Senior Associate jobs at UnitedHealth Group

- 255 jobs

Advisory Services Sr. Consultant - Epic Healthy Planet
Unitedhealth Group Inc. 4.6
Senior associate job at UnitedHealth Group
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. Optum's EHR Services represents one of the fastest growing practices within Optum Insight's Advisory and Implementations business unit. The EHR Services practice is comprised of 600+ individuals across the U.S. and Ireland who are dedicated to improving the healthcare delivery system through the power of healthcare technology, specifically, the EHR and integrated applications and tools. By joining the EHR Services team, you'll partner with some of the most gifted healthcare technology thought leaders within the industry, collaborate with experienced consulting and healthcare leaders, and help partners capture the benefits of their EHR investment. Optum needs a solid Technical Project Manager with hands-on integration (interfaces and conversions) experience to play a crucial role in ensuring the successful execution of EHR Services implementation projects. You will be pivotal in effectively managing integration project teams working in conjunction with other project leaders for large projects, and in owning and running integration specific projects. Your expertise in project management methodologies and hands-on experience with interface and conversion implementations will be vital in coaching, mentoring, and overseeing the completion of tasks. Solid candidates for this role will be able to demonstrate self-motivation, individual leadership, and team collaboration. Most importantly, our EHR Services team will foster a culture of diversity and inclusion and drive innovation for our company and our clients. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: * Provide subject matter expertise in Epic Healthy Planet, including system design, build, testing, and implementation * Collaborate with leadership and end users to design and configure solutions, providing technical and clinical consultation, including workflow analysis and application configuration to support enhancements and issue resolution * Lead multiple small to medium-scale Epic upgrade initiatives and workflow enhancements through all project phases * Lead design and validation sessions, ensuring thorough documentation, follow-up, and issue escalation * Maintain system documentation, including design specifications and build records * Monitor production applications and respond to incidents, including participation in 24/7 on-call support as needed * Execute all phases of testing, including unit, system, and integrated testing for EpicCare Ambulatory workflows * Analyze workflows, data collection, reporting needs, and technical issues to support solution development * Collaborate with training teams to develop and maintain application-specific training materials * Translate business requirements into functional specifications; manage system updates, enhancements, and release testing * Ensure compliance with organizational standards for system configuration and change control * Build and maintain solid relationships with end users, stakeholders, and business partners * Facilitate communication across teams from requirements gathering through implementation * Troubleshoot and resolve application issues, escalating complex problems as appropriate * Maintain deep knowledge of Epic functionality and operational workflows You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * Active Epic certification in Healthy Planet and at least one additional application (i.e., Preferred applications: Ambulatory, Care Everywhere, EpicCare Link or MyChart) * 5+ years of experience in the healthcare industry * 4+ years of experience with Epic implementation and/or support * 3+ years of direct client-facing experience with healthcare domain knowledge such as clinical documentation workflows, patient portals, encounter closure, and patient flow management Preferred Qualifications: * Team management and mentoring experience, both formal and informal * Proven ability to lead cross-functional teams through clear, effective communication and strategic collaboration * Experience in department build and implementation of Community Connect locations * Proficiency with Excel, Visio, PowerPoint and SharePoint * Experience with Refuel implementations Key Competencies: * Time Management & Prioritization: Demonstrates exceptional time management, organizational, and prioritization skills, with a proven ability to manage multiple concurrent responsibilities in fast-paced, dynamic environments * Epic EMR Expertise: Possesses in-depth knowledge of Epic systems, including comprehensive experience across the full implementation life cycle of Epic's suite of applications * Collaborative Leadership: Exhibits a consultative and collaborative leadership style, with a solid track record of aligning cross-functional teams and driving results through shared goals and strategic execution * Relationship Building & Team Motivation: Effectively cultivates and maintains solid internal relationships, inspiring and motivating team members through consultative engagement and influential communication * Strategic Influence & Cross-Functional Collaboration: Demonstrates the ability to build strategic partnerships and influence stakeholders across organizational boundaries. Collaborates across teams, departments, and business units to drive solution standardization, promote reusability, and address complex business challenges * All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $89,900 to $160,600 annually based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
$89.9k-160.6k yearly 48d ago
Senior Associate Underwriter
Burns & Wilcox 4.6
Indianapolis, IN jobs
Summary: When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as a Senior Associate Underwriter. Our Senior Associates 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. Responsibilities Underwrite and supervise a portion of an Underwriter's book of business, focused on renewals and new business 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 Associate Underwriters as needed Qualifications Bachelor's degree or equivalent combination of education and experience 3+ years of commercial 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 Competitive base compensation 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, pregnancy, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate. In addition, Kaufman will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
$63k-90k yearly est. 2d ago
Senior Associate Underwriter
Burns & Wilcox 4.6
Chicago, IL jobs
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.
