Winged Keel Group jobs - 8,054 jobs

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. Position Summary: The Director of Institutional Life Insurance Underwriting and Case Management leads the underwriting and case management functions supporting institutional and ultra-high-net-worth life insurance clients. This role ensures underwriting excellence, operational efficiency, and exceptional client experience while maintaining compliance and risk standards. The director partners closely with sales, product, and operations teams to streamline case flow from prospect introduction to application and policy issue. The person in this role is also responsible for leading and managing a high-performing, successful team. Position Responsibilities: Underwriting Leadership Oversee all aspects of underwriting for institutional and private placement life insurance products. Establish and maintain underwriting guidelines, risk tolerance standards, and escalation procedures. Review complex, high-value cases and provide underwriting decisions or recommendations. Collaborate with carriers to negotiate best offers. Ensure compliance with regulatory and company standards, including privacy and anti-money laundering (AML) protocols. Case Management Oversight Lead and develop a team of case managers and underwriting specialists handling large, high-profile cases. Implement workflows to ensure timely processing, accuracy, and communication with clients and advisors. Anticipate and resolve case challenges proactively. Track and report service-level metrics, identifying trends and areas for process improvement. Strategic & Cross-Functional Collaboration Partner with Client Relationship Managers and Operations to support growth objectives and deliver a seamless client experience. Develop and refine onboarding and training for new underwriters and case managers. Leverage technology and automation tools to increase case throughput and visibility. Provide insights and recommendations to leadership on underwriting trends, risk management, and market competitiveness. People Leadership Lead, coach, and mentor a high-performing team with a focus on professional development and succession planning. Foster a culture of accountability, collaboration, and continuous improvement. Manage staffing and workload balance in response to rapid growth and changing business demands. Qualifications: Bachelor's degree required; advanced degree or industry designation (CLU, FLMI, FALU, CFP, or similar) preferred. 10+ years of progressive experience in life insurance underwriting, with at least 3-5 years in a leadership role. Strong understanding of institutional, private placement, or corporate-owned life insurance. Experience working Financial Advisors in the High-Net-Worth space Strong understanding of the ticketing system, regulations and compliance in the wire house and bank channels Proven ability to manage complex, high-net-worth or jumbo cases. Experience leading case management or new business operations preferred. Deep knowledge of underwriting guidelines, medical and financial risk assessment, and reinsurance practices. Strong analytical and decision-making skills. Exceptional communication and relationship management abilities. Proficiency with digital underwriting systems and workflow tools. Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits

Coordinates training, scheduling and other aspects of the security staff while also fulfilling the normal duties of Security Officer. Education, License & Cert: High school graduate or GED required. Associates Degree or higher is preferred. Experience: Minimum five years of experience required in the Safety and Security field with at least two years in a lead or supervisor role. Essential Functions: Serve as a full time Security Officer for the hospital, fulfilling all normal duties and working assigned shift. Oversee the schedule of security personnel, ensuring 24/7 coverage is provided. Participate in the provision of Non‐Violent Crisis Intervention training for personnel; will assist other Guthrie entities when needed. Serves as the lead in training new hire Security Officers and ensuring competencies are achieved. Coordinate and conduct security investigations in conjunction with department managers, leaders, and law enforcement. Serve as the departmental timekeeper/approver for automated time and attendance. Other Duties: It is understood that this description is not intended to be all‐inclusive and that other duties may be assigned as necessary in the performance of this position. Pay Range min $17/hr max $25.80/hr About Us Joining the Guthrie team allows you to become a part of a tradition of excellence in health care. In all areas and at all levels of Guthrie, you'll find staff members who have committed themselves to serving the community. The Guthrie Clinic is an Equal Opportunity Employer. The Guthrie Clinic is a non-profit, integrated, practicing physician-led organization in the Twin Tiers of New York and Pennsylvania. Our multi-specialty group practice of more than 500 physicians and 302 advanced practice providers offers 47 specialties through a regional office network providing primary and specialty care in 22 communities. Guthrie Medical Education Programs include General Surgery, Internal Medicine, Emergency Medicine, Family Medicine, Anesthesiology and Orthopedic Surgery Residency, as well as Cardiovascular, Gastroenterology and Pulmonary Critical Care Fellowship programs. Guthrie is also a clinical campus for the Geisinger Commonwealth School of Medicine.

