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Zurich is seeking an experienced Executive Underwriter or AVP, Underwriting Director – E&S Primary Casualty to join our team in our Atlanta, GA, Dallas, TX or Houston, TX office. While this position will be based out of our Atlanta, GA, Dallas, TX or Houston, TX office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. In this role you will be working with national wholesalers to drive growth with a focus on profitability. Zurich E&S is dedicated 100% to a wholesale distribution model and a product and technology strategy designed to make Zurich a market leader in E&S as measured by gross written premium, profitability, and employee satisfaction! As an Executive Underwriter or AVP, Underwriting Director – Zurich E&S you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on a variety of accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. This role will be responsible for: • Proactively seeking new account opportunities and managing existing renewal accounts., • Demonstrating specialized knowledge and expertise in underwriting excess casualty lines of business., • Completing detailed opportunity assessments with key distributors to identify growth opportunities., • Contributing to the development and completion of proposals., • Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity., • Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose., • Negotiating Terms & Conditions and closing deals., • Cross-Selling other lines of business to increase product density with the account., • Participating in Sales Team meetings as related to assigned brokers and / or territory., • Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date., • Developing strong broker and client networks as related to industries underwritten by Business Unit. Executive Underwriter – Zurich E&S Basic Qualifications: • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area OR AVP, Underwriting Director – Zurich E&S Basic Qualifications: • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: • Bachelor’s Degree or equivalent years of E&S Commercial insurance industry experience, • Technical knowledge of Primary Casualty Underwriting with E&S, • Established wholesale broker relationships (E&S brokers), • Creative problem-solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $100,200.00 - $217,000.00. The proposed salary range for the Executive Underwriter is $100,200.00 - $164,100.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed salary range for the AVP, Underwriting Director is $132,500.00 - $217,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Atlanta, AM - Dallas, AM - Houston Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID

p style=margin:0.0in;background-color:white;font-size:12.0pt;font-family:#39;Times New Roman#39;, serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serif;color:blackZurich is seeking an experienced AVP, Underwriting Director OR VP, Senior Underwriting Director – Eamp;S Excess Casualty to join our team in our Atlanta, GA, Dallas, TX or Houston, TX office. While this position will be based out of our Atlanta, GA, Dallas, TX or Houston, TX office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. In this role you will be working with national wholesalers to drive growth with a focus on profitability. /span/pp style=margin:0.0in;background-color:white;font-size:12.0pt;font-family:#39;Times New Roman#39;, serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serif;color:#1d2d3e /span/pp style=margin:0.0in;background-color:white;font-size:12.0pt;font-family:#39;Times New Roman#39;, serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=color:blackZurich Eamp;S is dedicated 100% to a wholesale distribution model and a product and technology strategy designed to make Zurich a market leader in Eamp;S as measured by gross written premium, profitability, and employee satisfaction!/spanspan style=color:#1d2d3e /span/span/pp style=margin:0.0in 0.0in 8.0pt;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifbrAs an AVP, Underwriting Director or VP, Senior Underwriting Director – Zurich Eamp;S you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on a variety of accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence./span/pp style=margin:0.0in 0.0in 8.0pt;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serif brThis role will be responsible for:br /span/pulli style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifProactively seeking new account opportunities and managing existing renewal accounts./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifDemonstrating specialized knowledge and expertise in underwriting excess casualty lines of business./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifCompleting detailed opportunity assessments with key distributors to identify growth opportunities./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifContributing to the development and completion of proposals./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifQualifying accounts that meet the organizations appetite, balanced with sound business opportunity./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifMaking agent/broker/customer and on-sight calls with a planned and well-prepared purpose./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifNegotiating Terms amp; Conditions and closing deals./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifCross-Selling other lines of business to increase product density with the account./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifParticipating in Sales Team meetings as related to assigned brokers and / or territory./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifProactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date./span/lili style=font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifDeveloping strong broker and client networks as related to industries underwritten by Business Unit./span/li/ulp style=margin:0.0in 0.0in 8.0pt;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pp style=margin:0.0in;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifAVP, Underwriting Director – Zurich Eamp;S Basic Qualifications:/span/pp style=margin:0.0in;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pul style=margin-top:0.0in;margin-bottom:0.0in type=discli style=margin-top:1.5pt;margin-bottom:0.0in;line-height:normal;margin-right:0.0in;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifHigh School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing areabrOR/span/lili style=margin-top:1.5pt;margin-bottom:0.0in;line-height:normal;margin-right:0.0in;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifHigh School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support areabrOR/span/lili style=margin-top:1.5pt;margin-bottom:0.0in;line-height:normal;margin-right:0.0in;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifZurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing areabrOR/span/lili style=margin-top:1.5pt;margin-bottom:0.0in;line-height:normal;margin-right:0.0in;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifZurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area/span/li/ulp style=margin:0.0in;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pp style=margin:0.0in;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifOR/span/pp style=margin:0.0in;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pp style=margin:0.0in;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifVP, Senior Underwriting Director – Zurich Eamp;S/span/pp style=margin:0.0in;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pul style=margin-top:0.0in;margin-bottom:0.0in type=discli style=margin-top:1.5pt;margin-bottom:0.0in;line-height:normal;margin-right:0.0in;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifBachelor’s Degree and 9 or more years of experience in the Underwriting or Market Facing area.brOR/span/lili style=margin-top:1.5pt;margin-bottom:0.0in;line-height:normal;margin-right:0.0in;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifBachelor’s Degree and 18 or more years of experience in the Claims or Underwriting Support area/spanspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifbrAND/span/lili style=margin-top:1.5pt;margin-bottom:0.0in;line-height:normal;margin-right:0.0in;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifExperience in Excess amp; Surplus Property Underwriting/span/li/ulp style=margin:0.0in;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pp style=margin:0.0in 0.0in 8.0pt;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pp style=margin:0.0in 0.0in 8.0pt;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serif Preferred Qualifications: /span/pp style=margin:0.0in 0.0in 8.0pt;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pul style=margin-top:0.0in;margin-bottom:0.0in type=discli style=margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:107%;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifBachelor’s Degree or equivalent years of Eamp;S Commercial insurance industry experience /span/lili style=margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:107%;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifTechnical knowledge of Excess Underwriting with Eamp;S /span/lili style=margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:107%;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifEstablished wholesale broker relationships (Eamp;S brokers) /span/lili style=margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:107%;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifCreative problem-solving skills /span/lili style=margin-top:0.0in;margin-right:0.0in;margin-bottom:8.0pt;line-height:107%;font-size:12.0pt;font-family:arial, helvetica, sans-serifspan style=font-size:12.0pt;line-height:107%;font-family:arial, helvetica, sans-serifStrong verbal and written communication skills /span/li/ulp style=margin:0.0in 0.0in 8.0pt;line-height:107%;font-size:11.0pt;font-family:Aptos, sans-serif /pdiv/divp style=margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif /pp style=margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serifspan style=font-size:12.0pt;line-height:115%;font-family:arial, helvetica, sans-serifYour pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is$131,500.00 - $287,000.00. The proposed salary range for the AVP, Underwriting Director is $131,500.00 - $217,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. The proposed salary range for the VP, Senior Underwriting Director is $175,200.00 - $287,000.00, with Global Specialty Incentive Plan bonus eligibility set at 50%. /span/pp style=margin:0.0in 0.0in 8.0pt;line-height:115%;font-size:12.0pt;font-family:Aptos, sans-serif /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptWe offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards a title= href= target=_selfhere/a.]/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrong /strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongWhy Zurich?/strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptAt Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptJoin us for a brighter future—for yourself and our customers./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptZurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets./span/pp /ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptZurich complies with 18 U.S. Code § 1033./span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrong /strong/span/ppspan style=font-family:arial, helvetica, sans-serif;font-size:12.0ptstrongPlease note:/strong Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal./span/pp /ppspan style=font-size:12.0pt;font-family:arial, helvetica, sans-serifLocation(s): AM - Atlanta, AM - Dallas, AM - HoustonbrRemote Working: HybridbrSchedule: Full TimebrEmployment Sponsorship Offered: No br brspan style=color:#ffffffLinkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID /span/span/pp /pp /p

Zurich E&S is currently looking for a VP, Senior Underwriting Manager for our E&S Property team. This position will be responsible for developing, coaching, and managing a high-performing regional team of Property underwriting staff. Additional responsibilities include managing regional performance, including new business production, policy count retention, rate/tiering execution, and portfolio management actions relative to plan; managing regional wholesale broker relationships; managing underwriter referrals; and maintaining a small production portfolio to stay attuned with regional market changes and desk-level challenges. The VP, Senior Underwriting Manager will be expected to travel as necessary to support the needs of the team and to cultivate key broker relationships within the specified regions (25%). The position is a critical role in driving a diversified, dynamic and engaging team culture. This position also requires strong technical acumen in underwriting property risks in the E&S segment, experience in overseeing and developing underwriting talent, the ability to manage complex processes, strong wholesale producer engagement and sales skills and a demonstrated ability of profitable portfolio management. This position will be based out of our Atlanta office. You will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. VP Level Required Qualifications: • Experience in E&S Property, • 2 or more years of people management experience Preferred Qualifications: • Bachelor’s Degree, • Strong underwriting acumen and expertise in the E&S Property space, • Wholesale broker relationships, • Strong planning and execution experience, • Strong team building and organizational skills, • CPCU, • Excellent communication skills, • Excellent skills in relationship building, • Strong presentation skills, • Strong knowledge of forms language and coverage intent, • Results oriented Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The proposed Salary range for this position is $200,000.00 - $285,000.00, with Global Specialities Incentive Plan eligibility set at 50%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Atlanta Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-EXECUTIVE #LI-HYBRID

IMMEDIATE NEED!! Work from home!! The Montgomery Agency is looking for motivated people who appreciate a cutting-edge company with the desire to work for themselves. If you want to help clients with their Insurance needs and have a desire for personal growth and development, READ ON! SERIOUS INQUIRIES ONLY. THIS IS A HIGH-COMPENSATION, 100% COMMISSION POSITION No cold calling or door-to-door sales! You will reach people who have requested our services via our cutting-edge leads program. We are all facing unprecedented times and situations. What are people looking for more now than ever? Safety, Security, Stability? This is what we give to our clients every day and why we have seen a surge in demand in recent weeks. Our first core value is "Relationships matter, people come first" and that is why we are finding new ways to serve our clients and future clients during these times. It is also why we may need you. Are you looking for the ability to work from home ? If so, we would love to talk to you about our open positions that are available nationwide! Our goal is to protect families no matter what and we have thousands that reach out to us every week. As we see an increased demand from the public to receive new policies and increase existing, we have switched our sales online via webinars and over the phone. We offer extensive training for telesales and selling via webinar along with continued support from a mentor team. If you are currently looking for more or extra income and a way to work from home, apply now ! Are you ready to see the rewards from your hard work? Are you ready to earn the work-life balance you are looking for by helping others achieve the same goal? If so, this position may be for you! The Montgomery Agency has created a business model and support system that will allow you to achieve the financial success and purpose that you deserve. Earn a six-figure income as a field agent, or choose to develop an agency of your own where the sky truly is the limit – it’s up to you and we’ll help you every step of the way. We are seeking self-motivated individuals to join us to continue the phenomenal growth we have had! There has never been a greater opportunity in this industry in the past 20 years. We partner with the leading insurance carriers to offer our clients, Mortgage Protection, Life Insurance, Final Expense, DEBT FREE LIFE PROGRAM, Retirement Protection, Advanced Markets, Children’s Policies, Long Term Care coverage and many other avenues to secure their financial legacy. If you would like to have a conversation with our team and be a part of the growth we are having, apply now and let us know what makes you one of the best! Requirements: · Self-Motivated and know what you are worth · Licensed or willing to get licensed once testing centers reopen · Coachable, Teachable, and Hungry to Learn · A person of integrity that has a heart for people The Pay: Agents that have followed our proven system have earned up to $100k in their first year We have agents now averaging 4-5 sales per week using our webinar-based model! No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work. About The Montgomery Agency: Meet with your potential clients using webinars and the telephone! We will train! We are affiliated with the fastest growing insurance marketing organization in the country. As a company, we reward people who add value to themselves, our clients, and the overall organization. The more value you add, the more you will be compensated, both financially and in your lifestyle. We believe that the future of any company depends on its people. Therefore, we’ve structured our corporate philosophy around personal growth for all. About The Montgomery Agency: The Montgomery Agency was established with the goal of helping to bring balance to the professional and personal lives of independent insurance agents and agency builders across the country. By focusing on a more balanced distribution of commissions, We are truly committed to sharing the wealth of opportunity with you, all while delivering high levels of service and training to our sales force. Combining our direct mail lead program with business values of trust, reliability and integrity, The Montgomery Agency is committed to ensuring your personal goals and objectives can be successfully defined and subsequently achieved over the short, medium and long term. We have access to the freshest and hottest leads in the nation. But make no mistake, we are in the business of selling Insurance, NOT SELLING LEADS! This means that our agents pay exactly what the leads cost us to produce, or less. If you are looking for the ability to make a great living while helping people, this could be the opportunity for you. Why Work Here? The Montgomery Agency Offers: True Agency Ownership in as Little as 11 Months!! The Best Carriers Amazing Company Culture Work From Home In House lead system (NO Prospecting!) Full or Part Time No experience necessary! Comprehensive training and mentoring program Flexible schedule. Work for yourself not by yourself. Incentive and Bonus programs About The Montgomery Agency: OUR CORE VALUES Relationships matter, people come first Relentless pursuit of personal growth Open, honest, and productive communication We do the right thing even when no one is looking We work as a true team and strive to be a positive influence We act like owners because we own it Being of service and doing good in the world We have fun and we get stuff done We are looking for a highly motivated, goal oriented and ambitious salesperson. Our main goal is to help families protect their homes in the event of tragedy. Our company promotes a work/life balance and gives the right person the tools to achieve this. If you are a team player and a leader with sales experience, we want to talk to you. We ask that you watch our company overview videos provided in the link below. After watching the company overview you can schedule a phone interview directly through the link below. Our company offers: - 100% Commission-based income with bonuses - -Complimentary life insurance for new agents -Multiple incentives including trips, monthly bonus, etc.. -Continuing education in sales, products and self-development Each week our company mails thousands of letters to people who have refinanced or purchased a home in your area. Our letter states that the client is eligible for Mortgage Protection that will pay off the mortgage in the event of the death or provide money to the client if they become disabled or sick. Also, if the client outlives certain plans, they will get back all of the premiums from day one! These plans are protecting families and creating a savings account for the future! There is no cold calling with our system. All the leads that you will have are from people who are expecting your phone call to hear what their options are. Simply put, we need a Field Underwriter who will contact the leads and place these families in a policy that best suits their situation and budget. Part-time positions are also available. We are also looking for a select few to lead teams and mentor new agents as they come in. Please inquire about this during the phone interview.

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Operation Specialist at McGriff, a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Operation Specialist on the McGriff commercial insurance team, you’ll support office leaders on strategic projects and initiatives to help meet operational goals, add efficiency and drive excellence, and provide administrative support to individuals and department. A few key duties include: • Prepare or organize documents to assist with ongoing strategic projects., • Contribute to data integrity projects – help provide assistance to identify solutions, data cleanup, and other ongoing projects to support office., • Establish and maintain templates that can be used for client presentations., • Work with offshoring team as well as third party vendors as needed, • Serve as subject matter expert for questions related to systems, procedures, workflows, and resources., • Provide administrative help to assist teammates, • Perform other administrative task as assigned Our future colleague. We’d love to meet you if your professional track record includes these skills: • College Degree or equivalent education, training and work-related experience, • Five years of experience, • Highly effective written / verbal communication and facilitation skills, • Proven ability to act with responsiveness, urgency and professionalism in all matters while prioritizing responsibilities and proactively accomplishing goals, • Exhibited ability to work independently., • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products These additional qualifications are a plus, but not required to apply: • Knowledge of insurance specific systems and applications, • Advanced proficiency in Microsoft Excel We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: • Generous time off, including personal and volunteering, • Tuition reimbursement and professional development opportunities, • Charitable contribution match programs, • Stock purchase opportunities To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: ___ For careers at McGriff visit: ___ or flip through our recruiting brochure: ___ Follow us on social media to meet our colleagues and see what makes us tick: Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. McGriff Insurance Broker | McGriff McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.

