W. R. Berkley jobs in Houston, TX - 50 jobs

Company Details BerkleyNet is an innovative workers compensation insurance provider that does all of our business online. Our Goal? To make doing business "Ridiculously Fast. Amazingly Easy." Responsibilities As a Senior Claims Representative, you will be responsible for the investigation, evaluation, mitigation and resolution of an inventory of lost time and catastrophic workers' compensation injury claims in multiple jurisdictions. * Investigate workers' compensation claims by interviewing injured workers, witnesses, and policyholders to verify coverage and determine compensability and benefits due * Calculate and set timely financial reserves and proactively manage reserve adequacy throughout claim lifecycle * Record and code injured worker demographics, job information and accident information in company's claims management system and files necessary forms with state regulatory agencies * Issue timely payments to injured workers, medical providers and service vendors * Coordinate and actively manage medical treatment of injured workers to ensure timely rehabilitation * Negotiate settlements of claims within designated authority with injured workers and attorneys * Serve as the team's subject matter expert of the Workers' Compensation Act, adjudication process, and regulatory compliance framework in assigned jurisdictions * Identify and manage subrogation, Second Injury Fund and joint coverage recovery opportunities * Regularly communicate claim activity and status updates to policyholders, injured workers and other interested parties in a professional, thoughtful and tactful manner * Notify management and develop reports for large exposure claims and comply with reinsurance reporting requirements * Manage the claims litigation process to ensure timely and cost-effective claims resolution * Monitor the expenses and effectiveness of managed care and investigation vendors * Periodically travel to attend hearings, conferences and training sessions * Attend and participate in claim file reviews with management and defense attorneys * Coordinate and lead special projects or processes as assigned by management * Assists with oversight and supervisory duties when the team supervisor is unavailable or as assigned by supervisor * Support management with training and staff development * Support management with vendor management activities * Continuously strives to improve our product and business results through innovation * Obtain and maintain adjuster license(s) in assigned jurisdictions Qualifications * 3 - 5 years of experience handling workers' compensation claims * Excellent written and verbal communication skills * Strong interpersonal and relationship building skills * Exceptional time management and organization skills * Strong analytical and critical thinking skills * Ability to work independently and strategically problem solve * Ability to diplomatically manage conflict * Ability to develop relationships within the organization and work effectively across departments * Strong discretion and integrity in dealing with highly confidential and sensitive information * Detail oriented Education * AIC, ARM, CCP, or CPCU insurance designation preferred * Bachelors' degree or equivalent insurance industry work experience Additional Company Details The Company is an equal employment opportunity employer. We do not accept any unsolicited resumes from external recruiting firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. Base salary & Benefits include Health, dental, vision, life, disability, wellness, paid time off, 401(k) and profit-sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Additional Requirements Travel Requirements • Low level of domestic U.S. travel required (up to 5% - 10% of time) Responsibilities As a Senior Claims Representative, you will be responsible for the investigation, evaluation, mitigation and resolution of an inventory of lost time and catastrophic workers' compensation injury claims in multiple jurisdictions. - Investigate workers' compensation claims by interviewing injured workers, witnesses, and policyholders to verify coverage and determine compensability and benefits due - Calculate and set timely financial reserves and proactively manage reserve adequacy throughout claim lifecycle - Record and code injured worker demographics, job information and accident information in company's claims management system and files necessary forms with state regulatory agencies - Issue timely payments to injured workers, medical providers and service vendors - Coordinate and actively manage medical treatment of injured workers to ensure timely rehabilitation - Negotiate settlements of claims within designated authority with injured workers and attorneys - Serve as the team's subject matter expert of the Workers' Compensation Act, adjudication process, and regulatory compliance framework in assigned jurisdictions - Identify and manage subrogation, Second Injury Fund and joint coverage recovery opportunities - Regularly communicate claim activity and status updates to policyholders, injured workers and other interested parties in a professional, thoughtful and tactful manner - Notify management and develop reports for large exposure claims and comply with reinsurance reporting requirements - Manage the claims litigation process to ensure timely and cost-effective claims resolution - Monitor the expenses and effectiveness of managed care and investigation vendors - Periodically travel to attend hearings, conferences and training sessions - Attend and participate in claim file reviews with management and defense attorneys - Coordinate and lead special projects or processes as assigned by management - Assists with oversight and supervisory duties when the team supervisor is unavailable or as assigned by supervisor - Support management with training and staff development - Support management with vendor management activities - Continuously strives to improve our product and business results through innovation - Obtain and maintain adjuster license(s) in assigned jurisdictions

JOB TITLE: Benefits Associate JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Benefit Point & ImageRight Enter client data into Benefit Point adequate to complete following: * RFP's * Prospect/opportunity Report * Update Client Rates and Plans Customer Service * Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline. * Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline * Assist bSwift team with set-up of client website as directed * Maintain on-line client binder as per department guidelines * Manage workflows as per activities created as per Benefit Timeline Marketing * Request for Proposal (RFP) - Create and release to Carriers by due date as per Benefit Timeline * Create and maintain marketing binder as per Department Guidelines and Benefit Timeline * Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines. * Spreadsheets - Prepare and review for accuracy as per Department Guidelines and Benefit Timeline. * Formal Proposal -Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal. Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal. Communications * Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline. * Enrollment Meetings - Conduct enrollment meetings as necessary Reporting * ICAF/Milliman/DMW - Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline. * Aggregate Reports - Upon request of Account Executive, create the aggregate report that uses in their analysis to the client. * Initiate stewardship report from workflows and activities in Benefit Point. Compliance * Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline * Schedule A's - Compile Data from Carriers and submit Schedule A's to client as per Department Guidelines and Benefit Timeline * Annual Notices - Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Executive to ensure annual distribution as appropriate. Technical Expertise Expand Technical skill set by participating in technical skill development. * Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account). * Initiate participation in the GBA certification. * Participation in the EBIA Webinars for 12 hours of CE * Provide support to Sr. Account Consultant or Account Executive as directed. REQUIREMENTS: * Education: College Degree Preferred * Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills. * Ability to demonstrate cooperation and effective communication with clients, vendors and internally with coworkers. * Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness. * Operational knowledge of various Windows-based application programs such as Excel, Word, Power Point, etc. * Willing to work overtime due to the cyclical nature of business(primarily August thru December) We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

based in the US. Marsh Captive Solutions is transforming our workplace into a vibrant environment focused on transparency, empowerment, and professional growth. We prioritize open communication and structured leadership development, utilizing proprietary tools like our cutting-edge AI and accounting systems to enhance collaboration, efficiency, and employee satisfaction. Join us in building a workplace that champions your well-being and career advancement. The Client Service Leader will play a critical role in supporting and delivering Leadership's vision and strategy for best-in-class client service. This position will serve as a key advisor to clients; providing direct leadership, guidance, and support to client teams. We will count on you to: * Lead a team of colleagues with a service focused mind set. * Provide clients with strategic advice and innovative ideas for solving industry challenges. * Negotiate fees and conduct management agreement discussions, leveraging your experience to create mutually beneficial outcomes. * Take a proactive approach to managing client relationships, working closely with your team to ensure client satisfaction and retention. * Perform oversight of financial statement preparation, audits, actuarial evaluations and regulatory compliance. * Coordinate timely and knowledgeable responses to inquiries and requests from clients, fostering strong relationships built on trust and open communications. * Drive operational efficiency, streamlining processes and optimizing resource allocation. * Implement best practices and leverage optimal utilization of resources, including technology to enhance productivity and work with our support centers effectively to deliver high-quality services to clients. * Foster a positive and inclusive work environment, promoting colleague engagement, motivation, and professional development. Hold team members accountable for maintaining and increasing engagement with their clients and their colleagues. What you need to have: * Extensive and proven experience in captive management or similar roles. * Ability to project manage and lead colleagues. * Ability to understand and interpret insurance accounting financial statements. * Strong analytical and critical thinking skills. * Comfortable speaking with clients and board members. * Strong work ethic with emphasis on responsiveness. What makes you stand out: * An internationally recognized professional accounting designation, such as a CPA, CA, ACCA or ACA. * Prior captive management experience with knowledge of regulations and guidelines, with a commitment to continuous learning. * The ability to provide training to Client Service Accountants and Client Service Managers, fostering a culture of empowerment and professional growth * Familiarity with captive insurance policy structures with technical ability to discuss regulatory requirements with clients Why join our team: * We help you be your best through professional development opportunities, interesting work, and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. The applicable base salary range for this role is $85,300 to $181,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Applications will be accepted until: March 1, 2026

Passionate about impacting companies? Energized by helping clients overcome challenging problems? If so, take your career to the next level with Veritas. You bring the enthusiasm. We'll provide the growth and opportunities to succeed. Join our team as a: Endur Mid-Level Developer/Technical Consultant Location: Flexible, but Houston strongly preferred We Have: * Fun, engaging clients in the energy industry * Experts to work with * Teammates focused on delivering above-and-beyond * A dynamic, entrepreneurial culture * Leadership that cares about you and your development You Bring: * Strong coding capabilities including Endur JVS and /or OpenComponents development, SQL, Java, C# and various .NET languages * Understanding of the Endur technical architecture * Strong Endur functional knowledge as plus * 5+ years of commodities industry, consulting, or vendor experience * Understanding of energy supply, trading, and risk management * Basic understanding of Options valuation and Value at Risk methodologies * A desire to structure and organize complex problems * Drive to understand the business and user context of an application * Excellent communication and interpersonal skills * People skills to work with teammates and clients * Passion to find a better way to do things (but not reinvent the wheel) * Motivation to develop and follow programming standards We Also Value: * Degrees in Computer Science, Computer Engineering, Software Engineering, Management Information Systems, Data Science, Mathematics, or Statistics * Experience with other commercial energy trading and risk management (ETRM) solutions including Allegro , RightAngle, CXL or other solutions * Experience with option pricing models and/or risk models, such as Value-at-Risk (VaR) * Experience with applied mathematics/statistics and advanced analytics * Interest in latest technologies (quantum computing, AI, ML, etc.) Exciting Work You Will Do: * Collaborating with client and stakeholders to evaluate challenges/opportunities and discussing potential technical solutions to achieve desired outcomes * Participating and leading discissions regarding the selection and creation of client technology ecosystems * Sharing best practice regarding overall technical solution designs and guiding client conversations * Configuring and extending applications to meet business needs * Designing and building technical solutions based on best practice with an eye towards long term supportability * Designing and creating of architectures to capture data for the purpose of reporting, analysis and integration * Designing and creating of cloud based environments to enable project delivery and management of production systems About Oliver Wyman: Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on X @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Job Specification Practice Group: Operations, Energy, Industrials Role: Operations Supply Chain - Principal Practice Overview: Operations We work with clients across industries to help them manage and optimize their operations through improving delivery and cost efficiency to become market leaders in their industry. We help them find strategic solutions to address the challenges they face, optimize their operating model to deliver the best service and increase the operational performance while controlling operating cost. We focus on developing solutions which can be immediately implemented in collaboration with clients' teams and can rapidly bring visible and sustainable results. Supply Chain Capability Oliver Wyman develops innovative and impactful solutions to increase the performance and results of our clients supply chain processes and networks. We support our clients along their end-to-end supply chain, helping them have greater visibility and solve their most critical supply chain issues. From raw material to production, distribution, and services, we partner with businesses across a broad range of industries and geographies to ensure their supply chain produces the best value and allows them to compete in the global marketplace. We typically start assignments with strategic questions, but our client relationships extend way beyond PowerPoint decks. Throughout our projects, we help our customers build their own capabilities and upskill their workforce, ensuring their people can collaborate independently, efficiently, and that their teams have sufficient agility to swiftly cope with disruption. To maximize value creation, we have developed a broad supply chain management toolkit, including artificial intelligence-driven tools, like our machine learning-based forecasting platform. We combine this with our deep project expertise and proven methods and approaches Role Our consulting roles offer excellent career and growth opportunities for talented, highly motivated professionals with relevant prior experience. As a professional member of our firm, your initial responsibilities will include: * Managing the execution of individual project workstreams. This typically includes developing hypotheses; managing data collection, model creation and analyses; conducting primary and secondary research; creatively tackling information limitations; and surfacing insights * Synthesizing findings into written presentations; reviewing and discussing with clients and other stakeholders * Supporting our Partner group in project delivery through accurate and high-quality execution Desired Skills and Experience Operational: * Operations experience in discreet or continuous manufacturing industries * Experience across the operations - product development, planning, procurement, manufacturing, logistics, distribution - depth in any of these desired * Experience in leading or being part of improvement efforts in operations space General: * Strong curiosity and continuous learning mentality * Strong problem structuring and analytical skills * Strategic thinking and attention to detail * Ability to work in teams and lead others * Refined written communication and oral presentation skills Desired Capabilities: * Experience in tools/systems for supply chain optimization and IT-enablement preferred * Certifications - Strong preference on Certified Supply Chain Management Professional (CSCMP), American Production and Inventory Control Society (APICS / ISCM) OR Institute for Supply Management (ISM) * Experience with proposal development, strong commercial instincts, and interest. Work History: * Experience with a top tier management consulting firm preferred * 4-7+ years of consulting experience in operations - in the industry and / or with consulting firms Why work at Oliver Wyman? Working as part of our global, entrepreneurial company, you'll do meaningful work from day one. We're looking for individuals who challenge the norm, and constantly strive to build something new for the firm and the world around us. At Oliver Wyman, there's no "one size fits all" - we hire exceptional people and help them thrive through a built-in support network, flexible career paths, and no artificial barriers to advancement. We have a collaborative, supportive and impactful team environment - we want you to bring your authentic self and enjoy working alongside diverse and down-to-earth colleagues who do serious work, but don't take themselves too seriously. Our Values & Culture We're serious about making OW a rewarding, progressive, enjoyable, and balanced place to work. * Self-starters and free thinkers who work well in a team We are individuals who are self-starting, motivated, energetic, entrepreneurial about what we do * Common aspiration, collective endeavor, shared success We have the common aspiration to have an impact, leave a legacy and change the world. We have no interest in running a steady-state business. We want to build, grow and shape the environment around us * Straightforward, open, respectful interaction We value an environment where every member of Oliver Wyman is encouraged and expected to voice his or her opinion * Opportunity without artificial barriers We value merit and believe that to create a true meritocracy we need to remove artificial barriers to opportunity * Balanced lives We value people whose lives balance work and non-work activities because we believe they are both more interesting colleagues and are able to make better contributions to the Firm. We push ourselves hard to deliver excellence, but we also work to extract the maximum benefit from the flexibility of a project-based business. We provide the ability to take career breaks for personal or family reasons. We fundamentally value each other's time and are sensitive to how it is used. We are an output not input-based culture, have respect for people's personal decisions, and believe that one's workload must be sustainable. We seek balance for ourselves and our colleagues. How to Apply If you like what you've read, we'd love to hear from you. If you'd like to learn more about the firm during your application process, please visit **************************** Oliver Wyman is an equal opportunity employer. Our commitment to diversity is genuine, deep and growing. We're not perfect yet, but we're working hard right now to make our teams balanced, representative and diverse. Unrestricted U.S. work authorization is required for U.S. office locations. Oliver Wyman does not offer sponsorship for this position. Please note that CPT and OPT are restricted forms of work authorization. About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on Twitter @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $250K to $265K. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Supporting Houston Responsibilities: Manage a portfolio of contract surety accounts. Build and maintain strong relationships with clients, understanding their unique surety bond needs and providing tailored solutions. Collaborate with underwriters to assess risk, determine bond eligibility, and negotiate terms and conditions. Prepare and present bonds for clients along with related invoicing, consents, and supporting miscellaneous bonds. Track bid results and client's backlogs. Stay updated on industry trends, regulations, and market conditions related to contract surety bonds. Collaborate with internal teams, including Producers and Senior Account Consultants, to provide comprehensive service to clients. Qualifications: Minimum of five years of experience in the surety industry, with a focus on contract surety bonds. Strong knowledge of contract surety underwriting guidelines, risk assessment, and bond pricing. Excellent communication and interpersonal skills, with the ability to build rapport and establish trust with clients. Strong negotiation and problem-solving abilities. Detail-oriented with excellent organizational and time management skills. Ability to work independently and as part of a team in a fast-paced, deadline-driven environment. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

