails, landing pages, forms, and nurtures within Marketo and HubSpot, ensuring campaigns are technically sound, visually consistent, and measurable. Manage campaign execution from intake to deployment, maintaining alignment with client brand and compliance standards. Design and optimize workflows, scoring models, and lifecycle processes that improve lead management and conversion. Implement and maintain integrations between MAPs and Salesforce CRM, ensuring clean data flow, attribution accuracy, and reporting visibility. Develop dashboards and analytics views that help clients understand funnel performance and campaign ROI. Optimization and Best Practices Conduct audits of client marketing systems to identify process gaps, configuration issues, and data-quality concerns. Recommend and implement operational improvements that increase efficiency and scalability. Provide documentation, training, and enablement sessions to help client teams independently manage and evolve their MAPs. Stay current on martech and AI innovations, sharing new ideas that enhance campaign performance and marketing efficiency. Internal & Client Collaboration Partner closely with both Iron Horse teammates and client stakeholders to design, document, and present recommendations that enhance campaign performance, data governance, and operational efficiency. Collaborate cross-functionally with strategy, creative, analytics, and engineering teams to ensure technical solutions align with marketing objectives and deliver measurable impact. What We're Looking For Experience and Skills 4-6 years of experience in marketing operations, campaign automation, or systems architecture Advanced, hands-on proficiency with campaign production in both Marketo and HubSpot Adobe Certified Expert - Marketo Engage Business Practitioner and HubSpot Marketing Software certification Proven ability to design and execute complex campaigns across multiple channels Experience developing scoring models, lifecycle stages, and attribution frameworks Skilled in reporting and data analysis with tools such as HubSpot dashboards, Marketo Analytics, or Salesforce reports Proficient in HTML and CSS for email and landing page troubleshooting Prior agency or client-facing consulting experience preferred Mindset and Traits Strategic thinker who balances precision with adaptability Excellent communicator able to translate technical complexity into clear business insights Highly organized with strong attention to detail and follow-through Curious, proactive learner who thrives in collaborative, fast-paced environments Bonus Points Understanding of Salesforce CRM, data models, and MAP-CRM synchronization Familiarity with Demandbase, 6sense, ZoomInfo and Clay Exposure to AI-driven automation tools or custom workflow development Additional Details This position is open only to candidates who reside in the United States and are already legally authorized to work here on a full-time basis. Iron Horse is unable to sponsor or take over sponsorship of employment visas now or in the future. This position is remote but requires availability during standard U.S. business hours (typically 9:00 a.m. to 5:00 p.m. in your designated time zone). Occasional flexibility may be needed based on team collaboration needs. Periodic travel may be required for team meet-ups, training, or in-person meetings, typically with advance notice. This role is eligible for a discretionary annual bonus and a comprehensive benefits package, including medical, dental, vision insurance, paid time off, 401(k), basic life insurance, Flexible Savings Account, Long term and short term disability insurance. Iron Horse is an equal opportunity employer.

Company:MercerDescription: We are seeking a talented individual to join our Career Consulting team at Mercer. This role offers a hybrid work arrangement, requiring a minimum of three days per week in our Mercer offices or with clients. Mercer is uniquely qualified to help organizations design and execute sophisticated workforce strategies, whether it's for a multinational organization or a local company attempting to grow within its market. We provide best-in-class consulting, rigorous analytics, and data-driven insights that help organizations make fact-based decisions. As a Principal Executive Rewards Consultant, you will manage delivery of large-scale projects, coach team members, and solve complex compensation challenges. In addition, you will support the business development process. This is a great opportunity to partner with senior executives, Board members, and HR leaders to develop and deliver executive compensation strategies that attract, retain, and motivate top leadership talent. What you will do: Structure, direct, review, and interpret analyses performed by project teams Develop executive compensation strategies, philosophies, and incentive programs that address clients' attraction and retention needs Provide consulting services to senior management and Compensation Committees on compensation issues including pay competitiveness, performance measurement, short- and long-term incentive plan design, governance, and regulatory implications Manage day-to-day client interactions, building and maintaining strong relationships with senior stakeholders Provide guidance and oversight to junior team members, supporting their development and ensuring quality deliverables Generate revenue by developing new client relationships, extending existing engagements, and identifying cross-selling opportunities What you need to have: Bachelor's degree in Business, Human Resources, Finance, or a related field Extensive (8+) years of experience in executive compensation consulting or related HR advisory roles, with demonstrated subject matter expertise Proven ability to manage multiple, large-scale projects and complex client engagements (e.g., public companies, private companies, family-owned companies, pre-IPO companies, PE-backed companies) Deep expertise in executive compensation practices and trends, as well as approaches to cash- and equity-based incentives Excellent communication and presentation skills, with the ability to engage and influence senior stakeholders, such as senior executives and Boards of Directors Proficiency in Microsoft Office, especially Excel and PowerPoint Intellectual