Advisory Services Network, LLC is an SEC registered investment advisory firm comprised of a dedicated staff who work together to build unrivaled partnerships with our investment professionals. We currently support 151 offices across the United States and are rapidly increasing. We are a multi-custodial firm and clear through all of the major custodial platforms. Our unique culture puts our investment professionals and their clients at the heart of everything we do. Position Summary Your position, as a Compliance Surveillance Analyst, is to support the Chief Compliance Officer in all aspects of the firm’s risk and compliance program and provide operational and administrative support. Your knowledge of firm policies, procedures and regulatory requirements allows you to perform, analyze and/or facilitate specific components of the compliance monitoring program. You will work independently and in conjunction with other members of the firm’s compliance and operations team to help mitigate risk to the firm and resolve problems. You are detail oriented with proven organizational skills, able to manage time efficiently and can multi-task. You have proven written and verbal communication skills. We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. We are an equal opportunity employer offering a competitive salary and benefit package. Key Tasks • Review daily exception reports and alerts and process accordingly, • Proactively review Financial Advisor email communications and escalate any concerns to the CCO, • Interact with Compliance Team and advisors to help resolve potential compliance issues, • Review Financial Advisor attestations and reports, • Pay close attention to detail, process work accurately, • Interpret impact of new regulation on existing and future communication and contribute to compliance policy development., • Proactively develop self to continuously improve knowledge and skills and communicate development needs to the CCO as applicable, • Create a strong working relationship with advisors and their assistants Skills and Experience Required • 1-3 years of investment advisory or FINRA member broker/dealer compliance experience, • Understanding of the regulatory environment with respect to investment advisers, including the Investment Advisers Act of 1940, • Excellent skills in Microsoft Office Suite and other technologies, • Detail and service oriented with proven organizational skills, able to manage time efficiently and can multi-task, • Proven written and verbal communication skills, • Ability to work both independently and collaboratively, • Medical, Vision and Dental Insurance, • Prescription Drug Coverage / 401(k) Profit Sharing Plan / Paid Vacation and Holidays, • Life Insurance / Accidental Death and Dismemberment, • Voluntary Life, AD&D options, Long-Term Disability and Flexible Spending Accounts, • Domestic Partner Program Please submit resumes to

OnArdhi is a direct private lender of fix-and-flip, bridge, DSCR rental, and ground-up construction loans across 20+ states. We are one of a handful of lenders in the U.S. closing loans directly on the blockchain as well as AI integrated processes. We went live as a direct lender entering our 3rd year since founding earlier this year and we're growing fast. This has created a great opportunity to join our team. The pipeline is real. The growth is real. The pipeline is real. The growth is real. Role Description This is a ground-floor seat at a fast-scaling fintech lender. You will own two lanes - operations and marketing - simultaneously. Our founder is a high-output communicator who needs a sharp executor: someone who can take a whiteboard idea and turn it into a campaign, a Salesforce workflow, or a client email. Operations (50%) • Manage active loan files - appraisals, title, insurance, credit, wire coordination, • Own the Salesforce CRM: pipeline stages, contact logging, reports, follow-up queues, • Maintain borrower touchpoints on active loans, • Coordinate file handoffs with capital markets and third-party vendors Marketing (50%) • Execute weekly email campaigns via Constant Contact, • Manage daily social media - Instagram, LinkedIn, Facebook, X, • Support PPC monitoring across Google, Meta, and Bing, • Maintain marketing collateral library; assist with blog content and broker outreach Qualifications • 1–3 years in real estate, mortgage, lending, fintech, or marketing/ops preferred, • Strong CRM habits and experience preferred, • Social media fluent: you know what performs and why, • Detail-oriented enough for compliance-adjacent file work, creative enough for content, • Startup mentality: no playbook, figure-it-out, moves fast, • Atlanta metro based Compensation Starts as 1099 with a clear 90-day path to full-time W-2. $40K–$52K base equivalent + volume-based bonus as originations scale. OnArdhi is an equal opportunity employer. We build things. Let's build together.

Position Overview The Group Underwriting Consultant serves as the key risk manager for assigned group treaties and prospects. This position underwrites and rates new and renewal treaties and facultative / special acceptances, reinsuring products including but not limited to Group Life, LTD, and Credit Life business, consistent with Munich Re's established guidelines. Leveraging deep analytical and technical expertise, the Group Underwriting Consultant balances risk protection with profitability targets, documents decisions transparently, and provides expert guidance to internal teams and clients. As the primary contact for assigned accounts, the Group Underwriting Consultant builds strong relationships and acts as the key resource for colleagues and clients. As a Subject Matter Expert (SME) for specific topics, the Group Underwriting Consultant contributes to departmental and cross-functional projects and knowledge sharing. Your Role: • Underwrite and price new business quotes, renewals, and facultative and special acceptance requests for Group re/insurance products, ensuring recommendations align with company guidelines and profitability targets. Clearly document and communicate decisions to stakeholders within established timelines., • Deliver high-quality, comprehensive, and accurate quotes for approved RFPs, including useful feedback for any decline to quote (DTQ) options, while meeting internal and external service standards., • Provide ongoing value-added underwriting service and support to Group Reinsurance clients. This includes responding promptly to inquiries and proposing creative solutions for facultative submissions outside automatic terms., • Foster strong relationships with prospects, customers, and brokers through effective communication, issue resolution, and regular engagement, including client visits and participation in industry conferences., • Collaborate with actuarial and claims teams to develop profitable terms that will lead to successful renewals of assigned accounts. Obtain needed changes to treaty terms and conditions while strengthening client and broker relationships., • Monitor group market and assigned clients, MGUs and TPA's by tracking premium and claims experience, quote and renewal/lapse activity, and identifying emerging issues and opportunities., • Promote Munich Re's technical expertise. Conduct client underwriting reviews and audits. Respond to client inquiries on product topics and industry practices. Maintain monthly RE Con report and underwriting marketing lists. Interface with MARC EDGE team and IT, and EDGE users at clients. Conduct MARC industry surveys., • Participate in special projects, such as financial reinsurance quotes, unraveling issues with terminated treaties, and other items as required., • Review and approve special acceptance referrals with reinsurance premium within the Group Department's underwriting authority limits., • Underwrite and price new business and renewal reinsurance clients within the Group Department's underwriting authority limits., • Recognize when an opportunity will require approval outside the group department and initiate the approval process., • Recognize treaty provisions that require escalation and to whom they should be escalated., • Understand the legal ramifications and risks associated with treaty terms and propose alternative solutions to problematic terms., • Alert management to any signs that a client is deviating from our treaty terms and suggest action steps. Your Profile: • Bachelor's degree or higher, • Licenses or certifications (i.e., FLMI, CEBS, ARA) are preferred but are not required for this position., • At least 5 years of group Life insurance underwriting and/or 3 years reinsurance underwriting experience., • Skilled in evaluating treaty and facultative risks, setting appropriate pricing, terms, and conditions aligned with underwriting philosophy., • Strong collaborator across business development, actuarial, product, claims, operations, legal, and compliance-particularly within Group Life and LTD., • Effective communicator and negotiator who represents the organization with professionalism, clarity, and integrity., • Forwardthinking knowledge of current and emerging trends, technologies, and competitive dynamics in Group insurance, with proficiency in key software tools., • Demonstrates independence, strong project and time management skills, and foundational medical and reinsurance knowledge to support underwriting decisions. About Munich Re Together, we engage with everything we have and are, to help humankind act braver and better. As the world's leading reinsurance company with more than 40,000 employees in over 50 locations around the globe, Munich Re introduces a paradigm shift in the way you think about insurance. By turning uncertainty into manageable risk, we enable fundamental change. We recognize Diversity, Inclusion, and Belonging as a key priority with a culture that welcomes different thoughts and opinions. We dare to think big and are continuously innovating on behalf of our clients. Our data, our technology, and our teams place us in a unique position to drive transformative change in the life insurance industry. We invest strategically in our world class talent, offering our employees a work experience that promotes professional development, innovation, and rewards high performance. What Can We Offer You? We are pleased to offer our employees great benefits and resources to support their mental, physical and financial wellbeing. These include: • Comprehensive Medical Plans, • PTO and Family Leave, • Retirement Savings Plans, • Dental and Vision Plans, • Life and Disability insurance, • Employee Assistance Program, • Adoption Assistance, • Wellness Programs - Calm, WW, SoFI, Virgin Pulse, • Commuter Benefits, • FSA and HSA Plans At Munich Re US, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ___ Save job

Opportunity in Financial Services Director of Product Managementfor Manage Practice- Digital Solutions Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should belocatedat one of our hubs listed above and must be willing toworkthis schedule. RoleType: Full-time, Exempt Salary:$160,000-$190,000per year + annual performance-based bonus Actual compensation offered will bedeterminedindividually, based ona number ofjob-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just onecomponentofOsaic'stotal compensation package.Additionalbenefits include health, vision, dental insurance, 401k, paid time away, volunteerdaysand much more. To view more details of what you can look forward to, visit our careers page:___. Summary: Osaic is redefining digital experiences for financial professionals, building platforms that help advisors, their teams, and their clients thrive in a rapidly evolving market. As Director of Product Management, Digital Solutions, you will lead product strategy across multiple digital platforms, shaping how Osaic discovers, builds, and scales industry-leading solutions. In this role, you willoperateat a strategic and organizational level, guiding product vision, discovery standards, and delivery practices while mentoring senior product leaders.You will ownthe evolution forOsaic'snative applications and third-partyUXintegrationsthat drivehow advisors run theirdaily operations, includingtheOsaicAdvisor Portal.Additionally, youwillowntheadvisorexperiencesforobtainingsupport, on-boarding, andsuccession planning.You will partner closely with design, engineering, and business leadership to ensure product investments align with long-term growth, platform health, and customer impact. We are seeking a forward-looking product leader who thrives in complexity, influences across the organization, and embraces modern product practices - including rapid experimentation, prototyping, and AI-assisted discovery - to accelerate learning and reduce risk. At Osaic,you'llhave the opportunity to shape the future of digital financial services atscale. Education Requirements: Master's degree preferred.Minimumof bachelor's degree isrequired. Responsibilities: * Lead product vision, strategy, and roadmaps across multiple digital platforms, ensuring alignment with businessobjectives, customer needs, and long-term market positioning. * Establish and standardize product discovery practices, including customer research, rapid experimentation, prototyping, and AI-assisted workflows tovalidateideas before significant engineering investment. * Translate complex market, customer, and business challenges into clear strategic initiatives, prioritized roadmaps, and outcome-oriented goals. * Mentor and develop Senior Product Managers, fostering strong product judgment, accountability, and consistent product craft across teams. * Partner closely with design, engineering, and business leaders to evolve validated concepts into scalable, production-ready solutions while preserving engineering ownership of implementation. * Oversee the end-to-end product lifecycle across multiple initiatives, balancing speed, quality, platform sustainability, and long-term scalability. * Define andmonitorsuccess metrics,leveragingqualitative and quantitative data to guide prioritization, measure impact, and drive continuous improvement. * Communicate product strategy, progress, and outcomes to senior leadership and executivesusing clear narratives, data, and visual artifacts to influence decision-making. * Drive alignment on strategic trade-offs, managing scope, investment, sequencing, and customer impact across competing priorities. * Stay current on industry trends and emerging technologies, including AI-enabled product practices, to continuously evolveOsaic'sdigital capabilities and customer experience. * All otherduties as assigned. Basic Requirements: * 10+ years of product management experience, including leadership across multiple products, platforms, or domains, withdemonstratedownership of product strategy, discovery, and delivery in complex or fast-paced environments. * Proventrack recordof driving product strategy and outcomes, translating ambiguity into clear direction, scalable solutions, and measurable business impact. * Strong experience with modern product discovery practices, including rapid prototyping, experimentation, and AI-assisted discovery to accelerate learning and alignment - not to replace engineering, but to reduce risk and improve outcomes. * Exceptional strategic thinking and analytical skills, with the ability to synthesize qualitative and quantitative insights and influence senior leadership decisions. * Excellent communication and executive storytelling skills, including experience presenting product vision, trade-offs, and outcomes to executive and C-level stakeholders. * Demonstrated ability to lead, mentor, and develop senior product managers and cross-functional teams, fostering a culture of strong product thinking and accountability. Preferred Requirements: * Financial services industry experience, particularly with independent broker/dealers, RIAs, or advisor-facing digital platforms. * Strong technical fluency, enabling effective collaboration with engineering teams on feasibility, architecture trade-offs, and sequencing (without owning production code). * Experience defining organizational product standards, including discovery practices, experimentation, and modern product management operating models. * Comfortoperatingwith high autonomy and accountability, exercising judgment in ambiguous, high-impact problem spaces. * Servant leadership mindset, providing guidance and clarity while offering thought leadership within the product domain.

All locations New York, United States; Atlanta, United States; Chicago, United States; Philadelphia, United States; Head of Environmental We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company Welcome to Munich Re Specialty - North America, a leading specialty insurance provider dedicated to delivering exceptional underwriting, claims, and risk management expertise to our partners and customers. As a trusted industry expert, we offer a broad range of comprehensive and customized solutions, including casualty, professional lines, property, surety, and public entity coverages. With the financial strength and global resources of our A+ Superior (A.M. Best) rated organization, we provide unmatched stability and reliability. Our team is committed to superior service levels, a distinctive approach to specialty solutions, and a deep understanding of the complex risks our clients face. Join our team and be part of a dynamic and experienced organization that is shaping the future of specialty insurance in North America. The Opportunity Future focused and always one step ahead! We are seeking to add an experienced leader to help support the launch for our new specialty Environmental product located in New York, Philadelphia, Chicago or Atlanta. As the Head of Environmental, you will be responsible for building and executing a products and professional liability solution in support of the industry. Key Responsibilities: • Drive the product development, strategy, and production for specialty environmental products including site, contracting, CPL and UST products, as well as the retention and growth of profitable products to support the growing environmental liability market segment., • Lead the build out, creation and maintenance of the environmental underwriting team, • Attract, manage and mentor a team of underwriters, providing guidance and support., • Drive the distribution strategy by cultivating new and existing broker relationships that includes development and execution of production strategies and business plans to implement and maximize growth objectives and rate goals., • Develop and execute underwriting strategy and appetite, • Measure and optimize portfolio progress by reviewing and analyzing underwriting data and monitoring industry best practices to identify opportunities for continuous improvement, • Underwrite, market, quote, bind and retain a profitable book of specialty business that meets profitability and growth targets., • Operate within granted authority and make referrals to underwriting leadership as appropriate., • Development and execution of production strategies and business plans to implement and maximize growth objectives and rate goals., • Cultivate and maintain strong relationships with brokers and insured parties across the U.S., • Coordination with other Munich Re business units is expected and encouraged to identify potential bundle and cross-sell opportunities to offer the best holistic solutions to our clients., • Collaborate with cross-functional teams to ensure alignment and execution of business objective, • Assist in day to day operations and projects as assigned which could have client, business group, divisional and corporate impact., • Maintain Underwriting governance across the team, • Represent the Munich Re brand and Munich Re Specialty Insurance at client events, seminars, meetings, etc. Qualifications: • Advanced working knowledge of Environmental products and pricing, UW processes and procedures, market and competition, laws and regulations, strategic planning, and relevant industry trends that have been developed in 10+ years of experience, • Experience in managing a P&L, • Experience with attracting, motivating, organizing and driving underwriting talent toward a mutual goal, • Excellent underwriting, marketing and analytical skills that have been developed in +10 years of experience, • Successful track record of developing and maintaining strong relationships with brokers, • Ability to think strategically and function tactically, • Strong ability to lead, manage and effectively influence peers., • Exceptional communication skills that energize and engage brokers, clients and colleagues and the ability to convey a vision and client-focused solutions, • Ability to present and negotiate complex agreements with brokers and internal stakeholders, as well as develop and maintain strong relationships, • Effective time management and organizational skills, • Tech savviness and a willingness to experiment with and learn new technologies, • Willingness to travel up to 25% We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits: • Two options for your health insurance plan (PPO or High Deductible)., • Prescription drug coverage (included in your health insurance plan)., • Vision and dental insurance plans., • Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary., • Short and Long Term Disability coverage., • Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children)., • Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity). In addition to the above insurance offerings, our employees also enjoy: • A robust 401k plan with up to a 5% employer match, • A retirement savings plan that is 100% company funded., • Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries., • Eligibility to receive a yearly bonus as a Munich Re employee., • A variety of health and wellness programs provided at no cost., • Paid time off for eligible family care needs., • Tuition assistance and educational achievement bonuses., • A corporate matching gifts program that further enhances your charitable donation., • Paid time off to volunteer in your community. The Company is open to considering candidates in numerous locations, including New York City (NY), Philadelphia (PA), Chicago (IL), or Atlanta (GA). The salary range posted below reflects market variations across various locations. The offer will be adjusted per geography. The base salary range anticipated for this position is $226,900 - $378,100, plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO). The salary estimate is adjusted to reflect the varying market conditions across different locations, with the with the higher end being more aligned with the New York City job market. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range. At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ___ Save job