$75k-90k yearly 3d ago
Senior Associate Underwriter
Burns & Wilcox 4.6
New York, NY jobs
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 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.
$80k yearly 5d ago
Senior Compliance Associate (Charlotte, NC (Hybrid) or Remote)
Brighthouse Financial 3.7
Charlotte, NC jobs
Where you'll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How you'll contribute: As a Senior Compliance Associate in Funds and Investments Compliance, you will be responsible for assisting with the administration of the compliance programs for Brighthouse Financial's registered mutual funds, the Brighthouse Funds, and their affiliated investment adviser, Brighthouse Investment Advisers, LLC. You will also support the day-to-day operations of the insurance investments management compliance program, with a focus on ensuring the general account, managed separate accounts, and reinsurance trust accounts comply with applicable policies, procedures, and investment guidelines. In this role, you'll get to: Monitor the effectiveness of compliance policies and procedures on an ongoing basis, as required by Rule 38a-1 of Investment Company Act of 1940 and Rule 206(4)-7 of Investment Adviser Act of 1940, for Brighthouse's registered mutual funds and their investment adviser. Revise and update compliance policies and procedures as needed. Administer the Code of Ethics program of the Brighthouse Funds and Adviser. Perform due diligence and oversight of external money managers' compliance programs and investment operations. Draft quarterly compliance reports to the Brighthouse Funds board of trustees. Review and provide reporting regarding post-trade investment alerts and trade cost analysis for Brighthouse Funds. Assist with Section 15(c) contract renewal process. Monitor regulatory changes and assess impact on the Brighthouse Funds and Adviser. Support responses to regulatory inquiries and examinations. Identify and effectively communicate compliance issues internally and to external asset managers and service providers, lead remediation and document corrective action as appropriate. Support Brighthouse insurance investments management compliance program, with a focus on ensuring the general account, managed separate accounts, and reinsurance trust accounts comply with applicable policies, procedures, and investment guidelines. We're looking for people who have: Bachelor's degree required. JD or MBA helpful, but not required. 5+ years of related experience in investment management and/or financial services industry. Experience in compliance program administration (including Code of Ethics administration and monitoring), preferred. Ability to converse at an expert level on compliance matters related to mutual fund business and/or investment compliance monitoring. Excellent Microsoft skills (especially Word and Excel). Technical knowledge and experience with third-party diligence and monitoring tools (e.g., DiligenceVault, MyComplianceOffice) preferred. Understanding of different asset classes and knowledge of securities laws preferred. Strong project management and organizational skills and ability to multi-task and work under pressure, while adhering to internal policies and procedures. Ability to analyze risks and controls and determine when controls are not operating effectively. Must be a dedicated, self-motivated individual with an ability to work independently and in a team . Successful track record for delivering results in a timely manner. Professional and articulate; excellent interpersonal skills. Excellent analytical and research skills with ability to synthesize complex and diverse information. Excellent written and verbal communication skills, including the ability to prepare presentations and materials in partnership with senior management. An analytical and detail-oriented approach and the ability to provide practical solutions. A flexible attitude and willingness to take on responsibility. Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you. What you'll receive: Compensation - Base salary ranging from $115,000 - $130,000 plus competitive performance-based incentives determined by company and individual results. Flexible Work Environment - Work remotely or in the office to better thrive in all areas of life. Paid Time Off - Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time. Financial Health - Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services. Health and Wellness - Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family. Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey. Life and Disability Support - Gain access to company-paid basic life insurance and short-term disability insurance. The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company. Why join us? Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts. We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/. We're one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition from Forbes as one of America's Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte. * Ranked by 2023 admitted assets. Best's Review : Top 200 U.S. Life/Health Insurers. AM Best, 2024.
