Consultant

• Schedule on-site surveys and provide risk evaluation and risk improvement reports to insurance industry clients
• Manage assignments and secure customer appointments within a local territory
• Complete work assignments on time
• Work on special projects or conduct more challenging risk evaluation surveys

Senior Loss Control Field Consultant

Auditor

• Performing physical and remote audits of insured’s business
• Interviews, investigates, collects, and records information to be used in a written report that is provided to the insurance carrier.

Insurance Field Auditor

Insurance

• Conduct virtual and onsite inspections of high value homes and small businesses for personal and commercial lines insurance companies to analyze replacement cost value and to assess risk.
• Conduct property surveys on high value homes, documenting the construction materials, workmanship and special features of structure.
• Determine square footage of the home through detailed measurements or by replicating available building plans.
• Generate an estimate replacement cost based on industry calculators, EXL resources and your personal findings at the home.
• Observe and assess physical and liability hazards to the property, including natural hazards such as wildfire and hurricane exposure. Document all such hazards for underwriting, including recommendations for risk improvement.
• Competed a detailed survey report write-up, including narrative assessments.
• Conduct underwriting surveys and loss control assessments on commercial businesses.
• Observe and evaluate risk for various commercial insurance lines of business including Property, General Liability, Workers Compensation and Auto/Fleet.
• Engage business owner to discuss and ascertain corporate safety culture, loss history, risk management controls and maturity of company safety programs.
• Document all hazards observed for underwriting, and make recommendations for risk improvement.
• Complete a detailed survey report write-up, including narrative assessment.

Field Insurance Inspector

• The Premium Insurance Field Auditor conducts insurance policy audits for Worker’s Compensation, Auto and General Liability policies.
• This is done by auditing the policyholder’s records according to client company standards.
• If you are looking for a fast paced, self-motivating work environment from home, this job may be for you!
• Working from your home office, this role requires scheduling appointments with the insured to be audited and obtain necessary documentation for our insurance company client audits all while adhering to customer requirements and quality standards.
• Territory: Hanover, NH and surrounding areas

Manager

• Perform reconciliation of Balance Sheets accounts, Cash, Tax, Sub-Ledger etc.
• Perform expense Allocations, Re-class entries, Book Adjustments and Accrual entries
• Complete all close related tasks assigned on timely basis adhering to the business quality
• Knowledge on Lease and Project Management accounting and reconciliation
• Preparation and posting of Journal entries – Adjustments, re-classes etc.
• Monthly Tax compliance (Data Extraction, Calculation and Filing), Tax Verification and Tax Adjustments

Assistant Manager – Record to Report, Balance Sheet Reconciliations

• Good Skillset on Accounts Payable and it is best to have Master Data Management experience.
• Strong Vendor Reconciliation and Exception Management Skills Preferred.
• Good to have Oracle R12 skillset.
• Good MS- Excel knowledge.
• Technical skillset on VBA, Macro Creation or RPA is preferred but not mandatory.

Assistant Manager

• Lead the development and implementation of enterprise data solutions.
• Manage data integration workflows and ensure data accuracy.
• Work closely with stakeholders to meet data requirements and deliver solutions.
• Mentor junior team members and provide technical guidance.
• Design, develop, and deploy AI/NLP solutions to solve diverse business challenges—particularly in areas like text classification, information extraction, summarization, and semantic search.
• Conduct exploratory data analysis and feature engineering.

• Responsible for operational results within a specified geography.
• Maintain control of time service, acquisition costs and production levels.
• Monitor quality and interact with clients in their geographic region.
• Assign work and be responsible for Field Consultant performance for their territory.
• Work as an integral part of the Castle High Value Management Team.

Field Manager

• Develop and refine risk models and segmentation strategies to identify high-risk accounts and optimize collection efforts.
• Analyze large datasets to identify trends, patterns, and anomalies related to customer payment behavior and collection outcomes.
• Monitor the effectiveness of existing collection strategies and recommend adjustments based on performance data and market conditions.
• Collaborate with collections operations, credit, and other departments to implement and test new strategies.
• Prepare and present regular reports and insights on collection performance, risk exposure, and strategy effectiveness to management.
• Stay updated on industry best practices, regulatory changes, and emerging technologies in risk management and collections.
• Assist in the development and maintenance of policy and procedure documentation related to collection risk.

