Hirewell

Manage client property and casualty insurance needs by processing policy changes, responding to inquiries, maintaining documentation, and collaborating with team members. | Requires 1+ years in P&C insurance or client service, knowledge of insurance products and regulations, proficiency with agency systems and MS Office, and preferably a P&C insurance license. | We are looking for an energetic person to join our P&C Insurance team. The Property Casualty (P&C) Client Service Specialist is responsible for delivering exceptional service to clients by managing their property and casualty insurance needs. This role involves supporting team members, responding to client inquiries, processing policy changes, and ensuring timely, accurate documentation. The ideal candidate is detail-oriented, proactive, and thrives in a collaborative, fast-paced environment. Client Relationship Management: • Serve as the primary point of contact for assigned clients, addressing routine inquiries and requests. Build and maintain strong, professional relationships with clients, carriers, and internal teams. Educate clients on policy coverage, exclusions, and claims processes. Client Relationship Management: • Process policy changes, renewals, endorsements, certificates of insurance, and cancellations accurately and promptly. Review and verify policy documents for accuracy and completeness. Coordinate with insurance carriers to resolve discrepancies and ensure timely issuance of documents. ​Documentation & Compliance: • Maintain organized and up-to-date client files in accordance with company and regulatory standards. Ensure all documentation is compliant with industry regulations and company policies. Team Collaboration: • Work closely with team members to deliver seamless client service. Participate in team meetings, training sessions, and process improvement initiatives. Positivity: • Approaches daily tasks and client interactions with a positive, can-do attitude. Maintains composure and optimism, even during busy periods or when facing challenges, helping to foster a supportive and uplifting work environment. Team Player: • Values collaboration and actively contributes to team success. Willingly assists colleagues, shares knowledge, and celebrates group achievements. Communicates openly and respectfully, building trust and rapport with others. Efficient Use of Time: • Demonstrates strong organizational skills and the ability to prioritize tasks effectively. Uses digital tools, checklists, and proactive planning to manage workload and meet deadlines. Seeks ways to streamline processes and maximize productivity without sacrificing quality. Adaptability: • Embraces change and remains flexible in a dynamic industry. Quickly adjusts to new procedures, technologies, or client needs. Accountability: • Takes ownership of responsibilities and follows through on commitments. Admits mistakes promptly and works collaboratively to find solutions. Continuous Improvement: • Pursues ongoing professional development and welcomes feedback. Strives to enhance personal performance and contribute to the team’s growth. : • High School Degree • 1+ years of experience in property and casualty insurance or client service role preferred. • Strong knowledge of P&C insurance products, policies, and regulations preferred. • Proficiency with agency management systems and Microsoft Office Suite. • Excellent organizational, analytical, and interpersonal skills. • Insurance license (Property & Casualty) preferred. Job Type: Full-time Pay: $45,000.00 - $65,000.00 per year Work Location: Remote

Lead regional financial services business growth, manage P&Ls, develop and execute business strategies, and oversee high-performing sales teams. | 15+ years in financial services with 10+ years senior leadership, relevant securities licenses, strong financial acumen, and ability to travel up to 50%. | Denver, Colorado Direct Hire Salary Range: $200,000 - $250,000 Benefits: Unlimited PTO Full Benefits Day 1 When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: The Regional Senior Vice President, Financial Services oversees all aspects of financial services business for a specific region, driving strategic growth and cultivating high-performing teams. This role is responsible for developing and executing a comprehensive business plan, ensuring exceptional client service delivery and for driving new organic and inorganic business. This role is responsible for the rollup of all Financial Services P&Ls within the region and is accountable for achieving growth (sales and retention) and financial (revenue, EBITDA, margin) plans. The position requires proactive collaboration with Retirement, Wealth and Executive Benefits Practice Leaders, the Regional President and Regional Finance Leaders to ensure financial growth and success. Essential Duties and Responsibilities (includes but is not limited to): Strategic Leadership • Direct accountability to the President, OneDigital Financial Services and matrixed accountability to the Regional President for both growth and operational efficiency goals. • Develop and execute a comprehensive growth strategy for teams in region, aligning it with OneDigital’s overall business objectives. Identify and seize new market opportunities, expanding OneDigital’s reach and market share across all Financial Services business lines. • Foster a culture of innovation and continuous improvement within the region, proactively seeking ways to enhance service offerings and unlock superior client value. • Lead by example, setting the tone for a collaborative, results-oriented, and client-centric work environment. • Oversee the development and implementation of effective sales strategies and initiatives, ensuring achievement of office, market and regional goals. • Represent OneDigital at industry events and conferences, establishing a strong brand presence and building strategic relationships. Position OneDigital as the go-to partner