We are seeking a detail‑oriented Insurance Document Associate to join our client’s team. In this role, you will support their document operations team by managing incoming mail, preparing and indexing documents, and ensuring accurate routing and processing across multiple business units.

You will be part of a high‑performing team that handles mail and document workflows for paper, fax, and electronic submissions. This role is essential to ensuring timely, accurate movement of critical insurance and claims documents.

What You’ll Do

Mail Handling & Intake

• Open, review, acknowledge, and distribute incoming mail
• Confirm documents reach the appropriate destination, rerouting when necessary
• Follow established guidelines to identify/officially acknowledge all incoming documents
• Report required information to underwriters; escalate issues when needed
• Sort and distribute print‑outs and FedEx deliveries
• Assist with electronic document conversion

Document Preparation & Classification (30%)

• Review and classify various insurance, underwriting, and claims documents
• Identify misrouted forms and route them correctly
• Prepare documents for scanning using established standards
• Meet designated service-level agreements
• Process check handling steps, including identifying check type and routing appropriately
• Index DI benefits mail and update internal systems accordingly

Manual Indexing, Quality Assurance & Fax Processing (40%)

• Review image files for accuracy, correct classification, and completeness
• Update document type, policy numbers, and insured identifiers when needed
• Remove blank or unnecessary pages
• Handle documents the system cannot auto-classify
• Ensure legibility and request re-scans as needed
• Review underwriting and claims faxes
• Prep, classify, index, and match ID sheets for faxed documents

Scanning, Support Services & Testing (15%)

• Perform accurate scanning using the appropriate scan paths
• Conduct routine scanner cleaning and troubleshooting
• Re-scan documents as requested
• Research unidentifiable mail and resolve missing policy or claim numbers
• Handle original document requests
• Participate in audits or testing during system enhancements

Miscellaneous Duties (15%)

• Ship and maintain documents for Records Center
• Process DI Benefits and post-approval pouch mail
• Respond to requests for original documents and re-scans
• Perform LAN monitoring
• Complete other duties as assigned by leadership

What You Bring

• High school diploma or equivalent
• 1–2 years of prior mail handling or customer service experience
• Strong organizational skills and the ability to prioritize under tight deadlines
• High accuracy and strong attention to detail
• Ability to work effectively in a fast-paced environment
• Basic PC proficiency
• Ability to work independently while following established procedures
• Strong collaboration and team orientation
• Ability to handle confidential information appropriately
• Comfort navigating multiple computer systems
• Ability to lift 15–20 lbs regularly
• Must meet fingerprinting requirements (non‑registered role)

Work Environment

You’ll be joining a team of 15 employees who work collaboratively to scan, index, and process incoming documents from various sources. The role is fully onsite in Franklin, WI.

Client Support Specialist II
Location: Lenexa, KS (Hybrid – 3 Days Onsite)
Duration: 6-Month Contract

We are seeking a Client Support Specialist II to provide technical support and assistance to end users for software applications, hardware, and related technology systems. In this role, you will serve as a key point of contact for troubleshooting technical issues, documenting support requests, and helping ensure timely resolution of user concerns.

The ideal candidate will have strong problem-solving abilities, excellent communication skills, and experience supporting help desk environments and point-of-sale (POS) systems. This position requires the ability to analyze issues, identify solutions, and collaborate with internal teams to maintain a high level of customer satisfaction.

Key Responsibilities

• Provide technical support for software applications, hardware, and related systems.
• Respond to and troubleshoot user-reported issues via phone, email, and ticketing systems.
• Document and track incidents, service requests, and resolutions accurately.
• Analyze reported problems and determine the most effective solutions.
• Coordinate with technical teams, network support, application support, and other resources to resolve complex issues.
• Escalate issues when necessary and follow through to ensure timely resolution.
• Deliver high-quality customer service while maintaining strong client relationships.
• Assist with identifying recurring issues and recommending process improvements.

