Modern Woodmen of America Jobs

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact. · Our representatives provide financial guidance and products to help members protect their families and their futures. · Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs. · Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern Woodmen - and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you · Show integrity and character. · Demonstrate leadership skills. · Team-oriented. · Focus on results/success driven. · Can or have overcome adversity. · Grow by helping others. · Show volunteer spirit in the community. · Look for self-improvement opportunities. · Enjoy building long-term relationships. · Credible, trustworthy and honest. Education and training Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications · Passion for bettering members' financial lives. · Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials /SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). · Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks · Paid medical and dental insurance. · 401(k) retirement plan with company match. · Noncontributory pension plan. · Group term life insurance. · Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

We are seeking a proactive, resourceful, and detail-oriented Executive Personal Assistant & Office Administrator to support our CEO and contribute to the smooth operation of both our Irvine office and the CEO's personal residence. This hybrid role is vital for maintaining efficiency and organization across multiple environments, requiring someone who is equally comfortable in a fast-paced corporate setting and a dynamic personal household. The successful candidate will work closely with the Lead EPA and must exhibit discretion, initiative, and a high standard of service in all interactions. Responsibilities: Office Administration (Corporate HQ): Greet visitors and manage front desk operations with professionalism and warmth. Manage office supplies, deliveries, vendor relationships, and facility maintenance. Organize and maintain clean, functional office spaces including meeting rooms. Support HR and Events team with new hire welcomes and company celebrations. Maintain office protocols and assist in workplace safety efforts. Executive Support (Corporate HQ): Provide administrative support to the CEO, including calendar assistance, travel coordination, and confidential task handling. Assist with ordering and delivery of CEO's meals and other personal needs during office hours. Coordinate logistics for internal meetings and virtual calls. Support with client gift purchasing, toll road account maintenance, and expense reconciliation. Act as a secondary point of contact for the CEO in collaboration with the Lead EPA. Personal Assistant Duties (CEO's Residence & Offsite): Coordinate home maintenance schedules and serve as liaison with household vendors and staff. Manage calendar and payment coordination for residential vendors and service providers. Maintain organization in key areas of the home. Run personal errands, including dry cleaning pick-up, grocery shopping, and miscellaneous offsite needs. Assist with planning and executing 1-2 annual weekend events or celebrations at the CEO's residence. Special Projects: Oversee and execute special projects as assigned by the CEO or other executives, ensuring timely and high-quality delivery. Including, but not limited to: credit card reconciliation, toll roads account management, client gift purchases Supporting culture-building initiatives, and creating a welcoming office atmosphere for employees and visitors alike. Required Skills & Qualifications (must-haves): 3+ years of experience in personal assistance, executive assistance, or a similar hybrid role supporting C-level executives (PA experience is highly preferred). White-glove service mentality and a willingness to take initiative and adapt. Strong multitasking and organizational skills with a proactive mindset. Exceptional discretion, integrity, and ability to handle confidential matters. Excellent communication and interpersonal skills. Highly proficient in Microsoft Office, Google Suite, and Slack. Valid driver's license and reliable transportation for errands and home visits. Working Environment & Compensation: $70,000 - $80,000 annually (*DOE + evaluation for an increase after 90 days) Gas and mileage reimbursement for all offsite duties and errands Hybrid work environment (corporate office and CEO's residence) Occasional evening or weekend support required (minimal) Schedule: In Office (Irvine): o Mondays & Fridays: 6:00 AM - 12:00 PM o Tuesdays - Thursdays: 6:00 AM - 3:00 PM (*occasional errands or offsite support as needed) At CEO's Personal Residence: o Mondays & Fridays: 1:00 PM - 3:00 PM o (Other times as needed, including 1-2 weekends per year for special events) Benefits: PPO Healthcare Coverage Vision and Dental Insurance 401(k) plan with a 4% match Employee Assistance Program (EAP) PTO+ sick pay + paid holidays Paid Parental Leave *We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation/gender identity, or any other characteristic protected by applicable law.*

