Venbrook Group jobs

JOB TITLE: Senior Claims Examiner DEPARTMENT: Claims Services Carl Warren & Company is a leading nationwide Third-Party Administrator (TPA) founded in 1944. Carl Warren has been a trusted partner specializing in property and casualty claims management, subrogation recovery, and litigation management for private and public sectors, insurance companies, and captives. Our clients count on us to care for their needs when the unexpected happens. Our culture is derived from the people that create it. We are not different in what we do. We are different in how we do it. Our culture helps us collaborate, unite, and create a diverse workforce. Our people are at the core of our purpose, vision, mission, and values. We offer competitive compensation and a comprehensive benefits package: • 401k + employee match • Medical, dental, vision, life, and disability insurance • Paid Time Off (PTO) • Paid Holidays • Paid Sick leave • Professional development programs • Work-life quality and flexibility Visit us online at ****************** RESPONSIBILITIES • Executes client/Carl Warren strategies to achieve claims quality, customer service, and operational objectives. • Proactively work claims to ensure file quality meets Carl Warren & Company Claim Handling Guidelines and client requirements. • A high level of productivity measured according to the age and complexity of the assigned caseload. • Maintains a timely diary of claims. • Consistently achieves audit scores of 90% and above. • Focuses on providing the client with an outstanding work product. • Provides excellent customer service to internal and external customers. • Develops strategies for claims resolution with file notes reflecting clarity, focus, control/management, and momentum. • Identifies/utilizes vendors and effectively manages the vendors to achieve satisfactory results on both the expense and indemnity costs. • Up to 25% travel for field work and court appearances. QUALIFICATIONS • Four or more years handling auto and/or general liability claims for a standard auto and/or general liability insurance carrier • Two or more years' experience handling litigated claims with a well-developed understanding of the litigation process • College degree preferred • Strong claim evaluation skills with the ability to identify the issues involved, formulate an action plan, assess liability, evaluate the damages involved, and put a settlement number on the claim and explain why • Strong negotiation skills • Must be able to function and support others in a team environment • High level of personal responsibility and pride in work product Salary up to $105,000

Objective: Heffernan Insurance Brokers is seeking an experienced senior-level Account Manager to join its Irvine, CA Commercial Lines team. This role will offer a range of innovative strategies to develop and maintain clients' insurance and risk management needs. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of the renewal marketing process with the client and provide program structure, review, and analysis. Prepare account specifications, negotiate pricing, and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage account services, coordinate, and direct the activities. Expand existing accounts by developing new coverages. Thorough documentation is required on each account, with proper E&O procedures strictly followed. Ability to handle complex accounts. Mentoring responsibilities will be assigned. Additional duties commensurate with a lead role on the service team. Other duties and special technical projects as assigned Requirements: Education - High School graduate/GED required. Minimum of 8 years of working experience in an Account Management or related position. An active P&C insurance license is required. CIC or equivalent designation preferred, such as CPCU or ARM. Adaptable, self-starter, with experienced decision-making skills. Effective communication and collaboration skills, both written and oral. Problem-solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Embody the Heffernan Habits as referenced herein. Compensation: The base salary range for this position is $100,000 to $125,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Objective: The Surety Bond Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5-10 years in surety brokerage, carrier, or related business sales experience, including calling on senior executives. Track record of sales success. Strong knowledge of the Surety industry Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. Must hold a Property & Casualty insurance license. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good: This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences: “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.  