curiosity and a proactive approach to learning and problem-solving What makes you stand out: Experience scoping and leading delivery of client engagements complex executive compensation challenges Demonstrated success in leading or supporting business development activities Advanced analytical skills and familiarity with equity administration tools Demonstrated leadership in developing innovative solutions and thought leadership content Why join Mercer: Professional development opportunities and supportive leadership to help you grow A vibrant, inclusive culture where you can collaborate with talented colleagues A broad range of career opportunities and comprehensive benefits to support your well-being A flexible hybrid work model balancing remote work with in-office collaboration Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Job DescriptionManagement Fast Track Program At New York Life, we're just as passionate about helping the next generation of insurance and financial services leaders achieve theircareer aspirations as we are about helping our clients accomplish their financial objectives. New York Life, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world.Headquartered in New York City, we have provided insurance protection, retirement, and investment solutions to individuals,families, and businesses for over 175 years. New York Life has the highest financial strength ratings currently awarded to any U.S. lifeinsurer from all four major credit rating agencies. Program description and qualifications For our 18-month Management Fast Track Program, we're looking for goal-driven leaders who are eager to build and develop theirown unit of financial professionals. Entrepreneurial professionals who are destined to build and lead teams join New York Life with avision for their career and a strong sense of purpose. You may qualify for the program if you've completed your MBA within the past 24 months, have management experience, or haveowned a business. Ideal candidates bring a strong desire to build, lead, and impact, along with proficiency in the following areas: Listening and presenting Cultivating relationships Connecting emotionally Simplifying complex topics Educating and coaching As a candidate of the Fast Track Management Program, you'll join New York Life as a financial professional to gain hands-onexperience. Once you have met the program requirements, which typically takes 12 months, you'll be eligible for a promotion to Associate Partner. In this management role, you'll begin recruiting and developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, a six-month intensive training designed to help ensure that you succeed when promoted to Partner. You'll build and lead your own team with the support of a Fortune 100 company. Our development managers and productconsultants will support you in teaching your financial professionals everything they'll need to know. And NYLIC University, one ofthe most comprehensive and well-respected training programs in the industry, offers a blended learning curriculum designed tomeet financial professionals' needs throughout the various stages of their career. Compensation and benefits New York Life will value and reward your hard work. You'll have significant income potential, because our managers' compensationis directly aligned with their recruiting performance and the production level of their team of financial professionals. The averageannual income in 2020 among our recruiters was $240,300. Our comprehensive benefits package includes: Health/Dental/Life/Disability A 401(k) plan (after one year of service) A defined benefit pension plan (subject to eligibility and vesting requirements Reimbursement for certain company-approved industry designations

About the Role Lockton is seeking a dynamic and strategic Operations Consultant to join our Operations team. This role is pivotal in driving operational excellence across the organization by partnering with internal stakeholders to execute analytics requests, facilitate strategy execution, and manage multiple concurrent initiatives. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional financial and technical acumen, and can lead complex projects with minimal oversight. Key Responsibilities * Lead and manage multiple strategic projects simultaneously, ensuring timely delivery and alignment with business goals * Collaborate cross-functionally with internal stakeholders to gather requirements, define scope, and deliver actionable insights * Execute complex analytic requests, transforming data into meaningful business intelligence * Develop and present board-level presentations that communicate strategic initiatives, performance metrics, and recommendations * Identify and implement technology solutions to streamline operations and solve data-driven challenges * Facilitate the execution of enterprise-wide strategies by aligning project outcomes with organizational objectives * Build trusted relationships across departments, acting as a liaison between operations, finance, human resources, technology, legal, and leadership teams

Responsible for driving sales and growth throughout the products and platforms offered by the broker dealer and RIA. This position is focused on developing meaningful relationships with advisors, growing firm level assets under management, and driving new business to the Ameritas Wealth Platform. Candidates should be highly motivated, strategic, self-driven and results oriented, yet capable of working in a collaborative manner both internally and across the organization. Candidates will have a passion for delivering high-quality engagements to a demanding and growing advisor base while leveraging a needs-based selling approach and consultative sales techniques. Demonstrate a polished professional demeanor, sales acumen, strong presentation and public speaking skills, and distinguished written communication skills. Utilize in-depth knowledge of securities industry best practices, regulatory landscape, and terminologies to guide advisors. You will demonstrate a thorough understanding of investment advisory platforms in deploying strategies through both advisor managed or outsourced solutions. Application of broad product knowledge in the advisory, RIA, clearing, brokerage and