Oliver Wyman - Manager - Property & Casualty Office/Regions available: Atlanta, Charlotte, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, San Francisco; other office/regions may be considered The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. The Property and Casualty Consulting Practice assists insurance companies, self-insured corporations, government entities and other organizations with all aspects of managing property and casualty insurance exposures. We guide clients by analyzing their risk and loss exposures qualitatively and quantitatively, and offer advice on a range of issues, from external business strategy and internal risk management to economic capital modeling and new product development. Job Description Job Title: Actuarial Manager - P&C - Office/Regions available: Atlanta, Charlotte, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, San Francisco; other office/regions may be considered Oliver Wyman is currently seeking a Actuarial P&C Manager to join our growing Property & Casualty Actuarial Consulting Practice. This position requires the candidate to work closely with our consultants and analysts to independently analyze complex problems and develop workable solutions for our clients, which include large corporations, captive insurance companies, state regulators, and P&C insurance companies. The candidate will have significant interaction and visibility with Oliver Wyman's exciting and diverse client portfolios. Oliver Wyman seeks to invest in its people by fostering a safe and inclusive environment, respecting and welcoming different perspectives, promoting an ownership culture, providing opportunities for individuals to develop their personal brand, and celebrating successes and rewarding performance. We provide a competitive compensation and benefits package, including a performance-based bonus, an Actuarial Study Program and a supportive and flexible work environment. Explore all the benefits offered at US Benefits | Marsh McLennan. Primary responsibilities include: * Primary focus on loss reserving but additional projects include pricing/ratemaking, predictive modeling, economic capital modeling, and warranty and loyalty rewards programs * Manage new projects and take over existing projects with minimal principal involvement, serving as day-to-day project point person and effectively managing client communications * Review the work of analysts, ensuring technical accuracy and integrity on a wide variety of analyses, templates and exhibits * Support training, developing and mentoring of analysts on project teams to aide in their career growth * Prepare production of exhibits and written reports to present findings to clients * Attend and participate in client meetings as required * Develop and maintain strong relationships for business development activities, including assisting in the preparation of proposals and presentations for prospective clients Skills and Experience * BA/BS degree in Actuarial Science, Mathematics, Statistics, Economics, Finance, or related field * 7+ years of actuarial experience in the property & casualty industry, with a preference for prior actuarial consulting experience * Near ACAS,/FCAS credentials * Strong organizational skills with an ability to prioritize and oversee multiple tasks in a demanding work environment * Excellent analytical abilities with the ability to develop client-oriented solutions * Excellent interpersonal skills; strong oral and written communications skills * Understanding of the value of collaboration and the ability to work effectively in a team setting * Ability to manage a heavy work volume and meet deadlines in an extremely fast paced environment * Self-starter, strong initiative, confidence and ability to work with little guidance * Deep critical-thinking skills and problem-solving ability * Highly motivated individual and willingness to work in a dynamic environment * Strong command of Microsoft Office, Excel, Word, and PowerPoint, etc. * R, SAS, SQL, or VBA experience a plus For more information, please visit our website at ****************************** Oliver Wyman is committed to the principles for equal employment opportunity and complies with all relevant federal, state, and local laws. About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on X @OliverWyman. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************. The applicable base salary range for this role is $83,000 - $150,000 The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, exams, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position will be eligible for performance-based incentives. Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casualty. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Service Associates perform operational support and oversight on behalf of the Market as well as general management support functions and special projects. The role is responsible for daily functions such as document maintenance, money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using all available resources and escalate matters, as necessary. DUTIES and RESPONSIBILITIES: OPERATIONAL SUPPORT: * Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing * Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping and distributing regular and/or overnight mail at multiple points throughout the day * Perform basic money movement functions such as check deposits, issuing checks and cash and securities transaction approvals * Assist with processing of trade adjustments and responding to operational alerts * Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner * Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements * Remedy and/or escalate service breaks to management team OTHER: * Assist with special projects (e.g., recruit onboarding support) * Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile including remote deposit capture features * Maintain focus on evolving policy and platform changes, participating in training opportunities and conference calls as needed * Perform various other administrative duties on behalf of the branch (e.g., telephone coverage, ordering supplies, facilities support) * Serve as a resource to sales, service, risk and Home Office partners on behalf of Service Managers * Organize and track progress against operational remediation projects Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Industry experience is a plus Knowledge/Skills * Strong computer skills and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail oriented with superior organizational skills and ability to prioritize tasks * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Willingness to obtain Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Reports to: * Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting FA/PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts. DUTIES and RESPONSIBILITIES: Client Service: As a