GEICO . For more information, please .Associate Counsel - Melville / Nassau, NY (Remote) page is loaded## Associate Counsel - Melville / Nassau, NY (Remote)remote type: Remotelocations: Melville, NYtime type: Full timeposted on: Posted Todayjob requisition id: R0061328**At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.****Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.****When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.**GEICO is looking to hire an Associate Counsel to defend lawsuits filed in New York courts and other first party insurance defense. The position is with GEICO Staff Counsel located in Melville, NY to handle matters in Nassau County.**Job duties and responsibilities:*** Researching laws and preparing legal briefs, opinions, and memoranda* Rendering opinions on liability, damages, and value as requested by the Claims Department* Preparing and handling pleadings, motions, and discovery, to include depositions/examinations before trial and examinations under oath, and defending by trial or dispositive hearing, all matters assigned, as applicable**Qualifications:*** 2 to 6+ years of experience in litigation experience in insurance defense and/or personal injury **REQUIRED*** Juris Doctor degree **REQUIRED*** Admission to the New York Bar **REQUIRED*** Must be licensed in good standing to practice law in New York and meet and maintain licensing requirements including mandatory Continuing Legal Education (CLE) requirements where applicable* Must be able to travel as required, including but not limited, to attend trials, hearings, depositions, management meetings and conferences* Must be able to document files in a clear, concise, professional written manner, to be understood by customers, clients, co-workers and other employees of the organization* Must be able to follow complex instructions, resolve conflicts or facilitate conflict resolution, and have strong organization/priority setting and multi-tasking skills* Must be able to learn and apply large amounts of technical and procedural information**Preferred Qualifications:*** Civil litigation experience* Insurance defense-related litigation experience* Must be able to communicate in a professional manner in person, via telephone and written correspondence/email**Location - REMOTE**#LI-MD2**Annual Salary**$118,900.00 - $186,550.00The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.At this time, GEICO will not sponsor a new applicant for employment authorization for this position.**The GEICO Pledge:****Great Company:** At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs.We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives.**Great Careers:** We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels.**Great Culture:** We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers.**Great Rewards:** We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future.* Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being.* Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance.* Access to additional benefits like mental healthcare as well as fertility and adoption assistance.* Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled.GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.For more than 75 years, GEICO has stood out from the rest of the insurance industry! We are one of the nation's largest and fastest-growing auto insurers thanks to our low rates, outstanding service and clever marketing. We're an industry leader employing thousands of dedicated and hard-working associates. As a wholly owned subsidiary of Berkshire Hathaway, we offer associates training and career advancement in a financially stable and rewarding workplace. #J-18808-Ljbffr

KBC Advisors is seeking a creative and brand-focused Graphic Designer to join our team! We offer a dynamic, innovative environment with a company that is disrupting the commercial real estate industry. In this role, you will serve as a creative member for the in-house marketing team at KBC, who are responsible for managing marketing projects, processes and deliverables for teams across the United States - including property marketing, bran positioning, sales enablement and more. You will be directly involved with, and responsible for, conceptualizing design ideas and creating best-in-class marketing materials for our team. KBC Advisors is a modern, nimble purpose-built firm. We pride ourselves on doing things differently. We want team members with diverse views and experiences who can bring new ideas to the table. We value what makes each of us unique and use it to drive our innovative approach to commercial real estate. This is an in-person position in our Villanova, Pennsylvania or Seattle, Washington office. Essential Duties and Responsibilities Collaborate with KBC Advisors team members across the company on various business duties, while executing a wide array of tasks Develop creative design materials for pitches, proposals, property marketing pieces and more across multiple mediums Produce high-quality graphics, illustrations, and layouts based on project specifications and necessary brand guidelines Prioritize multiple tasks and projects at once, while and meeting deadlines effectively in a fast-paced environment Ensure that designs are optimized and prepared for the appropriate medium, including potential communication and management with third-party print vendors Stay current with industry trends, design tools, and technologies to ensure the creation of innovative and engaging visuals Preferred Qualifications Expert proficiency in the Adobe Creative Suite, with focused experience in Adobe InDesign, Illustrator and Photoshop Experience with logo design Experience in motion graphics or video software is a plus Eager to roll up your sleeves, execute work, and learn Education and Experience A degree in Graphic Design, Visual Arts, or related field is preferred Previous experience as a graphic designer or in a similar role (2+ years preferred) Ability to commute to and from a KBC Advisors office

Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $213.9 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at *********** * As at 30 September 2025 Purpose of the role As Quantitative Trader, you will help manage our systematic quantitative strategies and develop a best-in-class trading platform for the firm. You will be part of a multi asset systematic trading team with a focus on trading Equities. Responsibility will be primarily on that of the US, Canada and Latin America markets. Specific responsibilities Trading of US / Canadian / Latam (cash equities, futures, FX, options) Member of Boston based Electronic Markets Trading Team responsible for systematic trading strategies for all US / Canada / Latam markets Contribute to improvements across signal development, portfolio construction, risk management and trading Drive development of our trading platform, infrastructure and technology Use qualitative and quantitative analysis to improve performance of our systematic strategies Monitor live trading and respond to changing market conditions when necessary Develop and maintain relationships with our counterparties Determine appropriateness of execution venues for various trades Assist in various proprietary algorithm enhancements and algo experimentations Key competencies 3-5 years of equity quant trading experience Systematic trading of FX, Futures, Options experience also considered Detailed understanding of Americas market microstructure (Developed & EM) Expertise in a high-level programming language such as Python or R Technical skills related to trading / order routing / transaction cost analysis Ability to multitask in sometimes stressful environment Excellent written and verbal communication skills Analytical mindset Bachelor's degree required in Computer Science, Statistics, Engineering, or related quantitative field The anticipated based salary range for this position is listed below. Compensation packages would also include benefits and a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time. US Pay Range$150,000-$180,000 USD Inclusion, Work-Life Balance and Benefits at Man Group You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at ***********/diversity. You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering. Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance. Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws. Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact *************************.