custody, technology, research, equity-trading, mutual funds, ETFs, and managed assets networks will be important. Position Location: This role could be hybrid or remote based on proximity to an office location. This role will require travel. What you do: * Execute a sales strategy to meet or exceed sales goals by managing a territory with a strong focus on proactive, outbound sales activities to drive net new assets to increase AUM on advisory platforms. * Maintain client focus and commitment to profitability, competitiveness, increasing assets, client satisfaction, and greater awareness of the Ameritas Wealth Platform. * Communicate to current advisors an in-depth understanding of a comprehensive wealth management business model and articulate the values/benefits of the firm's programs and products. * Utilize needs-based consulting skills to identify the needs of advisors and provide an opportunity for those needs to be met through the development of a fee-based business model and utilization of the Ameritas Wealth Platform. Support advisors in designing an implementation plan to transition business to a fee-based model. * Extensively collaborate with key constituents across the organization including Recruiting, RVP/DVP team, Relationship Management Teams, Wealth Management areas, Practice Management, Enterprise planning staff, Marketing, and other shared services teams. * Contribute to the growth of an advisor's practice across varying stages from inception to mature growth, while establishing relationships with new or existing advisors, across a range of sizes and product levels. * Maintain a strong presence at regional and national conferences through attending and presenting at all events and identifying and creating opportunities to enhance Ameritas Wealth Platform visibility at each event, including OSJ and Branch meetings. What you bring: * Bachelor's degree in finance or a similar business-related field or equivalent combination of education and experience required. * 4 or more years of securities industry related experience required. * 4 or more years of experience in field sales, focused on advisory based concepts required. * Strong sales acumen, competitive mindset, desire to help others. * Envestnet and ORION platform experience strongly desired. * FINRA Series 7, Series 65 or 66 required. * CIMA, CFP, or ChFC designations desired. * Travel of 10% to 25% of time will be required. Must live within a reasonable distance of a major airport. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: * 401(k) Retirement Plan with company match and quarterly contribution * Tuition Reimbursement and Assistance * Incentive Program Bonuses * Competitive Pay For your time: * Flexible Hybrid work * Thrive Days - Personal time off * Paid time off (PTO) For your health and well-being: * Health Benefits: Medical, Dental, Vision * Health Savings Account (HSA) with employer contribution * Well-being programs with financial rewards * Employee assistance program (EAP) For your professional growth: * Professional development programs * Leadership development programs * Employee resource groups * StrengthsFinder Program For your community: * Matching donations program * Paid volunteer time- 8 hours per month For your family: * Generous paid maternity leave and paternity leave * Fertility, surrogacy and adoption assistance * Backup child, elder and pet care support An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You'll work warm, qualified clients who've already requested help. What you'll do Master our systems and product suite to deliver first-class client experiences. Follow up with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth. Manage your client communication and relationship lifecycle. Build a personal brand and scale your book - recruit and lead a team when ready. Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities. Maintain licensing, contracting, and compliance for your market. Attend weekly virtual training and leadership development. Who you are You want to build and own something - not just collect a paycheck. Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average. Strong communicator - phone and video-first comfort. Organized, self-motivated, and tech-savvy. Preferably 2+ years in sales, service, or business ownership - but grit and results matter more. Requirements Reliable phone, data, and Wi-Fi. Must pass background check and carrier contracting. Active Life & Health license, or willingness to get licensed (we'll help you in 7-10 days). Compensation & growth Uncapped commission structure + performance bonuses and incentives. Clear path to leadership / territory ownership / revenue-share for top performers. Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. 100% Commission Perks Remote, flexible schedule (evenings/weekends as client needs require). Comprehensive training and a proven playbook to build your business. Annual all-expense-paid trips for top producers. Discounted health and life coverage options. Leadership development and agent-to-owner transition support.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Implements change management projects including stakeholder management, leadership alignment, organizational development, and culture. Creates content and disseminates business communications to employees on multiple platforms. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Partners across the enterprise to design and deliver cross-functional change management solutions to improve business results. Owns and leads large-scale, complex change initiatives impacting multiple Operations and Underwriting teams and/or other business areas. Triage new communication and training requests to determine if training, communication or change management intervention is required. Utilizing the approved methodology, assesses stakeholders, impact, change drivers and barriers to change to determine risk and risk mitigation processes. Identifies and mitigates integration risks and issues. Under minimal or no technical direction, drafts business communications on behalf of Operations Senior Leaders targeted at internal audiences and executive stakeholders. Drafts, edits and ensures accurate distribution of brand-compliant announcements across functions. Demonstrates consistent use of brand templates, alignment