Knowledge, Skills & Abilities

• Solid understanding of help desk processes, technical troubleshooting, and customer support best practices.
• Ability to handle routine to moderately complex technical issues with minimal supervision.
• Strong critical thinking and decision-making skills.
• Excellent customer service orientation and interpersonal skills.
• Ability to quickly assess issues described by users and determine appropriate resolutions or next steps.

Required Experience: 

• High School Diploma or equivalent.
• Minimum of 2 years of relevant technical support or help desk experience.
• Experience supporting Point-of-Sale (POS) terminals and related technologies.
• Strong verbal and written communication skills.
• Ability to troubleshoot and resolve technical issues independently.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred Experience: 

• Bachelor’s degree in Computer Science, Information Technology, or a related technical field.
• 4+ years of relevant technical support or help desk experience.
• Advanced experience supporting POS systems and related hardware/software environments.

We’re seeking a motivated Support Engineer to join a growing Customer Success team. This role is ideal for someone who enjoys solving technical problems, working directly with customers, and collaborating across support and engineering teams to deliver exceptional service.

The Support Engineer will provide advanced technical support for customer-facing products and services, troubleshoot moderately complex issues, and contribute to continuous improvements through knowledge management and problem-solving initiatives.

Key Responsibilities

• Investigate, troubleshoot, and resolve customer incidents and service requests.
• Document issue details, troubleshooting steps, and resolutions in support systems.
• Provide professional, timely, and customer-focused support for technical inquiries.
• Analyze recurring issues and identify trends that may require broader resolution efforts.
• Utilize knowledge bases, troubleshooting guides, and support tools to diagnose problems efficiently.
• Create and update knowledge articles to improve future issue resolution.
• Collaborate with Tier 1, Tier 2, and Engineering teams to resolve escalated incidents.
• Participate in problem management activities and help drive continuous process improvements.
• Maintain strong technical knowledge of supported applications and services.

Required Qualifications

• Bachelor’s degree in Computer Science, Information Technology, Management Information Systems, or a related field; equivalent experience will also be considered.
• Minimum one year of professional experience in an IT-related role.
• Strong analytical and troubleshooting abilities.
• Experience working in a customer support environment.
• Excellent written and verbal communication skills.
• Ability to work independently while collaborating effectively with team members.
• Customer-focused mindset with a passion for technology and learning.

Required Skills

• Analytical troubleshooting
• Customer support
• System analysis
• Problem-solving
• Technical documentation
• Incident management

Preferred Skills

• Basic SQL
• Data analysis
• System monitoring
• Knowledge management and documentation
• Experience supporting enterprise applications

What You’ll Gain

• Hands-on experience supporting enterprise technology solutions.
• Exposure to cross-functional collaboration with support and engineering teams.
• Opportunity to develop technical expertise while directly impacting customer success.
• A collaborative environment focused on learning, innovation, and continuous improvement.

Apply Today

If you’re passionate about technology, enjoy helping customers solve complex issues, and are looking to grow your technical support career, we’d love to hear from you.

This position requires exceptional attention to detail, strong organizational skills, and the ability to handle confidential information with care. The associate will collaborate closely with cross‑functional teams to resolve issues, manage exceptions, and support continuous process improvement.

Key Responsibilities

Document Verification & Assembly

• Verify shipping label details, including recipient information, policy numbers, and contract numbers, against internal records
• Accurately insert contracts into USPS envelopes according to established standards
• Securely affix shipping labels and perform quality checks to prevent mailing errors
• Ensure all documentation is complete, accurate, and compliant prior to distribution

Label Production & Data Validation

• Generate shipping labels using internal data management systems
• Confirm addresses and recipient names match system records
• Use automated tools to cross‑reference data across multiple databases

Field Requests & Exception Handling

• Process requests to release, hold, or destroy contracts per established guidelines
• Investigate and resolve scanning discrepancies and data mismatches
• Coordinate address verification and research needs with internal partners
• Escalate complex issues as needed and track resolutions

Returns Processing

• Document reasons for returned mail in tracking systems and spreadsheets
• Create shipping labels for rerouted, held, or returned contracts
• Identify trends in returned documents and recommend corrective actions