We’re unique. You should be, too. We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy? We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team. The Membership Growth Consultant (MGC) is an outside healthcare sales representative who’s responsible for generating sales leads and memberships by nurturing productive relationships with senior citizens, key local community partners and senior-focused businesses to enroll new patients to ChenMed. The incumbent in this role arranges, designs and orchestrates sales events and develops fun and cost-effective techniques to keep senior participation and satisfaction high, in part to drive referral sales from satisfied patients to help fuel membership growth. He/She effectively communicates the ChenMed/JenCare value proposition at all community events. ESSENTIAL JOB DUTIES/RESPONSIBILITIES: • Nurtures, builds and cultivates direct-to-seniors and business-to-business partnerships to generate new patient opportunities year-round., • Meets with individual seniors and groups in their homes, workplaces, houses of worship, senior centers or living communities to share the ChenMed value proposition., • Plans, coordinates and executes local events within the community (e.g., information tables, health fairs, doc talks, etc.) to help reach our ideal patients (i.e., medically underserved, Medicare-eligible seniors, age 55 and older)., • Cultivates strong relationships with health plan agents, individual insurance agents, social workers, case workers, senior housing managers, senior centers and related community providers to keep ChenMed/JenCare Medical Centers as their top provider choice for senior healthcare when referring patients to a primary care physician., • Partners with community officials, businesses and senior outreach programs to develop initiatives that will appropriately drive new patient growth., • Schedules one-on-one sales meetings, referral relationships with Plan agents, independent brokers and the senior community to delivers solutions on immediate customer requests. Manages vendors as related to event planning and negotiating contracts with venues where events are taking place., • Ensures insurance agents and/or brokers are invited to community events to ensure timely patient assignment to ChenMed/JenCare Medical Centers., • Leverages marketing and sales tools to identify solutions and sell to new customers. Maintains up-to-date client information in designated customer relationship management (CRM) tool (i.e., SalesForce). Utilizes CRM tool to document interactions with clients and ensures effective management of leads., • Provides monthly activity calendar reflecting community access points and new tabletop venues. Creates penetration plans and initiatives in key target markets and channels., • Recovers dormant customers via sales tools and marketing campaigns., • Drives new member growth by appropriately educating potential patients on our value proposition and healthcare model. Delivers prescribed presentation in front of large audiences., • Develops all distribution channels to support new patient enrollment growth. Uses all sales tools provided to ensure efficiency and collection of pertinent data., • Partners with sales leadership to improve effectiveness of engagements with distributors, vendors and community partners., • Builds trusting relationships with brokers/insurance agents/case workers/third party vendors associated with seniors. Develops and executes specific broker and partner strategies and plans., • Engages with new patients through and beyond their first appointment. Maintains relationships with enrolled patients to positively impact retention. Helps address and resolve customer complaints and issues. Instills trust Gaining the confidence and trust of others through honesty, integrity, and authenticity • Follows through on commitments, • Is seen as direct and trustful, • Keeps confidences, • Practices what he/she preaches Consistently achieving results, even under tough circumstances • Has a strong bottom-line orientation, • Persists in accomplishing objectives despite obstacles and setbacks, • Has a track record of exceeding goals successfully Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm • Readily acts on challenges, without unnecessary planning., • Identifies and seizes on new opportunities, • Displays a can-do attitude in good and tough times Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences • Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels, • Attentively listens to others, • Adjusts to fit the audience and the message, • Provides timely and helpful information to others across the organization Rebounding from setbacks and adversity when facing difficult situations • Is confident under pressure, • Handles and manages crises effectively, • Maintains a positive attitude despite adversity, • Bounces back from setbacks Effectively building formal and informal relationship networks inside and outside the organization • Builds strong formal and informal networks., • Maintains relationships across a variety of functions and locations Building strong customer centric relationships and delivering customer-centric solutions • Gains insight into customer needs, • Identifies opportunities that benefit the customer, • Builds and delivers solutions that meet customer expectations Using compelling arguments to gain the support and commitment of others • Positions views and arguments appropriately to win support, • Convinces others to take action, • Negotiates skillfully in tough situations, • Wins concessions without damaging relationships, • Responds effectively to the reactions and positions of others KNOWLEDGE, SKILLS AND ABILITIES: * High business acumen and acuity. * Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced work environment. * Demonstrated knowledge of, and expertise in, negotiation, probing skills, closing skills and handling objections. * Detail-oriented and proficient in MS office (PowerPoint, Excel, Word, and Outlook), CRM tools (Salesforce) plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software. * Excellent written and verbal communication skills (e.g., pitch letters, outbound calls, effective one-on-one meetings, group presentations, etc.). * Positive attitude and the ability to attract patients with a warm, gentle disposition as it relates to our target market and their caregivers (ability to close sales without being perceived as pushy). * Spoken and written fluency in English. * Bilingual is a plus. * Ability and willingness to travel locally, regionally and nationwide up to 75%; work is primarily conducted off ChenMed premises. * This position required use and exercise of independent judgment. • BA/BS degree in Marketing, Sales, Communications, Business Administration or a related field required OR a combination of formal education, training and experience above the minimum may be considered in lieu of the required education on a year-for-year basis, • A minimum of 6 years’ successful sales experience required; working with seniors a plus, • A minimum of 4 years’ business-to-business sales experience preferred, • Sales experience establishing and maintaining relationship with business/vendor partners desired, • Experience in telesales to input sales data into a computer while on the telephone with a customer a plus EMPLOYEE BENEFITS We’re ChenMed and we’re transforming healthcare for seniors and changing America’s healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We’re growing rapidly as we seek to rescue more and more seniors from inadequate health care. ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people’s lives every single day. Current employees, if you want to apply to our internal career site, please click ___ Current Contingent Worker please see job aid ___ to apply #LI-Hybrid

We’re unique. You should be, too. We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy? We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team. The Membership Growth Consultant (MGC) is an outside healthcare sales representative who’s responsible for generating sales leads and memberships by nurturing productive relationships with senior citizens, key local community partners and senior-focused businesses to enroll new patients to ChenMed. The incumbent in this role arranges, designs and orchestrates sales events and develops fun and cost-effective techniques to keep senior participation and satisfaction high, in part to drive referral sales from satisfied patients to help fuel membership growth. He/She effectively communicates the ChenMed/JenCare value proposition at all community events. ESSENTIAL JOB DUTIES/RESPONSIBILITIES: • Nurtures, builds and cultivates direct-to-seniors and business-to-business partnerships to generate new patient opportunities year-round., • Meets with individual seniors and groups in their homes, workplaces, houses of worship, senior centers or living communities to share the ChenMed value proposition., • Plans, coordinates and executes local events within the community (e.g., information tables, health fairs, doc talks, etc.) to help reach our ideal patients (i.e., medically underserved, Medicare-eligible seniors, age 55 and older)., • Cultivates strong relationships with health plan agents, individual insurance agents, social workers, case workers, senior housing managers, senior centers and related community providers to keep ChenMed/JenCare Medical Centers as their top provider choice for senior healthcare when referring patients to a primary care physician., • Partners with community officials, businesses and senior outreach programs to develop initiatives that will appropriately drive new patient growth., • Schedules one-on-one sales meetings, referral relationships with Plan agents, independent brokers and the senior community to delivers solutions on immediate customer requests. Manages vendors as related to event planning and negotiating contracts with venues where events are taking place., • Ensures insurance agents and/or brokers are invited to community events to ensure timely patient assignment to ChenMed/JenCare Medical Centers., • Leverages marketing and sales tools to identify solutions and sell to new customers. Maintains up-to-date client information in designated customer relationship management (CRM) tool (i.e., SalesForce). Utilizes CRM tool to document interactions with clients and ensures effective management of leads., • Provides monthly activity calendar reflecting community access points and new tabletop venues. Creates penetration plans and initiatives in key target markets and channels., • Recovers dormant customers via sales tools and marketing campaigns., • Drives new member growth by appropriately educating potential patients on our value proposition and healthcare model. Delivers prescribed presentation in front of large audiences., • Develops all distribution channels to support new patient enrollment growth. Uses all sales tools provided to ensure efficiency and collection of pertinent data., • Partners with sales leadership to improve effectiveness of engagements with distributors, vendors and community partners., • Builds trusting relationships with brokers/insurance agents/case workers/third party vendors associated with seniors. Develops and executes specific broker and partner strategies and plans., • Engages with new patients through and beyond their first appointment. Maintains relationships with enrolled patients to positively impact retention. Helps address and resolve customer complaints and issues. Instills trust Gaining the confidence and trust of others through honesty, integrity, and authenticity • Follows through on commitments, • Is seen as direct and trustful, • Keeps confidences, • Practices what he/she preaches Consistently achieving results, even under tough circumstances • Has a strong bottom-line orientation, • Persists in accomplishing objectives despite obstacles and setbacks, • Has a track record of exceeding goals successfully Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm • Readily acts on challenges, without unnecessary planning., • Identifies and seizes on new opportunities, • Displays a can-do attitude in good and tough times Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences • Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels, • Attentively listens to others, • Adjusts to fit the audience and the message, • Provides timely and helpful information to others across the organization Rebounding from setbacks and adversity when facing difficult situations • Is confident under pressure, • Handles and manages crises effectively, • Maintains a positive attitude despite adversity, • Bounces back from setbacks Effectively building formal and informal relationship networks inside and outside the organization • Builds strong formal and informal networks., • Maintains relationships across a variety of functions and locations Building strong customer centric relationships and delivering customer-centric solutions • Gains insight into customer needs, • Identifies opportunities that benefit the customer, • Builds and delivers solutions that meet customer expectations Using compelling arguments to gain the support and commitment of others • Positions views and arguments appropriately to win support, • Convinces others to take action, • Negotiates skillfully in tough situations, • Wins concessions without damaging relationships, • Responds effectively to the reactions and positions of others KNOWLEDGE, SKILLS AND ABILITIES: * High business acumen and acuity. * Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced work environment. * Demonstrated knowledge of, and expertise in, negotiation, probing skills, closing skills and handling objections. * Detail-oriented and proficient in MS office (PowerPoint, Excel, Word, and Outlook), CRM tools (Salesforce) plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software. * Excellent written and verbal communication skills (e.g., pitch letters, outbound calls, effective one-on-one meetings, group presentations, etc.). * Positive attitude and the ability to attract patients with a warm, gentle disposition as it relates to our target market and their caregivers (ability to close sales without being perceived as pushy). * Spoken and written fluency in English. * Bilingual is a plus. * Ability and willingness to travel locally, regionally and nationwide up to 75%; work is primarily conducted off ChenMed premises. * This position required use and exercise of independent judgment. EDUCATION AND EXPERIENCE CRITERIA: • High School Diploma or GED required. Bachelor's degree in Marketing, Business Administration or a related field preferred OR additional combination of formal education, training and experience above the minimum will be considered in lieu of the education on a year-for-year basis., • A minimum of 2 years of successful sales experience is required. Working with seniors a plus, as is a general understanding of Medicare Advantage, • A minimum of 2 years of business-to-business experience or equivalent management experience preferred, • Relevant sales experience with establishing and maintaining relationships with business/vendor partners, • Experience in telesales to input sales data into a computer while on the telephone with a customer EMPLOYEE BENEFITS We’re ChenMed and we’re transforming healthcare for seniors and changing America’s healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We’re growing rapidly as we seek to rescue more and more seniors from inadequate health care. ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people’s lives every single day. Current employees, if you want to apply to our internal career site, please click ___ Current Contingent Worker please see job aid ___ to apply #LI-Hybrid

Senior Manager, Application Engineering Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista, NE 68128 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic has returned to a hybrid work schedule, so we are seeking candidates willing to work a split schedule between home and the office; four days in office requirement. Role Type: Full time Salary: $150,000-$170,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits. Summary: • Provide technology leadership for Osaic's Software Engineering organization., • Oversee application design, development, and maintenance using Scaled Agile practices., • Lead team to deliver strategic software engineering initiatives. Responsibilities: • Oversee system design, development, deployment, and maintenance of core advisor facing applications. Leads multiple teams within and outside the US., • Collaborate with peers in Product, Technology, Compliance and Operations to provide best in class software design and delivery. Able to be hands-on to diagnose issues, identify opportunities for improvement, and perform detailed code reviews., • Leads Scaled Agile engineering practices across teams. Active participant and key point of contact in Agile ceremonies., • Creates Software Architecture documentation and adheres to Enterprise Standards., • Coordinate resources and activities to achieve maximum productivity., • Mentors and guides team members on technical strategy and implementation., • Manage consultants and vendors to ensure adherence to plans and contractual commitments., • Ensure appropriate resources and system quality to maintain published service levels and production system availability., • Demonstrate proactive problem resolution abilities, demonstrate the ability to be a problem solver, • Identify risks and provide appropriate processes and procedures to mitigate those risks Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required. Basic Requirements: • Five or more years of application development experience, including at least 2 years leading projects., • 3 years' experience with Agile Software development at the enterprise level, familiarity with Scaled Agile., • 3 years' experience with ADO or JIRA., • Multi-year experience managing development using one or more of the following: SQL Server, Stored Procedures, C#.NET, .NET Core, MVC and Entity Framework, • Knowledge on Front-end technologies Angular, jQuery, CSS, BootStrap, • Knowledge of Azure development, • Knowledge of Test-Driven Development, • Knowledge of building applications by adopting DevOps practices such as CI (Continuous Integration) & CD (Continuous Deployment), • Knowledge of financial services domain, especially in the area of Financial Broker Dealer operations, is a plus., • Able to lead team interaction between core application development teams located throughout the world, • Project and people leadership, • Effective Communicator, both written and verbal., • Leadership, management, and coaching Preferred Requirements: • 8+ years of experience in application development, with 5+ years in a leadership or technical lead role., • Experience with enterprise architecture and design patterns for scalable applications., • Hands-on experience with cloud-native development and microservices architecture., • Familiarity with containerization technologies (e.g., Docker, Kubernetes)., • Experience integrating CI/CD pipelines with automated testing and security scanning., • Proven ability to mentor and coach junior engineers and foster a collaborative team culture

