Overview:
A well-established insurance agency is seeking an experienced accounting professional to assume a leadership role. This hands-on position is well-suited for someone who enjoys overseeing day-to-day accounting operations while providing guidance and support to a small team within a collaborative agency environment. The role offers an opportunity to ensure continuity, strengthen accounting processes, and contribute to long-term operational stability.

Key Responsibilities:

• Oversee and manage all accounting operations for the agency

• Lead and support a small accounting team

• Prepare and review producer statements and commissions

• Manage payroll processing and related reporting

• Ensure accuracy, timeliness, and compliance across financial processes

• Partner with leadership on financial reporting and operational needs

• Support system usage and optimization within AMS360

Qualifications:

• Prior accounting experience within an insurance agency strongly preferred

• Experience using AMS360 highly desirable

• Proven ability to manage accounting functions and supervise staff

• Strong attention to detail with the ability to work independently

• Comfortable in a hybrid work environment with consistent in-office presence

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Position Overview

A highly respected insurance agency is seeking an Executive Assistant to support the Chief Sales Officer. This role provides high-level administrative and strategic support, helping drive organization, follow-through, and execution across key sales initiatives. The ideal candidate excels in a fast-paced environment, proactively anticipates needs, and supports data analysis, technology tools, and presentation development. This individual will play a critical role in ensuring client interactions, events, and sales priorities are executed smoothly and on time, with an opportunity to grow into broader project coordination responsibilities over time.

Responsibilities

• Provide high-level executive support to the Chief Sales Officer, including calendar, travel, meeting preparation, follow-up, and proactive priority management
• Serve as a trusted execution partner and in-office point of connection, maintaining visibility into sales team activity and supporting communication across stakeholders
• Navigate CRM and agency management systems (e.g., EPIC, Salesforce) and support data organization, reporting, and dashboard preparation using tools such as Power BI
• Build polished, on-brand presentations and sales materials based on executive direction, including prospect decks, sales meetings, training content, events, and client communications
• Plan and coordinate internal and external meetings, sales offsites, conferences, and high-touch client events, including venue research and logistics for events hosting
• Manage client and team gifting, event materials, and experiential details with precision and timeliness
• Track action items, timelines, and follow-through while creating systems that improve efficiency, execution, and visibility

Skills and Qualifications

• Experience providing executive-level support to senior leadership in a fast-paced environment
• Strong organizational, project, and time-management skills with exceptional attention to detail and the ability to manage multiple priorities
• Confident, technologically savvy user of CRM systems, reporting tools, and presentation software, with strong presentation development and formatting skills
• Values consistency, reliability, and professionalism
• Excellent written and verbal communication abilities
• Highly self-directed problem solver with strong follow-through and exercises sound judgment
• Willingness to be in-office 4 days per week to support team connectivity and visibility

Salary/Compensation

• Salary: $60K-$80K / 5% Bonus 
• Comprehensive benefits package to support your health and well-being.
• 401(k) retirement plan
• Hybrid remote work option 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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Claims Attorney/Litigation Manager

Job Summary

Our client is seeking a highly skilled and experienced Claims Attorney/Litigation Manager specializing in Primary and Excess Directors & Officers, Fiduciary and Employment Practice Liability claims to join their team. This hybrid role offers the opportunity to work in a dynamic and collaborative environment, with a focus on proactive claim management, legal expertise, and delivering exceptional results.

Responsibilities:

• Handle claims proactively to achieve optimum payout results by resolving claims fairly, expeditiously and economically.
• Assess coverage issues on claims and issue appropriate coverage letters/documentation in required timeframe.
• Complete timely investigation of claim and post appropriate reserves.
• Proactively manage outside counsel on litigated claims.

Qualifications/Requirements:

• B.A. plus 6+ years of claim-handling and/or comparable legal experience with a concentration in the handling of Primary and Excess Directors & Officers, Fiduciary and Employment Practice Liability claims.
• J.D. strongly preferred.
• Be proactive in initial investigation, claim handling, attorney management, and resolution.
• Superior communication skills to work effectively with insureds, underwriters and claimants.

Compensation Package:

• Base Salary: $120,000 - $175,000 per year
• Annual bonus plans
• Comprehensive medical, dental and vision benefits
• Employee stock ownership plan (ESOP)
• 401(k)
• Flexible & hybrid work arrangements

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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