Organizational & Operational Support

• Sort and organize contracts by designated office or network groups
• Manage daily movement of document boxes to meet ship‑date requirements
• Set up and label new document storage boxes as needed
• Monitor inventory of mailing supplies and request replenishment

Additional Responsibilities

• Process policy modifications when required
• Maintain and restock USPS bins, folders, and related supplies
• Assist with training new or junior associates
• Participate in audits and compliance reviews

Qualifications

• High level of accuracy and strong attention to detail
• Proficiency with data entry and internal tracking systems
• Basic understanding of postal services and shipping procedures
• Strong organizational, multitasking, and problem‑solving skills
• Effective written and verbal communication skills
• Ability to work independently while contributing to team goals
• Comfortable using tools such as Microsoft Office (or similar software)

Education & Experience

• High school diploma or equivalent
• 1–2 years of experience in mail handling, document processing, or customer service
• Ability to prioritize work and meet deadlines in a fast‑paced environment
• Basic PC proficiency required
• Proven ability to work accurately with confidential information
• Strong teamwork and collaboration skills

Physical & Other Requirements

• Ability to lift and carry 15–20 pounds consistently
• Ability to multitask and navigate multiple systems simultaneously
• Position requires fingerprinting (non‑registered role)

We are seeking a talented and customer-focused Technical Support Analyst to provide technical assistance and end-user support for computer systems, hardware, software, mobile devices, and applications. This role is ideal for a technology professional who enjoys problem-solving, delivering exceptional customer service, and supporting a fast-paced office environment.

The Technical Support Analyst will serve as a key resource for troubleshooting technical issues, supporting end users through multiple channels, and helping ensure a seamless technology experience across the organization.

Important Information

• This position requires onsite attendance five days per week in Lower Manhattan, New York. Remote work opportunities are extremely limited and subject to manager approval.
• All training will be conducted onsite at the New York office.
• A company-issued laptop and standard equipment will be provided. 

Key Responsibilities

• Provide first-level technical support to employees through phone, chat, and in-person interactions.
• Troubleshoot and resolve issues related to:
  • Windows and Mac hardware
  • Software applications
  • Password and account access
  • Mobile devices
  • Network connectivity
  • Office technology and end-user computing environments
• Research, analyze, and resolve technical issues escalated to the Service Desk.
• Document incidents, resolutions, and support activities in accordance with established processes.
• Deliver exceptional customer service while maintaining professionalism in all interactions.
• Assist and provide backup support for other technology teams, including audiovisual and specialized support functions.
• Support technology deployments, upgrades, and other IT initiatives as needed.

Required Qualifications

• Experience providing technical support in a professional environment.
• Working knowledge of Windows and Mac operating systems.
• Experience supporting hardware, software, mobile devices, and user account management.
• Strong troubleshooting and analytical skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong customer service orientation with a willingness to assist users at all technical skill levels.

Preferred Skills

• Experience supporting enterprise environments and service desk operations.
• Familiarity with ticketing systems and IT service management processes.
• Experience providing in-person, phone, and chat-based technical support.

What Makes a Successful Candidate

The ideal candidate is a critical thinker with strong problem-solving abilities and a passion for helping others. You remain calm under pressure, communicate effectively, and approach every challenge with patience and professionalism. You are eager to learn new technologies, expand your technical expertise, and continuously develop your career in IT support.

We are seeking a detail-oriented Accountant to join our team on a contract basis to support both day-to-day accounting operations and a large, company-wide initiative. You’ll be part of a collaborative team of 13 accountants, playing a key role in ensuring accuracy, compliance, and efficiency across financial processes.

This is a great opportunity for someone who thrives in a dynamic environment and enjoys balancing routine accounting responsibilities with project-based work.