Property Manager - Job Description The Property Manager will oversee a portfolio of residential co-ops and condominiums, ensuring operations meet Argo Real Estate's high standards for client service, operational excellence, and regulatory compliance. This hands-on professional will be the primary liaison between board members, residents, building staff, and service providers, while driving efficiency, maintaining property value, and fostering positive community relationships. Key Responsibilities Portfolio & Client Relations Serve as the primary point of contact for boards, residents, attorneys, architects, engineers, and staff. Maintain strong, responsive communication to ensure client satisfaction. Provide guidance to building committees and enforce house rules and governing documents. Regulatory Compliance Ensure adherence to all NYC housing laws, building codes, and regulatory requirements. Address and resolve building violations promptly; attend administrative hearings when necessary. Staff Management Recruit, hire, train, and supervise building staff. Oversee weekly payroll approval, review overtime usage against budget, and manage performance evaluations (mid-year and year-end). Administer disciplinary actions in coordination with 32BJ union protocols and attend labor hearings/arbitrations as needed. Capital Projects & Maintenance Manage capital improvement projects and significant repairs, ensuring quality, budget adherence, and timely completion. Obtain and review at least three bids for projects, level proposals, and secure board approval. Conduct site visits weekly to assess conditions and monitor progress. Procurement & Vendor Management Collaborate with the Purchasing Department to acquire goods and services. Negotiate and review service contracts, monitor performance, and approve invoices. Maintain positive vendor relationships to ensure service quality. Financial Oversight Develop and manage annual operating budgets; attend budget and mid-year review meetings with the board and Finance team. Approve invoices, assign chargebacks, and monitor arrears in accordance with board policy. Review monthly financials with the Financial Analyst, investigate major variances, and recommend reclassifications as necessary. Assist with annual audits. Unit Alterations Review and approve alteration applications, verify insurance coverage, and coordinate with architects if required. Communicate project details to the board, superintendent, and neighboring residents. Board & Annual Meetings Prepare agendas with board input; distribute at least three days prior to meetings. Lead board meetings, present operational and financial updates, and take minutes. Manage follow-up on action items via the Argo HUB system. Coordinate annual meetings, including venue, catering, and attendance by attorneys/accountants. Internal Argo Responsibilities Complete weekly Argo HUB updates and maintain active communication with internal departments. Participate in weekly PM meetings, town halls, and one-on-one meetings with your Director of Client Services. Mentor and guide assigned PMAs (Property Management Assistants), ensuring regular property visits and professional development. Qualifications Education: Bachelor's degree preferred. Experience: Minimum 4-6 years of NYC residential co-op and condo management experience (required). Knowledge: Proficiency in budgeting, building systems, maintenance operations, and staff supervision. Familiarity with NYC housing laws, building codes, and union contracts (32BJ). Skills: Strong organizational and project management skills. Excellent written and verbal communication, including presentation abilities. Proficient in Microsoft Word, Excel, Outlook, and PowerPoint. Ability to manage multiple priorities in a fast-paced environment. Client Service: Exceptional interpersonal skills with a customer-first approach. Problem-Solving: Proactive, solutions-oriented mindset with composure under pressure. Leadership: Demonstrated ability to lead teams and take accountability. Additional Requirements Availability to attend evening board meetings and address urgent matters as needed. Commitment to upholding Argo's values and maintaining the highest standards of service.

Join Our Talent Community Are you interested in exploring career opportunities with Donegal Insurance Group but do not match any of our current openings? No worries! Apply to this posting and we will keep your information on file for future opportunities. We are always interested in hearing from great candidates who share a strong interest in our mission, values, and future endeavors. New positions regularly become available throughout the year. Our team will review your background & interests and contact you should a new and relevant position arise that we feel you may be qualified for. It is still encouraged though, to express interest in a specific role, for you to submit a separate application for each role you are interested in. To apply, please submit your resume and online application Competitive Benefits Package Donegal Insurance Group offers a comprehensive benefits package for all full-time, permanent positions including: Medical, Dental, and Vision Coverage: Available to you and your dependents. Coverage begins the first of the month after start date. 401(k) with the first 3% matched at 100%: the next 6% is matched at 50% Paid Time Off: Paid vacation, sick days, paid holidays, & bereavement days Career Development: Including college partnership discounts and industry designation(s) reimbursements Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP). Learn more about our full benefit offerings by visiting our Benefits page. Who We Are Donegal Insurance Group provides commercial and personal insurance products through a network of independent agents in 21 states and across several regions of the U.S. In Texas, Colorado, Utah, New Mexico and Arizona, business is conducted under the Mountain States Insurance Group name; and in Michigan, business is conducted under the Michigan Insurance name. Headquartered in Lancaster County, Pennsylvania, along with four (4) regional offices located in: Athens, GA, Grand Rapids, MI, Albuquerque, NM, and Glen Allen, VA , our steady growth and successes have allowed us to establish a culture of which we're proud. Check out our Glassdoor profile where our rating speaks for itself: By joining the Donegal family, you would be joining a team of dedicated, hard-working employees, all with a common goal of providing peace of mind to our policyholders and being There when it matters most.™ . Work Arrangement With each department and position being different, the work arrangement for a specific position will be reviewed with candidates during a initial phone screening. For a position not requiring an onsite expectation at one of our offices, the ideal candidate must live within our Donegal footprint. Current approved states are: AL, AZ, CT, DE, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, and, WV . (Please note, this list is subject to change without notice.) E-Verify Donegal Insurance Group participates in E-Verify in the following states: Alabama, Arizona, Florida, Georgia, Louisiana, Mississippi, Nebraska, North Carolina, South Carolina, Tennessee, and Utah . If you reside in one of the listed states, please review the "Notice of E-Verify Participation" and the "Right to Work Poster" on the links below: Notice of E-Verify Participation Poster (English and Spanish) Right to Work Poster (English and Spanish)