AVP, E&S Casualty Underwriter We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. The Company Welcome to Munich Re Specialty - North America, a leading specialty insurance provider dedicated to delivering exceptional underwriting, claims, and risk management expertise to our partners and customers. As a trusted industry expert, we offer a broad range of comprehensive and customized solutions, including casualty, professional lines, property, surety, and public entity coverages. With the financial strength and global resources of our A+ Superior (A.M. Best) rated organization, we provide unmatched stability and reliability. Our team is committed to superior service levels, a distinctive approach to specialty solutions, and a deep understanding of the complex risks our clients face. Join our team and be part of a dynamic and experienced organization that is shaping the future of specialty insurance in North America. The Opportunity Future focused and always one step ahead! As a member of our E&S Casualty team, you'll be responsible for the production, underwriting and retention of profitable E&S casualty business through the cultivation and maintenance of broker relationships. Responsibilities In this position you will: • Underwrite, market, quote, bind and retain a profitable book of excess and surplus lines business that meets profitability and growth targets. Operate within granted authority and guidelines and make referrals to underwriting leadership as appropriate., • Development and execution of production strategies and business plans to implement and maximize growth objectives and rate goals. Coordination with other Munich Re business units is expected and encouraged to offer the best holistic solutions to our clients., • Measure and optimize portfolio progress by reviewing and analyzing underwriting data and monitoring industry best practices to identify opportunities for continuous improvement, • Cultivate and maintain professional wholesale broker relationships. Qualifications Successful candidates will possess the following experience/skills/qualifications: • 5+ years of experience in insurance and/or reinsurance focusing on E&S casualty lines of business, • Excellent underwriting, marketing and analytical skills, • Advanced insurance certifications (e.g. CPCU) preferred, • Advanced working knowledge of Commercial P&C / E&S products and insurance concepts, UW processes and procedures, laws and regulations, terminology, and other relevant industry trends, • Proficiency in the use of pricing models, tools and other risk evaluation models, • Successful track record of developing and maintaining strong relationships with wholesale brokers, • Tech savviness and a willingness to experiment with and learn new technologies, • Ability to think strategically and function tactically, • Exceptional communication skills that energize and engage brokers, clients and colleagues and the ability to convey a vision and client-focused solutions, • Ability to present and negotiate complex agreements with brokers, • Effective time management and organizational skills, • Willingness to travel 20%-30% We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits: • Two options for your health insurance plan (PPO or High Deductible)., • Prescription drug coverage (included in your health insurance plan)., • Vision and dental insurance plans., • Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary., • Short and Long Term Disability coverage., • Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children)., • Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity). In addition to the above insurance offerings, our employees also enjoy: • A robust 401k plan with up to a 5% employer match, • A retirement savings plan that is 100% company funded., • Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries., • Eligibility to receive a yearly bonus as a Munich Re employee., • A variety of health and wellness programs provided at no cost., • Paid time off for eligible family care needs., • Tuition assistance and educational achievement bonuses., • A corporate matching gifts program that further enhances your charitable donation., • Paid time off to volunteer in your community. At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services. We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ___ Save job

General Job Title: Head of Cyber Platform Partnerships - US Cyber Risks Division: Cyber Risks Reports To: As per Beazley's organisation chart Key Relationships: Brokers, Wholesalers, Underwriters, Claims staff, Beazley Security, Beazley Distribution, and Clients Job Summary: Play a pivotal role in overseeing the end-to-end delivery of cyber insurance solutions for our SME clients. Strong blend of underwriting, distribution and client engagement, and operational leadership skills. Deep understanding of cyber insurance products, processes, and SME market needs. Key Responsibilities: Planning, Execution & Delivery • Lead the planning, execution, and delivery of cyber insurance solutions for SME clients, ensuring alignment with business objectives and client needs., • Support the Head of Global Cyber Digital risks in the execution and delivery of Beazley's Sub250 Cyber Digital strategy, to drive growth, strategy, and automation in the sub250M cyber market, with a particular focus on the US geography., • Work with the US Cyber Risks Leadership Team, the Head of Global Cyber Digital Risks, and Partner Engagement to develop and execute on business and growth strategies for the Sub250M space; drive engagement with brokers and identify opportunities for continued growth and innovation by sourcing and developing new relationships and opportunities for growth., • Manage and track performance using frameworks for reporting, quarterly reviews and deliverables necessary to ensure success., • Analyse trading data across Beazley's trading platforms (email, portal, API) to generate actionable insights to drive the business forward. Assist with managing and driving e-trading (portal and API) strategy, including broker experience, to achieve efficiencies and drive profitable growth., • Develop and maintain a deep understanding of Beazley's underwriting processes and guidelines, as well as technology capabilities, to develop solutions (working with internal and external stakeholders) that both meet our distribution partners needs and maintain underwriting integrity. Distribution Management • Drive growth and distribution in the sub250M space, including enablement of API and e-trading distribution and relationships., • Develop and maintain knowledge of the competitive landscape in the Sub250M cyber market segment., • Coordinate with Cyber Risks, Beazley Marketing and Partner Engagement to develop and deliver a consistent go to market approach. Underwriting • Work closely with the underwriting management and the wordings team to suggest appropriate changes to the existing cyber insurance offerings to help create new, innovative solutions to meet the evolving needs of the market and maximise sales and profitability, • Structure tailor-made solutions by considering the team underwriting parameters and guidelines; and using underwriting knowledge and experience to win new business and increase retention of existing business Marketing & Customer Journey • Work closely with internal stakeholders (including Underwriting, Claims, Digital Operations and IT) and external partners (including brokers) to ensure smooth and efficient delivery of insurance products and services., • Work with Beazley's marketing team to develop educational and marketing materials to support the sub250 customer base, including agency and broker distribution partners as well as Insureds., • Ensure appropriate marketing materials are in place to support trading relationships, including API and platform trading so that Beazley is "showing" up as intended regardless of trading channel., • Provide support as needed to other stakeholders as relates client experience and customer touch points to help insureds understand and improve on their risk posture. General It is important that within all your interactions both internally and externally you adhere to Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing - as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers. We also expect Beazley employees to: • Comply with Beazley procedures, policies and regulations including the code of conduct, which incorporates the PRA and FCA Conduct., • Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system., • Display business ethics that uphold the interests of all our customers., • Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs., • Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management., • Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups. Personal Specification: Education & Qualifications • 10+ years underwriting experience, preferably in cyber, • Insurance professional designations or advanced degree a plus Skills & Abilities • Able to communicate effectively with others, both verbally and in writing, • Strong analytical skills with attention to detail, • Ability to manage time, meet deadlines and prioritise, • Motivational skills, team worker as well as able to work on own initiative, • General commercial and financial knowledge, including knowledge of financial management for the insurance business Knowledge & Experience • Extensive experience of Cyber Risks underwriting, • Thorough knowledge of underwriting policy, philosophy and practice, • Advanced knowledge of underwriting processes and systems, • Client and broker service experience in the SME segment Aptitude & Disposition • Results focused, self-motivated, flexible and enthusiastic, • Professional approach to interact successfully with managers/colleagues/external suppliers Competencies • Achievement drive, • Analytical thinking, • Strategic thinking, • Service focus, • Team working, • Developing people, • Team leadership, • Conceptual thinking, • The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization, • Attractive base compensation and discretionary performance related annual bonus, • Competitively priced medical, dental and vision insurance, • Company paid life, and short- and long-term disability insurance, • 401(k) plan with 5% company match and immediate vesting, • 22 days annual PTO (full-time, prorated for 1st calendar year of employment), plus paid public holidays with the ability to flex the religious bank holidays to suit your religious beliefs. Additional PTO purchase is available up to a maximum of 5 days per calendar year., • Up to $700 reimbursement towards home office setup, • Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance in support of your wellbeing, • The opportunity to save for, and purchase, shares of Beazley stock, • Six months fully paid parental leave, regardless of how you come to parenthood, • Company paid sabbatical up to 12 weeks after 10 years of continued service, • Support with exam/study leave and fees for relevant qualifications related to furthering education, • Up to 2.5 days matched paid leave for volunteering at a charity of your choice and 5 days paid leave to provide or arrange care for a dependent with a long term care need annually, • Smart working policy and flexible working culture, trusting our employees to do what works best for them, their role and the needs of the business Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $175k- $225k per year plus discretionary annual bonus. You will be able to discuss your salary expectations should you be contacted about this role. Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.

Customer Service Opportunity in Financial Services Operations Cashiering Specialist Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 (#1 preferred location) Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type:Full-time, Non-Exempt Salary: $48,000 - $52,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: Osaic Operations Processors are part of a team responsible for the accurate, timely and efficient processing of routine and complex transactions involving money and asset movement, supporting the activities associated within Brokerage Operations. Serve as backup resources to coworkers that perform equivalent duties and demonstrate flexibility to respond to increases in workflow. Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: • Answer internal and external phone calls; make outbound phone calls to our financial professionals, • Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing., • Must act as subject matter expert for several different responsibilities within brokerage Operations. Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow., • Interact with clearing firms and financial professionals on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems, • Create a strong working relationship with vendors, internal stakeholders, and financial professionals, • Keep up to date on changes to industry and business processes, • All other duties as assigned. Basic Requirements: • 2-3 years relatable or transferable work experience; financial services experience preferred, • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint, • Excellent communication & organizational skills, • Ability to thrive in a fast paced, entrepreneurial environment, • STRONG customer focus orientation, • High attention to detail, analytical mindset, and problem-solving skills, • Ability to work independently and maintain high levels of quality, • Ability to work and remain focused under pressure, • Ability to participate and contribute to a team environment, • Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions, • Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills Preferred Requirements: • 2+ years' experience in financial services operations or broker-dealer setting., • Bachelor's degree in business, Finance or related field is preferred., • CRM experience / Salesforce experience, • Completion of FINRA SIE exam., • FINRA Series 7 license

Compliance Risk Opportunity in Financial Services Compliance Analyst Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type:Full-time Salary: $55,000 - $63,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Compliance Analyst plays a critical role in safeguarding the integrity of Osaic's financial services operations by monitoring advisor activity and identifying potential compliance risks. This position is responsible for conducting detailed reviews of financial professionals' books of business, analyzing trade data, and detecting patterns that may indicate regulatory or policy concerns. The analyst will collaborate closely with Internal Supervision, Compliance, and Senior Management to deliver actionable insights and ensure adherence to industry standards and firm policies. This role requires strong analytical skills, attention to detail, and the ability to interpret complex regulatory requirements. The Compliance Analyst will also contribute to the development of surveillance procedures, lead special projects, and serve as a subject matter expert for system testing and quality assurance initiatives. Education Requirements: • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: • Reviews financial professionals' book of business for common risks and regulatory issues., • Creates representative summaries detailing negative trends including high rates of variable annuity replacements, mutual fund B-share and C-share concerns, high rates of mutual fund switching, alternative investment liquidity issues, etc., • Delivers trend summaries to Internal Supervision, Compliance and Senior Management teams for review and follow up., • Assist Surveillance manager in the creation and editing of Surveillance procedures, • Lead additional projects and regulatory requests and necessary., • Conducts Quality Assurance of analyst deliverables for financial professional profiles and Activity Based Reviews., • SME for all Surveillance report IT/QA/UAT testing, • Train new/current Compliance Analysts Basic Requirements: • Three to five years of experience in the financial securities industry is required., • Must be proficient with MS Office and Word. Proficiency with MS Excel is a must., • Knowledge of the retail brokerage business and common investment products including mutual funds, variable annuities, alternative investments, stocks, and bonds is required. (Additional knowledge in variable annuities and mutual funds strongly preferred.), • Ability to analyze large amounts of trade data and to think through complex Compliance issues., • Must be detail-oriented, investigative and have the ability to handle a high volume of work independently., • Ability to interpret Compliance Policies and Procedures, FINRA manual, FINRA Notices to Members, Compliance notices and other publications concerning broker/dealer regulation, • Effective communication skills, both written and verbal., • FINRA Series 7 required. Preferred Requirements: • Insurance license preferred, • 2+ years' regulatory experience is preferred., • Experience at an independent broker-dealer is preferred, • FINRA Series 24 preferred.

Customer Service Opportunity in Financial Services Operations Cashiering Specialist - Cashiering Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type:Full-time, Non-Exempt Salary: $45,000 - $47,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: Osaic Operations Processors are part of a team responsible for the accurate, timely and efficient processing of routine and complex transactions involving money and asset movement, supporting the activities associated within Brokerage Operations. Serve as backup resources to coworkers that perform equivalent duties and demonstrate flexibility to respond to increases in workflow. Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: • Answer internal and external phone calls; make outbound phone calls to our financial professionals, • Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing., • Must act as subject matter expert for several different responsibilities within brokerage Operations. Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow., • Interact with clearing firms and financial professionals on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems, • Create a strong working relationship with vendors, internal stakeholders, and financial professionals, • Keep up to date on changes to industry and business processes, • All other duties as assigned. Basic Requirements: • 2-3 years relatable or transferable work experience; financial services experience preferred, • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint, • Excellent communication & organizational skills, • Ability to thrive in a fast paced, entrepreneurial environment, • STRONG customer focus orientation, • High attention to detail, analytical mindset, and problem-solving skills, • Ability to work independently and maintain high levels of quality, • Ability to work and remain focused under pressure, • Ability to participate and contribute to a team environment, • Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions, • Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills Preferred Requirements: • 2+ years' experience in financial services operations or broker-dealer setting., • Bachelor's degree in business, Finance or related field is preferred., • CRM experience / Salesforce experience, • Completion of FINRA SIE exam., • FINRA Series 7 license

Compliance Opportunity in Financial Services Compliance Analyst, Customer Complaints Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time, Exempt Salary: $75,000 - $95,000 per year + annual performance-based bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: Osaic is seeking an organized, detailed and energetic Compliance Analyst to join our Customer Complaint team. This individual will play a critical role in ensuring regulatory compliance, safeguarding firm standards, and delivering fair resolutions for clients. The ideal candidate will be a strong collaborator who can thrive in a fast-paced environment, demonstrates intellectual curiosity, and has a desire to continuously learn and navigate complex issues. Responsibilities: * Document and resolve customer complaints in a timely manner, ensuring compliance with Firm policy and industry regulations. * Collaborate with Compliance, Supervision, Legal, Operations and other internal teams to ensure proper handling of customer complaints. * Partner with advisors and supervisors to gather information and maintain accurate records of complaints, investigations, and resolutions. * Communicate with customers to gather additional information to ensure matters are handled in an objective and fair manner. * Escalate significant issues to senior management and coordinate referrals to appropriate departments. * Complete all required filings in accordance with regulatory rules (i.e. 4530(d) and U4/U5 amendment filings) within established timeframes. * Present findings clearly and confidently, including in formal settings such as arbitration hearings, as needed. * Perform other duties as assigned Education Requirements: * Bachelor's degree required; an equivalent combination of education and significant relevant experience may be considered in lieu of degree. Basic Requirements: * Minimum of two years of experience in a compliance, regulatory, operational, legal or similar role within financial services. * Excellent communication skills, both written and verbal, for effective interaction with customers and stakeholders at all levels. * Ability to interpret and apply FINRA Rules and Notices to Members, Compliance notices, and other publications impacting broker/dealer operations. * Working knowledge of FINRA Rule 4530 and Form U4/U5. * Solid understanding of the retail brokerage business and common investment products including mutual funds, variable annuities, alternative investments, equities, and fixed income products. * Demonstrated ability to build collaborative relationships and effectively gather information across business units. * Highly organized, detail-oriented, and investigative with the ability to manage a high volume of work independently and prioritize competing demands. Preferred Requirements: * FINRA Series 7 and Series 24. * Insurance license (life/health). * Prior experience handling customer complaints or regulatory inquiries.

Compliance Opportunity in Financial Services Senior Compliance Analyst - IA Oversight Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $77,000 - $87,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Senior Compliance Analyst - IA Oversight will be involved in a variety of compliance functions including monitoring & testing, risk assessment, training, remediation and reporting of compliance issues within the RIA firms under direction of the SVP, IA Compliance. This Sr. Compliance Analyst - IA Oversight is involved on a day to day basis in interpreting and applying compliance policies and procedures to business practices. Education Requirements: • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: • Support the existing Investment Advisory surveillance program, • Conduct risk assessments and testing of IA compliance programs, • Perform Monitoring & Surveillance over business processes and controls, • Analyze current IA Compliance functions and suggest enhancements and standardization, where appropriate, • Identify and recommend necessary changes to business unit procedures to address compliance gaps or improve adherence to regulatory and firm requirements, • Review, draft and assist the RIA Compliance SVP with the implementation of compliance procedures, • Support advisors by providing guidance on RIA policy and procedures questions, • Execute desktop procedures for RIA surveillance and other IAR related activities, • All other duties as assigned Basic Requirements: • Prior experience with the Investment Advisers Act of 1940, Investment Company Act of 1940 and Securities Act of 1933., • Prior experience with Rule 206(4)7 testing., • Must be proficient with MS Office and Word. Proficiency with MS Excel is a must., • Strong abilities in analytical thinking, problem solving, research, and time management., • Ability to think through complex Compliance issues., • Ability to work on assignments independently, using a high level of judgment and initiative in resolving problems and developing recommendations., • Strong written and verbal communication, including the ability to communicate with different levels of management., • Strong surveillance experience. Preferred Requirements: • FINRA Series 7 and Series 24 are preferred, • Additional FINRA licensing (Series 66 or Series 63/65) a plus., • Three to Five years of relevant work experience with a financial institution such as a broker/dealer, registered investment adviser, regulatory agency, or other financial institution.