key member of the service team, provide coverage for a FA/PWA/team including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Remaining current on all policies, procedures and new platforms Business Development Support: * At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Additional product licenses may be required * Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 5,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a wholly owned subsidiary of Marsh & McLennan Companies [NYSE: MMC]. For more information, visit ******************** Job Specification Practice Groups: Consumer, Telco, & Technology (CTT) & Performance Transformation (PT) Location: Boston, Chicago, New York, Dallas, Washington, DC, San Francisco Role: Telco + Quotient -AI - Engagement Manager Practice Overview: Consumer, Telco & Technology (CTT) In Consumer, Telco, and Technology (CTT), we see consumer-facing industries converging, with technology continuing to disrupt all business models, and B2C, B2B and B2B2C services models ever-growing. We are aiming to build new Partner connections by bringing together those serving consumer facing businesses, such as retailers, as well as technology, communications, media and services, in order to further elevate our narratives and exco-relevance while maintaining deep sub-sector capabilities. Telco Oliver Wyman helps players in the converged communications industry (fixed-line operators, Internet-service providers, cable TV operators, mobile operators, wholesale operators, and private equity groups) to develop value growth strategies, improve their offers and go-to-market performance, and maximize organizational effectiveness. Our clients are some of the world's most successful companies: wireless and wireline equipment and communications service providers: enterprise IT, consumer electronics, and semiconductor companies; and broadcasters, publishers, platform operators, online and entertainment companies. We work collaboratively with our clients' leaders, employees, stakeholders, and customers to jointly define, design, and achieve lasting results. Quotient With Quotient - AI by Oliver Wyman, we combine the firm's proficiency in AI implementation, deployment, and strategic advisory with our deep industry expertise. We take pride in being impact-makers, assisting our clients in moving beyond the hype about the potential of AI to deliver real value and achieve meaningful outcomes. At the same time, we're constantly looking ahead, striving to keep ourselves and the clients we serve at the forefront of technology. We're prepared to embark on this exciting journey as we empower your organization to thrive in the ever-evolving AI landscape. Role Engagement Managers are critical leaders within our consulting team, working side-by-side with our clients. The position offers excellent career and growth opportunities for talented, highly motivated professionals with relevant prior experience. Initial responsibilities typically include: * Providing day to day leadership of client projects and aspects of the client relationship and commercial process within those relationships, teaming with Partners and shares responsibility for the success of a specific engagement(s) * Leading and managing complex programs to ensure on-time delivery that meets agreed upon goals, leveraging Oliver Wyman best practice, their own expertise and the firm's technical competence * Guiding and influencing clients in an informed way across all situations including execution of the commercial process, becoming trusted advisors. * Engaging fully in building business by identifying new and expanded opportunities * Creating exciting and additive intellectual capital through thought leadership, and are knowledgeable on a broad range of adjacent topics. * Developing others and build a followership as part of their asset building for the firm * Leading firm building activities, seen as a role model for firm values with a strong personal brand within and outside of the firm and are well regarded by Partners, peers, and clients * Overseeing and guiding the consulting team as they develop hypotheses, review client information, and conduct client interviews, derive insights, and produce deliverables * Supporting Partners in project execution through excellent project management, including work planning, workflow management, and coaching / developing more junior team members Desired Skills and Experience Just as every client project is different, we recognize and value the diversity of backgrounds and skillsets for successful Engagement Manager candidates. We are seeking high-caliber individuals who want to join our winning team. Preference will be given to candidates with: * 4-7 years of relevant experience in strategy consulting with a top-tier strategy consulting firm (or other similar organization) * Track record of leading and managing teams, and delivering results in fast-paced, demanding environments * Strong background in strategic problem solving with demonstrable analytical skills * Outstanding written and verbal communication skills * Quantitative, technical toolkit including proficiency in SQL and Python * Machine learning, data science, AI/gen AI capabilities preferred * Undergraduate or advanced degree from a top academic program * Client management experience * A passion for the creative process and a love for expansive and creative thinking * An analytical and rigorous approach to uncovering insights * Excellent verbal/written communication, facilitation and presentation skills * Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm * Impeccable judgment with the ability to make timely and sound decisions * A balance of humility and confidence, always seeking truth from a place of inquiry * Highly motivated and committed to excellence * An undergraduate or advanced degree from a top academic program * Willingness to travel 50% of the time, including internationally Why work at Oliver Wyman? Working as part of our global, entrepreneurial company, you'll do meaningful work from day one. We're looking for individuals who challenge the norm, and constantly strive to build something new for the firm and the world around us. At Oliver Wyman, there's no "one size fits all" - we hire exceptional people and help them thrive through a built-in support network, flexible career paths, and no artificial barriers to advancement. We have a collaborative, supportive and impactful team environment - we want you to bring your authentic self and enjoy working alongside diverse and down-to-earth colleagues who do serious work, but don't take themselves too seriously. Our Values & Culture We're serious about making OW a rewarding, progressive, enjoyable and balanced place to work. * Self-starters and free thinkers who work well in a team We are individuals who are self-starting, motivated, energetic, entrepreneurial about what we do * Common aspiration, collective endeavor, shared success We have the common aspiration to have an impact, leave a legacy and change the world. We have no interest in running a steady-state business. We want to build, grow and shape the environment around us * Straightforward, open, respectful interaction We value an environment where every member of Oliver Wyman is encouraged and expected to voice his or her opinion * Opportunity without artificial barriers We value merit and believe that to create a true meritocracy we need to remove artificial barriers to opportunity * Balanced