The Client Executive (CE) is accountable for client satisfaction and enhancing the client experience. The CE is responsible for managing and implementing account renewal activities. The Client Executive is the dedicated point of contact for clients and works collaboratively with the Benefits Team to provide excellent customer service for the client. Objectives And Essential Job Duties Retain and manage assigned accounts. Develop and maintain strong relationships/partnerships with clients through delivery of exceptional service. Manages the client transition from due diligence. Manages the implementation process to assure timelines are met. Lead/Assist with Open Enrollment materials and presentations. Manages the day-to-day service for clients including customer claims, billing, eligibility and service issues as the escalation point for resolution of non-routine issues. Sets expectations for issue resolution and monitors progress. Provide clients with access to the value-added tools and portal training when necessary. Responsible for setting up and managing monthly/quarterly touch base calls with the client. Communicates client's needs, issues, risks and opportunities to Senior Consultant. Collaborates with team on matters that promote efficiency and process improvement. Solid knowledge of group insurance, products, contracts and services. Thorough knowledge of financing methodologies and strategies (fully insured and self-funding). Stay informed on market trends and new product information. Other duties as assigned. Key Competencies Leadership: Thinks as a long-term owner and championing ideas in the face of challenge. Provides direction, motivation, mentoring and counsel for your clients and the Employee Benefits Team. Strategic Thinker: Introduce new ideas and processes which improve the client's ability to reach their objectives. Provide innovative solutions to improve department effectiveness and increase revenues. Manages Oneself: Realistically appraises own performance and focuses on constant, measurable improvement; pursues continuous learning and self-development. Relationship Builder: Demonstrates interpersonal initiative and builds rapport; relates well to people; works hard to preserve relationships. Trust Builder: Establish strong relationships with clients through listening and providing on-going value-added service. Understand client objectives and partner with them on the achievement of those objectives. Follow through on commitments. Implementation/Execution Facilitator: Plan, organize and manage multiple priorities and/or projects by using appropriate methodologies and tools. Problem Solver: Solves problems in order to bring credible solutions to clients. EDUCATION And/or EXPERIENCE Bachelor's degree required or 10 years of related work experience Excellent communication and presentation skills Excellent customer service skills Ability to build and maintain collaborative working relationships at all levels Strong planning and organizational skills Excellent multi-tasking skills Proven strong analytical skills Ability to work independently Comprehensive Word, Excel and Power Point Skills Must have a Life and Health License from your state of Residence Ability to travel up to 30% of the time.

Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures. Essential Functions: · Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation · Assist Associate Broker with submission process, as assigned · Prepare Quotes and Confirmation of Coverage (Binders) as directed · Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier) · Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent) · Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary · Ensure Surplus Line documents are submitted correctly and on time · Learn and increase system skills to improve efficiency · Attend educational seminars, as required · Produce and mail renewal letters with applications to customers when applicable · Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed · Process certificates of insurance when applicable Other Responsibilities: · Provide input to departmental procedures · Assist with accounting reconciliation projects · Perform other work-related duties, as assigned · Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized · Assist in handling duties of team members, as appropriate, during absences Education, Experience and Skills Required: · 0-3 years insurance experience · Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position · Exceptional organization, follow-up, communication, and interpersonal skills · Possess an intuitive and proactive approach to business problems and solutions · Exhibit good listening skills and a willingness to help and support others · Advanced skill level in PC software (Word, Excel and other software, as required) · Ability to be flexible in work schedule as needed · Manage time to get the job done with minimal supervision · Excellent communication skills - both verbal and written · Able to interact with a variety of personality styles · Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements Work Environment: · Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent. · Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance. · Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute. · Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety

Western Mutual Insurance Company provides homeowners insurance throughout the Southwestern United States. We have over 80 years of experience in providing excellent customer service and we continue to grow. We are rated A (Excellent) by A.M.Best Company and have been named among the Top 50 Property Casualty Insurers in the country by Ward's. We have an immediate opening for a Field Property Claim Representative for the Austin area. This person must be located in the Austin area. The claim representative will be responsible for inspecting, investigating, evaluating, and settling property claims from inception to close. Responsibilities include but are not limited to providing excellent and prompt customer service and customer response; knowing and effectively explaining policy coverage and claim processes; must understand and comply with company claim handling procedures as well as applicable department of insurance regulations; must present him/herself in a professional manner, must have a successful track record of working independently. Candidate must have a minimum of 3 years' experience adjusting property insurance claims with an emphasis on homeowners claims. Experience with automated claim systems as well as thorough knowledge of Xactimate. Experience handling large losses, taking recorded statements and working with contractors, vendors and attorneys is a plus. Candidate must possess excellent negotiation skills and professional written and verbal communication skills, be able to have the confidence and knowledge to make coverage decisions, and be able to work independently as well as within a team. The position requires making roof and other property inspections which require carrying and setting up a ladder. Texas Adjuster License. Knowledge of and Experience with the Xactimate. A Bachelors degree is preferred. Bilingual - English/Spanish speaking a plus. Must have a good driving record. We offer a competitive salary and a full benefits package including a Company Car, 401k Plan, Profit Sharing Plan and Bonus Plan. Please see our Privacy Notice For Job Applicants here: *******************************************************************

New York Life Accelerated Path to Management Program Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We'll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we'll train you and provide you with access to the tools you need for a career in management. What we're looking for We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions: • Do you have sales or managerial experience in another industry? • Have you previously run your own business? • Do you have an MBA or other equivalent degree? • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you'll start off as a financial professional*, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Phase 1: Firsthand experience as a financial professional You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional2, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: ******************************************************************************* If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000-$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,3 and a 401(k) savings plan.4 New York Life will value and reward your hard work and success. You'll have significant income potential over time, because our field managers' compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000.5 About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. New York Life accepts applications to become a financial professional on an on-going basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. *The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Once you meet all the requirements, the timing of your transition to the Associate Partner role will also depend on openings in the schedule for Associate Partner training. Currently, training cohorts open four times during each year, but are subject to change. Please ask your New York Life recruiter for details. 2If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 4This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 5Based on 2023 Company data for 110 Managing Partners, 94 Executive Partners/Senior Partners and 364 Partners/Associate Partners who were active as of December 31, 2023. Average recruiter income is provided for illustrative purposes only. A recruiter's income is determined based on the applicable field management compensation plan in effect for that pay year. A recruiter's income also varies from year to year, and is dependent upon the recruitment, development and retention of quality agents and the sales generated by each agent in the recruiter's unit and/or in the General Office. In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including the recruiter's field management title/level, the sales results of the recruiter's unit and/or General Office, and the recruiter's applicable field management compensation plan. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager's business expenses not otherwise reimbursed by the company. The company reserves the right to amend, modify, or terminate the compensation plans at any time. New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

QUALIFICATIONS/REQUIREMENTS: Paralegal degree preferred Mortgage Loan and Real Estate experience, particularly related to documentation and filings Demonstrated proficiency using the Microsoft Office group of programs, and ability to access databases High level of personal organizational and administrative ability, with a demonstrated ability for detail-oriented work Above average communication skills (both oral and written) General knowledge of legal terms and documents Demonstrated proficiency performing simple legal research. DUTIES/RESPONSIBILITIES: Review or prepare, with assistance from counsel, loan commitments, title documents, liens, and other real estate documents as needed to support a significant mortgage loan and real estate portfolio. Prepare and file transaction documentation and work with in-house and outside counsel to verify file completion pre- and post- closing. Litigation duties: gather information to respond to discovery requests and subpoenas, investigate matters involved in lawsuits, and maintain organized litigation files. Corporate governance duties for selected subsidiaries: maintain minute books, prepare agenda for corporate meetings, prepare and distribute materials in advance of corporate meetings, draft standard portions of minutes, research corporate records. Administrative and clerical duties: file, sort mail, transcribe correspondence, schedule meetings, arrange travel, maintain and update law library, pay invoices, and administer Attorneys' memberships in professional associations. Kansas City Life Insurance Company is committed to equal employment opportunities for all individuals regardless of race, religion, color, sex, age, national origin, disability, or genetic information. Regular and reliable attendance and punctuality is an essential function of this position.

