Associate

• Develop and execute comprehensive, multiyear benefit strategies for large and complex clients
• Own and manage the client Roadmap and coordinate the stewardship, pre-renewal, marketing, renewal, open enrollment, implementation, and post-renewal cycle
• Lead client strategy discussions and provide recommendations on funding arrangements, plan design, contribution strategy, employee engagement, vendor solutions, compliance, and cost management
• Manage annual renewal and marketing processes, including RFPs, proposal analysis, carrier and vendor negotiations, and client recommendations
• Provide strategic consulting for self-funded and complex funding arrangements
• Lead provider network analyses and evaluate pharmacy benefit strategies
• Advise clients on complex leave and disability programs and review ancillary benefit contracts
• Lead stop-loss placement and ongoing management and monitor stop-loss performance
• Review utilization, claims, pharmacy, financial, and large claimant reporting to identify trends, risks, and cost drivers
• Translate complex financial and clinical data into actionable client recommendations
• Partner with Producers on client meetings, executive presentations, finalist meetings, and new client onboarding
• Serve as primary strategic contact and escalation point for assigned clients
• Build relationships with client executives, HR leaders, finance teams, carriers, TPAs, PBMs, stop-loss carriers, and vendors
• Oversee implementation of benefit program changes, vendors, funding arrangements, and administrative solutions
• Advise on benefit compliance requirements, including ACA reporting, PCORI fees, ERISA requirements, and DOL audits
• Maintain knowledge of market trends, benchmarking, legislation, compliance, analytics, vendor solutions, and industry developments
• Provide guidance, technical support, and training to client service team members
• Mentor junior consulting staff and support professional development
• Delegate responsibilities and provide expectations, oversight, and feedback
• Document meeting outcomes, recommendations, decisions, and follow-up
• Participate in market meetings, client functions, industry seminars, and professional development programs
• Perform additional duties and strategic projects as assigned
• Travel as needed, including occasional overnight travel
• Conduct meetings outside standard business hours when reasonably required by client needs

Strategy consulting senior associate designing employee benefit programs for Hilb Group brokerage clients

Senior Strategy Consulting Associate

Strategy Consulting Senior Associate designing complex employee benefit programs for Hilb Group brokerage clients. Leading renewals, funding strategies, analytics, compliance, and client engagements.

• Assist with analyses related to forensic investigations, business disputes, and economic damage engagements
• Assist in preparing document requests
• Summarize and interpret relevant financial information and records
• Perform forensic accounting and dispute/economic damage analyses, including bank tracing analyses and lost profits analyses
• Work directly with Managers, Senior Managers, Principals, and Partners to analyze financial data
• Attend settlement conferences, hearings, and proceedings as opportunities arise
• Grow toward becoming an expert witness

Forensic Senior Associate analyzing financial disputes and economic damages for Withum accounting clients

Senior Forensic Associate

Forensic Senior Associate analyzing financial disputes and economic damages for Withum’s accounting clients. Preparing forensic analyses and interpreting financial records alongside managers, attorneys, and expert witnesses.

• Provide day-to-day, high-quality support donors on a variety of inquiries, including but not limited to refunds, canceling recurring donations, standard login inquiries, and managing various other donor-related requests.
• Efficiently triage all incoming support requests to the correct team based on email content.
• Provide proactive support and outreach to our users as needed.
• Review voicemails and return phone calls as needed.
• Flag potential bugs or issues with ActBlue’s platform that are reported to us by our users as needed.
• Review donation transactions as part of our fraud prevention workflow.
• Meet established quality and productivity standards for the role.

Donor Support Associate providing customer service for ActBlue donors

Donor Support Associate – Temporary Role

Donor Support Associate providing support for small-dollar donors using ActBlue’s fundraising platform. Assisting with inquiries and managing donor-related requests in a remote capacity.