Supervision Director Opportunity in Financial Services Regional Supervision Director Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $80,000 - $86,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Regional Supervision Director performs the functions of a registered principal related to the supervisory duties delegated by the Supervision Regional Vice President ("SRVP"). The Regional Supervision Director supports efforts of the Supervision Regional Vice President to ensure the business is processed in accordance with firm policies and procedures. Education Requirements: • Bachelor's degree preferred, high school diploma (or equivalent) in combination with practical experience will be considered in lieu of degree. A minimum high school diploma or equivalent is required. Responsibilities: • Provides support to the SRVP by assuming delegated responsibilities and providing other supervisory assistance as required., • Maintains an ongoing positive relationship with Financial Professionals, OSJ Branch Managers and support staff in collaboration with the SRVP, Compliance, and Advisor Engagement., • Engage in Supervisory Office Visits with assigned OSJ Managers to promote company supervisory practices, follow up on branch exam findings, and proactively address potential compliance issues to minimize risk to the Financial Professional, the OSJ, and the firm., • Home office liaison and primary contact during travel of the SRVP., • Monitors, reports, and enforce internal controls to ensure compliance with industry regulations and the firm's policies and procedures., • Assists in implementing policy and procedures for facilitating supervision of new and existing initiatives., • Identifies patterns of concerning practices. Conducts reviews based on findings that violate the firm's current guidelines and takes appropriate corrective action as needed in collaboration with the SRVP., • Development of new OSJ branch managers and staff regarding firm policies and procedures for compliance and conduct training on technology used for supervision., • Assist in developing and enforcing Heightened Supervision and Financial Action Plans., • Maintain records and files as outlined in the department's policy and procedures., • Monitor, report, and enforce internal controls to ensure compliance with industry regulations and the firm's policies and procedures., • Work on delegated and collaborative projects with the SRVP, Advisor Engagement, Legal and Compliance to include the tracking of projects to ensure completeness., • Responsible for review of Outside Business Activities, Resolution of Branch Office Deficiencies, Completion of Annual Compliance Requirements and Surveillance reviews., • Travel required as dictated by the above responsibilities. Basic Requirements: • 5+ years of financial industry experience., • 2+ years of related experience., • FINRA Series 7, 24, 66 (or 63 / 65) are required., • Required technical strength to work within the firm's technology and Microsoft office tools., • Strong understanding of relevant FINRA and SEC rules and regulations including 3110, 40 ACT, Reg BI and DOL PTE., • Thorough knowledge of securities products (i.e., mutual funds, variable annuities, alternative investments, and individual securities), compliance requirements, and the broker dealer and investment advisor industry., • Ability to effectively handle and prioritize multiple tasks in a fast-paced team environment to meet defined deadlines., • Ability to travel approximately 25% Preferred Requirements: • FINRA Series 4 & 53 preferred., • Resident State Life, Health & Sickness, and Variable Annuity insurance licenses.

Field Supervision Opportunity in Financial Services Regional Supervision Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $70,000 - $80,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: The Regional Supervision Manager (RSM) is responsible for the review of Brokerage, Advisory and Directly held transactions as presented within the back-office systems; ensuring those transactions are in the client's best interest, based on stated firm policies and procedures. The Regional Supervision Manager will also assist in the review of Financial Professionals requests for approval of Outside Business Activities, Account Reviews/Acceptance and completion of annual firm requirements such as the Annual Compliance Meeting, Annual Compliance Questionnaire and Firm Element requirements. The RSM will help coordinate efforts between other home office staff members to ensure business is processed in accordance with the firm's policies and procedures to protect the client, the firm and Field Supervisors. Education Requirements: • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: • Work with various engagement models to ensure the Supervision support is providing consistent, accurate and timely service., • Conduct transaction and account review for all transactions for direct reports., • Ensure proper business and sales practices are followed by the daily review of queue management reports., • Monitor reports and enforce internal controls to ensure compliance with industry standards and the firm's policies and procedures., • Collaboration with Regional Supervision Team., • Maintains ongoing positive relationships, acting as a guide and resource to all OSJ Managers and support staff in collaboration with Supervision, Compliance and other field-facing partners while ensuring understanding and compliance with all firm and industry requirements by proactively communicating the firm's policies and procedures., • Supports the education, development and training of newly affiliated Financial Professionals, delegates, and staff with regards to broker dealer policies and procedures., • Functions as the home office liaison and primary contact for Financial Professionals on supervision issues., • Identify and assess risk-based reviews for findings deemed to be in violation of the department's current guidelines and takes appropriate corrective action as needed in collaboration with others on the Supervision team and Compliance., • Works on delegated and collaborative projects with all departments and upper management to include the tracking of said projects to ensure completeness (i.e. Outside Business Activity Questionnaire, Annual Compliance Meetings, Firm Element Continuing Education, Annual Representative Renewals, etc.). Basic Requirements: • Minimum three years related experience conducting suitability/best interest review of transactions or relevant industry experience understanding current products and procedures., • FINRA Series 7, Series 24 and Series 63/65 or 66 required, • Understanding of relevant FINRA and SEC., • Ability to effectively handle and prioritize multiple tasks in a fast-paced team environment to meet defined deadlines., • Ability to work in a time-sensitive environment., • Excellent analytical and problem-solving skills. Preferred Requirements: • FINRA Series 4 and or/53 (could be obtained at a later date)

Advisor Support Opportunity in Financial Services Analyst II, Capital Solutions Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office. Role Type: Full time SALARIED * Salary:$80,000- $90,000per year + annual bonus Actual compensation offered will bedeterminedindividually, based ona number ofjob-related factors, including location, skills, experience, and education. Our competitive salaries are just onecomponentofOsaic'stotal compensation package.Additionalbenefitsinclude:health, vision, dental insurance, 401k, vacation and sick time, volunteerdaysand much more. To view more details of what you can look forward to, visit our careers page:___ Summary: Osaic is seeking an Analyst II who will play an important role in supporting Osaic's growth and retention goals by making capital accessible for advisors and their clients. The ideal candidate will bring strong analytical skills, the ability to make data-supported recommendations, and a desire to interface directly with our most important clients. Responsibilities: • Analyzes financial statements and performs cash-flow modeling to assess advisor financial health, • Conducts credit analyses to evaluate advisor credit worthiness, • Partners with corporate finance to evaluate advisor profitability, • Makes lending recommendations based on financial, credit, and profitability analyses, • Monitors existing loan portfolio and reports on performance metrics, • Identifies and implements strategies to automate work processes, • Presents to existing and prospective advisors and clients to market Osaic's overall lending capabilities, • Consults one-on-one with advisors and their clients to understand their specific lending needs and recommend appropriate lending solutions, • Partners with relationship management team to develop capital deployment strategies that support advisor growth and retention goals, • Develops and maintains excellent relationships with colleagues across business units and with external partners Education Requirements: • Bachelor's degree from an accredited university in Accounting, Finance, Economics or another related field is required. Master's degree preferred. Basic Requirements • Minimum 3 years' experience in an analytical role, • Advanced skills in MS Office products particularly Excel and PowerPoint, • Strong analytical skills, including the ability to identify trends and drivers, • Strong written and verbal communication skills, • Comfortable presenting one-on-one and to large groups, • Highly motivated self-starter able to anticipate challenges and resolve issues proactively, • Team player with a customer service mentality Preferred Requirements: • Experience working with PowerAutomate, • Experience working in Salesforce, • Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

Compliance Opportunity in Financial Services IA Compliance Policies, Procedures and Testing Manager Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $125,000 - $135,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:___. Summary: IA Compliance Policies, Procedures and Testing Manager will be responsible for oversight and execution of the Firm's RIA Compliance Program which includes but is not limited to ongoing administration, new policy formulation, risk assessment, testing and regulatory filings. Education Requirements: • Bachelor's Degree from accredited university in Business, Accounting, Finance or related discipline. High school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required and High School Diploma or equivalent (GED) is required. Responsibilities: • Monitor compliance with laws, rules and regulations, • Develop & manage AG's RIA Compliance Program, • Coordinate and oversee the development, implementation and enforcement of policies, procedures and programs to minimize risk, • Prepare for and respond to regulatory inquiries, examinations, internal and external audits, • Represent RIA Compliance Department in cross functional Firm initiatives and committees, • Provide investment advisory compliance support to RIA subsidiaries of Osaic, • Research and resolve issues, provide recommendations, and escalate to senior management as needed, • Design, implement, and maintain a risk-based compliance testing program in accordance with Rule 206(4)-7 of the Investment Advisers Act of 1940., • Develop and execute annual and periodic testing plans to evaluate the effectiveness of RIA compliance policies, procedures, and associated internal controls., • Perform and oversee documented testing of key advisory risk areas, including but not limited to conflicts of interest, disclosures, best execution, trading practices, marketing/advertising, custody, cybersecurity, privacy, and personal trading., • Evaluate testing results, identify control gaps or weaknesses, and ensure timely remediation, follow-up testing, and issue tracking., • Prepare formal written testing reports, summaries, and workpapers supporting conclusions and management recommendations., • Coordinate testing efforts with internal stakeholders (Legal, Supervision, Operations, Technology, Risk, and Internal Audit) to ensure comprehensive coverage and consistency., • All other duties as assigned Basic Requirements: • Five+ years of relevant work experience with a financial institution such as a broker/dealer, registered investment adviser, regulatory agency, or other financial institution., • Significant prior experience with the Investment Advisers Act of 1940, Investment Company Act of 1940 and Securities Act of 1933, • FINRA Series 66 (or 65) is required, • Significant prior experience with regulatory filings, conducting risk assessments and 206(4)-7 testing drafting policies and procedures, • Strong ability to build consensus among managers and employees across departments, • Excellent project and time management skills with the ability to handle multiple priorities, meet deadlines and develop process efficiencies where required, • Strong written and verbal communication, including the ability to communicate both up and down the management chain and to adapt your style depending on the audience and subject matter, • Proven management and human relation skills Preferred Requirements: • FINRA Series 7 and Series 24 are preferred.

Digital Solutions Opportunity in Financial Services Senior Product Manager, Advisor Analytics & Insights Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should belocatedat one of our hubs listed above and must be willing toworkthis schedule. RoleType: Full-time, Exempt Salary:$110,000- $136,000per year + annual performance-based bonus Actual compensation offered will bedeterminedindividually, based ona number ofjob-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just onecomponentofOsaic'stotal compensation package.Additionalbenefits include health, vision, dental insurance, 401k, paid time away, volunteerdaysand much more. To view more details of what you can look forward to, visit our careers page:___. Summary: Osaic is redefining digital experiences for financial professionals, creating solutions that help advisors, their teams, and their clients thrive in a rapidly evolving market. As aSenior ProductManager,Digital Solutions, you will lead the discovery and delivery of innovative digital products, translating complex problems into actionable solutions that delight customers and drive business impact. In this role, you will own the end-to-end product lifecyclefor dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools- from early-stage exploration and rapid prototyping tovalidatedconcepts and scalable production solutions-toempower advisors to make informed, data-driven decisions. You willcollaborateclosely with design, engineering, and business partners. You willleveragemodern tools and AI-assisted workflows to accelerate learning, test hypotheses, and make data-informed decisions, ensuring that each product initiative delivers measurable value. We are seeking a product manager who thinks strategically, acts decisively, and thrives in dynamic, fast-moving environments. You will bring curiosity, analytical rigor, and a passion for creating exceptional customer experiences, shaping the future of digital solutions in financial services. At Osaic,you'llhave the opportunity to influence the market, drive innovation at scale, and work with some of the brightest minds in the industry. Education Requirements: Master's degree preferred.A minimumofbachelor'sdegreeisrequired. Responsibilities: * Own product discovery and strategy, defining and communicating a clear product vision, strategy, and roadmap grounded in customer needs, businessobjectives, and validated learning. * Lead early-stage discovery through rapid experimentation, using research, prototyping, and AI-assisted tools to test hypotheses, explore solution options, and reduce risk before engineering investment. * Translate complex problems into clear, testable product concepts,leveraginglightweight prototypes, interactive models, and structured artifacts to align stakeholders and teams on intent and outcomes. * Partner closely with design and engineeringto evolve validated concepts into scalable, production-ready solutions, ensuring clear handoffs while preserving engineering ownership of implementation. * Lead the end-to-end product lifecycle, from ideation through launch and post-launch optimization, balancing speed, quality, and long-term platform considerations. * Act as the voice of the customer, synthesizing market research, competitive insights, usability testing, anddirectcustomer feedback into actionable product decisions. * Define success metrics and analyze performance, using qualitative and quantitative data to measure outcomes, inform prioritization, and guide iteration. * Manage trade-offs across scope, cost, schedule, and customer impact, making principled decisions that balance business goals with technical feasibility. * Communicate product progress and insights to senior leadership, using clear narratives, data, and visual artifacts to influence strategic direction. * Stay current on industry trends and emerging technologies, including AI-enabled product practices, to continuously improve product discovery, delivery, and customer experience. * All other duties as assigned. Basic Requirements: * 7+ years of product management experience, withdemonstratedownership of product strategy, discovery, and delivery in complex or fast-paced environments. * Strong product discovery and problem-framing skills, including the ability to translate ambiguity into testable hypotheses and actionable product direction. * Comfort with rapid prototyping and experimentation, using modern tools (e.g., design, no/low-code, or AI-assisted tools) to explore andvalidateideas - not to replace engineering, but to accelerate learning and alignment. * Strong analytical capability, with experience defining metrics, interpreting data, and using insights to drive product decisions. * Excellent communication and storytelling skills, including experience presenting product strategy, trade-offs, and outcomes to senior leaders. * Demonstrated ability to lead cross-functional collaboration, partnering effectively with design, engineering, business, and operational stakeholders. * Working knowledge of modern product development methodologies(Agile, Scrum, Kanban) and how they apply across discovery and delivery. Preferred Requirements: * Financial services industry experience, particularly with independent broker/dealers, RIAs, or advisor-facing platforms. * Experience using AI-assisted tools to accelerate product discovery, such as generating prototypes, simulating workflows, or exploring edge cases during early concept development. * Experience building portfolio analytics, performance reporting, or practice management dashboards, including familiarity with financial data domains including trades, holdings, client segmentation, billing, and compensation. * Experience embedding analytics within CRM, portfolio management, or advisor workstation platforms. * Strong technical fluency, enabling effective collaboration with engineering teams and informed decision-making around feasibility, architecture trade-offs, and sequencing (without owning production code). * Hands-on experience with customer research and usability testing, including translating insights into product direction and prototype iteration. * Proven ability to influence without authority, driving alignment across diverse teams and competing priorities. * Comfortoperatingwith high autonomy,demonstratingjudgment, initiative, and accountability in ambiguous problem spaces. * Servant leadership mindset, providing guidance and clarity to scrum teams while offering thought leadership within your product domain.