Responsibilities Develop and execute marketing plan to drive new and renewal business, including in-person visits, telemarketing and distribution of marketing materials for insurance company partners Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing Develop and submit underwriting referrals, where required, to company brokerage facilities and Burns & Wilcox management Monitor key metrics, such as, new business hit ratio, renewal retention ratio, premium growth, and loss ratio, formulating corrective action where necessary Mentor and train Assistant Underwriters as needed Qualifications Bachelor's degree or equivalent combination of education and experience Minimum 3 years of multi-line underwriting experience, excess & surplus experience preferred Strong sales and marketing skills a must, business acumen, interest in continued education and professional development Insurance license, CPCU, CIC or comparable designations preferred Required to be in Jacksonville, FL or surrounding cities Compensation Package Competitive base compensation & highly lucrative sales incentive bonus plan Health benefits & 401K with employer match Employer paid continuing education courses and designations Many opportunities for career advancement About Our Company Burns & Wilcox is the nation's largest independent wholesale insurance broker and underwriting manager. In 1969, the late Herbert W. Kaufman recognized an opportunity to fill a void in the industry by establishing Burns & Wilcox as a wholesale brokerage and underwriting organization that would provide brokers and agents with unique access to a variety of insurance markets and help place their specialty risks. Today under the leadership of Mr. Kaufman's son, Alan Jay Kaufman, that entrepreneurial spirit is thriving as Burns & Wilcox offers comprehensive solutions for retail insurance agents of all sizes, from the large alphabet houses to the more than 30,000 brokers and agent partners worldwide. Equal Opportunity Employer The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.

At Coastal Brokers, we look for the best and brightest talent to join our team of professionals. We're united by the common purpose of delivering exceptional service to our clients. Coastal Brokers Insurance Services, Inc.is a Pleasanton, CA based company. We are a top 50 CA surplus lines broker and are looking to continue growing our team in Pleasanton, CA. With over 40 years of operating experience, Coastal has become a trusted name for agents and carriers alike. Reasons you should consider a career with Coastal Brokers: Culture: Our Core Values are embedded into our culture of how we treat our employees as a valued partner-with integrity, passion and enthusiasm. Career development: We offer robust internships and internal training programs for advancement within our organization. Benefits: Not only do our benefits include up to 2 weeks paid time off in your first year, plus 10 paid holidays, but they also include Medical, Dental, Vision, Life Insurance, Short- and Long-Term Disability, 401K, and EAP. Work Environment: We believe in providing an environment where employees enjoy coming to work every day, are provided with the resources needed to perform their job and staff are assigned manageable workloads. Position Overview: The role of Underwriting Assistant is targeted to candidates with 1-2 years of insurance experience who are looking for a long-term, career-development position within the insurance space. The role will involve working directly with senior underwriters to analyze and quote news risks as well as managing our existing renewal business. Essential Duties and Responsibilities: Review new business applications and contact brokers/agents for missing information to support new business growth. Respond to requests from existing brokers or potential clients for new business, renewals, and endorsements to secure and enhance service. Analyze submissions, application forms, and past claims to assess risk. Prepare ratings for quotations with existing coverage and review new business quotations from brokers/agents. Follow up on outstanding requests, such as change requests, and assist underwriters. Manage service underwriting confirmations of coverage bound for renewals and new business Utilize company underwriting criteria to evaluate risks for various lines of business Ability to work independently Insurance experience is a plus Following carrier guidelines to rate/quote with in-house markets Perform additional duties as assigned or required.

Oscar Sales is working with a fast-growing AI-powered sales technology client, who are seeking for an Account Executive based in Austin, Texas to help scale their innovative SaaS platform across enterprise customers. Base: $100-120K | OTE: $200K+ Responsibilities Consistently exceed sales targets by hunting and closing new enterprise logos nationwide. Use advanced prospecting tools to build pipeline and close deals. Build and maintain relationships with key decision-makers such as sales leadership and directors within client organizations. Manage complex sales cycles involving demos, pilots, negotiations, and contract closing. Collaborate across teams to tailor solutions and improve sales processes. Maintain accurate CRM records and forecasts. Mentor junior sales team members to support growth and skill development. Excel in a fast-paced, bootstrapped environment that values grit, adaptability, and a results-driven mindset. Requirements Based in Austin, TX. Minimum 5 years of SaaS sales experience with a proven track record of quota attainment. Experience selling into enterprise clients with multi-stakeholder decision processes. Expert knowledge of LinkedIn Sales Navigator and strong consultative selling skills. Skilled at managing long sales cycles including demos and contract negotiations. CRM proficiency (e.g., HubSpot, Salesforce). Leadership qualities: willingness to mentor and support junior team members, providing guidance without formal management duties. Experienced working in a bootstrapped company setting with no reliance on venture capital. Preferred Experience in AI or sales technology solutions. Background in B2B SaaS with strategic account management capabilities. What's in it for you? Base salary range $100,000 to $120,000 depending on experience. Commission-heavy role with on-target earnings roughly double base. $200K+ We believe in the product and the opportunity it creates for ambitious sales pros. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

