Urban Greens Food Co-op, a consumer-owned grocery store located in Providence, Rhode Island, seeks a General Manager (GM) to oversee store operations.

The GM position represents an exciting opportunity to lead the only consumer-owned grocery store in Providence. The diversity of the surrounding population–as well as the current lack of local food choices in retail groceries in Rhode Island–positions the Co-op to take on a leading role within the state by increasing the availability of both local and culturally diverse foods.

Overview

Guided by Urban Greens’ mission and reporting to the Board of Directors, the GM is responsible for the leadership and management of the Co-op’s retail grocery operation.

Responsibilities:

The GM is responsible for the implementation of store operations in a way thatsuccessfully achieves the mission of Urban Greens in a fiscally sustainable manner, andprovides direction and execution in the following areas, including but not limited to:

• Financial Accountability & Business Planning
• Store Operations
• Building and Leading a Team
• Marketing & Member-Owner Relations

Required Qualifications:

• Financial Management & Reporting: Experience with bottom-line accountability including strong budgeting and financial skills, managing operating capital, and financial reporting.
• Retail Grocery Experience: A minimum of 5 years of experience in retail food store and/or food distribution management. Familiarity with food safety standards and key industry metrics.
• Managing People: Makes good hiring decisions. Evaluates, inspires, recognizes, delegates work and provides feedback and timely coaching and guidance. Experience managing management level employees.
• Strategic Thinking: Extensive experience in strategic planning. Thinks conceptually, imaginatively, and systematically about success.
• Track Record of Success: Prior work experience indicates several successful initiatives of the same scope as needed at Urban Greens including experience operating a business in a diverse, urban environment.
• Building and Leading Teams: Integrity, vision, and collaborative leadership skills. Experienced in task delegation and building relationships with team members. Able to create a climate of trust.
• Problem Solving: Accurately diagnoses root causes of issues and correctly identifies appropriate resolution.
• Adaptability: Resilient and keeps moving forward in the face of challenges or new information.
• Accountability: Is willing and able to hold people accountable for success and is willing to be held accountable.
• Self-motivated: A proactive, energetic leader who is motivated by success and able to identify opportunities and challenges.
• Communication Skills: Excellent verbal and written communication skills

Highly Desired Qualifications:

• Cooperative Management Experience
• Business Planning
• Courage
• Self-awareness
• Values Outside Expertise
• Commitment to food justice, food sovereignty, and sustainability.
• Proficiency with POS software, specifically ECRS or similar.
• Extensive knowledge of MS Office/Google Docs, CRM, social media, and QuickBooks.

About Urban Greens and Providence, Rhode Island

Urban Greens Food Co-op is a vibrant young store with the ultimate goals of increasing access to healthy and affordable food for the Providence community, and strengthening the local food system in Rhode Island. The Co-op opened in the summer of 2019 and now has over 3,000 member-owners with annual sales of over $5 million. We are excited every day to serve an incredibly diverse and food-conscious city and state.

Store Basics:

*8000 sq ft footprint: 4900 sq ft retail

*Anchor tenant in mixed-use development

*3,500+ current members-owners

*5-time winner of Rhode Island Monthly’s Best Local Market Providence (2021-2025)

About Providence:

Providence is a small, vibrant, quirky city in the littlest state of the union. Though its scale and size make it easy to navigate and live in (often giving it a small-town feel), Providence has a rich and diverse culture, with many of the attributes often found in much larger cities. You can drive 20 minutes out of Providence and reach farms and orchards, rivers and ponds for paddling, and wooded state parks for hiking. Bike paths link Providence to many other areas of the state, and a 30–40-minute drive gets you to some of the best beaches and most beautiful coastline in New England. For longer jaunts to bigger cities, Boston is an hour, and New York City is 3 hours away. https://www.visitrhodeisland.com/

Named by CNN as America’s most artsy city, Providence is home to some great institutions and traditions in a number of areas:

* Artistic (Trinity Rep Theater, WaterFire, the RISD Museum, PVDFest, AS22o)

