• Lead client engagement meetings to determine timelines and goals of an audit. • Plan/perform all types of projects related to audit and assurance with increased complexity and independence. • Review team's final financial analysis upon completion of fieldwork to improve client internal controls and accounting procedures. • Assist with the training of new or less experienced staff members. • Network, build relationships and attract new clients or business to the Firm. • Prepare work papers that are informative, well-documented, and can easily be understood and explained. • Demonstrate superior accuracy in work using established firm policies and procedures.

• Provides oversight and leadership to a team of claims adjusters responsible for managing property, automobile, and liability claims from initial review through final resolution. • Oversee policy interpretation and coverage determinations related to loss, damage, or injury, ensuring claims are investigated, evaluated, and resolved in an efficient, compliant, and cost-effective manner. • Responsible for supervising adjusters handling large Self-Insured Retention (SIR) accounts and ensuring timely and accurate assessment of loss exposure, reserving practices, and settlement strategies. • Ensures that claim developments, exposure evaluations, and strategic recommendations are effectively documented and clearly communicated to clients to support informed decision-making.

• Ensure that the team receives regular, high-quality feedback to drive accountability. • Maintain weekly metrics in the green. • Achieve monthly QSR scores of 90%+ for the team. • Arrange monthly meetings with the team to align on goals. • Maintain an average customer service survey score of 1.30 or less. • Act as a mentor to adjusters.

• Supervise a team of Call Takers, ensuring each member receives regular performance appraisals, is adhering to policies, protocols, quality standards, and best practices, and participates in ongoing training and professional development. • Conduct call monitoring on each shift for quality assurance and performance improvement. • Ensure safety assessment questions are asked on all interactions and imminent risk assessments are conducted as indicated. • Provide support and guidance to Lifeline staff, including assistance responding to moderate and high-risk calls, connecting callers to additional resources including emergency services as needed, de-escalating crisis situations, and debriefing with staff after difficult calls. • Assure smooth operations of the Lifeline during each shift, including proper functioning of technology, staffing, and call flow. • Conduct call monitoring to ensure Call Takers are providing quality support, compassionate care, maintaining safety standards, and adhering to policies and procedures. • Provide immediate feedback to Call Takers on performance, documenting concerns and strategizing with Lifeline Management Team to improve quality. • Conduct follow up calls as needed to individuals who have called the Lifeline to check for safety and provide additional support and resources. • Assist Lifeline staff in answering incoming calls as needed, providing emotional support, information and referrals to callers who may be in emotional crisis and contemplating self-harm or suicide. • Communicate frequently with other Lifeline staff (Lifeline Management Team) regarding operations, call taker performance, and overall quality. • Assist in training new Lifeline staff by providing mentoring and coaching. • Participate in weekly to monthly team meetings to discuss shared experiences as call takers, debrief on calls, receive professional development, and participate in a learning community. • Adhere to all Family Services policies, procedures, best practices, and those in accordance with our accreditation through the International Council for Helplines, National Suicide Prevention Lifeline, and the Department of Public Health. • Other responsibilities as assigned.