The main role of a Personal Lines Service Assistant is to support Account Managers and Producers with clerical tasks related to account servicing. Under the guidance of an Account Manager or Producer, these administrative duties include working with insurance carriers to process endorsements, retrieve policy coverage details, and handle other related service requests. Daily responsibilities may also involve completing special projects assigned by Account Managers or Producers as they come up. Responsibilities Include: Processing Evidences & Certificates of Insurance. Claim Reporting and/or Follow-up. NOC Processing - Non-Renewals/Non-Pay. Endorsement Processing. Invoicing - as assigned. Billing Questions. Obtain MVR/CLUE Reports. Attaching Correspondence in Agency Management System. Manual Renewal Processing. LPR Processing. Pulling Policies & Auto ID Cards. Email/Phone Correspondence with Clients - as directed. Un-routed Attachments. Prepare Spreadsheets, letters, and mailings as directed. Scanning Duties - including photocopying and faxing as directed. Input New Prospects/Clients Information - as directed. Processing PL Carrier docs - as applicable. Special Projects and other duties - as assigned. Requirements: Education - High School graduate/GED required. Working knowledge of Microsoft Office - particularly Outlook, Word, Excel & PowerPoint. Experience working in an office & team environment is preferred. Industry experience is preferred but not required. Must be organized and capable of managing time effectively to meet deadlines. Must communicate effectively, both in spoken and written forms. Maintain effective communication in all forms, including email. Must work well in a team-based environment - collaborate with peers and be able to take direction from supervisors. Other key competencies include flexibility, adaptability, attention to detail, and being a self-starter. Compensation: The annual base salary range for this position is $40,000 to $55,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based out of Walnut Creek, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer's insurance and risk management needs. Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies. Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage forms to clients. Manage account services, coordinate and direct the activities. Expand existing accounts by developing new coverages. Thorough documentation is required on each account with proper E&O procedures strictly followed. Ability to handle complex accounts. Other duties and special technical projects as assigned Requirements: Education - High School graduate/GED. Minimum of 3 years working experience in an Account Management or related position. Active P&C insurance license is required. CIC or equivalent designation preferred, such as CPCU or ARM. Adaptable, self-starter, with experienced decision making skills. Effective communication and collaboration skills, both written and oral. Problem solving, analytical, and marketing skills required. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Must embody the Heffernan Habits as referenced herein. Compensation: The salary range for this position is $75,000 to $95,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia's Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. The Sia Technology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Job Description Our values have led us to two decades of global expansion. Our team is a key part of that story, supporting many of the biggest names in technology with our expertise in Tech Consulting. This role supports enterprise technology transformation programs- including AI, automation, and data-driven initiatives- by enabling structured delivery, risk management, and stakeholder alignment. In this role you will: Drive end-to-end delivery across multiple initiatives, ensuring consistent intake, prioritization, execution, and measurement in alignment with organizational goals. Work with Product Owners and small/large engineering teams to implement required business solutions Define program goals, success metrics, and reporting mechanisms to measure adoption, efficiency, quality, and business impact. Partner with Program Managers to align intake, triage, SLA tracking, and post-launch measurement to organizational standards. Build internal customer & stakeholders relationships to manage expectations and agree on clear objectives and timelines Identify risks and act on them to ensure the team and project are not derailed Manage competing priorities and simultaneous projects in a fast-paced environment Build subject matter expertise, stay up-to-date on technology, and identify key partnerships to help define team road maps Switch from program level to task level issues in driving projects to completion Work with peers of all levels, from front line analysts to high level executives Be skilled in project and priority triage work effectively within broad parameters, and operate with considerable autonomy Conduct ongoing communication of team programs and reduce surprises by proactively managing risks Seek opportunities to create efficiencies for people and processes through automation Mentor junior consultants in delivery best practices Qualifications Required 7+ years of professional experience in program, project, or product management within technology or financial services, including 3-5 years in a Technical Program Management or equivalent technical delivery capacity. Minimum of 5 years of experience working in Agile environments. Familiarity with AI, automation, and data-enablement platforms Demonstrate leadership in simultaneously managing multiple large, complex projects that span cross-functional teams, establishing sustainable processes while delivering on time, on budget, with requirements met. Proven ability to develop business relationships and work successfully with people at all levels of management. Strong communication skills, both oral and written, including presentation skills to executive level business stakeholders. Proven ability to manage program/project level budgeting and provide financial tracking over several million dollars. Demonstrated ability to motivate project teams in the completion of projects. Operates with urgency, accountability, and clear judgment in fast-moving environments. Successfully navigates a highly matrixed organization. Demonstrate