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Top Tech Jobs & Startup Jobs in NYC, NY
Fintech • Software • Financial Services
Oversee daily accounting operations for an insurance agency, including AP/AR, billing, commission revenue reporting, reconciliations, carrier payables, financial reporting, banking transactions, and renewals. Supervise and mentor internal, external, and overseas accounting resources; ensure policy compliance, resolve discrepancies, identify risks, maintain payroll records, and improve workflows using automation and AI tools.
Top Skills:
Ai And Automation ToolsInsurance-Based Management Systems
Fintech • Software • Financial Services
Serve as a strategic HR advisor to Growth leaders, aligning talent strategies with business objectives. Responsibilities include workforce planning, talent management, succession planning, employee relations, organizational change, cultural integration, compensation, retention, performance management, onboarding, and leadership coaching. The role requires influencing leaders, mentoring HRBPs, supporting geographically distributed teams, and driving HR programs in a fast-paced, high-growth environment.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft WordWorkday
Fintech • Software • Financial Services
Manage a small-group employee benefits book of business, serving as the primary client contact and providing insurance plan, compliance, renewal, and carrier guidance. Build relationships, support enrollment, maintain account data, coordinate internal and external partners, drive client retention and growth, promote digital tools and additional services, and identify cross-selling opportunities. The role requires licensed Health and Life insurance expertise, strong communication, and consultative client management.
Top Skills:
Account Management SoftwareApplied EpicCustomer Engagement SoftwareSelf-Service Enrollment Tools
Fintech • Software • Financial Services
Manages high-net-worth personal insurance clients as a trusted advisor and primary contact. Reviews exposures, losses, and coverage; recommends appropriate products; manages renewals and retention; identifies cross-selling opportunities; and resolves complex service issues. Maintains accurate policy data in Applied EPIC, collaborates with carriers and internal teams, and delivers timely, professional client communication.
Top Skills:
Applied EpicExcelMS OfficeOutlookPowerPointWord
Fintech • Software • Financial Services
Manages a high-net-worth personal lines insurance book of business, conducting annual reviews, evaluating exposures and coverage, negotiating with carriers, and recommending risk management solutions. Provides responsive client service, monitors policy issuance and claims handling, communicates exclusions and policy changes, maintains accurate records in agency systems, and collaborates with producers to develop appropriate coverage plans. The role requires strong organization, communication, relationship-building, insurance knowledge, and attention to detail.
Top Skills:
Applied EpicExcelMS OfficeOutlookPowerPointWord
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Fintech • Software • Financial Services
Manages a high-net-worth personal lines insurance book of business, conducts annual account reviews, evaluates coverage and carrier fit, recommends risk management solutions, negotiates with carriers, monitors policy and claims handling, addresses client questions, and maintains accurate coverage records. Requires strong client relationship, communication, organization, insurance industry knowledge, and policy administration skills.
Top Skills:
Applied EpicExcelMS OfficeOutlookPowerPointWord
Fintech • Software • Financial Services
Serve as a proactive HR Business Partner advising leaders on talent strategy, workforce planning, hiring, onboarding, employee relations, performance management, succession planning, retention, and change management to support business goals and culture integration.
Top Skills:
ExcelPowerPointTeamsWordWorkday
Fintech • Software • Financial Services
Serves as a finance business partner for specialty departments, leading budgeting, forecasting, long-range planning, monthly reporting, variance analysis, headcount planning, and expense management. Develops financial models, business cases, dashboards, and executive insights; tracks cost-reduction initiatives; and improves reporting automation and planning processes. Partners with senior business leaders to support financial accountability and decision-making.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft WordOffice ConnectWorkday Erp
Fintech • Software • Financial Services
Manage client surety bond needs by coordinating with clients and surety carriers, preparing bond documents, processing billing, maintaining electronic files (SuretyWave/Applied Epic), and delivering customer service and deadline-driven administration.
Top Skills:
Applied EpicExcelOutlookSuretywaveWord
Fintech • Software • Financial Services
Manage new business and renewal workflows for high-net-worth personal lines: conduct exposure analysis, prepare submissions and quotes, negotiate coverage, present proposals, maintain carrier relationships, and use agency/carrier systems and rating tools to deliver tailored coverage solutions.
Top Skills:
Agency Management SystemsCarrier SystemsComparative Rating ToolsEpic (Agency Management System)ExcelMicrosoft Word
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