to corporate guidelines and communication protocols and rules of engagement. Collaborates with all levels of Operations Leaders, HR Business Partners, Corporate Communications and UWS/Field Operations Leaders to facilitate process for leaders to model and implement changes needed to support adoption or improve functional performance. Designs and formalizes process and governance for Operations Service Delivery and Underwriting Change Management. Measures change process and effectiveness of communication based on stakeholder feedback and surveys. Analyzes data and trends to determine business readiness and if solution had desired impact. Identify opportunities for improvement, communicate results to stakeholders and act on lessons learned. May perform additional duties as assigned. Reporting Relationship Typically Director or above Skills, Knowledge & Abilities Advanced expertise in change management and communication theories, principles, and best practices. Experience successfully designing and leading change management activities. Expert business acumen with ability to effectively develop and implement strategies that support business objectives for Underwriting and Operations. Excellent writing and editing skills and ability to translate technical and/or complicated information into clear, concise messages that are appropriate for the targeted audience. Solid project management, organization, and planning skills with the ability to manage multiple projects effectively in a fast-paced environment. Strong interpersonal, communication and presentation skills. Ability to effectively interact with all levels of CNA's internal and external business partners. Highly collaborative and comfortable navigating organizational dynamics. Ability to exercise independent judgment and make critical business decisions effectively within scope of authority. Solid knowledge of Microsoft Office applications especially Word, PowerPoint and Excel. Education & Experience Bachelor's Degree in English, Journalism, Communications, Change Management, or related discipline; or equivalent work experience. Master's degree preferred. Typically, 5 - 8 years communications and change management experience Prosci Certification preferred. Previous insurance industry experience required #LI-Hybrid #LI-DM1 In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois , Maryland, Massachusetts , New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

: The Area Assistant (AA) is a member of the Area Management Team responsible for the on-time delivery of customer reports within the designated area. The standard service cycle is 21 days from the date of order, and it is the primary goal of NRS to have 100% on time delivery for all clients. The Area Supervisor is provided with state-of-the-art tools and analytics to ensure compliance with this important goal. This is a non- exempt, hourly fulltime position with the employee reporting to the Area Manager (AM) or a designated Area Supervisor (AS). The AA is assigned to specific roles by the Area Manager. Within these roles they are responsible for supporting operational decisions at both the tactical and strategic level. AS's may help team members on various tasks under their direct supervision. Area Assistants are expected to operate under their Area Manager or designated Area Supervisor with minimal supervision, so decisions are made quickly in support of their mission to deliver quality reports on time. Essential Job Functions : Each Area Management Team uses roles and tasks to manage their inventory and communicate with clients, vendors, and others. Roles within the team may be occupied by an Area Assistant, Area Supervisor, Area Production Manager or Area Manager. As an Area Assistant they will act in a support capacity. A ticketing system is used to assign and track tasks, requests, and assure prompt communications. Tasks are classified by tiers and Area Assistants may handle Tier 1 and 2 tasks after they complete the necessary training. With supervision and at the direction of their Area Manager, Area Assistants may perform Tier 3 tasks. The essential job functions of an Area Assistant for NRS will include working within a designated role, which changes regularly, and fulfilling requests from a variety of sources through our ticketing system. This will include: Executing all tasks assigned by the Area Manager diligently, on schedule, and to the highest standard. Working with team members to achieve daily, weekly, and monthly targets. Participating in meetings and voicing concerns as well as suggestions for improvement. Answering or escalating concerns and queries from clients or other stakeholders. Completing a range of administrative and management tasks. Maintaining a high level of professionalism while representing the company. Expanding skills by attending workshops and training sessions. Effectively managing your time by prioritizing urgent tasks. Assisting the Area Manager as required. Supplemental Job Functions: Perform additional duties as directed by senior management. Qualifications: Education and Experience An Area Assistant should possess a high school diploma or GED and have two years working experience. Prior school internships and insurance related classwork will be considered in lieu of experience. Knowledge, Skills & Abilities Apply common sense understanding to carry out instructions furnished in written, oral, or diagrammatic form. Direct others with instructions furnished in written, oral, or diagrammatic form. Work in a fast paced, team environment with minimal direct supervision. Good attention to detail and the ability to organize their day and week to accomplish the mission of 100% on time delivery. Fluency in Microsoft Outlook, Word, and Excel. Pass a pre-employment drug screen and background check. Work Environment: Equipment, Tools & Work Aids General office equipment including a PC, laptop, and printer. Working Conditions and Environmental Hazards: Inside working conditions 100% of the time. Physical Requirements: Repetitive motions: Making substantial movements (motions) of the wrists, hands, and/or fingers while using a computer or similar user interface. Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met. Management Authority : Supervises- None Supervised by- Area Manager or designated Area Supervisor Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Why Join Us: At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York. Employee Benefits We also offer our employees a comprehensive suite of benefits and perks, including: Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting ******************* . California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Implements change management projects including stakeholder management, leadership alignment, organizational development, and culture. Creates content and disseminates business communications to employees on multiple platforms. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Partners across the enterprise to design and deliver cross-functional change management solutions to improve business results. * Owns and leads large-scale, complex change initiatives impacting multiple Operations and Underwriting teams and/or other business areas. Triage new communication and training requests to determine if training, communication or change management intervention is required. * Utilizing the approved methodology, assesses stakeholders, impact, change drivers and barriers to change to determine risk and risk mitigation processes. Identifies and mitigates integration risks and issues. * Under minimal or no technical direction, drafts business communications on behalf of Operations Senior Leaders targeted at internal audiences and executive stakeholders. * Drafts, edits and ensures accurate distribution of brand-compliant announcements across functions. Demonstrates consistent use of brand templates, alignment to corporate guidelines and communication protocols and rules of engagement. * Collaborates with all levels of Operations Leaders, HR Business Partners, Corporate Communications and UWS/Field Operations Leaders to facilitate process for leaders to model and implement changes needed to support adoption or improve functional performance. * Designs and formalizes process and governance for Operations Service Delivery and Underwriting Change Management. * Measures change process and effectiveness of communication based on stakeholder feedback and surveys. Analyzes data and trends to determine business readiness and if solution had desired impact. Identify opportunities for improvement, communicate results to stakeholders and act on lessons learned. May perform additional duties as assigned. Reporting Relationship * Typically Director or above Skills, Knowledge & Abilities * Advanced expertise in change management and communication theories, principles, and best practices. * Experience successfully designing and leading change management activities. * Expert business acumen with ability to effectively develop and implement strategies that support business objectives for Underwriting and Operations. * Excellent writing and editing skills and ability to translate technical and/or complicated information into clear, concise messages that are appropriate for the targeted audience. * Solid project management, organization, and planning skills with the ability to manage multiple projects effectively in a fast-paced environment. * Strong interpersonal, communication and presentation skills. Ability to effectively interact with all levels of CNA's internal and external business partners. * Highly collaborative and comfortable navigating organizational dynamics. * Ability to exercise independent judgment and make critical business decisions effectively within scope of authority. * Solid knowledge of Microsoft Office applications especially Word, PowerPoint and Excel. Education & Experience * Bachelor's Degree in English, Journalism, Communications, Change Management, or related discipline; or equivalent work experience. Master's degree preferred. * Typically, 5 - 8 years communications and change management experience * Prosci Certification preferred. * Previous insurance industry experience required #LI-Hybrid #LI-DM1 In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Implements change management projects including stakeholder management, leadership alignment, organizational development, and culture. Creates content and disseminates business communications to employees on multiple platforms. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: * Partners across the enterprise to design and deliver cross-functional change management solutions to improve business results. * Owns and leads large-scale, complex change initiatives impacting multiple Operations and Underwriting teams and/or other business areas. Triage new communication and training requests to determine if training, communication or change management intervention is required. * Utilizing the approved methodology, assesses stakeholders, impact, change drivers and barriers to change to determine risk and risk mitigation processes. Identifies and mitigates integration risks and issues. * Under minimal or no technical direction, drafts business communications on behalf of Operations Senior Leaders targeted at internal audiences and executive stakeholders. * Drafts, edits and ensures accurate distribution of brand-compliant announcements across functions. Demonstrates consistent use of brand templates, alignment to corporate guidelines and communication protocols and rules of engagement. * Collaborates with all levels of Operations Leaders, HR Business Partners, Corporate Communications and UWS/Field Operations Leaders to facilitate process for leaders to model and implement changes needed to support adoption or improve functional performance. * Designs and formalizes process and governance for Operations Service Delivery and Underwriting Change Management. * Measures change process and effectiveness of communication based on stakeholder feedback and surveys. Analyzes data and trends to determine business readiness and if solution had desired impact. Identify opportunities for improvement, communicate results to stakeholders and act on lessons learned. May perform additional duties as assigned. Reporting Relationship * Typically Director or above Skills, Knowledge & Abilities * Advanced expertise in change management and communication theories, principles, and best practices. * Experience successfully designing and leading change management activities. * Expert business acumen