technical and/or data related acumen, as a project manager. Based in San Francisco, New York, or Seattle and eligible to work in the United States. Recommended PMP, Scaled Agile, Scrum Master or equivalent experience. LEAN Six Sigma certification encouraged. Working knowledge of Service Now (Carts+) Portfolio & Program Management module and/or similar tools such as; Smartsheets, MS Project, Ariba, Azure DevOps, Google Suite (e.g., Spreadsheets, Doc, Presentation, etc.). Experience with data visualization or dashboarding tools (e.g., Tableau) a plus Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation Annual base salary starting at $140,000, commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse , equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer . All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office or client site at least three days per week. Work Authorization & Sponsorship At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Objective: The Administrative Assistant will support daily operations by delivering high-quality administrative, clerical, and customer service support. This position helps the office run smoothly, assists the Commercial Lines Manager and Finance Operations Manager, and contributes to a positive client experience. This is a part-time role offering 15 hours per week, located in Santa Barbara, CA. Core Responsibilities Include: Administrative & Operational Support Greet clients and visitors. Answer and route phone calls professionally. Manage incoming and outgoing mail, deliveries, and general correspondence. Assist with ordering office supplies and managing inventory of essential office equipment. Assist with documents, reports, and presentations for internal use. Assist with scheduling meetings, events, managing calendars, and coordinating office logistics. Assist with office errands as directed. Participate in process improvements and special projects assigned by leadership. Client Service Support Assist Commercial Lines Manager and Finance Operations Manager as directed. Assist with recording commissions and client payments. Collect necessary documents from clients for policy processing or renewals. Enter client information into the agency management system, ensuring accuracy and compliance. Deliver excellent customer service by addressing general inquiries and directing clients to the correct team members. Support the preparation and processing of insurance applications, endorsements, certificates of insurance, and other standard forms as directed by licensed staff. Contact marine clients about upcoming cancellations. Compile production reports. Work with marketing on new campaigns as assigned. Help track outstanding items needed for submissions or renewals. Special projects and other duties as assigned. Requirements: Education - High School graduate/GED required. Administrative experience in an office environment preferred. Professional, customer-focused mindset. Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint. Ability to manage multiple tasks, prioritize, and meet deadlines. Effective communication and collaboration skills, both written and oral. Problem-solving and analytical skills, with attention to detail. Ability to maintain confidentiality and handle sensitive information. Must embody the Heffernan Habits as illustrated herein. Compensation: The hourly rate for this Internship is $20.00. More details can be found at **************************************** Heffernan Habits (Expectations): These are practices that represent our unique employee culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

OBJECTIVE: Tangram is a growth stage, independent company building an exceptional insurance intermediary on our terms. We deliver specialized insurance solutions in the most effective and efficient way possible, while continually striving to do it better than anyone else. We are seeking an energetic and creative individual to join our team and help elevate our energy program to the next level. You will be part of a dynamic organization that seeks to scale our programs creatively and robustly, while rewarding individual contributions and fostering team collaboration. To start, your primary responsibility will be to manage and underwrite a renewal portfolio of middle-market accounts, assist the team with new business development, and cultivate broker and carrier relationships to help Tangram build a book of business that achieves growth and profitability. This position will report to the Vice President of Underwriting. Tangram will consider both remote candidates and local talent in the Northern Bay Area. RESPONSIBILITIES INCLUDE: Performs day-to-day underwriting functions at a senior level Recommends creative alternatives in regard to rating, coverage, etc. to advocate for good Insureds Engages team to perform clerical and administrative tasks as outlined in workflow documents Maintains underwriting files in accordance with Tangram policies and procedures Utilizes expertise and experience to make sound judgments regarding risk selection and pricing Ensures adherence to underwriting standards, objectives and guidelines of program Develops and maintains effective business relationships with agents and carriers in order to attract, develop and retain profitable business for assigned book of business Understands all programs and products at Tangram to be an effective advocate with agency community Actively manages program(s) to reach production goal(s) Special projects as assigned REQUIREMENTS: 3-5 years of underwriting experience in General Liability in the Security Guard Space. Experience with other lines like WC and Auto is a plus, but GL is a requirement. 5-8 years of P&C underwriting experience Strong communicator Ability to work in a team Positive attitude towards customer service and relationship management Effective analytical and logical reasoning abilities Good attention to detail Organizational skills and ability to problem solve and multi-task Strong personal initiative, ability to work independently Desire to have fun and engage with the team Solid computer skills and adaptation to new technologies and workflows COMPENSATION: The salary range for this position is $115,000 to $150,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Tangram offers a comprehensive benefits package; more details on which can be found at ************************************************* COMPANY OVERVIEW: You will be part of a team that first and foremost, is about creating and maintaining an environment of collaboration, personal and professional growth, risk taking, accountability and creativity. The Company has the character of a start up with the benefit of 20+ years in business. We want you to be inspired by the overall vision and provided with the support and resources to accomplish your goals and our success. And most importantly, you will have the opportunity to learn and grow on a team that honors both success and failure. CORE VALUES: Grow or die Embrace adversity with gusto Own mistakes and share credit Do what you say Create a fan in every interaction