for financial services solutions across retirement, wealth management and executive benefits. • Develop and maintain strong relationships with key industry partners and Centers of Influence (COIs), fostering mutually beneficial collaborations that unlock new business opportunities. • Act as a subject matter expert on all aspects of the financial services industry for regional leaders. • Understand the necessary business lines to complete markets with OneDigital’s full suite of services. Lead regional efforts to identify and recruit prospective financial services firms. People Leadership • Manage office and market level leaders, fostering a culture of excellence and professional development. Equip them with the tools and strategies to exceed client expectations and drive revenue growth. • Plan and support local efforts to recruit, hire, and onboard top talent, building a diverse and experienced team capable of solving complex client challenges in the financial services landscape. • Establish clear performance metrics and conduct regular performance reviews, implementing strategies for continuous improvement. • Partner with Business Line, local market leader and RMP to ensure successful integration and assimilation of new Financial Services practices into the region. Financial Management and Oversight • Serve as the #1 driver and accountable party for ensuring Financial Services’ growth and financial goals are met within the region. • Responsible for the roll-up of all Financial Services P&Ls within the region, ensuring profitability and meeting financial targets for both growth (sales, retention) and financial (revenue, EBITDA, margin) plans. • Develop and implement strategies to maximize revenue generation and optimize operational efficiency, ensuring a healthy return on investment. • Provide insights and recommendations for strategic decision-making on financial reporting to senior management. Industry Leadership and Client Relationships • Collaborate with other verticals within OneDigital to maximize client value through convergence conversations and seamless service delivery processes. • Manage client segmentation and coordinate with relationship owners to identify and pursue cross-sale opportunities. • Oversee and personally manage at-risk or key accounts. • Organize and participate in local marketing events. • Ensure advisors are fully integrated into a holistic market model. Qualifications, Skills and Requirements: • Proven track record of successfully leading and growing a large sales team in the financial services space, with a focus on exceeding sales goals. • Strong financial acumen and experience with P&L management. • Demonstrated expertise in developing and executing successful business strategies for financial services organizations. • Strong understanding of fiduciary best practices, including ERISA regulations, and current industry trends. • Exceptional leadership skills, with the ability to motivate, inspire, and coach a diverse team. • Excellent communication, presentation, and interpersonal skills, with the ability to build strong relationships at all levels. • Proven strategic thinking and business acumen, with a focus on driving profitability and shareholder value. • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). • Demonstrated discipline utilizing a CRM as a comprehensive business tool, Salesforce preferred. • Ability to adapt to a rapidly changing business and technology environment. • Willingness to travel up to 50%. • Preference will be given to candidates who reside in one of the following West region states: CA, OR, ID, WA, UT, AZ, CO, or NV. Education, Training and Experience: • Bachelor’s degree in Business, Economics, Finance, or a related field or relevant industry experience required. Masters preferred. • Must possess a valid relevant securities license. • 15+ years of experience in the financial services industry, with a minimum of 10+ years in a senior leadership role. • Must be licensed to allow registration as an IAR of OneDigital Investment Advisors

Manage strategic initiatives and platform adoption, conduct training for advisors, advocate for operational efficiency, and collaborate on systems evolution and project management for wealth advisory teams. | 3-5 years in client/advisor support roles, strong project and stakeholder management, proficiency with Salesforce and Orion, excellent communication and relationship-building skills, and ability to travel occasionally. | Atlanta, Georgia Direct Hire Salary Range : $110,000 Benefits : Full Medical upon Start Date3,5% 401k MatchUnlimited PTO Reports to the Vice President of Wealth Strategy to manage strategic initiatives, drive systems and platform adoption, serve as a service leader in supporting the needs of advisory teams in the field, and advocate for operational efficiency and excellence in client and advisor experience. Essential Duties and Responsibilities (includes but is not limited to):Purpose: Enable transition of new advisors and branch offices through training and focused efforts to drive adoption of technologies, systems, and best practices. Work collaboratively with M&A teams, incoming advisor teams, and the Vice President of Wealth Strategy to develop a transition and engagement plan for each new branch office. Build relationships with incoming advisor teams through consultative inquiry and by serving as a quarterback for all questions related to the platform. Conduct virtual and in-person training sessions for individual advisors and teams across all platform solutions and capabilities, leaning on internal teams for subject matter expertise as needed. Serve as an advocate for an exceptional incoming advisor experience that balances training and transition needs with business goals, team capacity, and effective change management. In collaboration with the Vice President of Wealth Strategy, evolve and improve the project management aspects of new firm onboarding through after-action