Join this 85yr+ general contractor that focuses on commercial projects in NYC. Growth role! $80,000-100,000 base + bonus + benefits (401k, etc.) Your new company This firm has been operating in NYC for the past 85 years! They are a well-respected firm that has a ton of work right now. They focus on commercial and institutional clients/projects (think high-end office space or healthcare office projects, etc.). The firm has a typical structure when it comes to reporting, i.e. APM, PM, SPM, PX. The office is based in Midtown Manhattan, and you would be based there day-to-day. You are also able to go visit your sites as needed, but won't need to be there every single day. Most projects are in the 5 boroughs, so public transit is enough to get the job done. No car needed. The PX and PM that you will be working with have been with the business for 8 and 16 years, respectively, so you KNOW you are learning from the best. They are both looking for a talented APM to join the team for the long term. Apparently, with the number of jobs they have plus the number of jobs that could land, they are going to need you! Your new role As an APM with this group, you would handle typical APM duties, such as submittals, working with insurances, assisting PM with tasks, shadowing them to learn how to be a full PM yourself, etc.! This is definitely a growth role, and the company is looking for long-term teammates. The role is mostly office-based with some visits to site, if you need. This role is for someone who has a good education in construction, a few years in the industry, and who wants to join a serious company to fast-track your career. What you'll need to succeed 3-5+ years' experience with a general contractor. NYC construction industry experience. Ability to read drawings. Familiarity with submittals through Procore. Commercial construction experience would be preferred but not 100% mandatory. What you'll get in return Boost your career development with a firm that knows what it is doing (over 85 years, remember!) Work closely with a Project Manager (and Project Executive) who has been with the business and in the industry for a long time. Playfully serious culture. They are not here to mess around, but they are here to have a fun time building great projects. Solid benefits, competitive for this market, for sure. Solid pipeline of work to keep you and the company busy. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: The Life Insurance Underwriting Assistant acts as an instrumental resource by providing administrative support to the Underwriting team with case set up, ordering and preparing insurance company forms, tracking underwriting requirements, and entering data for new policies. Position Responsibilities: Case set up: Create client folder and case record in database Prepare client HIPAA Authorization forms for signature Request Attending Physician Statements (APS's) from doctors' offices, arrange for payment, and follow up regularly until obtained Obtain prescription checks, exam paperwork, lab results, and motor vehicle reports File and save documents in client and department resource folders Submit underwriting files and paperwork to carriers Assist with tracking and recording carrier informal offers in spreadsheet Download life insurance application paperwork and supplemental forms Complete life insurance applications and prepare for signature on DocuSign Prepare policy delivery packages to client Prepare invoices Data entry: Input client, application, and policy information in company database Create FedEx labels and packages, and oversee sending out packages Assist with the file breakdown when a case closes and the transition of the case to the Client Services team Develop basic knowledge of carrier products Ideal Candidate will Possess the Following: Bachelors degree High attention to detail Strong organizational skills Ability to consistently meet deadlines Likes following a process and seeing a project through to completion Ability to work individually or with a team when necessary Effective communication skills with internal and external parties Ability to take direction and effectively carry out any tasks expected to complete Ability to multitask with strong prioritization skills Maintains precise notes on any processes, training, or client information Knowledge of Microsoft Office, Microsoft Outlook, Adobe Acrobat, and SalesForce Ability and willingness to learn new programs and processes Takes initiative with urgent, time sensitive tasks Maintains a positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Flexibility to occasionally work overtime as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Winged Keel Group is the premier national high-end life insurance platform. With 11 offices nationally, the firm specializes in the structuring, implementation, and administration of Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. For more information on Winged Keel Group, please visit ******************* Position Summary: The primary function of the Life Insurance Financial Analyst is to create presentations to assist clients as they make decisions about the portfolio, structure, and funding of new life insurance, or how to optimize the performance of their existing life insurance portfolios. This role supports the Client Relationship Managers by preparing client presentations primarily in Excel, PowerPoint graphics, and written communications. This is an exciting role for someone who possesses the ability to meet deadlines in a fast-paced environment, manage projects, stay organized, complete highly detail-oriented work, intellectually curious, enjoys an entrepreneurial environment, and has strong technical, financial math, and analytical skills. This person will also get to work with a highly intelligent, energetic and collaborative team. Position Responsibilities: Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc. Support models of the strategies utilized to fund estate planning life insurance structures Illustrate the full spectrum of life insurance and annuity products for major life insurance carriers Support model strategies utilized to fund life insurance in a gift tax efficient manner Ability to apply the income tax attributes of life insurance, and illustrate how to utilize those attributes to enhance after tax returns through a variable universal life or private placement life insurance policy Prepare detailed Excel and PowerPoint presentations for clients and advisors. Follow compliance regulations around presenting information related to securities transactions Communicate complex financial information in a clear and concise manner, either written or verbally Support transition of each sold case beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service) Model compensation data on products sold to provide to the Finance Department Model alternatives for optimizing the performance of existing life insurance portfolio Ideal Candidate will Possess the Following: A minimum of 3 year's experience in the life insurance industry Bachelor's in Economics or Finance preferred Advanced proficiency in Microsoft Excel (Must be proficient in Vlookups, If/Then formulas, Goal Seek, Conditional Formatting, NPV, and IRR) Superior financial math aptitude with the ability to perform advanced number crunching Strong ability to understand, evaluate, and present technical and analytical information in a concise and clear manner Ability to work effectively with senior management and Principals Advanced proficiency in Microsoft PowerPoint and Word Strong presentation skills High attention to detail Effective listener and communicator Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment Ability to work well both independently and in a team environment Critical reviewer and creative thinker Understanding of technical aspects in life insurance strategies preferred Knowledge of life insurance products, tax laws, and estate planning a plus Positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, Houston, New York, Richmond, San Francisco, Washington, D.C., Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: The primary function of the Institutions Case Design Associate is to manage the design and implementation of insurance portfolios sourced within the Institution Channel. This requires coordination between internal and external stakeholders including external institutional advisors, Winged Keel Group institutional-focused Client Relationship Managers (CRMs), internal Winged Keel Group departments including underwriting, new business, and client services, and issuing insurance companies. Life insurance portfolio design includes the creation of presentations to assist clients as they make decisions about the portfolio, structure, and funding of new life insurance, or how to optimize the performance of their existing life insurance portfolios. The successful Case Design candidate will also build relationships with external Financial Advisors taking over as point-of-contact for key, strategic relationships. This is an exciting role for someone who possesses the ability to meet deadlines in a fast-paced environment, manage projects, stay organized, complete highly detail-oriented work, intellectually curious, enjoys an entrepreneurial environment, and has strong technical, financial math, and analytical skills. This person will also get to work with a highly intelligent, energetic and collaborative team. Position Responsibilities: Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc. Support models of the strategies utilized to fund estate planning life insurance structures Illustrate the full spectrum of approved life insurance and annuity products for major life insurance carriers including traditional life insurance products and private placement life insurance products Coordinate the implementation of insurance portfolios across the underwriting/new business teams as well as assisting Financial Advisors with internal systems, i.e. drop ticket systems Act as a liaison between the CRM and the financial advisor to ensure consistency when the primary CRM is unavailable Assure compliance with NASD/MHS, external institutions compliance teams, and insurance regulations around presenting information related to securities transactions Manage internal/external deadlines, minimize unnecessary requests from advisors and clients, anticipate client/CRM requests, and proactively move cases through the implementation process Maintain appropriate records tracking prospecting and client activity within the firm's client relationship management system (i.e., Salesforce) Attend advisor/client calls documenting the key points of the meeting and follow-up or delegate the appropriate action items Support transition of each sold case beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service) Ideal Candidate will Possess the Following: MUST HAVE A minimum of 3 year's experience in the life insurance industry Bachelor's in Economics or Finance preferred Advanced proficiency in Microsoft Excel (Must be proficient in Vlookups, If/Then formulas, Goal Seek, Conditional Formatting, NPV, and IRR) Superior financial math aptitude with the ability to perform advanced number crunching Strong ability to understand, evaluate, and present technical and analytical information in a concise and clear manner Ability to work effectively with senior management and Principals Advanced proficiency in Microsoft PowerPoint and Word Strong presentation skills High attention to detail Effective listener and communicator Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment Ability to work well both independently and in a team environment Critical reviewer and creative thinker Understanding of technical aspects in life insurance strategies preferred Knowledge of life insurance products, tax laws, and estate planning a plus Positive, can-do attitude Working Conditions/Demands/Complexity: Attractive annual compensation package is commensurate with experience Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.