* Academic (Rhode Island School of Design, Brown University, Providence College)

* Cultural (Providence is home to many residents of Central/South American, West African, Southeast Asian, Caribbean, Portuguese, Italian, and Cape Verdean descent, with ethnic heritage festivals, feasts and celebrations all summer long and throughout the city)

* Culinary (Johnson & Wales Culinary School, incredible restaurants, food trucks and farmers markets)

* Urban Agriculture and Local Food (Southside Community Land Trust, Farm Fresh RI)

All applicants will be considered without regards to race, color, national origin, religion, sexual orientation, sex, marital or parental status, disability, gender identity or expression, age, or any other basis prohibited by law.

As an equal opportunity employer, Urban Greens Co-op Market strongly encourages individuals from traditionally underrepresented demographics to apply.

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Title: General Manager

Location: Hancock, Michigan

Salary range: $80-90K

The Carlisle Group is pleased to partner with Keweenaw Co-op Market, a long-standing, community-owned grocery cooperative located in Hancock, Michigan. We are seeking a General Manager (GM) to lead store operations and guide the Co-op into its next exciting chapter of growth and impact.

This position represents a unique opportunity to lead a trusted community anchor that has served Michigan’s Keweenaw Peninsula for over 50 years. With a newer store location, the Co-op is expanding its reach and deepening its mission to provide access to healthy, local, and sustainably produced foods while supporting a resilient regional food system.

Overview

Guided by the Keweenaw Co-op’s mission and reporting to the Board of Directors, the General Manager is responsible for the overall leadership, vision, and management of the Co-op’s operations. The GM will ensure the long-term success and sustainability of the business by upholding cooperative principles, achieving financial goals, fostering a positive workplace culture, and strengthening relationships with member-owners, staff, vendors, and the broader community.

Responsibilities

The GM is responsible for the successful implementation of store operations and programs in alignment with the Co-op’s mission and strategic plan. Primary areas of accountability include:

Financial Accountability & Business Planning

• Lead the development and execution of annual business plans and budgets aligned with the Co-op’s financial and strategic objectives.
• Manage resources responsibly to ensure financial sustainability and profitability.
• Provide timely and accurate financial reporting to the Board of Directors.
• Analyze performance metrics to identify opportunities for operational improvement.

Store Operations

• Oversee all aspects of store operations, including merchandising, inventory, pricing, facilities, and customer service.
• Ensure compliance with food safety regulations, labor laws, and cooperative policies.
• Drive operational excellence and efficiency throughout all departments.

Building and Leading a Team

• Recruit, mentor, and lead a high-performing management team and staff.
• Promote a positive, inclusive, and collaborative work culture that reflects cooperative values.
• Provide coaching, feedback, and opportunities for professional development.
• Foster a safe, respectful, and engaging work environment for all employees.

Marketing, Membership, and Community Engagement

• Strengthen member-owner relationships through transparency, responsiveness, and engagement.
• Collaborate with marketing and outreach teams to promote the Co-op’s mission, programs, and new store initiatives.
• Actively represent the Co-op in community partnerships and local business networks.

Required Qualifications

• Financial Management & Reporting: Demonstrated experience in business operations with bottom-line accountability, including budgeting, forecasting, and financial reporting.
• Retail Grocery or Food Industry Experience: Minimum of 5 years in retail food, grocery, or food distribution management; understanding of industry standards, food safety, and supply chain operations.
• Leadership & Team Management: Proven success in hiring, developing, and leading management-level employees; strong skills in motivation, delegation, and accountability.
• Strategic Thinking: Ability to develop and execute long-term strategies that balance mission, financial health, and community needs.
• Operational Excellence: Track record of improving performance and achieving results through process improvement and innovation.
• Community and Member Relations: Strong communication and relationship-building skills with diverse stakeholders.
• Technology Proficiency: Comfortable using POS and financial software; knowledge of Microsoft Office, Google Workspace, and QuickBooks (or similar).
• Commitment to Cooperative Values: Genuine interest in cooperative business models, sustainability, and strengthening local food systems.