Business Development Opportunity in Financial Services Manager, Growth Initiatives Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Role Type: Full time Salary:$100,000 - $125,000per year + annual bonus Actual compensation offered will bedeterminedindividually, based ona number ofjob-related factors, including location, skills, experience, and education. Our competitive salaries are just onecomponentofOsaic'stotal compensation package.Additionalbenefitsinclude:health, vision, dental insurance, 401k, vacation and sick time, volunteerdaysand much more. To view more details of what you can look forward to, visit our careers page:___ Summary: The Manager of Growth Initiatives is responsible for delivering actionable business insights and providing strategic leadership in support of Osaic's supported platforms. In this role, the individual serves as a key partner to Wealth Management Solutions leadership, particularly the Wealth Management Platforms team, by driving organic growth initiatives, enhancing advisor and client adoption, and supporting the marketing and promotion of Osaic's cash and lending solutions. This position focuses on identifying growth opportunities within Osaic's existing ecosystem, developing performance measurement frameworks, and translating data into clear recommendations that inform strategic decisionmaking. Responsibilities: • Lead and coordinate efforts to promote Osaic's client and advisor lending solutions across supported platforms, including advisor education and internal advocacy, • Develop, maintain, and enhance reporting and performance metrics for lending solutions, cash management accounts, and other strategic programs as needed, • Identify new growth opportunities within Osaic's ecosystem and participate in due diligence, evaluation, and onboarding of new partners, products, or solutions, • Partner with internal departments to support gotomarket strategies, advisor communications, presentations, and promotional materials tied to growth initiatives, • Determine the most effective methodologies for data analysis and independently solve complex, ambiguous business problems, • Assist with the implementation and optimization of new tools, platforms, systems, and reporting capabilities related to lending and cash solutions, • Support strategic planning efforts by producing scenario analysis, financial modeling, and business cases for key initiatives, • Drive continuous improvement by identifying opportunities to streamline processes, enhance scalability, and automate reporting or operational workflows, • Collaborate crossfunctionally with teams including Operations, Technology, Compliance, Finance, Marketing, and Sales to ensure alignment and execution, • Serve as a subjectmatter resource for internal stakeholders on lendingrelated growth initiatives and platform capabilities, • Perform other duties and projects assigned in support of organizational priorities Education Requirements: Bachelor's degree required, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Basic Requirements: • Minimum of 4 years' experience in financial services, wealth management, platform strategy or a related discipline, • Bachelor's degree in Finance, Business, Economics, Analytics, or a related field, • Team player with a customer service mentality, • Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment, • Self-starter who will anticipate challenges and work proactively to resolve issues, • Strong leadership presence with the ability to influence outcomes without direct authority, • Proficiency in the use of business applications such as Microsoft Excel and PowerPoint,, • Strong written and verbal communication skills, • Comfortable working within an entrepreneurial, "roll-up your sleeves" environment, • Demonstrated professionalism, discretion, and alignment with Osaic's values and clientfirst culture Preferred Requirements: • Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, banking, RIA, specialty finance), • Advanced Microsoft Excel skills with the ability to consolidate and segment large amounts of data and distilling that into actionable intelligence, • Experience working directly with financial advisors and a strong understanding of the financial needs of clients, • Experience with industry leading wealth management tools and platforms

Multifamily Land Advisory Analyst Institutional Multifamily | Investment Sales Advisory Location: In Office – Atlanta, GA 3400 Peachtree Road NE Suite 650 Atlanta, Georgia 30326 Company Overview Land Advisors Organization is a nationwide team of respected, connected, and highly specialized land professionals providing advisory and brokerage services to clients seeking a data-driven roadmap for acquiring, selling, financing, or developing land and land-related assets. Headquartered in Scottsdale, Arizona, with 32 offices across the country, Land Advisors combines local market expertise with national reach to deliver strategic insights and execution for institutional and private clients. Position Overview The Land Acquisition Analyst will focus exclusively on institutional multifamily land and investment land sales transactions. This role offers exposure to every stage of the transaction lifecycle — including market research, underwriting, financial modeling, offering memorandum preparation, and Broker Opinion of Value (BOV) deck creation. This is a high-energy, team-oriented environment where Analysts work closely with Producers and clients to identify, evaluate, and position multifamily land opportunities. The ideal candidate is analytical, detail-oriented, and motivated to build a long-term career in institutional real estate brokerage and acquisitions. Key Responsibilities Transaction & Financial Analysis • Perform complex financial modeling and underwriting for multifamily land and commercial real estate transactions, • Analyze market comparables, internal LAO data, and macroeconomic trends to support pricing and positioning strategies, • Prepare investment sales advisory packages, offering memoranda, BOV presentations, and executive summaries, • Conduct in-depth market research, demographic analysis, and economic trend evaluation, • Source and research land acquisition opportunities, • Utilize proprietary databases and third-party platforms to identify trends and actionable insights, • Review real estate documents (leases, loan documents, appraisals, surveys, etc.) to identify potential risks or issues, • Support Producers in client pitches and meetings through data preparation and presentation materials, • Participate in weekly deal flow and strategy meetings, • Assist in building and maintaining industry relationships through events and trade organizations, • Perform other responsibilities as assigned in support of office and transaction objectives Qualifications • Bachelor’s degree required (Real Estate, Finance, Business, Economics, or related field preferred), • 2–4 years of real estate brokerage, investment sales, private equity, or commercial finance experience required, • Advanced financial modeling and analytical skills, • Strong understanding of multifamily fundamentals and commercial real estate underwriting, • Ability to synthesize macroeconomic data and local market research into actionable insights, • High attention to detail and strong organizational skills, • Excellent written and verbal communication skills, • Self-starter who thrives in a collaborative, high-performance environment Compensation & Benefits • Base salary range: $80,000 – $95,000, commensurate with experience, • Performance-based bonus tied to meaningful transaction contributions, • W-2 employee status, • Annual raise eligibility, • Health insurance and additional benefits, • Significant exposure to institutional-level transactions and career growth opportunities

Introduction At RPS, we don’t just embrace bold ideas, we make them happen. We’re a team of entrepreneurs, big-picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate across teams, challenge convention, and push boundaries to design innovative solutions for our clients. With access to top-rated carriers and a dynamic marketplace, we bring strategy and creativity together to deliver what others might call impossible. Here, every voice counts, every perspective matters, and every challenge is an opportunity to grow. You’ll be supported by a culture that celebrates ownership, curiosity, and high performance, where you’re trusted to do your best work and encouraged to keep learning along the way. Overview Are you ready to make a difference in the casualty insurance space? As a Casualty Inside Broker, you’ll manage accounts, lead client service teams, and help grow new business. You’ll play a key role in delivering exceptional service to clients and supporting their needs. This is your chance to work in a collaborative environment and build lasting relationships. How you'll make an impact In this role, you’ll manage day-to-day account activities and ensure clients receive top-notch service. You’ll lead a client service team, guiding them to deliver results and exceed expectations. You’ll also assist senior brokers with larger accounts while managing your own subset of clients. By identifying opportunities and supporting business development, you’ll help grow revenue and strengthen client relationships. • Handle accounts with low to medium complexity., • Support senior brokers with medium to large books of business., • Build and maintain strong relationships with clients and partners., • A bachelor’s degree and 3 years of related experience, or a high school diploma/GED and 8 years of related experience., • A license to practice in casualty insurance., • Experience in casualty insurance is essential., • Strong communication and organizational skills. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Become a part of our caring community The Sales Support Professional will provide sales support to the Large Group Sales Representatives in the Specialty Sales Regions. The Sales Support Professional will provide sales support to the Large Group Sales Representatives in the Specialty Sales Regions. The objective will be to help execute on organizational directives related to technology, reporting, pipeline management, and overall market sales support. The ideal candidate will be able to summarize reporting data and present ideas and results. If you are detail oriented with outstanding analytical abilities, this role will be great for you. Daily Job Function: * Provide support to the Sales team throughout the sales cycle. * Collect and organize RFP info (census, claims, RAF, etc.) and track down missing information from Broker/Client * Support sold groups in the implementation process, including, but not limited to: * Collect required materials for Account Installation. * Submit all sold paperwork to Implementation * Complete LMG system updates ( Launch my Group (LMG) * Attend Implementation call * Partner with and provide support to brokers as they navigate Humana. Answer general benefit questions and respond to brokers with marketing flyers. * Partner with internal stakeholders such as marketing, product, actuarial, underwriting, account installation and service. * Creation and Distribution of scheduled market communication. * Agent bonus tracking and organization. * Maintain a strong connection with internal market team members, collaborate to achieve results and solutions. * Majority of client groups and business areas supporting will be in PST Time Zones. Use your skills to make an impact Required Qualifications * Previous Sales Enablement or Project Management experience * Great with computers including Microsoft Word, OneNote, PowerPoint, Outlook, with an advanced level skillset using Excel * Excellent verbal & written communication skills. * Previous experience with Client Relationship Management Systems (CRM's) with a preference of the Sales Force platform * Must be self-motivated and outgoing with a positive attitude and professional etiquette. * Strong analysis, critical thinking, and analytical problem solving skills * Ability to handle multiple tasks and deadlines with high level of accountability * Synthesizing and analyzing financial data (ex. budgets and income statement forecasts) with consideration for market goals * Ability to work cross departments to maximize collaborative potential on market outcomes * Be able to work 9am-6pm PST Preferred Qualifications * Bachelor's Degree. * Healthcare or insurance industry experience. * Bilingual with the ability to speak, read and write in both English and Spanish Additional Information WAH Statement : To ensure Hybrid Office/Home associates' ability to work effectively, the self-provided internet service of Hybrid Office/Home associates must meet the following criteria: At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested Satellite, cellular and microwave connection can be used only if approved by leadership Associates who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense. Humana will provide Home or Hybrid Home/Office associates with telephone and computer equipment appropriate to meet the business requirements for their position/job. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required. Scheduled Weekly Hours 40 Pay Range The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc. $53,700 - $72,600 per year Description of Benefits Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 05-14-2026 About us About Humana: Humana Inc. (NYSE: HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com. ? Equal Opportunity Employer It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment. Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our .

Job Title Transaction Manager Job Description Summary Responsible for the day-to-day transaction management of a portfolio of properties on behalf of one national and/or global occupier services client. Responsibilities include LOI & lease negotiation, market optimization planning, monitoring internal/external workflows to ensure consistent quality of service and work product. Job Description * Assist with the implementation of portfolio plans that align with client's real estate goals and objectives * Collaborate with C&W and non C&W brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease, sale, sublease and purchase * Manage the flow of key documentation and client communications * Review, and interpret financial analysis * Oversee revenue tracking of all transactions * Maintain database of transaction activity * Ensure accuracy of all transaction reports * Present transaction activity to client * Lead and/or facilitate client meetings * Provide suggestions for process and technical improvements relating to the transaction process * Assist with the on-boarding of new team members * May provide supervision for transactional team members and others team members supporting the transaction activity of the relationship * Assist with the development of standard forms and procedures * Implement standardized processes/playbooks that create maximum efficiencies and add value * Assist in measuring transactional performance * Ensure that all client and broker engagement documentation is executed * Coordinate field broker selection process * Assist with determining client needs and communicate project parameters * Coordinate negotiations and management of transactions * Coordinate legal review of all client leased/owned documents * Ensure accuracy of financial data and reporting * Coordinate client site visits/market tours * Ensure all State real estate standards are met * Assist in the development of strategic real estate plans * Identify occupancy cost opportunities * Ensure implementation of agreed upon strategy * Produce and/or support business case development * Execute strategies by developing action plans IMPORTANT EXPERIENCE * 4+ years of real estate experience in transactions management or corporate real estate * Experience with high-level, complex transaction management including experience in lease negotiations and strategy * Must obtain and hold state real estate salesperson license #LIremote Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $ 68,000.00 - $80,000.00 Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email . Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"

OnArdhi is a direct private lender of fix-and-flip, bridge, DSCR rental, and ground-up construction loans across 20+ states. We are one of a handful of lenders in the U.S. closing loans directly on the blockchain as well as AI integrated processes. We went live as a direct lender entering our 3rd year since founding earlier this year and we're growing fast. This has created a great opportunity to join our team. The pipeline is real. The growth is real. The pipeline is real. The growth is real. Role Description This is a ground-floor seat at a fast-scaling fintech lender. You will own two lanes - operations and marketing - simultaneously. Our founder is a high-output communicator who needs a sharp executor: someone who can take a whiteboard idea and turn it into a campaign, a Salesforce workflow, or a client email. Operations (50%) • Manage active loan files - appraisals, title, insurance, credit, wire coordination, • Own the Salesforce CRM: pipeline stages, contact logging, reports, follow-up queues, • Maintain borrower touchpoints on active loans, • Coordinate file handoffs with capital markets and third-party vendors Marketing (50%) • Execute weekly email campaigns via Constant Contact, • Manage daily social media - Instagram, LinkedIn, Facebook, X, • Support PPC monitoring across Google, Meta, and Bing, • Maintain marketing collateral library; assist with blog content and broker outreach Qualifications • 1–3 years in real estate, mortgage, lending, fintech, or marketing/ops preferred, • Strong CRM habits and experience preferred, • Social media fluent: you know what performs and why, • Detail-oriented enough for compliance-adjacent file work, creative enough for content, • Startup mentality: no playbook, figure-it-out, moves fast, • Atlanta metro based Compensation Starts as 1099 with a clear 90-day path to full-time W-2. $40K–$52K base equivalent + volume-based bonus as originations scale. OnArdhi is an equal opportunity employer. We build things. Let's build together.

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: * Award-winning culture * Inclusion and diversity as a priority * Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability * Generous PTO (including paid time to volunteer!) * Up to 9.5% 401(k) employer contribution * Mental health support * Career advancement opportunities * Student loan repayment options * Tuition reimbursement * Flexible work environments *All the benefits listed above are subject to the terms of their individual Plans . And that's just the beginning... With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary: The Sales Consultant Associate is in active development to be a marketing and technical expert who represents Unum - educating and motivating other professionals to sell Unum products to their clients in the small case market. The SCA is responsible for building relationships with insurance brokers, agents, and consultants to advise, educate, price, and negotiate the best employee benefit offering for their employer clients. Sales Consultant Associates participate in an extensive development program that includes, among many other components, the assignment of a mentor, participation with an associate group class cohort, and technical/product training. Principal Duties and Responsibilities * Effectively learn and understand the Unum business environment to support the acquisition and retention of new customers * Acquire a broad knowledge of Unum's group and voluntary product portfolio and service offerings and how to position sales solutions to brokers and clients * Develop and build relationships with brokers in an assigned territory and/or for an assigned product * Assist in the enrollment process for new and existing customers * Build a pipeline of opportunities to sell and support the acquisition and retention of new customers in the small case market * Work with Quote Unum and Underwriting to effectively understand negotiation and business pricing in the small case market * Build strong broker/distribution partnerships * Build strong sales team partnerships * Gain necessary knowledge to educate brokers and clients on key product, statutory and compliance topics pertaining to applicable insurance offerings * Assist in preparation and presentation of block reviews for top brokers * During development period, ability to obtain insurance license in states within assigned territory * May perform other duties as assigned Job Specifications * Bachelors degree required * Excellent interpersonal, collaboration and presentation skills * Ability to handle multiple, often competing priorities * Highly energized, motivated self-starter who thrives on a challenge and in a fast-paced environment * High level of organization, implementation/execution and project management abilities * Demonstrate a "can-do" spirit, a sense of optimism and excitement, ownership and commitment/loyalty * Goal and results oriented * Strong ability to think and implement strategically and tactically * Strong ability to influence and persuade * Strong oral and written communication skills as well as problem solving skills * Ability to work with a team to achieve optimal sales results * Ability to travel on a limited basis #LI-CA1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above job description. If salary information is not listed in the job description above, compensation is based solely on commissions. Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Unum

Guardian's Group Benefits team is seeking Associate Sales Representative who will be responsible for building and maintaining brokers and plan holder relationships to drive ongoing sales and retention of groups of 2-2,000 lives with a primary focus on the under 100 lives market. Success will be determined based on the ability to attain high levels of production through broker development and internal relationships. This role will report to the Market Leader within the assigned territory. You Will: * Market, position, and sell Guardian's entire Group Benefits portfolio products and technology solutions to your designated brokers. This includes Dental, Vision, Life, Disability, Absence, and Supplemental Health products. * Support the general wellbeing of the broker and client relationship for the development and growth of Guardian sales and client retention. * Understand territory dynamics to build, develop and maintain broker relationships to grow the book of business while representing Guardian's vision to inspire well-being. * Be accountable for consistently achieving or exceeding personal sales production expectations by having a clear understanding of products. * Identify, recommend and champion process improvements and organizational initiatives to increase sales of product offerings. * Achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements. You Have: * A BA/BS degree or equivalent work experience * Ability to consistently achieve or exceed personal sales production expectations established by management, as stated in the Market business plan that is consistent with Group Profit Center objectives. Soft Skills: * Collaborative team player with the ability to effectively build rapport in person and virtually. * Exercise sound judgement and integrity in a changing, matrixed, and fast past environment. * Exude confidence, positivity, and proactivity. * Act with accountability to deliver on commitments with speed and quality. Location and Travel Requirements: * Successful hire must be based in the Atlanta, GA area * Up to 20% travel within the U.S. Salary: $35,000 ? The salary reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. Inspire Well-Being As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at . Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits. Equal Employment Opportunity Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. Accommodations Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site. Visa Sponsorship Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship. Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com . Guardian Life is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship.