Responsible for developing the investment strategy and leading investment activities, managing investments in portfolio, and assisting in raising investment capital through fundraising with endowments/foundations. Oversees and builds a dynamic team of six professionals to achieve stated outcomes and organizational commitments. This role combines strategic leadership, investment, and financial expertise with a deep commitment to social impact and community development. The most immediate work will focus on: Revising the investment strategy and thesis with data and experience derived from the last 5 years of activity. Ensuring all growth portfolio companies have a custom support portfolio management plan; and Driving the creation of a maturity model for Portfolio companies that are tracked, discussed and strategically managed. Candidate Profile Education: MBA preferred but not required. Years of Experience: Transactional experience in private equity & venture capital, commercial debt, and/or hybrid capital for early-stage businesses. 15+ years of a demonstrated track record with at least 7 years of that in private equity or venture capital including successful exits. Experience investing in small businesses is strongly preferred. Strong financial expertise with the ability to analyze potential investments, conduct financial analysis, and develop strategic investment plans. Commitment to ICA's mission: A leader who sees investment as a means to catalyze the opportunity for wealth creation in our communities. A vision of transforming the financial system to be more inclusive and to create economic opportunities for all. Exceptional people leadership and collaboration skills: The CIO will lead the investment team, manage multiple stakeholders, gain buy-in, and ensure support within the organization and externally. Willingness to be active and available to the team and our portfolio of entrepreneurs. Strong impact orientation: prioritizing the path to maximizing financial and social results. Integrity: Impeccable integrity and credibility. Pay range and compensation package The annual base salary range for this position is $220,000 to $245,000 depending on background and experience. Compensation also includes a discretionary bonus paid annually based on organization and individual performance. Learn more about our client partner, ICA Fund, online at ica.fund

Procurement The Co-pack Manager oversees vendor relations, contract management, operational planning, and strategic sourcing of new and existing products. The Co-pack Manager sources new suppliers and works directly with existing partners to reduce costs, improve speed to market, and foster continuous improvement of supplier performance. The ideal candidate will have a strong background in vendor management, strategic sourcing, supply chain best practices, and contract negotiation. The Co-pack Manager will report directly to the Vice President of Procurement. Responsibilities: Manage existing suppliers serving as co-packers to deliver product to Camco distribution centers Review existing supply agreements and establishment new ones for approved suppliers Negotiate and confirm purchase prices, purchase volumes, and service levels with suppliers Continuous analysis of current operations to assist in make vs. buy decisions Work closely with the Quality Assurance department to integrate requirements with suppliers Coordinate with other internal stakeholders such as sales and finance to project budgetary impacts resulting from changes in supplier arrangements Collaborate with Engineering and R&D to launch new products through vendor partnerships Travel to existing and new suppliers as needed (less than 10%) Qualifications: Bachelor's degree in business administration, finance, supply management, or related field; or any equivalent combination of relevant education, skill training, and experience 2-5 years relevant experience in supply chain, purchasing, procurement, or vendor management Experience in vendor relations and procurement Experience using KPIs for goal setting and process management Strong Microsoft Office skills Compensations and Benefits: We offer a wide range of career opportunities with excellent benefits. Above all, we are looking for passionate, talented, hard-working, nice people with great taste to help us build this brand we love. Competitive salary 401k with company match Participation in company health (medical, dental) insurance plans. Supplemental insurance offered Promote work/life balance including paid time off and paid holidays We do not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, military status, or any other characteristic protected by law.