with ability to effectively develop and implement strategies that support business objectives for Underwriting and Operations. * Excellent writing and editing skills and ability to translate technical and/or complicated information into clear, concise messages that are appropriate for the targeted audience. * Solid project management, organization, and planning skills with the ability to manage multiple projects effectively in a fast-paced environment. * Strong interpersonal, communication and presentation skills. Ability to effectively interact with all levels of CNA's internal and external business partners. * Highly collaborative and comfortable navigating organizational dynamics. * Ability to exercise independent judgment and make critical business decisions effectively within scope of authority. * Solid knowledge of Microsoft Office applications especially Word, PowerPoint and Excel. Education & Experience * Bachelor's Degree in English, Journalism, Communications, Change Management, or related discipline; or equivalent work experience. Master's degree preferred. * Typically, 5 - 8 years communications and change management experience * Prosci Certification preferred. * Previous insurance industry experience required #LI-Hybrid #LI-DM1 In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $72,000 to $141,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com. CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact ***************************.

Company:MercerDescription: We are seeking a talented individual to join our Career Consulting team at Mercer. This role will be based in Los Angeles, CA; Seattle, WA; Chicago, IL; Houston, TX; Dallas, TX; Atlanta, GA; New York, NY; Philadelphia, PA; Washington D.C., Boston, MA; Louisville, KY; and offers a hybrid work arrangement, requiring a minimum of three days per week in the office or with clients. Mercer is uniquely qualified to help organizations design and execute sophisticated workforce strategies, whether it's for a multinational organization or a local company attempting to grow within its market. We provide best-in-class consulting, rigorous analytics, and data-driven insights that help organizations make fact-based decisions. As an Executive Rewards Compensation Analyst, you will work closely with clients to support the design and implementation of executive compensation programs that align with their business strategy and governance requirements. This is a great opportunity to partner with senior executives, Board members, and HR leaders to optimize executive pay and incentives, ensuring alignment with organizational goals and market best practices. We will count on you to: Conduct research and analysis on executive compensation trends, governance, regulatory requirements, and market practices Collect and analyze data relevant to executive pay programs, including benchmarking compensation levels as well as incentive plan design features Assist in preparing materials for Board and Compensation Committee meetings Participate in client meetings and contribute to discussions on executive compensation topics Support knowledge sharing and continuous learning within the executive rewards practice What you need to have: Bachelor's degree 12 - 36 months of experience working in a consulting firm or corporate role (preferably in executive compensation, total rewards, or finance) Strong quantitative and analytical skills Excellent interpersonal, verbal, and written communication skills Knowledge of data analysis, project management, and presentation design Intellectual curiosity; seeking opportunities to develop new skills and apply critical thinking to solve problems Ability to collaborate with diverse teams and communicate with others in a skillful and engaging manner Flexibility to work under tight deadlines and adapt to changing client needs, particularly in M&A situations Superior organizational skills and strong attention to detail Working knowledge of Microsoft Office- specifically Excel and PowerPoint What makes you stand out? Advanced proficiency in Excel Finance/accounting background or experience Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. The applicable base salary range for this role is $75,500 to $151,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Company:MercerDescription: We are seeking a talented individual to join our Career Consulting team at Mercer. This role will be based in Los Angeles, CA; Seattle, WA; Chicago, IL; Houston, TX; Dallas, TX; Atlanta, GA; New York, NY; Philadelphia, PA; Washington D.C., Boston, MA; Louisville, KY; and offers a hybrid work arrangement, requiring a minimum of three days per week in the office or with clients. Mercer is uniquely qualified to help organizations design and execute sophisticated workforce strategies, whether it's for a multinational organization or a local company attempting to grow within its market. We provide best-in-class consulting, rigorous analytics, and data-driven insights that help organizations make fact-based decisions. As an Executive Rewards Compensation Analyst, you will work closely with clients to support the design and implementation of executive compensation programs that align with their business strategy and governance requirements. This is a great opportunity to partner with senior executives, Board members, and HR leaders to optimize executive pay and incentives, ensuring alignment with organizational goals and market best practices. We will count on you to: Conduct research and analysis on executive compensation trends, governance, regulatory requirements, and market practices Collect and analyze data relevant to executive pay programs, including benchmarking compensation levels as well as incentive plan design features Assist in preparing materials for Board and Compensation Committee meetings Participate in client meetings and contribute to discussions on executive compensation topics Support knowledge sharing and continuous learning within the executive rewards practice What you need to have: Bachelor's degree 12 - 36 months of experience working in a consulting firm or corporate role (preferably in executive compensation, total rewards, or finance) Strong quantitative and analytical skills Excellent interpersonal, verbal, and written communication skills Knowledge