Hilb Group

• Oversee the full lifecycle of carrier connections, including initial setup, ongoing maintenance, troubleshooting, and ensuring seamless data flows between Employee Navigator and insurance carriers • Work with carriers to facilitate the onboarding process and ensure the carrier’s integration is fully functional within the Employee Navigator platform • Act as the primary point of contact for troubleshooting carrier connection issues, working directly with internal teams and carriers to identify and resolve problems • Work closely with internal stakeholders (product management, development, client success teams) to ensure that integrations meet business requirements and client needs • Perform regular testing of carrier integrations to ensure they are up-to-date, accurate, and functioning as intended • Identify and recommend improvements to integration processes, tools, and technologies to increase efficiency and accuracy • Provide support to clients and carriers during the implementation of new carrier connections, offering guidance and answering integration-related questions.

• Build and configure Open Enrollment and New Hire cases across systems • Review case details (dates, carriers, products, platforms, licensing) • Manage Microsoft Bookings, Teams chats, and Outlook calendar entries • Maintain booking links, case communications, and platform access • Partner with Account Managers, Implementation Managers, and internal teams • Gather and validate requirements, timelines, and special considerations • Communicate enrollment details to Benefit Counselors, including schedules, platforms and carriers, licensing/certification requirements, and compensation structure • Determine staffing needs based on enrollment scope and requirements • Assign counselors based on availability, experience, and utilization • Maintain staffing trackers, backup plans, and availability schedules • Finalize enrollment calendars • Maintain case build checklists to ensure accuracy • Confirm platform builds and counselor access • Manage licensing and certification requirements (including LTC) • Conduct final readiness checks prior to launch • Monitor Teams chats and call center inboxes during enrollment • Resolve access issues and missed appointments • Track daily activity, premiums, and performance metrics • Provide operational insights to leadership • Generate reports on enrollment, staffing, and utilization • Identify trends, risks, and opportunities for improvement • Support compliance with regulatory requirements • Transition Open Enrollment cases to New Hire status • Update systems, calendars, and communications • Ensure accurate case closeout and cleanup • Support enrollment operations as directed by the Director of Enrollment Services

Role Description At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Producer to join our team. This position will report to our agency located in either Palm Beach Gardens, FL, West Palm Beach, FL or Miami, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. - Conducting sales, service, and solicitation of all forms of insurance business - Participating in team sales situations with other producers and support personnel - Maximizing growth and client retention through superior customer service - Developing accounts and cross selling available products and services - Generating and pursuing new client opportunities - Presenting our services and solutions at prospect meetings - Bringing new business prospects to closure - Retaining clients by maintaining solid business-to-business relationships - Preparing and implementing an individual business plan and production budget Qualifications - 3+ years of previous business-to-business sales experience preferred - Deep knowledge of the Private Client/High Net Worth insurance marketplace, with demonstrated proficiency working with premier carriers - Proven ability to identify, assess, and address complex personal risk exposures, providing clients with tailored insurance and risk mitigation strategies - Strong relationship-building skills with clients, carrier partners, underwriters, and internal associates, fostering long-term business partnerships and collaborative success - Exceptional consultative selling, communication, and presentation skills with the ability to engage high-net-worth individuals, family offices, and centers of influence - Ability to analyze complex coverage needs, evaluate risk profiles, and develop customized insurance programs designed to protect clients' assets and lifestyles - Private Client/High-Net-Worth Insurance sales experience preferred - Experience selling to a specific industry a plus - Required to obtain the appropriate state licensing with 90 days of hire - Preference given to those with existing insurance licensure and/or industry designations - Ability to work under pressure and within deadlines - Good listening skills and ability to determine clients’ needs efficiently Benefits - Company Paid Life Insurance, Long-Term and Short-Term Disability - Medical, Dental, Vision and FSA/HAS plans - 401(k) with company match - Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits - An awesome team of professionals! Company Description The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

Role Description The Hilb Group is currently seeking a motivated and ambitious Account Manager to join our team. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. - Schedule, confirm and manage appointments for benefit counselors. - Coordinate daily schedule to maximize efficiency and accommodate client needs. - Answer incoming phone calls, emails and inquiries in a timely & professional manner. - Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information. - Work closely with benefit counselors to ensure accurate scheduling and communication to client. - Maintain accurate client records and appointment documentation. - Reschedule appointments as needed. - Follow up with clients regarding appointment reminders and employee notices. - Assist with administrative tasks including data entry and report preparation. - Maintain confidentiality of client information in accordance with company policies & applicable regulations. - Support the benefit team with special projects and other administrative duties as assigned. Qualifications - High school or GED required. - Must be licensed. - Independent and self-motivated thinker with the ability to thrive in a fast-paced environment. - Knowledge of Vertafore products a plus. - Strong written & verbal skills. - Strong attention to detail and ability to prioritize. - Proficiency with Microsoft Office and AMS360 & Image Right. Benefits - Company Paid Life Insurance, Long-Term and Short-Term Disability. - Medical, Dental, Vision and FSA/HSA plans. - 401(k) with company match. - Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits. - Generous PTO. - An awesome team of professionals!

