<p>Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced <strong>Insurance Operations Manager</strong> to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth.</p><p><br></p><p>The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results.</p><p><br></p><p>Key Responsibilities</p><p>Insurance Operations & Underwriting</p><ul><li>Oversee underwriting, case design, placement, and policy implementation processes</li><li>Develop and enhance workflows to ensure an efficient, compliant client experience</li><li>Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes</li><li>Act as a resource for complex cases and product recommendations</li></ul><p>Illustration & Case Design</p><ul><li>Oversee the preparation and review of insurance and annuity illustrations</li><li>Ensure accuracy and effectiveness of client-facing proposals and advisor presentations</li><li>Support advisors with product comparisons and case strategy</li></ul><p>Team Leadership</p><ul><li>Recruit, develop, and manage a growing insurance operations team</li><li>Establish best practices and drive operational excellence</li><li>Mentor staff and create opportunities for ongoing professional development</li></ul><p>Advisor Support</p><ul><li>Serve as the internal subject matter expert on life insurance, long-term care, and annuity products</li><li>Partner with financial advisors to identify appropriate solutions for clients</li><li>Assist with case design, underwriting strategies, and implementation</li></ul><p>Business Development</p><ul><li>Help expand the firm's insurance business and identify growth opportunities</li><li>Build and maintain strong relationships with carriers, wholesalers, and industry partners</li><li>Support strategic initiatives aimed at enhancing the firm's overall client offering</li></ul><p><br></p><p><br></p>
<p><strong>Job Title: </strong>Internal Audit Manager</p><p><strong>Location: </strong>Based in Greater New Haven County - Flexible to hybrid work</p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013391129</p><ul><li>Opportunity for <strong><em>growth within a Fortune 500, industry leader!</em></strong> They are a <strong>top performing company, most profitable in their industry & consistently outperforming their industry</strong>!</li><li>They have been <strong><em>doubling in size every 4-6 years! </em></strong></li></ul><p><strong>Key responsibilities:</strong></p><ul><li>Design appropriate risk-based audit procedures and work plans to ensure the objectives of each audit are achieved</li><li>Interact with local staff and management at all levels to understand the business</li><li>Review and audit financial reporting and business processes managed by local finance and management teams</li><li>Identify processes weaknesses and/or areas of potential risk based audit procedures</li><li>Evaluate related action plans and process improvement opportunities with local management</li><li>Prepare and present final audit reports to local and senior management to discuss areas of risk identified, processes weaknesses, areas of risk, recommendation to mitigate that risk</li><li>Assist in special projects such as due diligence, acquisition integration, etc. as necessary</li></ul><p><strong>Requirements:</strong></p><ul><li>Bachelor's degree in accounting, finance, business administration, or related field. Master's degree or professional certification (e.g., CPA, CIA, CISA) preferred.</li><li>5+ years in public accounting or a combination of public accounting and manufacturing industry experience.</li><li>Big 4 or Large Regional audit firm experience is preferred.</li><li>Strong GAAP, SEC, SOX, and technical accounting knowledge</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Sal Fiorillo.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
<p>A global organization is seeking an experienced <strong>Internal Audit Manager</strong> to join its growing audit team. This role is responsible for planning and executing financial, operational, and compliance audits across multiple business units throughout North and South America. The ideal candidate will bring a strong internal audit background, excellent communication skills, and the ability to partner with senior leadership to strengthen controls, improve processes, and mitigate risk. This is a hybrid role with travel. </p><p><br></p><p>Key Responsibilities</p><ul><li>Lead and execute internal audit engagements, including financial, operational, and compliance audits.</li><li>Conduct risk assessments and develop audit plans to address key business risks.</li><li>Design audit programs, procedures, schedules, and testing methodologies.</li><li>Evaluate internal controls and business processes, identifying opportunities for improvement.</li><li>Prepare and present audit findings and recommendations to management and executive leadership.</li><li>Draft audit reports and ensure timely follow-up on remediation efforts.</li><li>Maintain detailed audit documentation and ensure confidentiality of sensitive information.</li><li>Build strong relationships with stakeholders across various departments and business functions.</li><li>Support the development and execution of the annual audit plan.</li><li>Assist with special projects, investigations, and other internal audit initiatives as needed.</li><li>Coordinate with external consultants and third-party audit resources when necessary.</li><li>Stay current on industry trends, audit standards, and best practices.</li></ul><p><br></p><p><br></p>
We are looking for an Administrative Operations Associate to support vehicle-related administrative processes and deliver a dependable experience for customers and internal partners in New York, New York. In this role, you will coordinate documentation tied to ownership, registration, insurance, and financing while helping maintain organized, compliant operations. This position is ideal for someone who thrives in a detail-focused environment, communicates clearly, and can manage multiple priorities with consistency and care.<br><br>Responsibilities:<br>• Oversee vehicle paperwork from initial submission through completion, ensuring documents related to titling, registration, insurance, and financing are processed accurately and on time.<br>• Partner with internal teams, external offices, and lending contacts to resolve documentation issues and keep transactions moving efficiently.<br>• Review files for completeness, maintain organized records, and help ensure all activity aligns with applicable legal and regulatory standards.<br>• Research state and partner requirements to interpret documentation rules and apply them correctly to each transaction.<br>• Respond to customer and stakeholder questions with professionalism, providing clear updates and support throughout the process.<br>• Track multiple cases at once, prioritize urgent items, and follow through on deadlines without compromising quality.<br>• Contribute to operational improvements by identifying process gaps and recommending practical ways to increase accuracy and efficiency.