Looking to Supplement Your Income or Just Be Productive? Become an Independent Residential Insurance Inspector with CIS Group! Are you looking for a flexible, rewarding opportunity that allows you to be your own boss and take control of your schedule? CIS Group is seeking motivated, detail-oriented individuals to join our team as 1099 Property Insurance Inspectors. If you own an LLC and are looking to diversify your work, this might be the perfect opportunity for you! Why Work With Us? Since 1996, CIS Group has been one of the largest and most trusted names in the insurance inspection industry. We offer a platform that allows Independent Contractors to create and grow their own businesses, work flexible hours, and take on a variety of inspections. Whether you're supplementing your current work or looking for a new venture, this position offers flexibility and autonomy. What You'll Do: Travel to residential homes to complete exterior (interior photos here and there) property inspections. Take photos, collect property data, and upload your findings using your smartphone or tablet. Provide high-quality, professional service that delivers accuracy and on-time service, with exceptional communication. Maximize this opportunity by utilizing your unique skillset Watch this video to see an example of an exterior-only inspection: Click here to watch What We're Looking For: 1099 Independent Contractors - Be your own boss, set your own schedule! Flexible Hours - Work during daylight hours, Monday through Saturday. Comfortable Working Outdoors - This role requires you to work in various weather conditions. Tech-Savvy - A recent smartphone or tablet capable of taking and storing hundreds of photos. Computer Access - Wi-Fi-enabled for uploading data. Reliable Vehicle & Driver's License - Travel to residential properties within your area. Strong Communication Skills - You're a professional and a persistent communicator. You're not someone who just disappears when things get tough. Microsoft Excel Familiarity - Basic computer skills are necessary for managing your inspections. Compensation: Independent Contractors - You get paid per inspection. Fees - Vary based on location and inspection type, allowing for higher earning potential as you demonstrate competency. Why This Is Perfect for You: You've taught yourself how to solve problems and take on new challenges, and you're driven to succeed no matter the obstacles. This opportunity will allow you to create and or build your own business, and the flexibility to grow your income in an industry that remains resilient even through economic downturns. Ready to take control of your future and join a company that values your persistence and resourcefulness? Submit your resume now and become part of the CIS Group team! Job Types: Part-time, Contract Pay: $1,450.00 per month Benefits: Flexible schedule Compensation Package: 1099 contract Work Location: On the road