What You’ll Do

• Perform financial accounting and control activities in accordance with statutory standards
• Prepare and post journal entries and support monthly close processes
• Complete account reconciliations and analyze financial data for accuracy
• Investigate and resolve reconciliation issues, imbalances, and open suspense items
• Ensure the integrity of accounting data from multiple systems and manual inputs
• Support a large-scale corporate project, including:
  • Creating new accounts, reports, and workflows
  • Testing system updates and assessing accounting impacts

What You Bring

Required Qualifications:

• Bachelor’s degree in Accounting or Finance
• Strong understanding of accounting principles, including debits and credits
• Experience preparing journal entries and performing reconciliations
• Strong organizational skills with the ability to prioritize in a fast-paced environment
• Proficiency with:
  • Microsoft Excel (data manipulation, maintaining accurate worksheets)
  • Microsoft Outlook (email and calendar management)

Nice to Have:

• Experience working in dynamic or project-driven environments
• Exposure to system implementations or testing within accounting

Why Join Us

• Be part of a collaborative, supportive accounting team
• Gain hands-on experience with a high-impact corporate project
• Flexible scheduling to support work-life balance

If you’re a motivated accounting professional looking to make an impact while expanding your experience, we’d love to hear from you!

We’re seeking a highly motivated Business Analyst to partner with cross-functional teams and help transform business needs into technology-driven solutions. In this role, you’ll work closely with Product Managers, Engineers, Designers, and Subject Matter Experts in an Agile environment to define requirements, improve processes, and deliver meaningful business outcomes.

This opportunity is ideal for someone who enjoys solving complex problems, driving clarity amid ambiguity, and serving as the bridge between business stakeholders and technical teams.

What You’ll Do

Business Analysis & Requirements Management

• Analyze business processes, identify opportunities, and recommend solutions that drive measurable outcomes.
• Gather, document, and refine business and functional requirements.
• Author detailed user stories, features, acceptance criteria, and supporting documentation.
• Conduct current-state, future-state, and gap analyses to support strategic initiatives.
• Act as a trusted resource for stakeholders and project teams throughout the development lifecycle.

Stakeholder Partnership

• Collaborate with business leaders, product teams, and technical partners to align priorities and ensure successful delivery.
• Facilitate workshops, requirement sessions, and solution discussions.
• Communicate complex concepts clearly to both business and technical audiences.
• Influence decision-making through thoughtful analysis and recommendations.

Agile Delivery & Execution

• Partner with Agile teams to translate business needs into actionable deliverables.
• Support sprint planning, backlog refinement, testing, and release activities.
• Coordinate business testing efforts and ensure stakeholder sign-off.
• Help identify risks, dependencies, and opportunities to improve delivery outcomes.

Leadership & Continuous Improvement

• Lead initiatives of varying complexity while managing multiple priorities.
• Mentor team members and share best practices when appropriate.
• Drive process improvements and contribute to a culture of continuous learning and operational excellence.

Required Qualifications

• Bachelor’s degree or equivalent experience.
• 4–5+ years of Business Analyst experience in a technology-driven environment.
• Proven experience gathering and documenting requirements.
• Strong analytical, problem-solving, and critical-thinking skills.
• Experience working in Agile/Scrum environments.
• Ability to influence stakeholders and drive alignment across teams.
• Excellent communication, facilitation, and relationship-building skills.
• Demonstrated success managing projects and delivering results independently.

Preferred Qualifications

• Experience with process improvement and continuous improvement methodologies.
• Strong data analysis and reporting capabilities.
• Experience creating business cases and supporting strategic initiatives.
• Familiarity with user research and customer-centered design practices.
• Experience working with executive stakeholders and navigating complex organizations.

Preferred Tools & Technologies

• Jira / Atlassian Suite
• SQL
• Power BI
• Adobe Analytics
• Microsoft Office Suite
• Process Mapping Tools

Key Skills

Required

• Independent Ownership & Accountability
• Project Leadership & Execution
• Requirements Gathering & Analysis
• Critical Thinking & Problem Solving
• Stakeholder Management & Influence

Preferred

• Data Analysis & Reporting
• Process Improvement & Lean Thinking
• Strategic Planning
• Technology & Digital Product Acumen

Why Join Us?

• Work on high-impact initiatives that directly influence business outcomes.
• Collaborate with talented product, engineering, and business teams.
• Gain exposure to enterprise-level projects and digital transformation efforts.
• Contribute to meaningful solutions in a fast-paced, Agile environment.