$115k-130k yearly 31d ago
Senior Compliance Associate (Charlotte, NC (Hybrid) or Remote)
Brighthouse Financial Inc. 3.7
Charlotte, NC jobs
Where you'll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How you'll contribute: As a Senior Compliance Associate in Funds and Investments Compliance, you will be responsible for assisting with the administration of the compliance programs for Brighthouse Financial's registered mutual funds, the Brighthouse Funds, and their affiliated investment adviser, Brighthouse Investment Advisers, LLC. You will also support the day-to-day operations of the insurance investments management compliance program, with a focus on ensuring the general account, managed separate accounts, and reinsurance trust accounts comply with applicable policies, procedures, and investment guidelines. In this role, you'll get to: * Monitor the effectiveness of compliance policies and procedures on an ongoing basis, as required by Rule 38a-1 of Investment Company Act of 1940 and Rule 206(4)-7 of Investment Adviser Act of 1940, for Brighthouse's registered mutual funds and their investment adviser. Revise and update compliance policies and procedures as needed. * Administer the Code of Ethics program of the Brighthouse Funds and Adviser. * Perform due diligence and oversight of external money managers' compliance programs and investment operations. * Draft quarterly compliance reports to the Brighthouse Funds board of trustees. * Review and provide reporting regarding post-trade investment alerts and trade cost analysis for Brighthouse Funds. * Assist with Section 15(c) contract renewal process. * Monitor regulatory changes and assess impact on the Brighthouse Funds and Adviser. * Support responses to regulatory inquiries and examinations. * Identify and effectively communicate compliance issues internally and to external asset managers and service providers, lead remediation and document corrective action as appropriate. * Support Brighthouse insurance investments management compliance program, with a focus on ensuring the general account, managed separate accounts, and reinsurance trust accounts comply with applicable policies, procedures, and investment guidelines. We're looking for people who have: * Bachelor's degree required. JD or MBA helpful, but not required. * 5+ years of related experience in investment management and/or financial services industry. * Experience in compliance program administration (including Code of Ethics administration and monitoring), preferred. * Ability to converse at an expert level on compliance matters related to mutual fund business and/or investment compliance monitoring. * Excellent Microsoft skills (especially Word and Excel). * Technical knowledge and experience with third-party diligence and monitoring tools (e.g., DiligenceVault, MyComplianceOffice) preferred. * Understanding of different asset classes and knowledge of securities laws preferred. * Strong project management and organizational skills and ability to multi-task and work under pressure, while adhering to internal policies and procedures. * Ability to analyze risks and controls and determine when controls are not operating effectively. * Must be a dedicated, self-motivated individual with an ability to work independently and in a team . * Successful track record for delivering results in a timely manner. * Professional and articulate; excellent interpersonal skills. * Excellent analytical and research skills with ability to synthesize complex and diverse information. * Excellent written and verbal communication skills, including the ability to prepare presentations and materials in partnership with senior management. * An analytical and detail-oriented approach and the ability to provide practical solutions. * A flexible attitude and willingness to take on responsibility. Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you. What you'll receive: * Compensation - Base salary ranging from $115,000 - $130,000 plus competitive performance-based incentives determined by company and individual results. * Flexible Work Environment - Work remotely or in the office to better thrive in all areas of life. * Paid Time Off - Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time. * Financial Health - Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services. * Health and Wellness - Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family. * Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey. * Life and Disability Support - Gain access to company-paid basic life insurance and short-term disability insurance. The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company. Why join us? Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts. We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/. We're one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition from Forbes as one of America's Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte. * Ranked by 2023 admitted assets. Best's Review: Top 200 U.S. Life/Health Insurers. AM Best, 2024. Nearest Major Market: Charlotte Job Segment: Compliance, Project Manager, Law, Legal, Technology
$115k-130k yearly 34d ago
Talent Acquisition Senior Associate
Winged Keel Group 4.5
New York, NY jobs
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.