The Metropolitan Transportation Authority is North America's largest transportation network, serving a population of 15.3 million people across a 5,000-square-mile travel area surrounding New York City, Long Island, southeastern New York State, and Connecticut. The MTA network comprises the nation's largest bus fleet and more subway and commuter rail cars than all other U.S. transit systems combined. MTA strives to provide a safe and reliable commute, excellent customer service, and rewarding opportunities. This position is eligible for telework, which is currently one day per week. New hires are eligible to apply 30 days after their effective date of hire. SUMMARY This position will be responsible for managing all aspects of a No‑Fault caseload. No‑Fault cases are processed in the Supreme and Civil Courts across all five boroughs as well as in nearby counties. RESPONSIBILITIES Manage No‑Fault claims, as well as litigation and arbitration, including inter‑company arbitration for loss transfer and uninsured motorist claims. Respond to complaints, prepare motion documents, and draft discovery requests and responses, including writing legal memoranda. Review expert and medical reports, obtain subpoenaed records, and analyze both legal and factual issues. Attend court conferences, argue motions, and defend cases in arbitration. Oversee the activities of outside counsel to ensure quality and manage costs, while also supporting No‑Fault anti‑fraud initiatives and the Special Investigation Unit. This includes administering Examinations Under Oath (EUO) for both claimants and providers. Provide managerial and supervisory oversight to the unit's paralegal team. Advise management and claims examiners on the applicability of No‑Fault law and any changes that may occur. Effectively research and implement special projects as requested by the General Counsel. Handle additional special projects assigned by Senior Management. Select, develop, and motivate personnel within the department. Provide career development for subordinates. Provide prompt and effective coaching and counseling. Responsible for the discipline/termination of employees when necessary. Review the performance of staff. Create a professional environment that respects individual differences and enables all employees to develop and contribute to their full potential. Other duties as assigned. KNOWLEDGE, SKILLS, AND ABILITIES Experience in litigating No‑Fault matters. Must have knowledge of Regulations 68 and 83. Must have basic knowledge of the No‑Fault fee schedule and medical terminology is necessary. Excellent communication and interpersonal skills. Excellent organizational and presentation skills. Candidates should have good interpersonal and analytical skills, including the ability to solve complex legal problems. Demonstrated ability to work with all internal levels within a given organization, including the MTA Board. Demonstrated ability to communicate and interact well with external agencies. External agencies may include the Governor's Office for New York State, New York City government, elected and other public officials, as well as any staff located at other federal or state agencies or authorities. Demonstrated ability to work in a high‑profile, high‑pressure environment effectively. Demonstrated ability to communicate effectively with key internal and/or external stakeholders. Must have strong managerial skills to effectively direct a staff of professional and technical employees in implementing the short‑ and long‑term goals and direction for the area of responsibility. Demonstrated ability to complete short‑ and long‑term projects effectively and as efficiently as possible. Demonstrated analytical capabilities and quantitative skills. Working knowledge of Windows, Lexis Nexis, Microsoft Office Suite or comparable applications, i.e., Word, Excel, PowerPoint, and Outlook. PREFERRED Attainment of or in the process of attaining specific functional licenses or certifications in the area of specialty, if applicable. Familiarity with the MTA's policies and procedures. Familiarity with the MTA's collective bargaining procedures. EDUCATION AND EXPERIENCE: REQUIRED Juris Doctor Degree from an accredited law school and New York State Bar Admission. License to practice law, maintained in good standing throughout employment. A minimum of three to five (3 to 5) years of experience in the field of No‑Fault is desirable but not required for a highly motivated candidate who will receive specialized training required for the position. Other Information May need to work outside of normal work hours (i.e., evenings and weekends) Travel may be required to other MTA locations or other external sites. According to the New York State Public Officers Law & the MTA Code of Ethics, all employees who hold a policymaking position must file an Annual Statement of Financial Disclosure (FDS) with the NYS Commission on Ethics and Lobbying in Government (the “Commission”). MTA and its subsidiary and affiliated agencies are Equal Opportunity Employers, including those concerning veteran status and individuals with disabilities. The MTA encourages qualified applicants from diverse backgrounds, experiences, and abilities, including military service members, to apply. #J-18808-Ljbffr