Objective: The Employee Benefits Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products related to Employee Benefits services to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5+ years of relevant industry experience preferred. Must hold a Life and Health insurance license. Strong knowledge of Employee Benefits. Sales experience preferred. Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. High School graduate required. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 

Objective: Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts. Responsibilities Include: Setup pre-renewal, renewal, and marketing reports for the service team. Assist in spreading marketing results, including benefit comparisons, and cost analysis. Work with service team on employee contributions and strategies to meet client's budgetary needs. Assist with the preparation of quarterly and annual experience reports. Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars. Collect new client information and accurately record into HIB client management system. Distribute client correspondence, communication materials, and compliance notes for the account management team. Assist with group applications and policy termination notices. Maintain an action calendar for the team. Scan, print, bind, and mail out necessary materials. Assist account management team in resolving claims and service issues. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Assist with client 5500 processing as necessary. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active Life & Disability license is required. Effective communication and collaboration skills, both written and oral. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Professional demeanor and behavior required as referenced in the Heffernan core values (Habits). Compensation: The base salary range for this position is $65,000 to $80,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Objective: The Commercial Insurance Sales Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5+ years of relevant industry experience preferred. Established clientele preferred. Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. High School graduate required. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good: This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences: “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary

Objective: Our mission statement is simple: Answer the Phone and Have Fun! At Heffernan, we strive to create an environment where our employees enjoy their work and respond effectively to our clients' needs. We have built a stable workforce that takes pride in being authentic, creative, and motivated, and now we want to share that pride with you. Heffernan Insurance Brokers now offers an extensive ten-week program that provides an inside look into the life of an insurance professional. Interns experience the daily operations of multiple departments while immersing themselves in the culture of our unique, privately held brokerage. You'll work alongside our seasoned mentors and develop your expertise, setting the stage for career growth not just this summer, but for years to come! While interning with Heffernan, you will work primarily in one department while gaining exposure to all areas. You will participate in projects that relate to: Insurance Training Insurance training courses provided by The Council of Insurance Agents & Brokers (CIAB). Participates in various weekly training sessions to enhance professional skills. Topics include, but are not limited to, Risk Management, Commercial Insurance, Employee Benefits, Sales, Marketing, Finance, IT, and HR. Client Exposure Shadowing team members as they meet with clients and prospects to gain a better understanding of risk improvement, insurance, sales, and marketing processes. Participate in various client service events. Assist service teams in resolving client issues in the most efficient and effective way, so our clients can focus on running and growing their businesses. Engage with customers or clients to provide service and/or sales. Internal Operations Contribute to operational improvements as an engaged team member by providing input and suggesting solutions. Integrate new technologies into existing tools and processes to boost efficiency. Perform data analysis, including work comp review and raw accounting data. Conduct original research and prepare reports based on findings, including recommendations or alternative proposals for action. Mergers & Acquisitions Work within our operations department, playing a vital role in integrating new agencies into our processes and workflows. Hands-on experience in transitioning to a new Agency Management System (AMS) and moving to a paperless operation. Throughout the program, you'll be exposed to the operations of different agencies, with a focus on implementing Heffernan Procedures. Requirements: College students entering their junior or senior year are eligible. Graduating seniors will also be considered. Must maintain a minimum 3.0 GPA. Must be reliable, organized, and interested in the insurance industry. A basic understanding of insurance concepts is preferred. Must be proficient in MS Office, especially Excel, Word, and Outlook. Must be resourceful! A successful intern will ask questions and be eager to take on and learn more. Must possess excellent verbal and written communication skills. Must embody the Heffernan Habits as outlined herein Compensation: The hourly rate for this Internship is $20.00. More details can be found at **************************************** Heffernan Habits (Expectations): These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary.