Highly Desired Qualifications

• Experience in cooperative management or community-owned retail.
• Experience leading during major transitions or expansions.
• Courageous, transparent, and values-driven leadership style.
• Strong self-awareness and ability to build trust with teams and stakeholders.
• Enthusiasm for living and working in a close-knit, rural community with a rich local culture.

About Keweenaw Co-op Market and Hancock, Michigan

Founded in 1973, Keweenaw Co-op Market has been a cornerstone of the Copper Country community for over five decades. As a community-owned grocery cooperative, the Co-op is dedicated to supporting local producers, advancing environmental sustainability, and improving access to nutritious, affordable food.

Store Basics

• Community-owned cooperative serving Michigan’s Upper Peninsula since 1973
• Over 4,000 member-owners and growing
• New store location with expanded grocery, deli, and café services
• Recognized locally for leadership in sustainability, local sourcing, and community partnerships

About Hancock and the Keweenaw Peninsula

Nestled on the northern shore of Michigan’s Upper Peninsula, Hancock is a picturesque and vibrant community surrounded by stunning natural beauty. The area is known for its historic character, outdoor recreation, and strong sense of community. Residents enjoy access to Lake Superior, hiking and biking trails, winter sports, and a thriving arts and culture scene. The region is also home to Michigan Technological University, which contributes to the area’s energy, diversity, and innovation.

All applicants will be considered without regard to race, color, national origin, religion, sexual orientation, sex, marital or parental status, disability, gender identity or expression, age, or any other basis prohibited by law.

Our client is a global industry leader of natural colors for the food, beverage, and pet food industry! They have drawn on the power of nature’s true colors and championed that natural is best! We have been retained to find a Marketing Manager to oversee the North American region! This is a remote based role.

Responsibilities:

• Lead development and execution of the North American marketing strategy aligned with business goals and global strategy.
• Identify and drive business growth through market mapping and research, serving as the ‘voice’ for North America to the global team.
• Generate business from customer projects and events, focusing on memorable customer experiences.
• Strengthen brand and customer experience, ensuring cohesive interactions across all touchpoints.
• Drive promotional activities for new product launches and regional sales campaigns, with post-launch follow-up to measure impact.
• Leverage consumer insights to drive business conversations and champion the importance of colors, coaching the team on trends and relevance.
• Track progress, effectiveness, and performance of activities, including budget planning, ROI analysis, lead generation, brand exposure, and communication materials.

Requirements:

• Bachelor’s Degree in Marketing (or similar.)
• Minimum 5 years of experience in marketing coming from the ingredient industry. B2B experience is a must.
• Ability to turn data into compelling insights for internal use or in front of customers.
• Entrepreneurial approach, proactive team player and captivating communicator.
• Customer focused.
• Home office set-up and ability to travel.

Preferred Experience:

• Knowledge of market data systems, example Innova, Mintel, or Euromonitor is an advantage.
• International experience is an advantage.

Base salary range of $130,000 – $150,000 based on years of experience and a bonus program. Other benefits include Medical/dental/vision insurance, life insurance, disability insurance, PTO, paid company holidays and 401(k) plan. This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

Summary: Our client is a global leader in hops and hop-derived solutions, known for combining deep industry tradition with forward-thinking innovation! The Commercial Director leads the commercial strategy and execution behind new product innovation. Partnering closely with the CEO and R&D Director, this role oversees the full commercial lifecycle – from market insights and ideation to business case development, financial management, and successful transfer of new products into the global portfolio. The position is highly cross-functional, collaborating with Marketing, Portfolio, Sales, Finance, Brewing Solutions, Sensory teams, and external partners. This leader ensures that new concepts are commercially viable, strategically aligned, and effectively launched across all global business units.

Organizational

• Collaborate with the CEO and R&D Director to develop and implement the organization’s strategy, tactics, and projects.
• Maintain and monitor business plans and budgets, providing relevant information to support management decisions.