Our client, a multinational law firm, is seeking a Legal Secretary (Litigation) to join their team in Palo Alto! The Legal Secretary plays a key role in delivering top-tier administrative and client support, ensuring the production of accurate, high-volume legal documents. This position requires an understanding of the firm's legal practices and client needs to foster strong attorney-client relationships. Key Responsibilities: Drafts, edits, and reviews complex legal documents and correspondence for accuracy and completeness. Manages client and matter-related lists, schedules appointments, and maintains contacts using Outlook. Assists with time entry tasks, including input, edits, and finalization of time records. Opens new matters, drafts engagement letters, and processes conflicts using Intapp. Works closely with attorneys and accounting to handle billing in 3E: editing prebills, generating reports, and sending invoices. Coordinates meetings, conference calls, and travel arrangements. Prepares expense reports, processes payments, and handles check requests. Supports all phases of litigation, including trial preparation, document management, and court filings. Assists with depositions and helps prepare and organize materials for court proceedings. Provides direct support to clients and aids in managing attorney-client communications. Helps prepare responses to auditor requests and opinion letters in collaboration with paralegals. About You High School Diploma required; Associate's Degree preferred. At least 3 years of recent legal secretarial experience, preferably in a large firm. Strong background in litigation and experience with financial systems like 3E. Advanced proficiency in MS Office and familiarity with database/timekeeping software. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Western Mutual has been providing excellent customer service to homeowners throughout the Southwestern United States for over 80 years. We are rated A (Excellent) with A.M. Best. We have an immediate opening for a Property Claims Adjuster to work out of our San Antonio office. From the desk this individual will investigate and settle homeowner property claims of all types. This position requires a strong ability to resolve customer issues promptly and efficiently, while maintaining a positive and professional demeanor. Skills, abilities and responsibilities include but are not limited to: Reviews, negotiates and settles property damage claims including but not limited to; interior water damage; exterior wind or hail claims for roofing, siding, and fencing. Generates professional correspondence to communicate claim decisions to all relevant parties such as insureds, public adjusters, and attorneys. Maintains up to date claim diaries. Ensures compliance with all company procedures, and department of insurance directives and regulations. Possesses excellent negotiation skills characterized by a willingness to speak directly to all relevant parties, by phone, to settle differences and explain decisions. Handles light office administrative duties. Position Requirements: 3-5 years of property claim handling experience with exposure to handling homeowners claims under catastrophic conditions. TX Property and Casualty license or TX All Lines license. Experience with Xactimate. Bilingual - English/Spanish highly preferred. A Bachelor's degree is preferred. Field Adjusting experience is a plus. We offer a competitive salary and a full benefits package including a 401k Plan, Profit Sharing Plan and Bonus Plan. Please submit your resume and salary requirement for consideration. NON-SMOKING OFFICE Please see our Privacy Notice For Job Applicants here:*******************************************************************

Assist the Associate Broker (AB), Broker or Practice Group Leader in meeting the day-to-day technical and clerical needs of the department. Assist with servicing new and renewal business. Service active and expired policy files in accordance with established Brown & Riding values, goals, and procedures. Essential Functions: · Meet quality measurement goals by delivering high quality service in servicing assigned clients and accounts. Ensure all file activity meets or exceeds quality procedures with regard to timeliness, accuracy of policies, endorsements, subjectivities, and all other active and expired file correspondence and documentation · Assist Associate Broker with submission process, as assigned · Prepare Quotes and Confirmation of Coverage (Binders) as directed · Policy Checking (Review policies to be sure that they are issued in accordance with what was bound with the carrier) · Endorsements (Request policy changes, follow up for the endorsements, review for accuracy upon receipt, invoice, and transmit to agent) · Manage and maintain suspenses (Pending Items that we are waiting for from retailers and carriers), including following up on items and escalating unresolved issues to the broker or AB when necessary · Ensure Surplus Line documents are submitted correctly and on time · Learn and increase system skills to improve efficiency · Attend educational seminars, as required · Produce and mail renewal letters with applications to customers when applicable · Review renewal and/or new business information submitted by the customer and request supplemental or explanatory information if required, as directed · Process certificates of insurance when applicable Other Responsibilities: · Provide input to departmental procedures · Assist with accounting reconciliation projects · Perform other work-related duties, as assigned · Work closely with AB Team Lead and assigned Broker(s) in identifying other projects where skills, experience and knowledge can be utilized · Assist in handling duties of team members, as appropriate, during absences Education, Experience and Skills Required: · 0-3 years insurance experience · Willing and able to take insurance classes and attain designations relating to work in order to continually grow in position · Exceptional organization, follow-up, communication, and interpersonal skills · Possess an intuitive and proactive approach to business problems and solutions · Exhibit good listening skills and a willingness to help and support others · Advanced skill level in PC software (Word, Excel and other software, as required) · Ability to be flexible in work schedule as needed · Manage time to get the job done with minimal supervision · Excellent communication skills - both verbal and written · Able to interact with a variety of personality styles · Has or is able to secure the appropriate insurance license within the appropriate timeframe as determined by state requirements Work Environment: · Physical activities of job are within the normal expectations of an office environment where the amount of standing, walking, sitting, reaching, and other movements are within the control of the incumbent. · Vision requirements are in the normal range, correctable with glasses or contacts, where color vision, peripheral vision, depth perception have no significant impact on job performance. · Working environment is generally within the confines of an office where normal climate conditions support effective job performance. Some daily travel may include limited time spent outside in the elements as part of the normal commute. · Risk of exposure to hazardous materials, electrical shock, explosives, radiation, vibration or airborne particles are at the extreme minimum. Protective clothing is usually not necessary to effective job performance or safety