analysis and submission of recommended changes to the master Project Plan maintained by the PMO team. Platform & Best Practice Advocacy Purpose: Drive deeper platform adoption and best practice deployment across all Wealth branch offices. Develop subject matter expertise in technical tools that make up the Wealth platform and in the organization’s approach to using those tools to drive an exceptional client experience. Serve as a central point of contact and a knowledge resource to advisors and their staff for questions related to systems deployment, day-in-a-life best practices, and optimizing the use of resources, networks, and initiatives to power growth and client service. Conduct training sessions, both virtual and in person, for individual advisors, advisor teams, and at regional and national gatherings. Collaborate with internal teams to build the Knowledge Database of accurate training materials, including job aids. Proactively manage the training materials library to ensure continued relevance and meet the needs of the field. Collaborate with internal teams in enabling and executing on the Change Management Toolkit related to the development and rollout of new technologies, features, and best practices. Systems Evolution & Deployment Purpose: Serve as an advocate for the field in collaboration with the Vice President of Wealth Strategy to drive systems evolution, updates, and integrations for a stronger Wealth Platform with exceptional user experience. Work collaboratively with advisor teams and internal teams to identify opportunities for stronger integration, data integrity, and best practices across Wealth. In collaboration with the Vice President of Wealth Strategy, develop and project-manage initiatives and special projects to advance and augment the Wealth Platform, including new system capabilities, new vendor relationships, and new point solutions to improve efficiency and collaboration. Represent the Home Office Wealth Solutions team to advocate for department-level initiatives that can improve the quality of life on platform for advisors and their teams. Serve as a field expert and a systems superuser in conversations that concern field needs, expectations, and operational/technology/systems gaps. In partnership with the VP of Wealth Strategy, engage with the field through facilitated study groups and superuser groups to co-create/refine best practices and gather system development feedback. For system upgrades and new features, take ownership of defining the solution criteria, work with the Product Team on prototype development, and drive user acceptance testing. Develop and monitor KPIs to track the impact of strategic initiatives and success in driving platform adoption. Qualifications & Experience: 3–5 years of experience in both client and advisor supporting functions, such as Client Service, Operations, or Transitions Bachelor’s degree or equivalent experience required Strong experience working with Orion and Salesforce Strong experience in project management and stakeholder management Ability to work well as a part of a distributed team, managing multiple tasks and prioritizing based on business needs; proven ability to meet deadlines, make accurate decisions, and triage needs in a changing environment with many unknowns Excellent relationship-building skills Effective conflict management, problem solving, analytical, and decision-making skills Commitment to foster a positive, upbeat, constructive work environment Commitment to the financial planning philosophy Ability to travel as needed (generally not more than once per month) Advanced proficiency in MS Outlook, Word, Excel, PowerPoint, and Teams We help people find the next step in their careers in technology, marketing, sales, human resources, finance, accounting, and real estate. Check out what jobs we have available today. Follow the hottest hiring trends. #IYKYK Talent Insights is THE place to keep up with the latest trends in hiring. From market analysis to hot takes on talent practices, tune in to learn (and maybe be entertained). Email * What best describes you? * drop us a line Need help with hiring? Turns out, we'd love to help. Contact us below. If you're looking for a new job, check out the job openings for our clients here . We'd love to hear from you! Please fill out the form and we'll get back to you as soon as possible. First Name Last Name Email * Company Name * Company Website URL * How can we help you hire? * How did you hear about us? * Subscribe to our Talent Insights Newsletter #J-18808-Ljbffr Remote Skills: Acceptance Testing, Accounting, Analysis Skills, Best Practices, Change Management, Conflict Resolution, Customer Experience, Customer Service Operations, Customer Support/Service, Data Quality, Establish Priorities, Finance, Financial Planning, Human Resources, Marketing, Materials Management, Mergers and Acquisitions, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multiplatform/Cross-Platform, Multitasking, Onboarding, Performance Metrics, Philosophy, Problem Solving Skills, Project Development, Project Planning, Project/Program Management, Prototyping, Real Estate, Sales, Salesforce.com, Strategic Planning, Systems Administration/Management, Team Player, Time Management, Training/Teaching, User Interface/Experience (UI/UX), Vendor/Supplier Relations, Vendor/Supplier Selection, Wealth Management About the Company: Hirewell Since 2001, Hirewell has partnered with growing companies to strategically build world-class workforces in a large range of industries. Our Consultants bring experience from retained search, corporate recruiting and staffing, with a deep understanding of our clients’ businesses. Our unique blend of service offerings allows us to make a tremendous impact with our clients and continue to help them as they evolve. And we guarantee our work. Company Size: 100 to 499 employees Industry: Staffing/Employment Agencies Founded: 2001 Website: https://www.hirewell.com/