Lynchburg Construction Project Manager Your new company From our client's humble beginnings in 1952, our client has always maintained a family atmosphere among its employees, subcontractors, partners, and clients. Evidenced by the company's 85% client retention rate and many employees who have been a member of the team for decades, our client remains a top builder. When they first opened our doors in 1952, business was done on a handshake and a person's word was all you needed to know the job would be done right. Today, with projects exceeding $240 million, revenues exceeding $906 million, and a national footprint, that same focus on commitment and honor remains. Your new role Candidates should have a minimum of ten years of experience with commercial or industrial projects, ranging from $1M to $50M. Oversee healthcare, retail, higher ed, & mixed-commercial construction projects ranging from $1M to $50M. Manage all phases of the project including planning, budgeting, scheduling, and execution. Ensure quality, safety, and compliance standards are met throughout the project lifecycle. What you'll need to succeed , Strong leadership, communication, and organizational skills. Ability to manage budgets, schedules, and coordinate with clients, subcontractors, and internal teams. Familiarity with construction processes and problem-solving under tight timelines. 5+ years with healthcare, retail, and healthcare type projects. Efficient in Procore OSHA 30 Bluebeam Background in precon What you'll get in return Pay up to $110k - $130k a year base salary Medical, dental & prescription drug plans Health reimbursement account (HRA) Matching 401k program Short & long term disability benefits Paid vacations Paid holidays Friendly work environment Great company culture Company sponsored social events Community giving & charitable programs What you need to do now : If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or email me at ********************** If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Are you interested in joining the team at Cramer? While we may not have any open positions, we are always looking to connect and establish relationships with local candidates who are interested in joining our Cramer community. If you are interested in a career at Cramer, please upload your resume. If we have a job opening that we feel aligns to your skillset, we will reach out. What types of opportunities can we offer? Account Services Business Development Marketing Event Production Creative Direction Brand Strategy Content Writing/Copywriting Project Management Operations Video Production Technical Direction Warehouse Assistant/Broadcast Technician In the meantime, keep up with us on LinkedIn and Instagram Benefits Cramer's Hiring Philosophy We believe that different perspectives and backgrounds make us better as a company and as people. Our goal is to create a diverse, collaborative, growth focused culture. That means seeking out, hiring, and developing talented people who bring their authentic selves to work every day. As an equal opportunity employer, we prohibit discrimination and harassment of any kind based on race, color, gender identity, sex, religion, sexual orientation, national origin, disability, pregnancy, age or any other status. We encourage you to apply and show us who you are and what you can do!

Regional Reporting, Inc. (RRI) is one of the largest independently owned providers of Loss Control to the property and casualty Insurance industry. We specialize in Property, General Liability, Products Liability, Fleet, Inland Marine, and Workers' Compensation. RRI is seeking an experienced Insurance Loss Control Consultant throughout our coverage territory to conduct commercial insurance loss control inspections. Insurance Loss Control Consultant An Insurance Loss Control Consultant is primarily responsible for performing commercial insurance inspections and completing insurance underwriting reports. Insurance Companies use these reports to properly underwrite insurance policies. Insurance Loss Control Consultants drive to locations, take photos and visually observe the interior and exterior of facilities. They note the business operations to determine insurance exposures and identify potential improvements. Finally they document their findings in an insurance underwriting report via our website online. Work is assigned on a daily or weekly basis, depending on location. Insurance Loss Control Consultant Position Duties and Responsibilities: Recording onsite observations, taking measurements and photos in accordance with carrier-specific requirements Identifying building and roof construction type, square footage, potential hazards Timely completion of assignments/reports according to due dates Communicating regularly with Field Manager to complete inspections in the most cost effective and efficient manner Coordinating the time and date of the inspection meeting the insured representative onsite Preparing and reporting inspection results, uploading photos and preparing diagrams on an ongoing basis Drive to and from insured locations, some overnight travel may be required Insurance Loss Control Consultant Job Requirements: Minimum 2 years' experience working with other Loss Control Service Providers or Major Insurance Carriers Comprehensive understanding of commercial insurance lines - primarily Property, General Liability and Inland Marine Ability to identify building construction and ISO classes Broad understanding of NFPA codes Solid communication and time management skills Exceptional writing ability, organizational skills and computer skills Ability to work from home with a PC, high-speed internet connection and a cell/smart phone An automobile and valid driver's license, with acceptable driving record Ability to climb a ladder up to 6 feet Digital camera or smart phone with picture capability Measuring wheel, or similar tool, and camera pole Insurance Loss Control Consultant Compensation: Reports that are completed and reviewed for accuracy are paid per assignment starting at $110. Become part of a growing industry! This is an excellent opportunity for individuals who want to set their own schedules and work independently in a growing segment of a vital industry. EOE