You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you'll have access to competitive benefits including a fresh perspective on workplace flexibility. ***Remote role, candidate must reside in the state of Mississippi. Preferred experience in social work/case management as well as Behavioral Health/Mental Health.*** Position Purpose: Develops, assesses, and coordinates care management activities based on member needs to provide quality, cost-effective healthcare outcomes. Develops or contributes to the development of a personalized care plan/service plan for members and educates members and their families/caregivers on services and benefit options available to improve health care access and receive appropriate high-quality care through advocacy and care coordination. Evaluates the needs of the member, barriers to care, the resources available, and recommends and facilitates the plan for the best outcome Develops or contributes to the development of a personalized care plan/service ongoing care plans/service plans and works to identify providers, specialists, and/or community resources needed for care Provides psychosocial and resource support to members/caregivers, and care managers to access local resources or services such as: employment, education, housing, food, participant direction, independent living, justice, foster care) based on service assessment and plans Coordinates as appropriate between the member and/or family/caregivers and the care provider team to ensure identified care or services are accessible to members in a timely manner May monitor progress towards care plans/service plans goals and/or member status or change in condition, and collaborates with healthcare providers for care plan/service plan revision or address identified member needs, refer to care management for further evaluation as appropriate Collects, documents, and maintains all member information and care management activities to ensure compliance with current state, federal, and third-party payer regulators May perform on-site visits to assess member's needs and collaborate with providers or resources, as appropriate May provide education to care manager and/or members and their families/caregivers on procedures, healthcare provider instructions, care options, referrals, and healthcare benefits Other duties or responsibilities as assigned by people leader to meet the member and/or business needs Performs other duties as assigned Complies with all policies and standards Education/Experience: Requires a Bachelor's degree and 2 - 4 years of related experience. Requirement is Graduate from an Accredited School of Nursing if holding clinical licensure. Or equivalent experience acquired through accomplishments of applicable knowledge, duties, scope and skill reflective of the level of this position. License/Certification: Current state's clinical license preferred For Mississippi Magnolia Health plan: Bachelor's or Master's degree in a healthcare related field (social work, sociology, psychology, public health) and 2 - 4 years of related experience; LSW,LMSW preferred. Pay Range: $22.50 - $38.02 per hour Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. Total compensation may also include additional forms of incentives. Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with the LA County Ordinance and the California Fair Chance Act

The Claims Specialist works with and reports to the Department Manager within the TPA Department. The position is located at 500 Steed Road: Ridgeland, MS 39157. Job Essential Duties and Responsibilities: To perform the job successfully, an individual must be able to perform each essential duty satisfactory. The requirements listed below are representative of the knowledge, skill and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Medical, dental and vision claims adjudication. Utilize MWG Administrators Policy Administration System and Claims Management Software to verify eligibility and review members accounts based on the policy assigned. Input data into MWG Administrators Claims Management Software. Handle incoming mail, provider appeals, and inquiries. Review member correspondence and process or direct to the appropriate department. Maintain quality customer services by following customer service practices, responding to customer inquiries. Perform periodic audits on individual and group policies to verify claims have been paid correctly. Protect operations by keeping claims information confidential. Ensures legal compliance by following company policies, procedures, and guidelines. Identify and escalate issues to supervisors. Meet or exceed all performance metrics. Be knowledgeable and have a clear understanding of the business processes within Morgan White Group including all internal departments, insurance carriers, brokers/agents, and group contacts. Perform other duties as assigned by the Department Manager.

