Our team comes from backgrounds in insurance, accounting, customer service, technology and many other distinct fields that blend together to help us serve our clients well. We are always looking for ways to learn, grow and better serve our clients, which is why we seek out new individuals with unique skills and knowledge who will continue pushing our team toward excellence. If you’re interested in joining our team, check out our openings and benefit offerings below.

Generous PTO

We work hard but also value rest and time with our family and friends. We offer generous PTO and encourage employees to take time just for them!

Profit Sharing

Each member of our team is integral to our success. We win as a team, which is why we offer a monthly bonus plan for all employees.


In the same way we help our client’s steward their resources well, we want to help you prepare for the future and contribute toward retirement.

Healthy Culture

We prioritize healthy relationships, communication and celebrating each individual’s unique talents and successes.


Because who doesn’t like free stuff? We provide coffee and snacks to make sure you’re recharged and ready to go each day.

Current Openings