of data analysis, project management, and presentation design Intellectual curiosity; seeking opportunities to develop new skills and apply critical thinking to solve problems Ability to collaborate with diverse teams and communicate with others in a skillful and engaging manner Flexibility to work under tight deadlines and adapt to changing client needs, particularly in M&A situations Superior organizational skills and strong attention to detail Working knowledge of Microsoft Office- specifically Excel and PowerPoint What makes you stand out? Advanced proficiency in Excel Finance/accounting background or experience Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. The applicable base salary range for this role is $75,500 to $151,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The Internal Business Consultant will partner with an external Business Consultant to compose, develop and implement programs that help advisors build their business and increase John Hancock Investments AUM. Using discretion and judgment they will strategically manage their territory providing insight, advice, practice management ideas and product updates to registered representatives. Required to have solid understanding and expertise of mutual funds, ETF's, UCITS, 529 College Savings Plans and Separately Managed Accounts. Position Responsibilities: A portion of the day will consist of running and analyzing advisor portfolios to uncover opportunities and potential unforeseen issues. This individual must have outstanding research and analytic capabilities. They must be able to research competitor products, gain a high proficiency in those products, and understand how those products will get along with the overall composition of our clients' portfolios. Leverage tools including Morningstar Workstation, Morningstar Advisor Portal and John Hancock Portfolio Insight to perform analysis and provide insight and advice for registered representatives helping them improve portfolio construction. Review and research advisor websites, LinkedIn, and data packs to personalize practice management and business building solutions. Participate in roundtable discussions and feedback sessions growing industry knowledge and product expertise. Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock's internal strategies. Lead projects for department initiatives to fully implement new processes, strategies, and more. Act as a mentor to new Inside Wholesalers and assist in development, implementation, and delivery of training classes for the Investments sales desk. Act as Fund/Firm/Separate Account/Marketing Liaison. Relay a positive attitude about department initiatives and stand behind decisions of management. Required Qualifications : FINRA Series 7 and 63, 65, or 66 required. Bachelor's degree or equivalent experience. 1-5 years of sales/consulting experience preferably within the financial services industry. Proven relationship management skills, including the ability to work in a team environment. Strong analytical time management, interpersonal, and problem-solving skills. Ability to learn and adapt quickly while applying creativity. Ability to work in a changing fast paced high call volume environment, with passion and a positive attitude. Collaborate with internal and external resources to meet business needs. Prioritizing work to ensure that the largest opportunities are completed. Use segmentation information provided to focus on the opportunities with the greatest future potential in a given territory. 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 ************************. Working Arrangement Hybrid Salary & Benefits 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. Please contact ************************ for additional information. 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.)

This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized investment recommendations using our Manulife John Hancock product offering(s). Supported with an array of resources, Financial Consultants at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the customers we serve. We hire and develop Financial Consultants who believe in our mission of helping our customers find confidence in retirement and who personify our values. If these qualities reflect who you are and who you aspire to be, you'll thrive as a Financial Consultant at Manulife John Hancock Wealth: Demonstrates curiosity in exploring client needs Efficient and resourceful, delivering consistent value Passionate about discovering solutions with an entrepreneurial approach Proud of your investment knowledge and driven to match clients with the right solutions Embraces accountability, learns from setbacks, and strives for continuous improvement Position Responsibilities: You are a vital member of our employee channel phone-based team focused on providing point-in-time advice to our exiting IRA customers, referrals from other service centers and then helping these customer's make good decisions about their existing retirement assets. You are part of our team of financial consultants primarily responding to inbound calls, but also you may proactively engaging disengaged customers to become re-engaged with John Hancock. Your advice involves discussing the customer's current investment situation and knowing about the available John Hancock mutual fund products to help the customers make informed decisions on what might be the best fit for their unique needs. Required Qualifications: FINRA SIE, Series 6, 63 and 65. FINRA Series 7 and State Insurance Licenses will be required as our product offering expands and for advancement. Preferred Qualifications: Bachelor's degree preferred. 1-3+ years of Financial Services experience, preferably in phone and/or sales roles Advancement opportunities within role or Sr Financial Consultant requires time spent working in the role, consistent level of performance and the obtainment of securities licenses and working towards CFP certification will be required. 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 ************************. Working Arrangement Hybrid Salary & Benefits 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. Please contact ************************ for additional information. 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.)