Objective: As a Marketing Communications Manager, you will play a vital role in advancing our digital marketing strategy and enhancing our online presence. You will be responsible for creating and implementing innovative digital marketing tactics to increase website traffic, improve brand awareness, and generate qualified leads. This role also includes managing a direct report and plays a key role in supporting M&A. The ideal candidate is a strategic thinker, a creative problem-solver, and a results-driven leader who can devise and execute inventive marketing strategies to elevate brand awareness, foster customer engagement, and drive business growth. This individual supports all Heffernan Group (HG) entities. Responsibilities include: Develop and implement digital marketing strategies to drive website traffic, increase brand awareness, and generate qualified leads. Manage and optimize websites for all HG entities, ensuring they are up-to-date, user-friendly, and SEO optimized. Define target audiences and segment markets to tailor strategies and campaigns effectively. Management of website and campaign performance using analytics tools to gain insights and identify areas for improvement. Paid traffic management - Lead digital marketing efforts, including SEO, SEM, social media, email marketing, and content marketing. Analytics and data management on the effectiveness of digital marketing initiatives, providing recommendations for continuous improvement. Conduct market research to identify trends, competitor activities, and opportunities for differentiation. Collaborate with internal teams, including sales, design, and IT, to create and optimize landing pages, forms, and online customer journeys. Stay up to date with industry trends and best practices to identify new digital marketing opportunities and technologies. Communicate marketing strategies, initiatives, and results to internal stakeholders and senior management. Collaborate with external partners, agencies, and vendors to enhance marketing efforts when necessary. Supports mergers and acquisitions (M&A) with integrated marketing efforts, ensuring a smooth brand transition and communication strategy for acquired entities. Other duties as required to support management, public relations, and the corporate communications team. Requirements: Education - High School Diploma or equivalent required. A minimum of seven (7) years of proven experience in digital marketing, preferably in the insurance or financial services industry. Excellent leadership and team management skills, with the ability to motivate and guide a diverse team. Solid understanding of web analytics, SEO, and digital marketing tools and platforms. Experience managing and updating websites using content management systems (CMS). Proficiency in digital marketing channels, including social media, email marketing, and search engine marketing (SEM). Strong analytical skills with the ability to interpret data and generate actionable insights. Excellent project management skills with the ability to prioritize and meet deadlines. Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams. Exceptional communication, presentation, and interpersonal skills. Analytical mindset, with the ability to derive insights from data and make data-driven decisions. Must be able to work with a wide variety of individuals. Must be able to fully integrate into a team setting, yet also able to work independently. Professional demeanor and behavior are required, as referenced in Heffernan core values (Habits). Compensation: The base salary range for this position is $110,000 to $130,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: The work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve $420 million in revenue for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation. Job Description One of our premier clients is seeking a seasoned professional with expertise in infrastructure data center compliance to join our growing Tech practice. The ideal contractor will have 5 years of management consulting experience in the financial services or tech industry, with a deep understanding of data center infrastructure, data center compliance (security, resilience, incident response, environmental, workplace safety), and associated risks. Your role will involve collaborating with client teams, designing and enhancing compliance frameworks, and ensuring adherence to regulatory standards. Conduct in-depth assessments of client compliance controls and processes for alignment with regulatory frameworks Identify gaps in compliance efforts and propose actionable solutions Review audit documentation (SOC 2, ISO 27001, SOX) to integrate existing controls into a new compliance framework Design and develop compliance frameworks tailored to global data center operations, addressing themes like physical security, incident management, and vendor risk Develop and refine policies, procedures, and controls in collaboration with client teams Ensure frameworks are scalable and adaptable to meet evolving regulatory requirements Work closely with client's Second Line of Defense (2LOD) teams to ensure alignment and effective implementation. Lead the pilot implementation of compliance programs with designated client teams. Develop monitoring mechanisms and reporting structures to track compliance progress. Conduct regular reviews to ensure effectiveness and sustainability of implemented controls. Standardize processes and templates for broader implementation across client operations. Provide ongoing support and guidance for continuous improvement of compliance programs. Communicate the impact of regulatory changes to client teams and adjust frameworks accordingly. Create detailed project plans, compliance documentation, and reports for client leadership and stakeholders. Provide clear deliverables, including frameworks, policies, procedures, and audit-readiness materials. Support internal initiatives, thought leadership, and people development Support client work and lead the development of high-quality, timely client