Hilb Group

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 Care Specialist to join our team. This position will report to our agency located in Manfield, MA. 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. - Processes client’s payrolls (weekly, bi-weekly, semi-monthly and monthly) 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. - Provides timely and accurate coordination of benefits plans including enrollments, invoice reconciliation, terminations, Flex Benefits, COBRA compliance, and open enrollment notification. - Maintains the electronic files for 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. - Enters work into internal tracking system. - Coordinates with the Benefits Department on client benefits including open enrollments, renewals, changes, and terminations for benefits programs. - 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. - Works on special projects for clients if needed. Qualifications - Bachelor’s degree preferred, though specific experience can be substituted for required degree. - Experience with ADP Workforce Now is highly preferred. - At least five (5) years’ experience in payroll processing. - Excellent organizational skills, a keen attention to detail, strong administrative and analytical skills. - Reliable with a high degree of confidentiality and integrity. - Strong analytical skills and problem solving. - Thrives in a fast-paced environment and can adapt at prioritizing responsibilities and tasks to effectively meet deadlines. - Personable, a good listener and can effectively communicate with all staff and client types through both written and verbal means. - Works efficiently both independently and as a member of a larger team. - Willing and flexible to help with any urgent issues that happen to arise at the company. - Ability to read and interpret documents such as employment legislation, policies, agreements, and operating procedures. - Ability to speak effectively in one-on-one conversations and before groups. - Ability to apply common sense understanding to carry out written and verbal instructions. - Excellent communication skills with the ability to develop strong working relationships with people at all levels of the organization. - Excellent stakeholder management skills. Benefits - Compensation: $80,000-$90,000/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, 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 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.

Grow With Us! 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 Part Time Retirement Support Coordinator 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, and able to work well with a team. This is a remote position. Responsibilities: - Works Massachusetts Teachers Retirement System (MTRS) monthly exception reporting for all Charter school clients - Import MTRS reports from ADP each month - Run and distribute MTRS Member not Enrolled reports to clients - Assists in clarifying MTRS pensionable earnings (stipends, bonuses, extra pay, etc.) - Assist full-service clients with outstanding MTRS matters including pensionable earning corrections, retirement form salary calculations, corrections resulting in position eligibility - 401(k), 403(b) Retirement Contribution report processing and tracking - Utilize internal tracking system to retrieve work in priority order - Enter work into internal tracking system. - Maintain regular and punctual attendance. - Work overtime as necessary ​ Qualifications: - Continues to educate oneself on new aspects and areas of MTRS and retirement - Performs general administrative support for Client Services department as needed - Back-up for answering HRK main number - Works on special projects as is needed - Other duties assigned on an as needed basis - Willing and flexible to help with any urgent issues that happen to arise at the company, even if they are outside the immediate scope of the role Benefits: - Compensation: $22.00 an hour. - 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 include Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity protection, and Pet benefits. - Generous PTO. - An awesome team of professionals! 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.

Grow With Us! 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 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. Responsibilities: - Handle a dedicated book of business - Information gathering, preparing applications, quoting, renewal marketing, handling endorsements and accurate file documentation, etc. - Interact and create relationships with producers, and carriers - Maintain knowledge of all company systems and offerings Qualifications: - Highschool or GED required - Must be licensed - Independent and self-motivated thinker and ability to thrive in a fast pace 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 include Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity protection, and Pet benefits. - Generous PTO. - An awesome team of professionals! 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.

• Processes client new hires, terminations and change forms • Processes employee enrollments, renewals, changes, and terminations for medical, dental, vision, life, disability, and other benefits programs • Maintain/Update QC sheets • Process reconciliation from Reconciliation team 401(k), 403(b) Retirement Contribution report processing and tracking • Assists in data entry and maintenance of client employee information as instructed by the Client Account Managers • Utilize internal tracking system to retrieve work in priority order • Enter work into internal tracking system • Maintain regular and punctual attendance • Continues to educate oneself on new aspects and areas of benefits and payroll • Performs general administrative support for Client Services department as needed • Back-up for answering HRK main number • Works on special projects as is needed • Willing and flexible to help with any urgent issues that happen to arise at the company, even if they are outside the immediate scope of the role • Work overtime as necessary