Role Description At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Benefits Coordinator to join our team. This position will report to our agency located in Hunt Valley, MD. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. - Work directly with the account manager to support the service, retention, and growth of assigned employee benefits clients. - Serve as a backup point of contact when the account manager is out of office or unavailable. - Communicate professionally with clients, employees, carriers, vendors, and internal team members. - Triage group-level and employee-level service issues. - Track open service items and ensure timely follow-up through resolution. - Provide clear updates to the account manager and/or client as needed. - Help maintain a high-touch client experience through prompt, accurate, and thoughtful support. - Pull, prepare, prefill, and organize carrier and implementation paperwork. - Review and scrub paperwork for accuracy, completeness, signatures, dates, and required attachments. - Track outstanding items and follow up with clients, carriers, and internal teams. - Support the implementation process from initial paperwork through completion. - Maintain organized documentation and records related to implementations and client changes. - Assist with RFP preparation and organization. - Help build, update, and maintain renewal spreadsheets, census documents, contribution models, and plan comparison tools. - Support gathering and organizing information needed for renewals, proposals, and client deliverables. - Identify missing or inconsistent information and help coordinate follow-up. - Assist with preparing client-facing materials as needed. - Assist with tracking annual compliance tasks, reminders, and recurring client deadlines. - Maintain tracking tools for compliance workflows and client follow-ups. - Support the account manager’s process/team responsibilities by helping organize reminders, templates, documentation, and repeatable workflows. - Assist in improving internal processes, checklists, and tools that support efficiency and consistency. - Manage assigned tasks, deadlines, and follow-ups with minimal prompting. - Help coordinate work delegated to benefit coordinators or other internal resources. - Maintain accurate client files, internal notes, and documentation. - Prepare meeting materials, forms, summaries, and follow-up items. - Anticipate needs and help reduce administrative burden so the account manager can remain focused on client strategy, retention, and growth. Qualifications - High school degree required. - Experience in employee benefits, HR, client service, account support, or benefits administration preferred. - Familiarity with open enrollment, carrier systems, implementation processes, or employee benefits workflows preferred. - Experience managing multiple deadlines, projects, or open enrollment processes at one time preferred. - Benefits experience is preferred but not required. - The right candidate should be a strong learner who can pick up new information quickly and apply it with increasing independence. - The candidate should be willing and able to obtain a Life & Health insurance license within an agreed-upon timeframe after hire. - Spreadsheet experience, including Excel or similar tools, preferred. Benefits - Compensation: $60,000/yr. - Company Paid Life Insurance, Long-Term and Short-Term Disability. - Medical, Dental, Vision and FSA/HSA plans. - 401(k) with company match. - Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits. - Generous PTO. - An awesome team of professionals!

Role Description At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Selerix Case Builder and Service Specialist to join our team. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. - Build and configure complex Selerix enrollment cases including multi-plan benefit structures, eligibility rules, and enrollment workflows. - Configure benefit plans, rates, plan rules, and eligibility logic based on broker and client requirements. - Implement advanced case structures including multiple divisions, classes, and plan variations. - Support Open Enrollment and mid-year implementations within the Selerix platform. - Test and validate builds to ensure accurate enrollment functionality and downstream data integrity. - Configure and support carrier connections and integrations where applicable. - Build and maintain payroll export files and data mappings. - Configure and troubleshoot data feeds and scheduled exports. - Validate file outputs and ensure alignment with carrier and payroll specifications. - Partner with internal and external stakeholders to troubleshoot connection issues and data discrepancies. - Configure and maintain custom reports and report schedules within Selerix. - Support internal and client reporting needs related to enrollment activity and benefit elections. - Assist with data validation, reconciliation, and audit processes. - Provide ongoing service support for existing Selerix clients and broker partners. - Troubleshoot platform issues related to plan configuration, eligibility logic, payroll files, and reporting. - Support change requests including plan updates, eligibility changes, and new benefit additions. - Work closely with internal implementation and service teams to ensure consistent processes and documentation. Qualifications - 3+ years of hands-on Selerix platform experience. - Demonstrated experience building complex Selerix cases. - Experience configuring payroll export files and integrations. - Experience working with carrier connections and data feeds. - Strong understanding of benefit plan configuration and enrollment workflows. - Requires strong communication skills, with the ability to effectively interact with employees at all organizational levels as well as external brokers and clients. - Selerix case configuration and troubleshooting. - Payroll file configuration and data mapping. - Report configuration and data validation. - Strong attention to detail and testing discipline. - Ability to analyze and resolve technical configuration issues. - Experience supporting multiple clients or broker relationships. - Knowledge of benefit administration processes and enrollment operations. - Experience supporting Open Enrollment cycles. - Familiarity with additional enrollment platforms (Employee Navigator, Ease, etc.). - Strong technical problem solving. - Attention to detail and accuracy. - Ability to manage multiple client cases simultaneously. - Clear communication with brokers, clients, and internal teams. - Process-oriented with a focus on data integrity. Benefits - Company Paid Life Insurance, Long-Term and Short-Term Disability. - Medical, Dental, Vision and FSA/HSA plans. - 401(k) with company match. - Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits. - Generous PTO. - An awesome team of professionals!