deliverables Prepare for and facilitate successful client and internal meetings Collaborate with internal and external teams to share knowledge and best practices Technical knowledge Physical Infrastructure & Environmental Controls Technical Facilities Assurance (Fac Ops) standards and protocols Environmental Health and Safety (EHS) requirements and compliance Data Center Infrastructure Management (DCIM) systems Heating, Ventilation, and Air Conditioning (HVAC) security controls Power Distribution Unit (PDU) security configurations Uninterruptible Power Supply (UPS) redundancy systems Building Management Systems (BMS) security Computer Room Air Conditioning (CRAC) monitoring systems Environmental Monitoring Systems (EMS) implementation Asset Management & Lifecycle IT Business Operations Systems (IBOS) for asset tracking Electronic Records and Asset Disposal (ERAD) procedures Configuration Management Database (CMDB) implementation IT Asset Management (ITAM) best practices Hardware Security Module (HSM) management Asset Lifecycle Management (ALM) processes Qualifications Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Additional Information Compensation Information : The Anticipated compensation range for this opportunity is between $120,000-139,000 annually plus bonus. At this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa sponsorship by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Our Commitment to Diversity Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential. Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas: Gender equality (global Gender Equality Index score of 91/100 for FY19-20) LGBTQ+ Race & Ethnicity Working Parents Disabilities Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. To learn more about our mission, values, and business sectors, please visit our website . Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve $420 million in revenue for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation. Job Description Contract roles are geared toward independent professionals interested in temporary or project-based work. Sia Title: Project Specialist (Non-Exempt Contractor) Project Title: Infrastructure Data Center - Compliance Level: Mid Project Length: This is a temporary position with an expected duration of 12 months Project Hours: 40 hours/week Location: New York, NY or San Francisco, CA Preferred The expected compensation for this contract is $90 to $100 per hour. The exact pay rate will vary depending on a wide array of factors, which may include but are not limited to skills, experience, and location. Key Responsibilities: One of our premier clients is seeking a seasoned professional with expertise in infrastructure data center compliance to join our growing Tech practice. The ideal contractor will have 5 years of management consulting experience in the financial services or tech industry, with a deep understanding of data center infrastructure, data center compliance (security, resilience, incident response, environmental, workplace safety), and associated risks. Your role will involve collaborating with client teams, designing and enhancing compliance frameworks, and ensuring adherence to regulatory standards. Conduct in-depth assessments of client compliance controls and processes for alignment with regulatory frameworks Identify gaps in compliance efforts and propose actionable solutions Review audit documentation (SOC 2, ISO 27001, SOX) to integrate existing controls into a new compliance framework Design and develop compliance frameworks tailored to global data center operations, addressing themes like physical security, incident management, and vendor risk Develop and refine policies, procedures, and controls in collaboration with client teams Ensure frameworks are scalable and adaptable to meet evolving regulatory requirements Work closely with client's Second Line of Defense (2LOD) teams to ensure alignment and effective implementation. Lead the pilot implementation of compliance programs with designated client teams. Develop monitoring mechanisms and reporting structures to track compliance progress. Conduct regular reviews to ensure effectiveness and sustainability of implemented controls. Standardize processes and templates for broader implementation across client operations. Provide ongoing support and guidance for continuous improvement of compliance programs. Communicate the impact of regulatory changes to client teams and adjust frameworks accordingly. Create detailed project plans, compliance documentation, and reports for client leadership and stakeholders. Provide clear deliverables, including frameworks, policies, procedures, and audit-readiness materials. Support internal initiatives, thought leadership, and people development Support client work and lead the development of high-quality, timely client deliverables Prepare for and facilitate successful client and internal meetings Collaborate with internal and external teams to share knowledge and best practices Qualifications Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Bachelor's degree in business or a related field 5+ years of experience in data center compliance / risk management Strong knowledge of data centers, infrastructure, processes, and risks Proven communication, interpersonal, and organizational skills Ability to adapt quickly and take initiative in unstructured environments with limited supervision Willingness to share knowledge and expertise with colleagues and clients Ability to transform domain knowledge and project experiences into published content for Sia Partners Insights Experience with data center regulations and standards preferred. Certification in risk management or a related field (e.g. CISA, CRCMP, CISM, CRISC) a plus. Strong knowledge of relevant risk management frameworks, such as SOC 2, ISO 27001, SOX Additional Information At this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa sponsorship by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status). Project Specialist Benefits Overtime Eligibility Statutory Time Off - Sick Medical, Dental, Vision: Eligible for Purchase Option 401(k) Participation: Eligible after one month of employment, no matching Our Commitment to Diversity Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential. Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas: Gender equality (global Gender Equality Index score of 91/100 for FY19-20) LGBTQ+ Race & Ethnicity Working Parents Disabilities Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. To learn more about our mission, values, and business sectors, please visit our website . Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. Strategy & Management Consulting Sia's Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. A digital leader or growing disruptor, everyone must transform themselves to maintain their advantage. The Sia Technology Business Unit supports clients through digital, operations and organizational transformation adapted to their culture and working methods. We help clients strategize and scale leveraging deep expertise and solutions in compliance and risk management, strategic technology partnerships, data science, operations and business analysis and mergers and acquisitions. Job Description Our values have led us to two decades of global expansion. Our team is a key part of that story, supporting many of the biggest names in technology with our expertise in Tech Consulting. In this role you will: Partner with program managers and cross-functional partners to consolidate the coordination, tracking and communication of project requirements, priorities, roadmaps, milestones and status to key stakeholders Work with Product Owners and small/large engineering teams to implement required business solutions Define product roadmap as well as Goals/Metrics, as well as methodology and tools to measure these metrics Build internal customer & stakeholders relationships to manage expectations and agree on clear objectives and timelines Identify risks and act on them to ensure the team and project are not derailed Manage competing priorities and simultaneous projects in a fast-paced environment Build subject matter expertise, stay up-to-date on technology, and identify key partnerships to help define team road maps Switch from program level to task level issues in driving projects to completion Work with peers of all levels, from front line analysts to high level executives Be skilled in project and priority triage work effectively within broad parameters, and operate with considerable autonomy Conduct ongoing communication of team programs and reduce surprises by proactively managing risks Seek opportunities to create efficiencies for people and processes through automation Qualifications Required Minimum of 3 years' experience in Technical Program Management in a related industry - technology or financial services. Minimum of five years' Agile development experience. Demonstrated leadership in simultaneously managing multiple large, complex projects that span cross-functional teams, establishing sustainable processes while delivering on time, on budget, with requirements met. Proven ability to develop business relationships and work successfully with people at all levels of management. Strong communication skills, both oral and written, including presentation skills to executive level business stakeholders. Proven ability to manage program/project level budgeting and provide financial tracking over several million dollars. Demonstrated ability to motivate project teams in the completion of projects. Extremely responsive with a strong sense of urgency. Successfully navigates a highly matrixed organization. Demonstrate technical and/or data related acumen, as a project manager. Based in Seattle and eligible to work in the United States. Recommended PMP, Scaled Agile, Scrum Master or equivalent experience. LEAN Six Sigma certification encouraged. Working knowledge of Service Now (Carts+) Portfolio & Program Management module and/or similar tools such as; Smartsheets, MS Project, Ariba, Azure DevOps, Google Suite (e.g., Spreadsheets, Doc, Presentation, etc.). Additional Information Compensation & Benefits We believe in supporting our team professionally and personally. Here's a snapshot of the comprehensive benefits you'll enjoy as part of Sia. Competitive Compensation Annual base salary starting at $122,000, commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage 3 Medical plans Dental and Vision Life, AD&D and other voluntary insurance Tax-Advantaged Accounts 401K retirement plan 4% matching and 100% vested upon enrollment Health Savings Account (HSA) Flexible Spending Account (FSA) Health, Dependent Care, Commuter Family Friendly Benefits 100% paid parental leave for all new parents with eligible tenure Building Healthy Families program if enrolled through Medical plan Time Off to Recharge Generous Paid Time Off (PTO) policy 9 company holidays plus 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no cost if enrolled through Medical plan, including: Gym membership reimbursement LiveHealth Online virtual care Personalized support from a Well-being Coach Employee Assistance Program at no cost Free confidential counseling and emotional support services On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management) Diversity, Equity, Inclusion & Belonging At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information. Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs. Office Workplace Guidelines Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations-New York City, Charlotte, Seattle, and San Francisco-are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. Work Authorization & Sponsorship At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.). Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Department: Technology Reports to: Technical Product Manager Venbrook is seeking a motivated Junior Technical Business Analyst to support our business and technology teams in managing and improving core insurance systems. This role offers hands-on exposure to data, systems, and process analysis within a national insurance brokerage. You'll assist in documenting requirements, testing new features, and maintaining the integrity of our Insurance Management System. You'll work closely with the Technical Product Managers in Distribution and Data Engineering teams to learn how business needs translate into technical solutions. Key Responsibilities Monitor and organize system Help Desk requests, escalating issues as needed Assist with user setup, permissions, and account maintenance Support the documentation of business and system requirements Participate in testing and validation of reports and system enhancements Prepare basic Excel reports and data reviews for business users Support ad-hoc report requests by gathering data and formatting insights Learn to identify recurring issues and improvement opportunities Collaborate with senior analysts and developers to understand system workflows Requirements 0-2 years of experience in a Business Analyst, Data Analyst, or similar role Basic understanding of the insurance industry or strong interest in learning Proficiency in Microsoft Excel (sorting, filters, pivot tables, formulas) Strong attention to detail and organizational skills Ability to communicate clearly with technical and non-technical users Curiosity to learn data tools such as Tableau, Power BI, or SQL Ability to manage multiple priorities and follow through on assigned tasks Preferred Qualifications Bachelor's degree in Business, Computer Science, or related field Exposure to Agency Management or Policy Systems Experience with Jira or other issue-tracking tools Basic experience in data visualization or database queries Why This Role Matters This position is ideal for someone looking to grow into a Technical Business Analyst role. You'll gain real-world experience in business systems, data management, and process improvement-while supporting Venbrook's mission to deliver smarter, faster solutions to clients. Career Path Next Level: Technical Business Analyst Future Growth: Technical Product Manager Hourly Rate $28.65

Objective: Heffernan Insurance Brokers is looking for an experienced and customer-focused Medicare and Individual Health Advisor to guide clients through the process of selecting and enrolling in Medicare and Individual & Family Health Plans (IFP). This role involves assessing client needs, explaining coverage options, and ensuring compliance with federal and state insurance regulations. You will play a key role in building long-term relationships while helping clients make informed healthcare coverage decisions. This role requires a bilingual (English/Spanish) professional. Responsibilities Include: Educate clients on Medicare (Parts A, B, C, and D), Medicare Supplements, and Individual & Family Plans (ACA & Private). Conduct needs assessments to recommend appropriate health insurance products based on clients' medical and financial situations. Assist clients with plan comparisons, enrollment applications, and renewals. Stay current with federal and state health insurance regulations, including CMS and ACA guidelines. Maintain accurate and detailed records of all client interactions and policy transactions. Build and maintain strong relationships with clients to ensure satisfaction and long-term retention. Participate in educational events, outreach, and marketing initiatives to generate leads and grow your book of business. Work with carriers and internal teams to resolve client issues related to billing, coverage, or claims. Maintain AHIP Certification on a yearly basis Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of two (2) years' working experience in Medicare, IFP and/or group health insurance or with a benefits brokerage/consulting firm. Active Life & Disability license is required. Excellent communication, customer service, and organizational skills. Must be proficient with MS Suite, particularly Excel, Word, and PowerPoint. Professional demeanor and behavior required as referenced in the Heffernan core values (Habits). Compensation: The base salary range for this position is $70,000.00 to 80,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good: This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences: “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.  Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 

Objective: Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach. Core Responsibilities Include: Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients' financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of comprehensive financial plans. Assist with tax-related onboarding of new clients or benefit offerings. Educate internal teams on tax-related matters relevant to insurance and retirement planning. Stay informed about current tax regulations and changes that may affect employees or clients. Ensure compliance with ethical standards and applicable laws. Requirements: Education - Bachelor's degree in Finance, Economics, Business Administration, or a related field. CPA designation required. Minimum of 3 years of experience in tax advisory, public accounting, or financial services. Strong communication and collaboration skills, both written and oral. Experience working with financial advisors, insurance professionals, or in a brokerage environment is a plus. Solid understanding of individual and small business taxation. Excellent listening skills to thoroughly understand client needs. Leadership qualities, with the ability to effectively educate and sell to clients. Problem-solving and analytical skills, with high attention to detail. Professional demeanor and conduct required. Must maintain a positive attitude and sense of humor! Compensation: The base salary range for this position is $100,000 to $140,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in additional quarterly incentive programs. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique employee culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment may be indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule in order to accommodate clients' schedules.