$94k-142k yearly est. Auto-Apply 60d+ ago
Talent Acquisition Senior Associate
Winged Keel Group 4.5
New York, NY jobs
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
$94k-142k yearly est. 27d ago
Life Insurance Competition Senior Associate
Guardian Life Insurance Company 3.2
New York jobs
As Life Insurance Competition Senior Associate, you will provide the field force with life insurance competition and conservation support, conduct life insurance industry research, create/ update marketing materials, and present at trainings and WebEx's. Demonstrate Guardian values which are, “We do the right thing", "We believe people count", "We courageously shape our future together" and "We go above and beyond for the people we serve". You are Familiar and comfortable with the individual life insurance market. Has a natural curiosity, enjoys collaboration with both home office colleagues and field associates (General Agents, Financial Representatives, Brokers). You will Provide General Agents, agents, staff members and brokers with individualized case consultations via phone, e-mail, and virtual meetings offering competition support for new business and conservation, including traditional and variable life products. Develop effective sales support materials, including client pieces, competitor analysis, and other related materials. Keep abreast of competitor actions and industry happenings to best differentiate and position Guardian's products and riders. Continually learn new sales support functions and new life products/ trends as a means to provide the best possible service to stakeholders. You have Thorough knowledge of the life insurance industry with emphasis on whole life products, Guardian Life products and the target markets they serve. Analytical thinking Customer focus Information seeking Respect for diversity Strong interpersonal skills Proficient in both Microsoft Excel and PowerPoint Excellent verbal and written communication skills, with key strength in presentation and effective public speaking. Understanding of the general agency distribution system. Familiarity with Life Insurance Illustration software. Four-year college degree or equivalent business experience CLU, ChFC, CFP, RICP, or other professional designations are a plus. Minimum 5 years' industry experience is preferred. Salary Range: $80,940.00 - $132,975.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at ************************************************ Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.
$80.9k-133k yearly Auto-Apply 51d ago
Senior Audit Associate
Aldrich 3.8
Lake Oswego, OR jobs
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.
$85k-110k yearly 60d+ ago
Senior Audit Associate
Aldrich 3.8
Salem, OR jobs
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.
$90k-110k yearly 4d ago
Senior Audit Associate
Aldrich 3.8
Brea, CA jobs
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.
$90k-115k yearly 22d ago
Senior Audit Associate
Aldrich 3.8
Brea, CA jobs
Job DescriptionDescription: 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.
$90k-115k yearly 22d ago
Quantitative Senior Associate, Real Estate
John Hancock 4.4
Los Angeles, CA jobs
Manulife Investment Management is seeking a real estate analytics and Quantitative 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.)
$91k-165k yearly Auto-Apply 2d ago
Senior Associate Underwriter - Commercial
Great American Custom 4.4
Los Angeles, CA jobs
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.
$61.2k-95.2k yearly Auto-Apply 60d+ ago
Personal Lines Senior Associate Client Representative
World Insurance Associates, LLC 4.0
Santee, CA jobs
Job Description World Insurance Associates (“World”) 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 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. May also be responsible for other responsibilities, as applicable. Primary 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 Position Specific Skills/Qualifications Work Experience Preferred 2+ years' experience in Personal Property and Casualty Professional Licenses/Certifications Required: Must hold state Property & Casualty insurance license Essential Skills/Competencies 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. Education Required: HS Diploma or equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Compensation This position is located in Illinois. The base salary for this position at the time of this posting may range from $40,000 to $60,000. 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-MF1 Powered by JazzHR 44W2muVLNX
$40k-60k yearly 16d ago
Sr Associate, HR Spec. (Talent Acquisition)
The Baltimore Life Insu 4.3
Randallstown, MD jobs
The Sr. Associate, Human Resources Specialist- Talent Acquisition & Engagement facilitates and leads or participates in processes within the department as it relates to recruiting, onboarding, employee engagement initiatives, event planning, and other HR related duties. RESPONSIBILITIES: Talent Acquisition & Onboarding Create job descriptions, compensation analysis, vacancy requests, and post open positions Perform full recruiting cycle from sourcing to offer of employment; attend job fair Manage recruitment platforms and agency partnerships to ensure cost-effective hiring Complete pre-employment background screenings and escalate questionable results Collaborate w/Licensing & Contracting for timely issue of employee ID numbers Lead all onboarding efforts for Home Office and Field Offices, including Buddy Program HR Operations & Systems Conduct hiring, employment changes, and