Grow With Us! 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 Commercial Lines Associate Account Manager to join our team. This position will report to our agency located in Richmond, VA. 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. Responsibilities: - Assist with personal lines needs for the region, as needed - Assist Account Managers and Account Executives with day-to-day servicing of commercial accounts - Respond to routine client inquiries regarding policies, certificates, billing, and coverage changes - Prepare and issue certificates of insurance, binders, and endorsements - Process policy changes, renewals, and cancellations in agency management systems - Gather underwriting information and application materials - Maintain accurate client files in accordance with agency procedures - Ensure documentation meets regulatory and carrier standards - Support internal quality control processes - Assist with submission preparation and carrier follow-up - Track renewal timelines and ensure documentation is processed - Review policies for accuracy and request corrections Qualifications: - High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred - 0–2 years of experience in insurance, customer service, or administrative support - Commercial insurance exposure preferred - Property & Casualty Insurance License required or ability to obtain within a specified timeframe - Strong organizational skills and attention to detail - Excellent written and verbal communication skills - Ability to manage multiple priorities and deadlines - Proficiency in Microsoft Office; agency management systems preferred 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! 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 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 Commercial Lines Associate Account Manager to join our team. This position will report to our agency located in Richmond, VA. 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. - Assist with personal lines needs for the region, as needed - Assist Account Managers and Account Executives with day-to-day servicing of commercial accounts - Respond to routine client inquiries regarding policies, certificates, billing, and coverage changes - Prepare and issue certificates of insurance, binders, and endorsements - Process policy changes, renewals, and cancellations in agency management systems - Gather underwriting information and application materials - Maintain accurate client files in accordance with agency procedures - Ensure documentation meets regulatory and carrier standards - Support internal quality control processes - Assist with submission preparation and carrier follow-up - Track renewal timelines and ensure documentation is processed - Review policies for accuracy and request corrections Qualifications - High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred - 0–2 years of experience in insurance, customer service, or administrative support - Commercial insurance exposure preferred - Property & Casualty Insurance License required or ability to obtain within a specified timeframe - Strong organizational skills and attention to detail - Excellent written and verbal communication skills - Ability to manage multiple priorities and deadlines - Proficiency in Microsoft Office; agency management systems preferred 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! 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.

• Direct the Company’s operating plan and forecasting cycles, providing quantitative analysis around key business drivers and macroeconomic impacts • Oversee the global FP&A calendar, ensuring seamless integration between monthly close, forecast, and reporting cycles • Partner closely with the SVP, FP&A, Corporate Controller and CFO to prepare stakeholder reporting and MD&A for senior leadership, lenders, private equity sponsors, and board members • Lead and coordinate complex ad hoc financial requests from executive leadership • Create effective performance metrics (KPIs) that can be regularly tracked to measure progress and drive accountability throughout the organization • Drive profitable growth by improving visibility, forecasting, consolidation and analysis of results and key metrics while advising senior management on insights and recommended actions • Build deep partnerships with stakeholders to drive alignment on financial processes and integrate financial discipline into the company’s operating cadence • Spearhead the evolution of FP&A methodologies and the implementation of advanced EPM tools (e.g., Adaptive) to enhance accuracy and automation • Recruit, develop, and mentor a high-performing team of finance professionals, fostering a culture of accountability and continuous learning

• Analyze financial statements, budgets, and forecasts to identify trends and variances • Prepare and distribute financial reports, highlighting key performance indicators (KPIs) and insights • Provide narratives for financial results that effectively describe variances and trends, highlight risks and opportunities, and communicate business insights • Prepare rolling forecasts, annual budgets, and long-term financial plans • Update and maintain financial models to reflect changing business conditions • Collaborate with department heads to gather input and ensure alignment with strategic goals • Monitor actual financial performance against budgets and forecasts • Identify and investigate significant variances, and work with stakeholders to address issues • Collect and organize financial data from various sources • Develop key performance indicators (KPIs) reporting that generates insights into business performance and unlocks predictive capabilities • Develop and maintain complex financial models to support decision-making • Respond to ad-hoc requests for financial analysis and reports from senior management • Collaborate with cross-functional teams, including accounting, operations, and management • Provide strategic and financial analytical support for senior management across the company.​