Role Description At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Placement Senior Associate to join our team. This position will report to our agency located in Mansfield, MA. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, is able to work well with a team, and adapts quickly to change. This is a remote position. - Works with brokerage team to implement Open Enrollment setups for assigned clients in ADP Workforce Now including building/updating of plans and OE-related tools in the Enhanced Benefits module. - Partner with the MPS Carrier Connections team and ADP OE Specialists during Open Enrollment to ensure required structure changes are communicated to ADP and the post-OE enrollments are processed accurately and timely. - Respond promptly to ADP WFN benefits related technical questions received from various internal and external sources. - Generate various census and end of enrollment reports for new business. - Assist with new Essential ACA module implementations, ongoing maintenance of existing Essential ACA module, monthly monitoring, and year-end 1095 auditing. - When required, assist Benefit & Technology Implementation team with setting up the Enhanced Benefits module in ADP Workforce Now and Essential ACA module for newly onboarded clients. - Partner well across team and organizational lines. This position requires deep knowledge of employee benefits, high-level attention to detail and a self-starter that ensures persistency of business and growth for The Hilb Group. Qualifications - Minimum of 3 years of HRIS, benefit technology, or equivalent work experience. - Solid working knowledge of ADP WFN with ADP NextGen, and/or Lyric knowledge a plus. - Solid working knowledge of ACA configuration and monitoring technology – ADP WFN Essential ACA module experience preferred. - Ability to learn and adapt quickly to changing business environment. - Exceptional telephone demeanor and the ability to lead productive calls to meet project timelines. - Proficient with Microsoft 365, including Outlook, Microsoft CoPilot, Excel, Word. - Exceptional planning, critical thinking problem solving and organization skills. - Ability to maintain high level of confidentiality. - Comprehensive written and verbal communication skills, high energy and enthusiasm, strong interpersonal, motivation, and leadership skills and willingness to self-direct and work independently. Preferred Qualifications - Working knowledge of Asana or other project/task tracking software. - Demonstrates the ability to innovate within structure—bringing new ideas and fresh perspectives while adhering to defined processes and standards. - Uses experience-based judgment to identify solutions, troubleshoot issues, and support high-quality execution of current responsibilities. - Embraces a team-first approach, openly collaborating, sharing knowledge, and contributing to a culture of mentorship, partnership, and continuous development. - Brings courage, accountability, and a growth mindset — not afraid to step forward, try something new, learn quickly, and own the outcome. - Thrives in an environment that values initiative and learning — willing to take smart chances, recover from missteps, and stay accountable every step of the way. - Confidently takes ownership — approaches challenges with curiosity, accepts that mistakes can happen, learns from them, and keeps moving forward. Benefits - Compensation: $70,000-$77,000/yr. - Company Paid Life Insurance, Long-Term and Short-Term Disability. - Medical, Dental, Vision and FSA/HSA plans. - 401(k) with company match. - Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits. - Generous PTO. - An awesome team of professionals!

• Processes client’s payrolls (weekly, bi-weekly, semi-monthly and monthly) and in an accurate and timely fashion • Maintains client folders, reviews, and verifies client new employee packets • Works with clients to run special off cycle payrolls • Promptly responds to client inquiries via telephone and email regarding payroll and benefits administration to answer and resolve any and all questions and concerns that arise and if need be, escalate questions to the Senior Client Account Manager or Manager of the Client Services Team • Provides timely and accurate coordination of benefits plans to include enrollments, invoice reconciliation, terminations, Flex Benefits, COBRA compliance, and open enrollment notification • Maintains the electronic files for our clients, on the firm’s internal hard drive • Performs data entry and maintenance of all client information into ADP payroll systems including General Ledger and Paid Time Off • Coordinates the entry of benefit administration data on carriers’ websites • Ensures procedures are done in compliance with firms HIPPA policy • Enter work into internal tracking system • Coordinates with the Benefits Department on client benefits including open enrollments, renewals, changes, and terminations for benefits programs including medical, life, dental, disability, and 401k • Prepares various payroll, benefits, and other reports as requested • Continues to educate oneself on new aspects and areas of compliance in payroll, benefits and human resources as the opportunity arises • Work on special projects for clients if needed