lives We value people whose lives balance work and non-work activities because we believe they are both more interesting colleagues and are able to make better contributions to the Firm. We push ourselves hard to deliver excellence, but we also work to extract the maximum benefit from the flexibility of a project-based business. We provide the ability to take career breaks for personal or family reasons. We fundamentally value each other's time and are sensitive to how it is used. We are an output not input-based culture, have respect for people's personal decisions, and believe that one's workload must be sustainable. We seek balance for ourselves and our colleagues. How to Apply If you like what you've read, we'd love to hear from you. If you'd like to learn more about the firm during your application process, please visit **************************** Oliver Wyman is an equal opportunity employer. Our commitment to diversity is genuine, deep and growing. We're not perfect yet, but we're working hard right now to make our teams balanced, representative and diverse. Unrestricted U.S. work authorization is required for U.S. office locations. Oliver Wyman does not offer sponsorship for this position. Please note that CPT and OPT are restricted forms of work authorization. About Oliver Wyman Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has more than 6,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on Twitter @OliverWyman. Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary pay for this role is $225k-$240k In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

JOB TITLE: Intern JOB TYPE: FLSA Non-Exempt SUMMARY: Responsible for learning and developing tangible skills in the area of Insurance, Risk Management and Employee Health & Benefits. ESSENTIAL DUTIES AND RESPONSIBILITIES: Demonstrates a high level of intellectual curiosity and willingness to learn the business. Consistent and punctual with the submissions of the work assignments to the mentor. Completes weekly activity report and other forms required as learning tools. Relays and applies knowledge acquired in the academic setting to the company setting. Participates in office, carrier, and/or client meetings. Develops and maintains professional relationships with clients. Provides assistance to other colleagues and performs various administrative and other duties as needed. Maintains accountability for his/her actions and activities, both personally and professionally. Adheres to company policies, procedures and rules governing professional staff behavior and abides by company policies governing the observation of confidentiality and the handling of confidential information. JOB SCOPE: * Communicates and interacts with all levels of management, colleagues and external customers. * Functional responsibilities require basic knowledge of insurance principles and commitment to develop sales knowledge and risk management skills. * Must have the ability and desire to perform prospecting calls and attend networking events. * Displays resourcefulness in finding solutions for our clients, companies and our Agency. * Work is performed in a clean office environment, and may require occasional travel to various sites for organizational and client meetings. * The majority of work occurs during regular day hours with extended hours and schedule flexibility necessary to complete projects and to meet department needs. REQUIREMENTS: * High School Diploma required. * Student entering their junior or senior year or graduating from a 4 year university. * Majoring in Risk and Insurance Management or displaying a keen interest in learning insurance, risk management, or financial fields. MINIMUM QUALIFICATIONS: * Proficiency with Microsoft Word and Excel. * Strong organizational skills and ability to manage multiple priorities. * Applied knowledge in the areas of communication, interpersonal relationship management, versatility and creativity. * Ability to work effectively in a team environment. PHYSICAL DEMANDS: While performing the duties of this job, the colleague is regularly required to sit. The colleague is often required to stand; walk and stoop, kneel, or crouch. The colleague must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

Company Details Berkley Oil & Gas, (a W.R. Berkley Company) is an insurance underwriting manager providing unique property and casualty products and risk services to customers engaged in the energy sector. Our customers recognize the importance of the expertise we provide and appreciate the opportunity to work with professionals who understand their business. We are in turn committed to delivering innovative products and exceptional service to them, our valued agents and brokers, Berkley Oil & Gas is dedicated in its efforts to be well-informed of the changing dynamics of the industry; support industry efforts to minimize and mitigate risks and hazards in the 'oil patch', and to constantly seek ways to improve our products and services to meet customer needs. Company URL: *************************** The company is an equal opportunity employer. Responsibilities The Associate Actuary's role is to take the lead in coordinating, preparing, performing, and communicating complex actuarial analyses required to estimate expected losses for insurance products on an individual policy level (pricing and operations) or across the entire portfolio and /or project future financial results (reserving). This role may support pricing, reserving, or operations/modeling within the BOG Actuarial department, depending on experience. The Associate Actuary is also responsible for taking the initiative to identify and recommend necessary enhancements and changes to existing actuarial analysis processes, analytical methods, and related processes and procedures that reflect changing market and operating conditions and enable the department to contribute most effectively to the company's success. Under general direction and with limited supervision, core role responsibilities for the assigned functional area(s) (pricing, reserving, operations/modeling) include: * Leverage advanced knowledge of generally accepted actuarial techniques, as well as database and programming skills, to ensure that pricing and reserving actuarial analyses appropriately and accurately reflect ongoing market and company operational changes - and effectively communicate results to actuarial management. This could include: * Produce, deliver, and explain actuarial rate analyses on individual accounts that support the insurance quote process and in-force book maintenance. * Provide and interpret actuarial diagnostic data for client service deliverables. * Oversee/perform the technical reviews of the quarterly reserve analyses. * Maintain pricing models and ensure they are in the most efficient automated tool and process * Develop, monitor, interpret, and communicate company and department financial metrics. Investigate anomalies and summarize for management. * Assist actuarial management in being a thought leader in the department, ensuring applicable actuarial methods, techniques, and processes are appropriately sophisticated and reflect current industry standards. * Participate in strategic and departmental special projects at the request of management and effectively interpret results. * As needed, work with actuarial leadership to develop external relationships with Berkley corporate staff and actuarial auditors by assisting with periodic