Engagement Manager

Client Services Representative

• Manage, own and execute on a broad variety of administrative tasks for the Head of Banking Capital Markets (BCM), including, managing an active calendar of appointments; completing expense reports; and composing and preparing correspondence. Will support 2 or 3 more leaders in addition to the Head of BCM.
• Communicates directly, and on behalf of the Head of BCM with internal stakeholders, external clients, board members, advisors, partners among others.
• Draft, refine, and manage executive-level communication, including briefing notes, talking points, and presentations.
• Research, prioritize, and follow up on incoming issues and concerns, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response.
• Works closely and effectively with stakeholders to keep them well informed of upcoming commitments and responsibilities, following up appropriately.
• Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures
• Assists with production of presentations including PowerPoint and Excel formats by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.
• Manage the leader’s complex inbox and calendar, ensuring optimal time allocation for strategic priorities, meetings, and engagements. Monitor and prioritize emails, correspondence, and action items for the leader.
• Manage social media accounts on behalf of the Head of BCM and work proactively with team to identify trending topics and increase brand engagement.
• Oversee travel planning, logistics, and expense management to optimize efficiency.
• Maintain organized records of key discussions, action items, and follow-ups to ensure continuity in decision-making.

Executive Assistant – BCM Client Services

• Conduct virtual and onsite inspections of high value homes and small businesses for personal and commercial lines insurance companies to analyze replacement cost value and to assess risk.
• Complete the requisite number of surveys each month to achieve personal revenue production goals, and complete other special projects as assigned by their manager.
• Conduct property surveys on high value homes, documenting the construction materials, workmanship and special features of structure.
• Determine square footage of the home through detailed measurements or by replicating available building plans.
• Generate an estimate replacement cost based on industry calculators, EXL resources and your personal findings at the home.
• Observe and assess physical and liability hazards to the property, including natural hazards such as wildfire and hurricane exposure. Document all such hazards for underwriting, including recommendations for risk improvement.
• Complete a detailed survey report write-up, including narrative assessments.
• Conduct underwriting surveys and loss control assessments on commercial businesses.

• The Premium Insurance Field Auditor conducts insurance policy audits for Worker’s Compensation, Auto and General Liability policies.
• This is done by auditing the policyholder’s records according to client company standards.
• If you are looking for a fast paced, self-motivating work environment from home, this job may be for you!
• Working from your home office, this role requires scheduling appointments with the insured to be audited, and travel on an average of 4 days per week within your assigned territory to meet with the insured and obtain necessary documentation for our insurance company client audits all while adhering to customer requirements and quality standards.
• Territory: Staten Island, NY and surrounding areas

• The Premium Insurance Field Auditor conducts insurance policy audits for Worker’s Compensation, Auto and General Liability policies.
• This is done by auditing the policyholder’s records according to client company standards.
• If you are looking for a fast paced, self-motivating work environment from home, this job may be for you!
• Working from your home office, this role requires scheduling appointments with the insured to be audited, and travel on an average of 4 days per week within your assigned territory to meet with the insured and obtain necessary documentation for our insurance company client audits all while adhering to customer requirements and quality standards.

Experienced Premium Insurance Field Auditor

Project Manager

• Assist in planning, coordinating, and executing projects from initiation to closure
• Support project scheduling, task tracking, and milestone monitoring
• Prepare project documentation including project plans, status reports, and meeting notes
• Coordinate with internal teams and stakeholders to ensure timely delivery of tasks
• Track project risks, issues, and dependencies and escalate when required
• Support budget tracking, resource allocation, and vendor coordination (if applicable)
• Participate in project meetings and follow up on action items
• Ensure project activities follow defined processes and standards

Associate Project Manager

• Performing physical and remote audits of insured’s business.
• Interviews, investigates, collects, and records information to be used in a written report that is provided to the insurance carrier.