Role Description At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Business Integration, Process and Conversion Advisor who has a focus in handling transportation accounts to join our team. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. - Provide ongoing support to clients, brokers, and internal teams related to the Employee Navigator platform - Troubleshoot platform-related issues, including: - Employee enrollment questions - Benefit corrections and updates - User access and navigation support - System configuration questions - Data review and cleanup requests - Respond to support requests in a timely, professional, and solutions-oriented manner - Escalate technical or carrier-related issues to the appropriate internal teams when necessary - Maintain accurate documentation of support activity and case updates - Support the NEP Build Team during periods of increased implementation or Open Enrollment volume - Assist with benefit platform configuration tasks, including: - Plan setup - Eligibility configuration - Employee class structures - Basic system testing and review - Data validation and quality checks - Partner closely with Account Managers, Builders, and Operational Leadership to ensure accurate and timely delivery - Participate in quality control and process improvement initiatives - Work collaboratively across Service, Build, Carrier Connections, and Account Management teams - Adapt to shifting priorities and operational needs throughout the year - Support both NEP Wholesale and Hilb-related business while understanding the nuances of each support model - Contribute to maintaining scalable, process-driven operational standards Qualifications - Minimum high school degree - 2+ years of customer service, benefits administration, or employee benefits experience preferred - Experience with Employee Navigator strongly preferred - Experience with benefits administration platforms, HRIS systems, or enrollment technology a plus - Strong attention to detail and organizational skills - Ability to manage multiple priorities in a deadline-driven environment - Excellent written and verbal communication skills - Comfortable working independently while collaborating across teams - Proficiency with Microsoft Office products and shared collaboration tools - Ability to learn technical processes quickly and adapt to changing workflows - Problem solver with a strong sense of ownership - Calm under pressure during peak enrollment periods - Team-oriented with a flexible mindset - Process-driven while maintaining a client-first approach - Comfortable shifting between repetitive operational work and client-facing communication - Curious and eager to grow within benefits technology operations Benefits - Company Paid Life Insurance, Long-Term and Short-Term Disability - Medical, Dental, Vision and FSA/HSA plans - 401(k) with company match - Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits - Generous PTO - An awesome team of professionals!

• Assist in the coordination and execution of various administrative tasks to support the day-to-day operations of the HR Consulting Practice • Answer and manage the main line, schedule meetings, and perform various administrative tasks to support the HR Consulting Practice • Respond to client inquiries sent to the main HRC email promptly and professionally, always ensuring exceptional customer service • Prepare, review, and compose correspondence to internal and external clients • Under the direction of the leadership team, draft, review, and enhance Standard Operating Procedures (SOPs), identifying opportunities for improvement • Additionally, maintain and update the SOP spreadsheet, ensuring all documents are accurate and current • Collaborate with team members to implement process enhancements and streamline operations • Assist the Content and Partnership Manager in coordinating internal lunch and learns and external client-facing webinars, following up with any action items and communications • Assist Operations and Implementation Associate in preparing, QC’ing and sending follow up emails to attendees joining our educational webinars • Works closely with the Operations and Implementation Associate and serves as backup as needed • Manage the renewal process for Virtual HR clients and related products/services, ensuring timely execution and completion of tasks by all team members • Provide staff access to Harvest projects and updates on project hours and invoice payments • Review open projects in Harvest, notifying leadership of any projects exceeding or close to exceeding hours • Ensure all client information and billing is accurate in Harvest, BenefitPoint and AMS360, creating service agreements and posting billing for all new projects, ensuring all data-integrity across the platforms • Process and generate accurate and timely invoices in AMS360 for clients based on contractual terms and agreements • Follow Hilb Group I HRC collection standards, by pulling aging reports and working with Operations Manager to review and notify clients, keeping detailed notes on all communication • Escalate any past due amounts exceeding 30 days to National HR Consulting Leadership Team for their immediate attention • Reconcile and process vendor invoices, researching and resolving any discrepancies • Prepare monthly and quarterly reports to reconcile and ensure all transactions are accurately captured and processed in Harvest, BenefitPoint and AMS360 • Respond to client billing and invoicing inquiries in a timely manner, involving the Operations Manager and leadership when needed • Ensure compliance with company policies, and client-specific requirements.