terminations within ADP Workforce Now and JIRA Retrieve and process non-benefit and training-related HR invoices; manage HR office supplies Employee Engagement & Programs Plan and lead employee engagement initiatives, including strategies to improve remote collaboration and satisfaction Manage employee referral program, recognition platform, and field service awards Lead Stay Interview process and circulate Exit Interviews Organize and execute company volunteer and charitable giving events HR Communications & Reporting Conduct research, manage HR projects, and create internal communications as needed Manage headcount, performance management and other HR reporting and follow-up Create and analyze employee and management surveys Policy & Employee Support Provide guidance to employees and leadership on organizational policies and procedures EDUCATION and EXPERIENCE: BA/BS in Human Resources, Business or related discipline or relevant work experience 4+ years' related HR experience strongly preferred ADP WorkforceNow experience and MS Office proficiency is required Previous experience working with ATS systems strongly preferred HR Certification through HRCI or SHRM preferred SKILLS AND KNOWLEDGE: Strong understanding of current federal, state and local employment laws Strong project management experience, requiring the management of competing priorities to multiple stakeholders Ability to maintain a high level of confidentiality and discretion a must COMPETENCIES: Drive - Displays motivation, is proactive and resourceful in daily work. Persists to complete responsibilities, even in the face of difficulties, is optimistic and tenacious throughout. Collaboration - Able to actively listen to others and build relationships and trust, effectively handle conflict and interact with tact and respect. Articulates ideas and concerns so others are able to understand and is sensitive to others and is able to adapt to different types of individuals. Able to cooperate and collaborate with colleagues to achieve shared goals and encourages others and seeks out opportunities to collaborate across the business. Adaptable - Willingly adapts to constantly changing circumstances while maintaining perspective. Engaging in continuous learning, adjusting the application of knowledge, skills and abilities while addressing new challenges. Accepts constructive feedback. Responsible - Follows through on commitments; clearly defines mutual expectations of selves & others. Responds to demands of job by accepting responsibility for assignments, shows initiative and takes timely and appropriate actions to meet needs. Execution - Thinks critically and has the best interests of the company, colleagues, and customers in mind when approaching situations. Anticipates obstacles and assesses situation to determine best possible solution. Demonstrates an ability to get essential information and exercises sound judgments about alternatives. Knows both technical and practical aspects of the job and continually updates skills and knowledge.
$75k-112k yearly est. Auto-Apply 60d+ ago
Senior Associate Accountant - Real Estate
Mahoney 4.1
Saint Paul, MN jobs
Mahoney is a firm committed to a culture of development, opportunity and excellence. Our continued growth paves the way for an exciting future and is a great fit for a talented accounting professional. Be a part of an award-winning and thriving firm that makes a difference with our clients, people and the community! As a Senior Associate with the Mahoney Real Estate Solutions Team, you will perform a variety of accounting functions for clients including: Preparing partnership tax returns Beginning to recognize complex technical audit or tax issues and assist in finding resolutions Preparing annual financial statement audits of real estate projects Preparing development cost certifications for low-income housing tax credit and historic tax credit projects Assisting with construction accounting Other tax and accounting services as needed by clients Seasonal overtime may apply depending on arranged work schedule. Education and Skill Set Requirements: Bachelor's Degree in Accounting, Finance or related degree 2-3 years of public accounting experience CPA Certification or working toward completion Advanced technical knowledge Interest and/or experience in Real Estate, Low Income Housing Tax Credits and Historic Tax Credits a plus. Strong interpersonal and relationship building skills Team player with a positive - "can do" approach Demonstrated ability to communicate effectively with all levels and various clientele Prior experience with CCH software products (Axcess Tax, Engagement, Document) is a plus Benefits include: Medical and dental coverage; firm contributions to HSA 401(k) and profit sharing Short and long-term disability plan; life insurance coverage Paid time off, plus nine paid holidays per calendar year Career training and development Flexible and hybrid work arrangements Free onsite parking In-house fitness center Base pay range of $72,000 to $75,000 a year
$72k-75k yearly 60d+ ago
Commercial Lines Senior Associate Client Representative - Iselin, NJ
World Insurance Associates, LLC 4.0
Iselin, NJ jobs
Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary The Senior Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs. Set up and maintain accurate account details, contacts, and policy information in EPIC Attach, organize, and name documents in EPIC 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 requests, etc. Endorse policy in EPIC Create activities in EPIC and assign applicable team-member. Other Responsibilities, as applicable: Order loss runs from carriers Generate and send proofs to holder, if requested (from EPIC or CSR24) Check policy per policy check workflow and complete checklist Check endorsement against request Document maintenance/retrieval Qualifications Work Experience 2+ years' experience in Commercial Property and Casualty Licensed or obtaining state Property & Casualty insurance license within a specified time frame Knowledge of Excel, Word, and other MS Office products to include basic formatting Able to learn coverage fundamentals. Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems. Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance. 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. Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery. Works to achieve stated objectives and delivers results at the close direction of a senior team member. HS Diploma or equivalent Compensation This is a New Jersey based position with a competitive benefits package. The base salary ranges from $57,000 to $62,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: *************************************** 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 yw JPE1xyAu
$57k-62k yearly 12d ago
Senior Financial Consultant - Remote
Unitedhealth Group Inc. 4.6
Senior associate job at UnitedHealth Group
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. We are seeking a detail-oriented and strategic Sr Financial Consultant to support our IT organization. The ideal candidate will have a strong background in financial analysis and forecasting within complex organizational structures and will serve as a trusted partner to IT leadership. The ideal candidate will be a strong collaborator, able to build effective partnerships with IT and other organizational leaders to gain a deep understanding of operational dynamics, enabling them to deliver insightful financial guidance and support. Strong communication skills are essential, as this role will regularly present financial results and actionable insights to senior leaders and decision makers. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. Primary Responsibilities: * Financial Analysis & Forecasting * Conduct detailed financial analysis to support IT operational and strategic initiatives * Develop and maintain financial forecasts for IT spend across multiple cost pools * Monitor actuals vs. forecast and provide variance analysis with actionable insights * Partner with the Workforce Management team to incorporate workforce modeling inputs into financial forecasts * Analyze workforce data and trends to support accurate and strategic financial planning * Ensure alignment between workforce planning and financial forecasting processes * Business Partnership * Act as a strategic finance partner to IT leadership, helping them manage budgets and optimize spend * Participate in regular reviews with IT stakeholders to align financial performance with business goals * Translate financial data into clear, actionable recommendations for IT decision-makers * Cost Pool Oversight * Provide financial oversight for multiple IT cost pools, ensuring accurate allocation and tracking * Analyze cost distribution across business contract P&Ls and ensure transparency and accountability * Support cost optimization efforts and identify opportunities for efficiency * Reporting & Communication * Prepare and present financial reports, dashboards, and executive summaries tailored to IT leadership * Ensure timely and accurate reporting of IT financials to senior finance and business leaders * Collaborate with accounting and FP&A teams to ensure alignment on financial processes and policies * Process Improvement & Systems * Support automation and enhancement of financial reporting tools and processes * Partner with IT and finance systems teams to improve reporting capabilities You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: * 7+ years of progressive finance/accounting experience, with demonstrated ability to translate financial data into executive-level reporting and insights * Proven advanced analytical and problem-solving skills, with strong proficiency in financial modeling and tools such as Excel and Power BI * Proven to be detail-oriented, with a focus on accuracy, reliability, and efficiency in handling ad hoc requests and recurring deliverables * Proven excellent communication skills, with the ability to convey complex financial findings clearly and concisely to senior leaders and decision makers * Proven solid time management and prioritization skills, with a proven ability to meet tight deadlines in a fast-paced environment * Proven to be self-directed and accountable, able to work independently while managing day-to-day responsibilities effectively * Proven collaborative mindset, with a track record of working across departments and engaging with senior stakeholders * Proven to be a proactive learner, with the ability to quickly grasp complex concepts and adapt to evolving business needs Preferred Qualifications: * Experience with ERP systems such as Deltek Costpoint * Familiarity with Hyperion, Power Query, or similar financial planning tools * Knowledge of FAR, DFARS, and CAS regulations * Basic understanding of IT operations and concepts, enabling effective partnership with IT and Workforce Management teams * All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $89,900 to $160,600 annually based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
$89.9k-160.6k yearly 9d ago