• Serve as a primary resource for day-to-day end-user support across hardware, software, and SaaS applications for remote and in-office staff
• Execute core IT processes including onboarding, offboarding, incident management, and change management, while actively identifying opportunities to improve how those processes work
• Triage and respond to the IT support queue, prioritizing tickets to maintain service level commitments across a distributed workforce
• Support and administer core SaaS platforms including Okta, Jamf, Google Workspace, Slack, Atlassian, and Zoom
• Support identity and access management workflows, including provisioning, SSO configurations, and access reviews
• Follow and uphold endpoint security standards including patch compliance, configuration enforcement, and MDM policy management, and surface gaps or improvement opportunities to the team
• Coordinate with vendors to resolve technical issues and procure hardware and networking equipment as needed
• Participate in and contribute to IT application rollouts and cross-functional technology projects
• Recognize and surface opportunities to automate repetitive tasks and improve service delivery efficiency
• Maintain accurate, high-quality technical documentation for processes, systems, and projects
• Contribute to the IT knowledge base to support team scalability and end-user self-service
• Provide end-user training on tools and processes to promote technology fluency across the organization

Desktop Support Associate II providing IT support for ActBlue's remote staff

Desktop Support Associate II

Desktop Support Associate II providing IT support for ActBlue's remote and in-office staff. Ensuring smooth technology operations for a nonprofit dedicated to progressive causes.

• Field incoming calls from dealerships, service shops, and inspectors regarding low exposure, low complexity, mechanical breakdown claims
• Determine applicable contractual coverage and most appropriate replacement/repair solution
• Work to have a timely resolution to claims by negotiating costs and labor hours associated
• Ensure customer service by proactively communicating information, responding to inquiries, and following customer protocols

Service Contract Associate handling low exposure mechanical breakdown claims

Service Contract Associate

Service Contract Associate managing low complexity mechanical breakdown claims for Zurich North America. Handling communications with external sales staff, dealerships, and service shops to resolve claims efficiently.

• Continuously study Viessmann product information to strengthen technical knowledge and support your competency to be a product/subject matter expert to provide high quality educational trainings
• Conduct engaging, adult-learning, presentation and hands-on training sessions in Academy classrooms and training labs, as well as trainings at customer or ‘in-territory' training locations
• Develop an effective instructional style that supports increased attendance from both new and returning customers
• Serve as a key contributor to Academy curriculum development and maintenance
• Collaborate regularly with other team members to ensure curriculum remains current
• Create and deliver training webinars and step by step instructional videos
• Responsible for upkeep of training labs including daily clean up after a training class
• Assist with planning and restructuring of the Academy hands-on training labs, as needed
• Oversee and support with Infomobile maintenance checks
• Perform additional duties and special assignments as required during the business year.

Senior Associate delivering product training in HVAC for Viessmann

Senior Associate, Product Training

Senior Associate delivering engaging product education and training in the HVAC industry at Viessmann. Collaborating on curriculum development and conducting hands-on training sessions in a hybrid environment.

• Serve as a primary point of contact for member and subscriber inquiries across email, phone, and mail, delivering timely, accurate, and polished service; maintaining confidential and sensitive information.
• Research and resolve member issues independently, exercising judgment on ambiguous cases and escalating only what genuinely requires manager-level input.
• Educate members and prospects on the benefits and value of ASLA membership with confidence and credibility.
• Maintain accurate member and company profile information in the AMS and support ongoing data quality and consistency.
• Process paper and scanned membership applications, renewals, subscriptions, and other orders in accordance with ASLA eligibility requirements and procedures.
• Process student membership applications and communicate with student members on eligibility and requirements.
• Apply AI and emerging technology tools, where appropriate, to improve the speed and accuracy of member and subscriber service workflows.
• Own the documentation of member services workflows: maintain clear, current standard operating procedures for core tasks in the AMS, and flag gaps or inconsistencies as they arise.
• Identify opportunities to streamline, automate, or otherwise improve recurring work, and partner with the Manager to implement changes.
• Support annual conference operations as assigned, including MCSD material preparation and packing, with potential travel to staff the ASLA Pavilion and/or other events.
• Perform other duties as assigned.

Member Services Associate managing inquiries and applications for ASLA membership

Member and Chapter Services Associate

Member Services Associate managing day-to-day member inquiries and applications for ASLA's membership services. Maintain data quality in the Association Management System and provide support during events.

• You will focus on assigned school projects, develop training and support materials, and coordinate and lead training sessions for staff, including teachers, tech coaches, and curriculum coordinators, throughout targeted schools.
• Additionally, you will serve as the Edpuzzle representative at both online and in-person events.

School Success Associate focusing on training and support for Edpuzzle users.

School Success Associate

School Success Associate with Edpuzzle focusing on training and support for educators. Coordinating school projects and leading training sessions for staff across target schools.

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