project requests and preparing for and participating in joint discussions. * All other duties as assigned. Qualifications * Advanced knowledge in actuarial reserving and ratemaking methodologies. * Advanced knowledge of data analysis tools, such as Excel, SQL, Power BI, including writing data inquiries. * Proven practical experience in coordinating efforts with other departments. * Excellent understanding of the organization's goals and objectives. * Experience with relational databases (Access, SQL Server) is preferred. * Self-motivated, autonomous performer. * Advanced analytical, mathematical, and creative problem-solving. * Keen attention to detail. * Active listener. * Develops solutions to a variety of problems of advanced scope and complexity. * Ability to communicate ideas in both technical and user-friendly language. * Proven ability to effectively prioritize and execute tasks in a high-pressure environment. * Strong customer service orientation. * Demonstrated commitment to continuing education in field of expertise. * Experience working in a team-oriented, collaborative environment. Education * College or university degree in the field of mathematics, statistics, actuarial science, or another similar quantitative field. * 5 or more years related work experience. * ACAS credential required and FCAS credential preferred Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $150,000 - $180,000 • Eligible to participate in annual discretionary bonus. • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. The application window for this role is estimated to be open through January 30, 2026, but may be extended, if necessary, please submit your application as soon as possible prior to January 30, 2026. Sponsorship Details Sponsorship not Offered for this Role Responsibilities The Associate Actuary's role is to take the lead in coordinating, preparing, performing, and communicating complex actuarial analyses required to estimate expected losses for insurance products on an individual policy level (pricing and operations) or across the entire portfolio and /or project future financial results (reserving). This role may support pricing, reserving, or operations/modeling within the BOG Actuarial department, depending on experience. The Associate Actuary is also responsible for taking the initiative to identify and recommend necessary enhancements and changes to existing actuarial analysis processes, analytical methods, and related processes and procedures that reflect changing market and operating conditions and enable the department to contribute most effectively to the company's success. Under general direction and with limited supervision, core role responsibilities for the assigned functional area(s) (pricing, reserving, operations/modeling) include: - Leverage advanced knowledge of generally accepted actuarial techniques, as well as database and programming skills, to ensure that pricing and reserving actuarial analyses appropriately and accurately reflect ongoing market and company operational changes - and effectively communicate results to actuarial management. This could include: - Produce, deliver, and explain actuarial rate analyses on individual accounts that support the insurance quote process and in-force book maintenance. - Provide and interpret actuarial diagnostic data for client service deliverables. - Oversee/perform the technical reviews of the quarterly reserve analyses. - Maintain pricing models and ensure they are in the most efficient automated tool and process - Develop, monitor, interpret, and communicate company and department financial metrics. Investigate anomalies and summarize for management. - Assist actuarial management in being a thought leader in the department, ensuring applicable actuarial methods, techniques, and processes are appropriately sophisticated and reflect current industry standards. - Participate in strategic and departmental special projects at the request of management and effectively interpret results. - As needed, work with actuarial leadership to develop external relationships with Berkley corporate staff and actuarial auditors by assisting with periodic project requests and preparing for and participating in joint discussions. - All other duties as assigned.

The Fixed Income Summer Analyst Program in Houston is a 10-week program within the Commodities Division, including one week of classroom training. The Commodities Division is a market leader in energy, metals, and agricultural product trading worldwide whose professionals trade in both physical and derivative commodity risk. Over the course of the summer, the Summer Analysts receive on-the-job training, benefit from working alongside experienced professionals on meaningful projects, and build their skillsets in a dynamic and evolving environment. Program Overview Summer Analysts begin with a one-day orientation where they are introduced to the Firm's businesses and learn what it's like to be an employee at Morgan Stanley. Fixed Income Summer Analysts then attend Sales & Trading division-specific training where they learn core skills essential for success. The curriculum includes daily market updates, business-specific overviews, and basic product and technical training. Role & Responsibilities * Sales: Understand how a client base is developed and maintained; create investment ideas; learn how we sell and cross-sell the Firm's products; represent the Firm when interfacing with clients on important business issues. * Trading: Assist in generating trade ideas and analysis; support all aspects of the market-making and trade execution process, from providing research analytics on trades to relative value analysis. * Strategy: Help develop investment recommendations on Fixed Income Securities through the study and analysis of market fundamentals and technical research. Understand how we use the existing firm model database to develop new models. * Structuring: Learn how to build valuation models to help issuers and investors optimize a transaction's economics, and quantify sources of value and risk. Qualifications & Skills * You are pursuing an undergraduate Bachelor's degree or a 1 -Year Master's degree with a graduation date of December 2027 or Spring 2028. * Minimum 3.0 GPA. * While no prior knowledge of finance or sales & trading is required, you must have a keen interest in finance and markets. * You are analytical, adaptive, possess a strong work ethic, are a leader yet team player, as well as a multi-tasker. * You possess strong oral and written communication skills. Applications will be reviewed on a rolling basis and we encourage you to apply as soon as you are ready. In order to be considered a complete application, students must submit an application and complete a HireVue (instructions emailed upon submission of application). Applications will close on Sunday, March 1. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Job Level Summer Analyst Program Summer Analyst