Insights

• Analyze market trends in beer, beverages, and other target markets, performing competitor analysis to identify opportunities and threats.
• Derive customer and end-consumer insights to inform Sales & Marketing strategies and product positioning.

Ideation

• Lead and coordinate improvement and innovation processes across all group entities.
• Evaluate the commercial potential of ideas in collaboration with stakeholders to support business cases and project development.

Business Case

• Develop and refine business cases and forecasts for projects moving from ideation to innovation.
• Collaborate with R&D, Sales, Marketing, Portfolio, and Finance to create concepts that inform decision-making at each stage of development.

Portfolio

• Support the smooth transfer of innovations into the active product portfolio.
• Ensure that new products align with organizational strategy and market needs.

Financial

• Oversee commercial activities for projects, planning and monitoring budgets in coordination with the CEO and R&D Director.
• Produce management reports and communicate commercial insights and issues as needed.

Collaboration

• Work with third-party partners, customers, Sales, and Brewing Solutions teams on all commercial aspects of development projects.
• Align commercial measures with partners and the CEO to ensure mutual success.

Reporting

• Manage accounting, controlling, and financial reporting.
• Ensure transparency and accuracy in all financial communications.

Management

• Partner with the R&D Director to manage the US team, providing regular feedback, coaching, and mentoring.

Location: This is a remoterole requiring 25–30% travel. Ideally, candidates will be located in the Pacific Northwest, West Coast, Mountain, or Central Time zones (U.S.). The role involves both domestic and international travel, so candidates must be willing to travel and reside near a major airport.

• Bachelor’s degree in Business, Economics, or a related field.
• Ten plus years of experience in commercial or innovation-driven roles within the food & beverage industry (ingredients or finished products).
• Proven experience with Stage-Gate processes and bringing projects from ideation to launch.
• Strong planning, organizational, and cross-functional collaboration skills, with the ability to adapt to changing priorities.
• Customer-focused, with excellent listening skills and the ability to influence and persuade stakeholders.
• Analytical and strategic thinker with strong problem-solving skills, capable of making informed, targeted decisions.
• Demonstrates accountability, process discipline, a proactive mindset, and a commitment to delivering results.
• Willingness to travel.

Salary Range: $124,160 to $186,240 annually. *This range reflects the full pay scale for all roles within this position’s grade. The actual salary offer will consider various factors, such as experience and, if applicable, location.

Benefits Overview:

• 401(k) Plan: Includes company matching.
• Comprehensive Insurance: Medical, dental, and vision coverage.
• Employee Assistance Program (EAP): Access to confidential support services.
• Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses.
• Insurance Coverage: Life, long-term care, long-term disability, and AD&D insurance.
• Holidays: 14.5 paid holidays annually, including 3 floating holidays to be scheduled with supervisor approval.
• Vacation: Start with a 2-week annual accrual rate.
• Sick Leave: 80 hours provided at the start of the calendar year (prorated for new hires), with up to 120 hours carried over and a maximum balance of 200 hours.
• Education Reimbursement: Support for accredited courses and educational expenses.
• Bonus Opportunities: Potential discretionary bonus based on company performance and achievement of individual goals.

We’ve been retained by a global leader in ingredients and flavors to identify a talented Plant Manager to lead the launch and operations of a brand-new flavor manufacturing plant in the Greater Chicago Area! This is a high-impact role responsible for overseeing construction, assembling and developing a high-performing operations team, and ensuring the site meets critical safety, quality, cost, and performance objectives! This role reports to the CEO.