We’re seeking a strategic Communications Consultant to drive clarity, alignment, and engagement across critical enterprise and workplace initiatives.

In this role, you will partner with leaders and cross-functional teams to design and deliver communications that simplify complex ideas, guide employees through change, and enhance the overall workplace experience.

This is an excellent opportunity for a communications professional who enjoys blending strategy and execution while influencing at all levels of an organization.

What You’ll Do

Shape Communication Strategies

• Develop and execute communication plans aligned to key initiatives and timelines
• Translate complex operational updates and change initiatives into clear, engaging messaging
• Deliver communications across channels including email, intranet, presentations, and leadership messaging

Enable Leaders & Drive Engagement

• Create communication toolkits, talking points, and FAQs for leaders
• Advise stakeholders on communication strategy, timing, and audience engagement
• Equip leaders to communicate and reinforce changes confidently

Support Change & Transformation

• Partner with change management teams to support large-scale initiatives
• Ensure employees are informed, prepared, and engaged throughout change efforts
• Align messaging across teams to create a consistent and seamless experience

Create Meaningful Employee Experiences

• Plan and facilitate meetings and engagement forums (e.g., town halls, leadership sessions)
• Manage and optimize content across intranet and collaboration platforms
• Ensure employees have access to clear, relevant, and timely information

Measure & Improve

• Monitor communication effectiveness and employee engagement
• Gather feedback and continuously refine strategies and messaging
• Adapt quickly to evolving priorities and organizational needs

What You Bring

• 8–10 years of experience in internal or organizational communications
• Strong writing, editing, and storytelling skills
• Experience supporting executive and leadership communications
• Proven ability to manage stakeholders and influence across teams
• Experience working in fast-paced, complex environments
• Ability to manage multiple priorities and adapt with agility

Nice to Have

• Experience with change management or organizational transformation
• Experience working in matrixed organizations
• Familiarity with intranet platforms, collaboration tools, and employee engagement channels

Work Environment

• Hybrid schedule with onsite collaboration 3 days per week
• Flexible core business hours between 7:00 AM – 6:00 PM
• Opportunity to work on high-visibility initiatives impacting employee experience

Why Join This Opportunity?

• Contribute to meaningful, large-scale initiatives that shape the employee experience
• Collaborate with leaders and cross-functional teams on strategic priorities
• Apply both creative and analytical skills to drive measurable impact

Securities/Finance Project Manager
Location: Atlanta, GA (Local candidates preferred)

Type: Contract with potential for full-time conversion

Start Date: Immediate Need

Overview

We are seeking an experienced Securities/Finance Project Manager to lead and drive critical financial and technology initiatives within a fast-paced environment. This role will focus on projects related to Single Sign-On (SSO), Tax, and Statement platforms while partnering with business, technology, and vendor teams to ensure successful delivery.

The ideal candidate is a highly organized, detail-oriented project leader who thrives in complex environments, effectively manages stakeholders at all levels, and has a proven track record of delivering financial projects involving security, data, integrations, and sensitive information.

Key Responsibilities

• Lead end-to-end project delivery for finance and securities-related initiatives.
• Manage projects involving SSO, Tax, and Statement systems and processes.
• Develop and maintain detailed project plans, timelines, status reports, RAID logs, and executive communications.
• Coordinate cross-functional teams including business stakeholders, technology teams, vendors, and contractors.
• Drive project governance, risk management, issue resolution, and dependency tracking.
• Facilitate executive stakeholder alignment and navigate competing priorities to achieve project objectives.
• Manage vendor relationships, contract resources, and distributed teams across local and remote environments.
• Ensure projects involving security, data integrations, and PII are executed in accordance with organizational standards and requirements.
• Proactively identify challenges and implement solutions to keep initiatives on track.