We are seeking a talented individual to join our team at Marsh as an Account Executive supporting our Commercial Property & Casualty clients. This role will be based out of our Dallas or Houston, TX office and is a hybrid role that has a requirement of working at least three days a week in the office. The successful candidate will support critical client functions from a client service and risk management perspective, leveraging significant risk experience to evaluate risks, review loss experience, cash flow, and financials, develop solutions, and make strategic recommendations. We will count on you to: * Use extensive risk experience to evaluate risks, review loss experience, cash flow, and financials; develop solutions; articulate the impact of options; leverage analytics; and make recommendations to clients across product lines. * Collaborate with other Account Management colleagues to retain existing clients and generate new business opportunities. * Execute on growth and retention strategies, working towards meeting sales goals. * Manage relationships with clients, prospects, client teams, and producers to deliver best-in-class service and foster growth. * Serve as a client contact, responding to complex client needs and questions to enhance the overall client experience. * Cultivate a comprehensive understanding of changing market conditions and ensure compliance with all standards, including professional and transparency requirements, to better serve clients. What you need to have: * Proven experience in risk evaluation, client service, and financial analysis within commercial insurance or risk management. * Strong relationship-building and communication skills. * Ability to analyze complex data and develop strategic recommendations. * Knowledge of commercial property and casualty insurance markets, standards, and compliance requirements. * Active Property & Casualty License. What makes you stand out: * Experience working across multiple lines of commercial insurance and managing complex client needs . * A demonstrated track record of meeting or exceeding sales and growth targets. * Professional certifications or advanced training in insurance or risk management. Why join our team: * We help you be your best through professional development opportunities, interesting work, and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create innovative solutions and make a meaningful impact for colleagues, clients, and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

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

We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will support markets in Dallas, Houston, Missouri, Iowa, Chicago, & Minnesota. This is a hybrid role that has a requirement of working at least three days a week in one of these offices. As a Lead Health & Benefits Consultant, you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: * Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. * Develop sophisticated benefits design and renewal strategies, driving the creation of tools and solutions to address complex client issues. * Determine the full scope of services provided to clients and set roles/responsibilities within the client team. * Effectively communicate Mercer's position on the latest industry trends to clients. * Be accountable for revenue and profitability for client accounts and projects. * Monitor project success in terms of scope, budget, timeliness, and client satisfaction. * Generate sales by expanding revenues from existing clients and leading prospecting efforts with new clients. * Set strategic direction and create demand for new products/services in the marketplace. What you need to have: * BA/BS degree. * Minimum of 10+ years of experience in identifying, designing, recommending, and implementing efficient, innovative business solutions to clients' complex healthcare benefits challenges. * Renowned expertise and industry reputation in the health & benefits field. * Client-facing experience in a consulting environment. * Life & Health License What makes you stand out: * Strong, innovative sales and marketing skills, with the ability to effectively market organizational strengths. * Superior analytical and mathematical skills, along with strategic planning, communication, and listening skills. * Proven management skills in leading large, complex projects. Why join our team: * We help you be your best through professional development opportunities, interesting work, and supportive leaders. * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities. * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #MERHBUS Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

As a Claims Specialist for the Marsh McLennan Agency, you will be a claims consultant providing oversight and advocacy on behalf of our clients throughout the process of a loss event and the life of a claim. Duties include: * You will submit claims or provide guidance on claim submission; * Review coverages and resolve claims issues; * Ensure carrier commitments are honored; * Coordinate and participate in scheduled claims reviews; * Serve as your client's advocate with adjusters and their coverage counsel; * Resolve coverage disputes whenever possible; * Assess and strategize to produce best possible claim outcomes; Duties may also include: * Review of client's overall claims program and individual complex claims situations; * Develop strategic action plans to reach desired outcomes; * Provide guidance regarding potential large settlements; * Recommend suitable vendor partners, including claims TPAs, nurse triage, and others; * Review adjuster's claim action plans; facilitate claims resolutions; * Evaluate insurance company claim reserves and push for reductions where appropriate; REQUIREMENTS: * High School Diploma, Bachelor's degree preferred; * Adjusters license; * Knowledge of accepted industry standards and practices; * Ability to think critically, solve problems, plan and organize activities, serve clients, negotiate, effectively communicate verbally and in writing and embrace new challenges; * Analytical skill necessary to make decisions and resolve issues inherent in handling of claims; We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

Passionate about solving complex problems? Energized by making huge impacts on big challenges? If so, it's time to consider joining Veritas Total Solutions. We are a privately-owned management consulting company that focuses on our clients' success and growing our team members. If you are a self-driven learner with an analytical aptitude for breaking down issues, we'll enable you with the things you need to succeed. We Have: * Fast growing management consulting company * Fun, engaging clients in the energy industry * Industry experts in business, technology, and consulting * Teammates focused on delivering above-and-beyond * Dynamic entrepreneurial culture * Leadership focused on enabling you You Bring: Consulting Skills * Leadership building and managing successful CTRM teams or workstreams * Executive client relationship skills, including communication and interpersonal skills * Proven track-record of progressive, successful roles Functional Knowledge * Industry, consulting, or vendor experience in commodity trading and risk management * Knowledge of energy markets such as oil, refined products, natural gas, LNG, and power * Expertise in several functional areas including front, mid or back office Cultural Fit * A high level of energy * Motivation to collaborate, learn, and improve * Drive to make an impact * Ability to organize complex problems into a clear plan of action We Also Value: Application Knowledge * Working knowledge of CTRM packages (e.g. Allegro, Openlink, RightAngle) * Familiarity with other applications Technical Skills * Experience leading design of CTRM ecosystems * Experience building systems architectures including business intelligence Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).