Location: Greater Chicago Area (Hybrid)
Travel: ~25%

Essential Job Functions:

• Oversee the construction and commissioning of the plant in partnership with corporate project teams
• Lead the installation and qualification of production equipment and internal logistics
• Hire, onboard, and manage a local operations team (production, logistics, maintenance)
• Guarantee operational KPIs: safety, quality, cost, service level
• Establish local procedures and align with global production and quality standards
• Coordinate with R&D, Supply Chain, and Quality functions
• Manage local suppliers and service providers
• Drive continuous improvement initiatives (Lean, Kaizen)
• Report plant performance and risks to headquarters

Requirements:

• Bachelor’s degree in Engineering, Industrial Management, or related field
• Minimum of 10 years’ experience in plant or operations management
• Flavor manufacturing experience required
• Proven leadership experience and excellent team-building skills
• Experience with ERP systems
• Ability to multi-task, prioritize and manage time effectively
• Proven management of high-paced responsiveness and communication with representatives throughout the company
• Excellent oral and written communication skills
• Strong strategic planning and analytical skills

Base salary range of $140,000 – $160,000 based on years of experience and bonus opportunity based on performance. Other benefits include medical/dental insurance, life insurance, disability insurance, 401(k) plan, paid company holidays, and paid time off. This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

LEAD THE FUTURE OF FOOD JUSTICE IN SANTA MONICA

The Carlisle Group is pleased to partner with Co-opportunity Market to hire their next General Manager!

For 50 years, Co-opportunity Market has been Santa Monica’s answer to corporate grocery: a community-owned pioneer proving that exceptional food, fair wages, and environmental stewardship aren’t mutually exclusive. Now, we’re looking for a bold leader to take us into our next era of growth and impact.

The Opportunity

As General Manager, you’ll lead one of Southern California’s most established natural food co-ops through an exciting inflection point. This isn’t about maintaining the status quo. It’s about building on five decades of trust to create something even more relevant, profitable, and community-centered.

You’ll have full operational authority to:

• Build a team that wins: Lead with empathy while developing and retaining future leaders from within, and attracting top talent who want their work to matter
• Drive growth with purpose: Hit ambitious financial targets while expanding access to healthy food for our diverse members, guests, and community partners
• Innovate the co-op model: Prove that cooperative values and retail excellence aren’t mutually exclusive. They’re compatible and are competitive advantages
• Own the strategy: Partner with the Board on vision, then execute with autonomy

What Success Looks Like

Year One:

• Strong financial performance with a clear path to sustainable growth
• Energized team culture where people want to build careers, not just work shifts
• Deepened community relationships with local farmers, producers, and members
• Operational systems that free you to lead, not micromanage

Beyond:

• A co-op that’s known as Santa Monica’s grocery destination, not its best-kept secret
• Membership growth that reflects our community’s diversity
• A workplace where people develop skills that launch careers in food justice
• Financial resilience that funds the mission for another 50 years

What You’ll Bring

Must-haves:

• 5+ years leading grocery retail or mission-driven operations with P&L responsibility
• Track record of hitting financial targets while building high-performing, engaged teams
• Genuine passion for food justice, sustainability, and cooperative economics, not just box-checking
• Strategic thinking combined with operational excellence (you can build the plan and execute it)
• Ownership mindset: Takes accountability for results, receives feedback openly, and addresses challenges head-on rather than deflecting
• Comfort with Board partnership: you’ll report to them but operate with significant autonomy
• Flexibility for evening/weekend presence as needed

Even better:

• Experience in natural/organic retail or cooperative business models
• Bilingual (English/Spanish)
• Deep connections in LA’s food and wellness community
• Background developing talent and building leadership pipelines

What We Offer

• Compensation: Ideal salary range of $150-160K, based on experience, plus comprehensive benefits
• Impact: Every decision you make affects food access, farmer livelihoods, and community wealth-building
• Autonomy: Real authority to lead, not endless committee approvals
• Legacy: Shape the next chapter of an organization that’s been getting it right since 1974
• Community: Lead a team and serve a membership that genuinely cares about what we’re building together

Our Commitment

Co-opportunity Market is committed to building a team as diverse as the community we serve. We strongly encourage applications from anyone who brings perspectives that strengthen our ability to serve all of Santa Monica.

We are committed to creating an inclusive, diverse, and welcoming workplace for all employees. We strongly encourage applicants from all backgrounds, identities, and experiences to apply.

