Open Positions
BUSINESS DEVELOPMENT OFFICER (Full-time)
New business development by spreading the word to the Registered Investment Advisory (RIA) and financial community throughout the U.S. about insuring against claims of client and investor lawsuits, asking for an opportunity to provide information, scheduling a dialogue discussion, performing coverage analysis, placing appropriate insurance products for Investment company exposure, and managing client relationships. Download Job Description
ACCOUNT MANAGER (RIA) (Full-time)
Manage existing client accounts, including the submission of applications, issuing certificates and binders, completing proposals, performing data entry and database management, reviewing policies for accuracy, working with insurance underwriters, interacting with clients, etc. Download Job Description
ADMINISTRATIVE ASSISTANT (Full-time)
Provide administrative general accounting, operations, and marketing support including general office duties, bookkeeping transactions, database management, statement reconciliation, client interaction and correspondence, marketing campaign assistance, etc. Download Job Description
BUSINESS DEVELOPMENT ASSOCIATE INTERN (Part-time/Full-time)
Assist agency within the Financial Institutions (RIA) team, specifically focusing on assisting the commercial brokers (Business Development Officers). Download Job Description
RIA SERVICE TEAM INTERN (Part-time/Full-time)
Assist agency within the Financial Institutions (RIA) team, specifically with the Account Management micro team. Download Job Description