Required Qualifications

• 5+ years of formal Project Management experience.
• Proven experience leading financial services, securities, banking, or finance-related projects.
• Experience managing technology-focused initiatives involving security, data, system integrations, and/or PII.
• Strong vendor and contractor management experience, including remote teams.
• Demonstrated ability to work with urgency in fast-paced environments while maintaining exceptional attention to detail.
• Excellent communication, organizational, analytical, and stakeholder management skills.
• Experience creating and managing project plans, status reporting, RAID logs, and executive presentations.
• Proven ability to influence stakeholders, negotiate effectively, overcome obstacles, and drive projects to successful completion.

Preferred Qualifications

• Financial services, securities, wealth management, or banking industry experience.
• Experience supporting identity management and SSO initiatives.
• PMP, Agile, or other project management certifications are a plus.
• Local to the Atlanta area and available for occasional onsite meetings.

Senior IT Audit Lead

JOB DESCRIPTION

As the Lead IT Auditor on this you will perform as part of an Internal Audit function, providing independent and objective assurance and advisory services to business and technology leadership by evaluating risks and internal controls across a complex enterprise environment. This includes infrastructure, applications, and core technology processes, using a structured audit methodology. Results are communicated to leadership along with practical recommendations to strengthen controls and mitigate risk. The team also supports advisory engagements and participates in strategic initiatives to proactively identify risks and improve governance.

RESPONSIBILITIES

• Lead and execute audit engagements from planning through reporting with limited oversight from senior leadership
• Conduct end-to-end audit activities including stakeholder walkthroughs, process documentation, risk and control identification, testing, and validation of corrective actions
• Define audit scope, timelines, and objectives while acting as the primary owner of assigned engagements
• Guide and review the work of team members, providing ongoing feedback and supporting professional development
• Identify control deficiencies, process gaps, and compliance considerations across assigned areas
• Deliver audit work within agreed timelines, providing clear updates to leadership throughout the engagement
• Operate within an agile audit environment, aligning deliverables to defined cycles and maintaining active collaboration with stakeholders
• Track and validate remediation efforts to ensure timely and effective resolution of audit findings
• Develop clear and concise audit reports and findings with minimal revision required
• Contribute to integrated audits by assessing both technology and operational risks and controls
• Build and maintain strong working relationships across business and technology teams
• Present audit results and recommendations to management with confidence and clarity
• Identify opportunities to enhance audit methodologies, tools, and practices
• Participate in broader enterprise initiatives and internal projects
• Apply data-driven techniques to support risk assessment and audit testing where appropriate

REQUIRED ABILITIES

• Strong proficiency with audit tools and methodologies
• Deep understanding of technology environments, business processes, and associated risks and controls
• Familiarity with industry-standard frameworks such as COBIT, COSO, or ITIL
• Knowledge of applicable regulatory and compliance considerations
• Awareness of fraud risk indicators and prevention techniques
• Broad understanding of financial services operations or other highly regulated industries
• Knowledge of enterprise technology including infrastructure, systems, security principles, and emerging areas such as cloud and advanced analytics

REQUIRED SKILLS

• Proven ability to lead and coordinate audit activities
• Capable of independently executing complex audit programs
• Sound professional judgment and decision-making ability
• Strong collaboration skills across distributed and cross-functional teams
• Ability to analyze, document, and clearly explain processes and findings
• Skilled in identifying risks, controls, and areas for improvement
• Effective time management and prioritization under deadlines
• Strong analytical and problem-solving capabilities
• Excellent written and verbal communication skills
• Advanced proficiency with business tools and systems (for example reporting tools, collaboration platforms, and enterprise applications)
• Demonstrated ability to quickly learn new tools, systems, and business domains
• High level of professional skepticism and accountability
• Self-driven with strong leadership presence

REQUIRED EXPERIENCE

5+ years’ experience in IT audit, risk, or related discipline

PREFERRED EXPERIENCE

IT Audit experience with a “big 4” consulting company is preferred OR

IT Audit experience from within a highly regulated industry

REQUIRED CERTIFICATIONS

One or more relevant certifications: CIA, CISA, or CPA

Work Environment

Commitment to delivering high-quality service to internal stakeholders

Flexibility to support varying workloads and deadlines

Standard corporate office or hybrid work setting

Occasional travel may be required, including potential international travel

Role may involve adherence to defined service level expectations