Provide assistance to producers and client managers in servicing new and renewal construction bonding business. Promptly and professionally assist clients with daily needs. Regular interaction with producers, client managers and carrier/broker representatives to deliver superior client service experience. REPORTS TO Senior Vice President - Construction and Surety Practice ESSENTIAL FUNCTIONS Has ultimate responsibility for informing and educating clients regarding their surety program. Works with the Producer and/or Client Manager in contacting clients to obtain updated information annually. Has ultimate responsibility for the overall marketing process (strategy, arranging submission, negotiating, reviewing options, and developing appropriate presentation documents). Responsible for oral presentation of all items as needed/requested by clients and prospects. Assist with requests from customers, which will include researching construction bid documents to determine bonding requirements, preparing bonds and record keeping. Ability to manage multiple tasks, prioritize work and service customer needs with a sense of urgency. A production orientation and/or willingness to consider new production opportunities are a bonus. Adhere to all agency procedures and E&O guidelines. Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, and request for changes, etc. Participate in special projects and other duties assigned. COMPETENCIES Ethical Conduct Strategic Thinking Decision Making Communications Proficiency Presentation Skills Strong Computer Skills WORK ENVIRONMENT Flexibility for hybrid work schedule. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines. SUPERVISORY RESPONSIBILITY None PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. POSITION TYPE/EXPECTED HOURS OF WORK Full Time Position - 40-hour work week TRAVEL Travel is moderate. Some out-of-area and overnight travel may be expected. REQUIRED EDUCATION AND EXPERIENCE B.S. Degree 7-15 years of surety company underwriting experience Organized, demonstrated skills in effective written, listening and verbal communication Possess persuasive communication skills in dealing with clients and associates Accurate typing ability, attention to detail, and proficiency with Microsoft Office Strong computer skills Knowledge of construction bonding Active Ohio P&C license PREFERRED EDUCATION AND EXPERIENCE Experience using Applied EPIC agency management system Advanced technical education in attainment of insurance related designations (CPCU, CIC, CISR, etc.) OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Our client, a multinational law firm, is seeking a Legal Secretary to join their team in LA! About the Role As a Legal Secretary, you'll play a vital role in supporting attorneys and fostering strong client relationships by delivering high-quality administrative and legal support. This position requires a deep understanding of firm procedures, legal practices, and specific client needs to ensure efficient and personalized service. Key Responsibilities: Prepare, edit, and proofread a wide range of legal documents and correspondence with accuracy. Maintain and update client and matter records, communication lists, and contacts. Manage scheduling and appointments using Outlook. Handle daily time entry tasks, including inputting, proofreading, and closing timenotes. Use Intapp to open new matters, prepare engagement letters, and process conflict checks. Support billing operations in 3E by working with attorneys and accounting to edit prebills, generate reports, and issue final invoices. Coordinate meetings, conference calls, and travel arrangements. Process expense reimbursements, invoices, and check requests. Provide litigation support throughout a case lifecycle-from initiation to trial or settlement. Assist in managing case files, document organization, court filings, depositions, and trial preparation. Collaborate with paralegals on auditor responses and opinion letters. Maintain professional client communications and uphold service excellence. About You Education: High school diploma required; associate's degree preferred. Experience: At least 3 years of recent legal secretarial experience, ideally in a large law firm; strong litigation background is essential. Technical Skills: Proficient with MS Office (Word, Excel, PowerPoint, Outlook), Mac Pac, and legal billing software such as 3E; familiarity with databases and time tracking tools. Soft Skills: Strong organizational and attention-to-detail skills, excellent written and verbal communication, and the ability to build strong relationships with colleagues and clients. Teamwork: Collaborative, client-focused, and committed to supporting team members and firm goals. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.