Job Description About Clear Height Properties Clear Height Properties is an industrial real estate investment, management, and leasing firm based in Oak Brook, Illinois. The firm acquires, develops, and manages industrial assets, including warehouses, distribution centers, and manufacturing facilities, across the Chicago/Kenosha, Dallas, Indianapolis, and Ohio markets. CHP operates with an entrepreneurial mindset, an eye for value creation, and a commitment to building lasting relationships with tenants, brokers, and capital partners. Our purpose is simple: Building Wealth and Creating Legacies – for our employees, investors, and communities. This purpose is supported by our five core values – Always Be Amazing – Make the Next Person Successful – Change is Part of the Journey – Do What You Say – Have Fun and Excitement Every Day.. The Role This is a senior-level role for a dealmaker who wants both transactional ownership and market leadership. As Director of Acquisitions / Local Market Lead, you will be the face of Clear Height Properties in your assigned market, responsible for building broker relationships, sourcing acquisitions, and closing industrial deals that meet our investment criteria. You will report to senior leadership and work closely with asset management, property management, and finance teams from LOI through closing and transition. This is not a support role. You own the pipeline. What You Will Do • Source and evaluate on-market and off-market industrial acquisition opportunities, • Build and maintain deep broker relationships in your assigned market, • Lead preliminary and full underwriting of acquisition targets, • Prepare investment summaries and present deals to the investment committee, • Draft and negotiate LOIs and purchase and sale agreements, • Manage due diligence processes from contract execution through closing, • Track market activity including vacancy, rents, absorption, and competing product, • Coordinate post-closing transition to asset management and operations teams, • Represent CHP at industry events, SIOR/NAIOP functions, and broker meetings, • 5 to 10 years of industrial real estate acquisitions experience, with a track record of closed deals, • Strong existing broker network in your market; relationships that translate into deal flow, • Proficiency in industrial underwriting, including pro forma modeling, return analysis (IRR, equity multiple, cash-on-cash), and debt structuring, • Working knowledge of industrial property fundamentals: clear height, dock configurations, truck court depth, power density, site coverage, and lease structure, • Experience managing due diligence processes from contract through close, • Clear communicator with the confidence to present deals to an investment committee and negotiate directly with sellers, • Self-starter who can manage a pipeline without daily oversight, • Unlimited PTO policy to support our team's needs and allow valuable time out of the office to spend with friends and family., • Access to a full suite of benefits including medical, dental, vision, and life insurance with company contributions towards premium payments., • Opportunity to contribute to a 401k retirement plan, including a generous company match contribution., • Friendly and welcoming open seating style office to allow collaboration and personal synergy among employees., • Professional development opportunities hosted by the company throughout the year to aid in each employee's personal and professional development goals.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: BHSI has an exciting opportunity for a Complex Claims Director in our New York City, Atlanta, or Chicago offices. The Complex Claims Director will independently handle a diverse pending of high-severity claims underwritten out of the Financial Institutions and Commercial (i.e., Public Company) teams, focusing mainly on Financial Institutions, Errors & Omissions, Directors & Officers, and Fiduciary. This role will have a high level of interaction with internal customers (senior management, underwriters, and actuaries) as well as external customers (brokers, insureds, and defense counsel). Duties & Responsibilities: • Independently evaluate information on coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Attend mediations of complex claims on behalf of the company and effectively negotiate settlements., • Provide outstanding customer service to, and seamlessly work with, the insured, broker, and underwriters in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicate coverage positions effectively both verbally and in writing., • Draft reports, set reserves within the authority, or make claim recommendations concerning reserve changes., • Travel to conferences, mediations, and client meetings as necessary. Qualifications, Skills and Experience: • JD required., • Typically 5-7+ years of relevant claims or legal experience., • Excellent interpersonal communications and negotiation skills., • Ability to thrive in a highly collaborative team environment. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $140,000 to $160,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Join Our Team as a Sales Administrator at Amwins Self-Funded, LLC! Are you ready to take the next step in your career? Join Amwins Self-Funded, LLC., as a Sales Administrator in Atlanta, GA. This is an in-office position and offers the ability to work from home up to 2 days a week, after successfully completing training. Why Choose Amwins? At Amwins, we value our team members and offer a range of benefits to enhance your work experience: • Flexibility: Enjoy a hybrid work environment with flexible scheduling options., • Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays., • Continual Learning: Thrive in a collaborative, education-focused work environment. Responsibilities: As a Sales Administrator, you will: • Comprehensive Request For Proposal (RFP) Evaluation: Receipt and review of RFP's; evaluating census data, medical reporting and medical plan documents to confirm all necessary information has been received to quote the case., • Stakeholder Communication: Initiate communication with broker/carrier partners to request missing data, confirm deadlines, prioritize objectives and facilitate transition between field and home office., • Sales Support: Collaborate with Sales teams to prioritize objectives and assist in their accomplishment., • Relationship Management: Maintain professional and collaborative relationships with internal/external business partners., • File Management: Handle file set-up, organization, and ongoing maintenance to support the sales process., • Ad Hoc Duties: Take on other duties and projects as assigned. Qualifications: To thrive in this role, you'll need: • Insurance Knowledge: Understanding of stop loss or basic insurance terminology preferred., • Experience: 1+ year in group benefits with coverage knowledge preferred, but not mandatory., • Technical Proficiency: Proficiency and organization in Microsoft Office programs (Word, Excel, Outlook, etc.)., • Analytical Skills: Strong mathematical and critical thinking skills., • Team Player: Ability to work both independently and as part of a team., • Attention to Detail: Excellent organizational skills and attention to detail required., • Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties., • Time Management: Proven ability to effectively prioritize workload, manage time, and meet deadlines in a fast-paced environment. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Description The Opportunity Our client is a premier shared-services provider dedicated to the success of independent financial advisors. In the Advisor Affiliation Manager role, you aren’t just "filling seats"—you are the architect of growth. Reporting directly to the Chief Growth Officer, you will identify, vet, and affiliate high-caliber advisors into a sophisticated ecosystem of RIA, TAMP, and brokerage solutions. At a Glance • Compensation - $100,000 base + $60,000 commissions, • Location - Atlanta, GA 30345, • Benefits - Health, Dental, Vision, and Life Insurance, as well as 401(k), 15 days PTO, Short & Long Term Disability, and AFLAC, • Client Facing - Engaging With Qualified Advisors, • Focus -Advisor Affiliation & Pipeline Management Your Impact You will own the full-cycle recruiting journey, acting as the face of the company’s "Culture of Independence" and the company vision. • Build the Pipeline: Proactively identify and engage qualified advisor candidates who fit the client’s elite target profile., • Due Diligence: Conduct mutual due diligence including coordinating and hosting home office visits., • Strategize & Close: Design and negotiate competitive affiliation offers that align with revenue goals., • Be the Visionary: Deliver high-impact communications to demonstrate the unique value proposition of the RIA and TAMP offerings., • Analyze Growth: Measure results (B/D revenue and RIA assets) to refine strategy and present quarterly forecasts to the Board of Directors., • Cultivate Networks: Manage critical relationships with third-party recruiters, Custodial BDOs, and Sponsor Wholesalers to keep lead flow consistent., • Vendor Growth: Manage and grow relationships with third-party recruiting firms., • Campaign Management: Assist in building and managing specific targeted campaigns collaborating with marketing and other stakeholders. The Must-Haves: • Experience: 5+ years in financial services sales or relationship management., • Licensing: Active Series 7, 63, and 66 (or 65)., • Education: Bachelor’s Degree., • Proven Results: A track record of growing advisor relationships and successfully closing complex business deals., • Communication: Exceptional presentation skills—you can command a room and navigate high-level "due diligence" conversations with ease., • Energy: High-speed, success-driven motivation suited for a dynamic, customer-focused environment. The "Bonus Points": • Industry Savvy: Deep knowledge of current RIA/Broker-Dealer trends and regulatory landscapes., • Advanced Pedigree: Relevant industry designations or advanced degrees. Why Join This Team? You will work at the intersection of strategy and execution. This isn't a high-volume call center environment; it’s a strategic sales and consulting role where you collaborate directly with the Transition and Marketing teams to ensure every new advisor you bring on is set up for long-term success.

Job Description Sidecar Health is redefining health insurance. Our mission is to make excellent healthcare affordable and attainable for everyone. We know that to accomplish this lofty mission, we need driven people who will make things happen. The passionate people who make up Sidecar Health's team come from all over, with backgrounds as tech leaders, policy makers, healthcare professionals, and beyond. And they all have one thing in common—the desire to fix a broken system and make it more personalized, affordable, and transparent. If you want to use your talents to transform healthcare in the United States, come join us! About the RoleThe Director of Account Management will lead our Account Management organization, balancing strong client relationship management with an eye toward systems-level thinking - building the tools, processes, and team capabilities needed to scale. This role is ideal for someone who thrives in a client-facing environment and is equally energized by building operational infrastructure that enables a high-performing team. What You'll Do • Lead and develop the Account Management team, setting vision, goals, and a high-performance culture, • Own retention and growth targets across employer groups, • Build and refine scalable processes, tools, and systems that enable the team to serve a growing and more complex book of business, • Serve as a senior client-facing leader with brokers and HR decision-makers, modeling strong relationship management, • Partner cross-functionally to drive automation and self-service capabilities that improve efficiency and client experience, • Track and report on key performance metrics to senior leadership, • 8+ years of experience in Account Management, Customer Success, or a similar function within the insurance or healthcare industry, with 4+ years in a leadership role, • Deep familiarity with employer group health insurance, • A track record of managing employer relationships and broker partnerships, • Systems-level thinker who can identify process gaps and build scalable solutions, not just manage day-to-day issues, • Natural energy for client-facing work - someone who is energized by broker and employer relationships, not just operational management, • Strong ability to lead, coach, and develop teams in a fast-changing environment, • Analytical skills with the ability to translate data into strategic decisions, • Excellent written and verbal communication skills, • East Coast location strongly preferred; willingness to travel approximately once per month, • Competitive salary, bonus opportunity, and equity package, • Comprehensive Medical, Dental, and Vision benefits, • A 401k retirement plan, • Paid vacation and company holidays

Job Description Accounting Manager Full-Time | On-Site | We’re seeking an experienced Accounting Manager to serve as the financial backbone of our clients organization. This is a highly hands-on, execution-focused role. You’ll own the full accounting function alongside a Staff Accountant and report directly to the President & CFO. If you thrive in lean environments, enjoy taking ownership, and want direct visibility with leadership, we’d love to connect. What You’ll Do Financial Reporting & Month-End Close • Independently own and execute full month-end close, • Reconcile bank and credit card statements, • Prepare and format P&L statements for executive review, • Process journal entries including commission accruals, prepaid expenses, insurance write-offs, and intercompany splits, • Manage reconciliations and expense analysis Cash Management, AP & AR • Monitor bank accounts daily, • Process weekly payables, checks, and online payments, • Support AR activities for across multiple properties, including collections follow-up and aging reports, • Execute daily bank deposits through online scan systems Payroll & HR Administration • Process semi-monthly payroll (Proliant, ADP or Paylocity experience desired), • Handle onboarding, terminations, and benefits administration, • Coordinate annual benefits renewals with broker Compliance & Tax • Coordinate with CPA on federal/state income and property tax filings, • File all 1099s and W-2s, • Manage quarterly payroll tax payments, • Support annual insurance audits and business license filings What We’re Looking For • Proven ability to independently own and execute full month-end close, • Strong day-to-day accounting experience including AP, AR, reconciliations, and journal entries, • Payroll processing experience for multi-employee organizations, • QuickBooks proficiency required, • Must reside within ~25 miles of Johns Creek (Duluth, Alpharetta, Roswell, Milton, Norcross, Cumming, or Suwanee preferred) Why Join? • Full close ownership with direct visibility to leadership, • Company-funded retirement plan - no employee match required, • Lean, collaborative team with minimal bureaucracy, • Stable, established company with dedicated onboarding support

Job Description Knock is redefining the home buying and selling experience, and we're only getting started! We're a passionate team of industry experts who knew there had to be a better, simpler way for people to navigate the journey between homes. That people-first mindset is core to how we operate, and why Knock has been honored as one of Inc.'s Best Workplaces six times in the past seven years. We bring that mindset into the work we do every day. The Knock Bridge Loan™ empowers homebuyers to 'buy before they sell', by unlocking the equity in their current home, giving them greater convenience, certainty, and competitiveness. Founded in 2015, Knock has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers and agents across the country. Backed by top investors like Foundry Group, Trinity Capital, and the National Association of Realtors, we've built a reputation for innovation and trust, earning 900+ five-star Zillow and Trustpilot reviews and an A+ BBB rating. Join our growing team and help shape the future of homebuying! To learn more, visit Knock.com 📍 Mortgage Account Executive – Remote, anywhere in the US We are seeking a sales-driven, partner-obsessed Account Executive to join our high-performing sales team. This role is ideal for someone with lending experience who brings strong outbound sales capability to generate new business for Knock. In this hunting role, you will be responsible for outbound sales and driving adoption of our first-of-its-kind Knock Bridge Loan™—a unique solution that enables homeowners to unlock the equity in their current home to purchase their next one. As an Account Executive (AE) at Knock, you will focus on outbound prospecting and partner enablement with lending and broker partners, driving loan application volume through consistent outreach, education, and relationship building. You will operate in a B2B2C environment and play a critical role in introducing the first-of-its-kind Knock Bridge Loan™ to new partners. Your work will directly support our mission to modernize the homeownership journey. What You'll Do • Execute outbound cold outreach to generate interest and convert prospects into active lending partners that drive loan applications, • Host regular meetings and training sessions with loan officers, team leads, branch managers, brokers, and agents to share updates, review performance, and optimize use of Knock's offerings, • Consistently meet or exceed monthly goals for driving new business within an assigned territory, • Partner with lenders and brokers to drive new loan applications for Knock, • Lead operational and strategic initiatives that grow top-of-funnel activity and drive both new and repeat applications, • Achieve monthly loan application sales targets, with a minimum expectation of 70 applications per month, • Collaborate cross-functionally with internal teams to deliver a seamless experience for our partners and their customers, • Track, analyze, and report on key performance metrics including outreach activity, partnerships, leads, and loan applications, • Champion collaboration and foster a positive, team-oriented work environmentWhat You'll Bring, • Recent lending experience or an active NMLS license required, • Recent experience working directly with lenders, • Experience in SaaS sales is a strong plus, • Ability to execute cold outbound outreach and build a healthy sales pipeline, • Proven, measurable success in meeting or exceeding sales targets📈, • Creative and strategic thinker with a passion for growing partnerships and improving partner experiences, • Excellent communication, presentation, and interpersonal skills with the ability to confidently engage senior stakeholders🤝, • Performance-driven mindset with a focus on partner success, • Team-oriented attitude with a passion for supporting and uplifting others 💪, • Receptive to coaching and open to giving/receiving constructive feedback, • Ability to thrive in a fast-paced, ever-changing environment while managing multiple priorities, • Strong relationship-building skills rooted in trust and transparency 🤝, • A deep belief in fostering inclusive, equitable practices that reflect Knock's core values 🌍, • Proven success in a fully remote, distributed team environment 🏡, • Experience: Minimum of 2 years of business development or growth experience, • Set up and constantly operate a computer 💵 Compensation and Benefits Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. The salary range below is a good faith estimate for this position and is provided in accordance with applicable state and local pay transparency laws. The base salary range for this position is $55,000 - $60,000 USD. In addition, this role is eligible for an uncapped incentive plan (bonus). The on-target earnings (OTE) are $189,000 USD and are performance-based and not guaranteed. This position will expire on April 31, 2026. 💼 Offer & Employment Terms The actual offer, reflecting the total compensation package & benefits, will be at the company's sole discretion, and determined by factors including but not limited to years of experience, job level, geographic location, and other relevant business considerations. The company also reserves the right to amend or modify this job description, employee perks, and benefits at any time. Employees eligible for bonus and/or commission will be provided details in the offer letter. ❓Why Knock 💡 Purpose-Driven Work: Your contributions will improve the homeownership journey for thousands of individuals and families. 🏡 Remote-First Flexibility: Work from anywhere in the U.S. with a flexible, people-first approach. 💙 Innovative Culture: Collaborate with curious, talented colleagues in a supportive, growth-oriented environment. To learn more about the culture at Knock, view our POPSICLE values. 🌎 Commitment to Inclusion: We are dedicated to creating diverse teams and an inclusive, respectful culture where everyone belongs. 🎉 Enjoying Life & Making an Impact 🪴 Since our founding in 2015, Knock has and continues to offer a 100% remote work culture 🏥 Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment 🧘 Flexible Paid Time Off for full time employees 👶 Paid parental leave for all full time employees: • 12 weeks paid parental leave for the birthing parent ⚖️ Equal Opportunity Employer Knock provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. 🛑 Internal Applicants If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. 🌎 Remote Culture & Company Mission We are proud to be a remote, distributed company with employees across 17 states and counting. This is an amazing opportunity to be an integral part of building a multi-billion dollar consumer brand in an industry that is long overdue for a new way of doing things. You will be working with a passionate team that is disrupting the status quo. Knock, and its subsidiaries, are committed to creating a diverse, inclusive, and equitable environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. 📬 Recruiter Policy Please no recruitment firm or agency inquiries — you will not receive a reply from us. 📎 Application Tip PDF is our preferred format for resumes and any other attachments. Thank you! #LI-Remote