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, Houston, New York, Richmond, San Francisco, Washington, D.C., Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: The primary function of the Institutions Case Design Associate is to manage the design and implementation of insurance portfolios sourced within the Institution Channel. This requires coordination between internal and external stakeholders including external institutional advisors, Winged Keel Group institutional-focused Client Relationship Managers (CRMs), internal Winged Keel Group departments including underwriting, new business, and client services, and issuing insurance companies. Life insurance portfolio design includes the creation of presentations to assist clients as they make decisions about the portfolio, structure, and funding of new life insurance, or how to optimize the performance of their existing life insurance portfolios. The successful Case Design candidate will also build relationships with external Financial Advisors taking over as point-of-contact for key, strategic relationships. This is an exciting role for someone who possesses the ability to meet deadlines in a fast-paced environment, manage projects, stay organized, complete highly detail-oriented work, intellectually curious, enjoys an entrepreneurial environment, and has strong technical, financial math, and analytical skills. This person will also get to work with a highly intelligent, energetic and collaborative team. Position Responsibilities: Gather data from Client Relationship Managers, insurance carriers, legal resources, professional advisors, etc. Support models of the strategies utilized to fund estate planning life insurance structures Illustrate the full spectrum of approved life insurance and annuity products for major life insurance carriers including traditional life insurance products and private placement life insurance products Coordinate the implementation of insurance portfolios across the underwriting/new business teams as well as assisting Financial Advisors with internal systems, i.e. drop ticket systems Act as a liaison between the CRM and the financial advisor to ensure consistency when the primary CRM is unavailable Assure compliance with NASD/MHS, external institutions compliance teams, and insurance regulations around presenting information related to securities transactions Manage internal/external deadlines, minimize unnecessary requests from advisors and clients, anticipate client/CRM requests, and proactively move cases through the implementation process Maintain appropriate records tracking prospecting and client activity within the firm's client relationship management system (i.e., Salesforce) Attend advisor/client calls documenting the key points of the meeting and follow-up or delegate the appropriate action items Support transition of each sold case beyond design, into the implementation group (Underwriting), and finally to the administration group (Client Service) Ideal Candidate will Possess the Following: MUST HAVE A minimum of 3 year's experience in the life insurance industry Bachelor's in Economics or Finance preferred Advanced proficiency in Microsoft Excel (Must be proficient in Vlookups, If/Then formulas, Goal Seek, Conditional Formatting, NPV, and IRR) Superior financial math aptitude with the ability to perform advanced number crunching Strong ability to understand, evaluate, and present technical and analytical information in a concise and clear manner Ability to work effectively with senior management and Principals Advanced proficiency in Microsoft PowerPoint and Word Strong presentation skills High attention to detail Effective listener and communicator Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment Ability to work well both independently and in a team environment Critical reviewer and creative thinker Understanding of technical aspects in life insurance strategies preferred Knowledge of life insurance products, tax laws, and estate planning a plus Positive, can-do attitude Working Conditions/Demands/Complexity: Attractive annual compensation package is commensurate with experience Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits. Powered by JazzHR ZNpTjnMOSZ

Join Our Talent Community Are you interested in exploring career opportunities with Donegal Insurance Group but do not match any of our current openings? No worries! Apply to this posting and we will keep your information on file for future opportunities. We are always interested in hearing from great candidates who share a strong interest in our mission, values, and future endeavors. New positions regularly become available throughout the year. Our team will review your background & interests and contact you should a new and relevant position arise that we feel you may be qualified for. It is still encouraged though, to express interest in a specific role, for you to submit a separate application for each role you are interested in. To apply, please submit your resume and online application Competitive Benefits Package Donegal Insurance Group offers a comprehensive benefits package for all full-time, permanent positions including: * Medical, Dental, and Vision Coverage: Available to you and your dependents. Coverage begins the first of the month after start date. * 401(k) with the first 3% matched at 100%: the next 6% is matched at 50% * Paid Time Off: Paid vacation, sick days, paid holidays, & bereavement days * Career Development: Including college partnership discounts and industry designation(s) reimbursements Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP). Learn more about our full benefit offerings by visiting our Benefits page. Who We Are Donegal Insurance Group provides commercial and personal insurance products through a network of independent agents in 21 states and across several regions of the U.S. In Texas, Colorado, Utah, New Mexico and Arizona, business is conducted under the Mountain States Insurance Group name; and in Michigan, business is conducted under the Michigan Insurance name. Headquartered in Lancaster County, Pennsylvania, along with four (4) regional offices located in: Athens, GA, Grand Rapids, MI, Albuquerque, NM, and Glen Allen, VA, our steady growth and successes have allowed us to establish a culture of which we're proud. Check out our Glassdoor profile where our rating speaks for itself: By joining the Donegal family, you would be joining a team of dedicated, hard-working employees, all with a common goal of providing peace of mind to our policyholders and being There when it matters most.. Work Arrangement With each department and position being different, the work arrangement for a specific position will be reviewed with candidates during a initial phone screening. For a position not requiring an onsite expectation at one of our offices, the ideal candidate must live within our Donegal footprint. Current approved states are: AL, AZ, CT, DE, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, and, WV. (Please note, this list is subject to change without notice.) E-Verify Donegal Insurance Group participates in E-Verify in the following states: Alabama, Arizona, Florida, Georgia, Louisiana, Mississippi, Nebraska, North Carolina, South Carolina, Tennessee, and Utah. If you reside in one of the listed states, please review the "Notice of E-Verify Participation" and the "Right to Work Poster" on the links below: * Notice of E-Verify Participation Poster (English and Spanish) * Right to Work Poster (English and Spanish)

Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities. Position Summary: This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period. This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond. Position Responsibilities: Analysis Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns Marketing / Sales Development Shadow a Senior Client Relationship Manager Observe calls with Clients and Centers of Influence Take notes from client meetings and circulate to the appropriate parties Opportunity to attend certain industry networking and informational events Learn the fundamentals of prospecting, applying these strategies to building one's own book of business Ideal Candidate will Possess the Following: Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025 Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication Strong technical and analytical orientation; ability to create financial models in Excel Desire to want to grow into a sales professional Detail oriented with a strong ability to organize and prioritize in a fast-paced environment Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence Proficiency in Microsoft Office Proactive and takes initiative with strong follow through Effective business writing skills Excellent presentation skills Positive, can-do attitude Working Conditions/Demands/Complexity: Required to work on a computer for a substantial part of the day Frequent work in the evenings and occasionally weekends, as needed to meet deadlines A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment Compensation / Benefits: Attractive annual compensation package is commensurate with experience Eligible for annual profit sharing bonus Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.