* Responsible for approximately 40-60 total accounts (depending on other responsibilities and factors), with assistance from an Account * Coordinator or Senior Account Coordinator * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Responsible for presenting client deliverable, as needed, to core team and/or client with leadership supervision * Potential responsibility related to growth (build relationship and working parameters with growth team) * Seen as Subject Matter Expert by core teams and/or clients * Minimal escalations required to complete traditional renewals * First line of defense for escalated issues related to marketing, claims and/or clinical with ability to discern further escalation to Manager * Obtain/maintain license This is a remote eligible position. Compensation and Benefits Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location. Compensation * Base salary: $100,000 USD * Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate. Lockton Benefits Offerings At Lockton, our caring culture means we're invested in your health and wellbeing. That's why we've developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings. * Health Plans - Options include United Healthcare Consumer-driven health plan or Surest variable copay plan * Wellness incentive program for health premium savings * Dental Plans - MetLife PPO & Copay option * Vision Plan - VSP Choice Plan * Health Savings Account * Flexible Spending Accounts - Dependent Care, Ltd. Purpose, Healthcare, Transportation * Life Insurance - Group term life, AD&D plus voluntary life options * Paid parental leave * Disability benefits - salary continuation & long-term disability for qualifying events * Legal services * Critical illness care * Hospital indemnity * Pet insurance * Gym membership discount programs * Retirement 401(K) Plan - 100% match up to 6% with immediate vesting * Student loan 401(K) match option * Associate assistance mental health program * Merchant discounts * Paid time off including vacation, holidays, personal days, volunteer days, and sick time * Associate referral bonus & new business finder's fee * Company sponsored charitable and community events * Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits

* Responsible for approximately 40-60 total accounts (depending on other responsibilities and factors), with assistance from an Account Coordinator or Senior Account Coordinator * Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review * Responsible for presenting client deliverable, as needed, to core team and/or client with leadership supervision * Potential responsibility related to growth (build relationship and working parameters with growth team) * Seen as Subject Matter Expert by core teams and/or clients * Minimal escalations required to complete traditional renewals * First line of defense for escalated issues related to marketing, claims and/or clinical with ability to discern further escalation to Manager * Obtain/maintain license

Fueled by our success and expanding business opportunities, we are seeking an Associate Consultant to join our growing Stop Loss Carrier Consulting team. This team is dedicated to evaluating, supporting, and enhancing the services available to our Stop Loss Carrier Partners, with a focus on delivering innovative solutions, strengthening market competitiveness, and creating long-term value for both carriers and employer clients. The Associate Consultant will provide analytical and operational support to senior consultants and carrier partners. This role is ideal for a professional with a foundation in employee benefits and/or healthcare/insurance and is eager to deepen their expertise in the stop loss market. Unlocking Market Insights * Review and analyze current and historical stop loss carrier data (book of business, marketing results, renewal activity) to identify trends and market opportunities. * Conduct competitive and market research on carrier products, pricing, and distribution strategies. * Assist in preparing carrier consulting deliverables, including market experience reports, purchasing insights, and competitive positioning analyses. Collaborating with Carrier Partners * Prepare materials for regular carrier partner meetings, including performance updates, strategic initiatives, and market intelligence. * Support documentation of carrier goals, priorities, and follow-up items to ensure alignment across teams. * Participate in calls with carrier partners alongside senior consultants, tracking and executing action items. Shaping Operational Strategy * Evaluate carrier product offerings, services, operational processes (distribution, underwriting, claims, clinical engagement, client delivery), and competitive capabilities to identify opportunities for improvement. * Conduct research on emerging industry trends (e.g., high-cost claim conditions, stop loss pricing innovations, carve-in/out programs). Telling the Story with Data * Compile reports and carrier insights to develop PowerPoint presentations for internal and external use, ensuring data accuracy, clarity, and strategic storytelling. * Collaborate with senior consultants to translate analytical findings into actionable insights for carrier partners. Teaming Up for Success * Work closely with Stop Loss Carrier Consulting senior team members, data analysts, clinical consulting, and other specialty practices to deliver integrated insights. * Contribute to special projects such as new carrier onboarding, product development support, and technology integrations. #LI-LL1