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty, and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for an experienced Multi-Line Senior Claims Examiner to join our dynamic Claims team. The examiner will be responsible for handling of specialty lines claims and management oversight of TPA claims as well as some handling of individual claim files, collaborating with underwriters throughout the claims process and marketing BHSI Claim Service to customers. We are seeking candidates with a high level of technical skill, as well as excellent communication and interpersonal skills. The position will be based in either our New York, Boston or Atlanta office. Duties & Responsibilities: • Responsible for the oversight, managing and adjusting of primary and TPA claims to include; commercial auto, general casualty, errors & omission, accident & health, homeowner and commercial property claims. Ensure high level of customer service and technical claim file quality., • Duties include proactive handling of claims from first notice of loss through ultimate resolution, working and advising internal partners on claims, developing a plan of action for ultimate resolution, obtaining budgets and meeting with clients and brokers., • Perform audits of TPA claims., • Process monthly funding for TPA accounts., • Provides outstanding customer service and works well with the insured, broker and TPA in the handling and adjudication of claims., • Analyze and draft coverage letters as appropriate and communicates coverage positions effectively., • Conducts, coordinates, and proactively directs investigation, defense and settlement of claims., • Directs and closely monitors assignments to experts and defense counsel., • Evaluates information on coverage, liability, and damages to determine the extent of exposure to the insured and the company., • Drafts reports, sets reserves within authority or make claim recommendations concerning reserve changes., • Travels to audits, conferences, mediations, and trials as necessary Qualifications, Skills, and Experience: • 5+ years of multi-line claim handling experience or matching equivalency; and be able to demonstrate technical competence in the handling of specialized program claims., • College degree preferred., • Ability to work independently and assimilate learning materials on many different subjects from various sources., • Excellent interpersonal communications and negotiation skills., • Ability to work in a team environment., • Should have technical competence in all aspects of multi-line claims with particular emphasis on customer service., • Experience in handling and adjusting claims in all 50 states and possess required licenses. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $70,000 to $90,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job DescriptionHave you ever dreamed of putting together your own team of top-performing insurance agents? If you’ve got what it takes to become an insurance broker on our team, we’ll make that dream a reality. You’ll have the chance to recruit, train, and develop your agents your way so they achieve maximum success. Applicants should be career-driven, natural-born leaders who know how to inspire others. If this sounds like you, start your application today!Compensation: $88,500 - $117,000 yearly Responsibilities: • Examine current company policies, make suggestions for improvements and implement new policies for the branch when necessary, • Monitor the branch’s financial performance and ensure we’re meeting sales targets, • Recruit, train, develop, and supervise insurance agents with high potential and turn them into top performers to gain new customers and drive sales, • Leverage actuary data to strategically set premiums and maximize branch profit and use predictive modeling to determine risk and liability of payment of future benefits, • B.A. in business or finance, • Excellent management, leadership, interpersonal skills, and communication skills, • Active insurance agent license in your state required, • Strong knowledge of the latest types of insurance, insurance plans, insurance products, current insurance policies, policy requirements, laws, and regulations Sherrill Insurance Agency partners with Fortune 500 and Fortune 100 companies to market and sell their products. • No cold calling, • No Prospecting, • All Lead-based Sales, • Six-figure Mentorship, • Training

Job Description Hi, we're Oscar. We're hiring a Senior Sales Executive to join our Sales team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: As a Senior Sales Executive, you will be responsible for driving membership growth through the management of traditional insurance sales channels, as well as the pursuit of innovative sales strategies. On the traditional side, the Senior Sales Executive is in charge of driving the broker strategy, ensuring insurance brokers across our coverage area have the information and tools to effectively understand and sell our product. On the creative side, the Senior Sales Executive is responsible for iterating on ideas to drive buzz at a local level and create partnerships with local organizations. You will report into a Director, Sales. Work Location: This is a remote position based in the field, open to candidates who reside in Georgia. Your daily work will involve a blend of work from your home office and frequent travel for client meetings. Occasional travel may be required for team meetings and company events. #LI-Remote Pay Transparency: The base pay for this role is: $96,876.00 - $127,149.75 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and sales commissions. Responsibilities: • Building and managing broker and GA (General Agent) relationships in the assigned geographic market and as required to support growth goals., • Identifying distribution partners to invest in and building relationships over time., • Training brokers and GA partners on our product., • Representing our product in the market at local broker and community events, which may take place during evening and/or weekend hours., • Identifying and testing new growth opportunities and sharing learnings with broader sales team., • Partner with teams to build and improve tools and processes that make our product the easiest to work with in the market., • Meeting or exceeding sales goals while providing great service to distribution partners., • Providing local competitive intelligence and market research., • Being the voice of brokers and consumers within our product., • Compliance with all applicable laws and regulations., • 4+ years of healthcare industry in an outside sales role., • 3+ years of experience presenting and communicating with stakeholders at all levels., • Bachelor's Degree or 4 years of relevant experience., • Up to 50% This is an authentic Oscar Health job opportunity. Learn more about how you can safeguard yourself from recruitment fraud here. At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Who are we? A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway’s insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character. We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world? Learn more about our unique culture and history. Job Opportunity: Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a Senior Vice President, Southeast Region Customer and Broker Engagement Leader. The Regional Customer & Broker Engagement Leader is responsible for guiding and facilitating the regional growth strategy for Berkshire Hathaway Specialty across product lines, and for developing worthwhile business opportunities through active engagement with brokers and customers. This is an important leadership role with responsibility to the product leaders and teams, leading the effort to enhance BHSI profile, driving market strategies to deepen and expand our broker and customer relationships and maximizing opportunities across our businesses. This person works in close collaboration with the product leaders and teams in New York, Boston, Atlanta and future locations. Specific responsibilities include: Duties & Responsibilities: • Lead regional visibility and engagement strategy for key cities in the southeastern region, on behalf of all product teams, • Coordinate and prioritize target account and customer relationship growth strategies with the team, • Facilitate introductions and generate qualified new business opportunities with target customers, • Lead customer relationships for key accounts in the southeast region, • Lead execution of regional broker communication strategy, reflecting a strong understanding of BHSI products, capabilities, risk appetite and competitive differentiators, • Gather and provide our team useful intelligence about broker portfolios, key accounts and influencers including client executives, industry specialists, and producers, • Track and assess regional broker performance, supporting underwriting teams with relevant broker data (KPI’s, broker portfolio information) Qualifications, Skills and Experience: • 20+ years of commercial insurance industry experience including but not limited to customer relationship management, technical (underwriting, claims, broking, or risk management) experience with an accomplished track record for execution and productivity, • Tangible portfolio of meaningful customer and broker relationships, • Highly refined collaboration and influence leadership skills useful for both internal teammate and external customer and broker relationships, • Excellent communication skills, • Well balanced strategic planning and tactical execution as a team player and individual contributor, • Broad analytical skills, particularly in collecting, developing and monitoring performance, • 65% travel requirement for customer and broker engagement within the region, • C&BE regional leader must be based in BHSI’s Atlanta, GA office. BHSI Offers: • A competitive package and exciting growth opportunities for career-oriented teammates., • A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates, and our other stakeholders., • A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework., • Benefits that support your life and well-being, which include:, • Comprehensive Health, Dental and Vision benefits, • Disability Insurance (both short-term and long-term), • Life Insurance (for you and your family), • Accidental Death & Dismemberment Insurance (for you and your family), • Flexible Spending Accounts, • Health Reimbursement Account, • Employee Assistance Program, • Retirement Savings 401(k) Plan with Company Match, • Generous holiday and Paid Time Off, • Tuition Reimbursement, • Paid Parental Leave The base salary range for this position is $225,000 to $275,000, along with annual bonus eligibility. Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates – both their capabilities and character – as demonstrated by our amazing culture. NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Description Position Title: Advisor Development Consultant (ADC) Reports to: Principal Partner Department: Sales Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305 Classification: Full-time; Exempt Summary / Job Objective: The Advisor Development Consultant (ADC) is responsible for providing marketing, financial planning solutions, fixed annuity and/or life insurance knowledge, and extraordinary customer service to independent agents, financial advisors in wealth management/agencies for the establishment and retention of new business. ADCs must have the ability to expand and retain an active agent base by establishing a good rapport with clients utilizing professional phone skills. The desire and drive to succeed in a competitive financial services setting is imperative. Primary Responsibilities: · Make proactive outbound sales calls to: o Recruit financial advisors o Train financial advisors on product solutions and marketing programs o Grow the financial advisor’s practice · Respond to inbound calls regarding product solutions, marketing programs and practice betterment services · Meet call activity expectations and monthly sales goals set forth by management · Participate in continuous training · Self-develop with industry and product knowledge to remain current with trends and products · Keep abreast of the competition and changes in the economy and financial markets · Understand and adhere to the Vision, Mission and Values of Simplicity · Represent Simplicity in a professional manner at all times Qualifications: · At least three years of successful internal sales consultant results · Proficient in Microsoft Outlook, Word and Excel with accurate typing skills · Some travel may be required · College Degree Preferred or Equivalent Work Experience · State insurance license preferred but not required · Series 6, 63, 7, 65 or 66 preferred but not required Core Competencies: · Enterprising and creative mindset for developing innovative solutions · Effective prospecting and customer relationship skills · Ability to ask probing questions to qualify and close business · Persistent and flexible to overcome call reluctance · Self–starter with endurance and capacity to thrive in a fast-paced environment · Ability to think clearly and be objective · Outgoing, people-oriented and highly collaborative · Effective listening and verbal reasoning skills · Sufficient vocabulary to communicate effectively under stressful situations Compensation & Benefits: Compensation (based on experience) • Annual base salary: $40,000, • Variable Compensation eligible, • Bonus opportunities, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 2951 Piedmont Rd., NE, Suite 200, Atlanta, GA 30305; *this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Join Our Team as an Account Coordinator at Amwins Self-Funded, LLC! Are you ready to take the next step in your career? Join Amwins Self-Funded, LLC., as an Account Coordinator in Atlanta, GA. This is an in-office position and offers the ability to work from home up to 2 days a week, after successfully completing training. Why Choose Amwins? At Amwins, we value our team members and offer a range of benefits to enhance your work experience: • Flexibility: Enjoy a hybrid work environment with flexible scheduling options., • Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays., • Continual Learning: Thrive in a collaborative, education-focused work environment. Responsibilities: As an Account Coordinator, you will: • Comprehensive Request For Proposal (RFP) Evaluation: Receipt and review of RFP's; evaluating census data, medical reporting and medical plan documents to confirm all necessary information has been received to quote the case., • Stakeholder Communication: Initiate communication with broker/carrier partners to request missing data, confirm deadlines, prioritize objectives and facilitate transition between field and home office., • Sales Support: Collaborate with Sales teams to prioritize objectives and assist in their accomplishment., • Relationship Management: Maintain professional and collaborative relationships with internal/external business partners., • File Management: Handle file set-up, organization, and ongoing maintenance to support the sales process., • Ad Hoc Duties: Take on other duties and projects as assigned. Qualifications: To thrive in this role, you'll need: • Insurance Knowledge: Understanding of stop loss or basic insurance terminology preferred., • Experience: 1+ year in group benefits with coverage knowledge preferred, but not mandatory., • Technical Proficiency: Proficiency and organization in Microsoft Office programs (Word, Excel, Outlook, etc.)., • Analytical Skills: Strong mathematical and critical thinking skills., • Team Player: Ability to work both independently and as part of a team., • Attention to Detail: Excellent organizational skills and attention to detail required., • Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties., • Time Management: Proven ability to effectively prioritize workload, manage time, and meet deadlines in a fast-paced environment. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Additional compensation typesAnnual Bonus and CommissionInsurance Broker & Regional Manager at Equis FinancialOwner of Shield FinancialThis position is an exciting, 100% fully remote Life Insurance Agent role for individuals seeking a flexible and rewarding career that can be done from the comfort o

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule, • Opportunity for advancement Independent Contractor - flexible hours per week Wage: Commission Only, per lease converted Work Hours: flexible work-week, including weekends. Seeking an Energetic, Dynamic, Skilled & Knowledgeable Leasing Agent with superior customer service skills, a minimum of 2 years sales experience for a growing Property Management company managing single family and multi-family properties throughout the Atlanta area. SKILLS, KNOWLEDGE AND PERSONAL CHARACTERISTICS The following attributes are desirable for job success: experience in leasing single family homes and multi-family properties, ability to communicate effectively written and oral, safety conscious, excellent customer service skills, high energy, self-motivated, ability to work with/without direct supervision, strong organizational and time-management skills, quick and effective decision maker, problem solver, proficient working knowledge of social media functionality including Instagram, Facebook & Linked In. MAJOR DUTIES AND RESPONSIBILITIES Duties may include, but are not limited to: LEASING Respond effectively to telephone and web inquiries to generate prospective resident visits to the properties. Show rental units, utilizing sales skills to demonstrate market ready product and availability to close prospects. Follow-up with prospective residents. Give feedback to Property Manager on vacant units to ensure quality presentation. Monitor online scheduling software daily to answer questions and respond to alerts. ADVERTISING Maintain awareness of local market conditions and trends. Contributes ideas to property manager for marketing community and improving resident satisfaction. Contribute to advertising initiatives for leasing units. OPERATIONS Conduct all business in accordance with company policies and procedures, Fair Housing, ADA, Fair Credit Reporting Act and all other Federal, State and Local laws. Orient new residents to Company processes i.e. Application link, etc. ORGANIZATIONAL RELATIONSHIP Reports directly to the Managing Broker. OTHER REQUIREMENTS Physical requirements: Must be able to perform the physical functions of the position, which may include, but are not limited to: ability to drive to and walk property, including 4 flights of stairs, deliver marketing/resident communications, and show/lease homes. Be able to effectively communicate with prospects, residents, staff, supervisors, vendors, etc. Experience: Must have at least 2 years leasing sales experience or related experience and knowledge of the greater Atlanta area experience preferred. Must have a Georgia Real Estate License. Driving/traveling requirements: To be considered, you must possess reliable transportation to perform various tasks and errands, including showing property to prospects. Must have proof of liability insurance for same. Frequent need (100% of the time) to utilize personal transportation to show properties. Valid Driver's License and required insurance COMPENSATION Leased Unit: 25-35% of One Months Rent + gas allowance