This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

We have been retained by a global leader in natural color solutions for the food, beverage, and pet food industries. Our client harnesses the power of nature’s true colors and passionately believes that natural is best! We’re seeking a Product Development Manager to join their growing team!

This role operates independently to develop colors for various applications and scale them for production, supporting company growth! It partners closely with the commercial team, serving as a technical advisor to sales. The ideal candidate has a strong background in food science (preferably food chemistry), experience in product development project management, and cross-functional collaboration with production, quality, and sales. Experience in analytical chemistry and method development/validation is a plus.

Essential Job Functions:

• Manage the Product Development Team

• Lead and manage color formulation projects in collaboration with customers, sales, and internal teams

• Act as project manager from concept through launch, following defined processes

• Develop color formulations at bench scale based on customer needs

• Scale formulations for production across global facilities

• Provide onsite customer consultation from development through commercialization

• Serve as technical expert for the sales team on color formulations

• Support production during scale-up and troubleshooting

• Ensure safety compliance and promote safe working practices

• Operate lab and pilot equipment with minimal supervision

• Train QC and production teams on new formulations and analytical methods

Required:

• M.Sc. or Ph.D. in Food Chemistry, Food Science, or related field with 10+ years relevant experience

• Strong project and stakeholder management experience, ideally within development projects

• Deep understanding of food ingredients and processing; experience with color ingredients is a plus

• Experience working directly with customers and leading customer-driven projects

• Managerial experience with cross-functional collaboration

• General knowledge of analytical techniques, food quality, and safety

• Ability to analyze technical data, prepare reports, and present findings

• Excellent color vision; must be able to distinguish colors across applications (testing required)

• Strong project management skills

• Comfortable working in production environments

Company: Our client is on a mission to transform the future of food & beverage. They’re building a world-class platform designed to unlock growth, accelerate innovation, and power companies to their full potential. With an impressive track record of acquiring strong, high-performing businesses and seamlessly bringing them into their ecosystem, they move fast, think big, and deliver results!

Backed by deep industry expertise and a powerful network of partners, they provide unmatched end-to-end support — from product development and pilot production to commercialization, operations, and strategic supply chain solutions. Their reach extends across materials procurement including rigid and secondary packaging, beverage ingredients, bulk alcohol, and tropical fruit imports.

They partner only with the best — industry-leading teams who share their passion for excellence — creating an environment built for scale, innovation, and long-term success. If you want to join a high-growth, high-impact platform shaping the future of F&B, this is the place to be!

Role: The Sales Manager is a results-driven hunter focused on generating new business within the food and beverage industry, targeting A, B, and C tier prospects. This field-based role involves selling the full suite of services and products to both emerging and established brands. Success is defined by securing new customers and meeting or exceeding acquisition targets.

Responsibilities:

• Drive new business by meeting or exceeding assigned quotas for customer acquisition and revenue generation.
• Prospect, qualify, and pursue leads across all customer segments to expand territory and build a robust sales pipeline.
• Manage the full sales cycle from lead generation to closing, tailoring solutions to meet client needs and outpace the competition.
• Maintain accurate CRM records for real-time visibility into pipeline activity and performance metrics.
• Represent the company at industry events, fostering strong relationships and promoting the brand as a trusted, innovative partner.
• Ensure smooth handoff of new accounts to Account Managers by clearly communicating client needs and project details.
• Strategically plan and manage travel to maximize territory coverage while staying within budget.
• Collaborate with internal teams — marketing, product development, and operations — to support proposals and onboarding.
• Monitor industry trends, competitive activity, and growth opportunities, providing feedback on market gaps and product potential

Qualifications:

• Bachelor’s degree in a business-related field or equivalent professional experience.
• 3–7+ years of B2B outside sales or business development experience in the beverage industry.
• Proven track record of consistently meeting or exceeding new business sales quotas.
• Experienced in managing the full sales cycle from prospecting to contract execution.
• Highly self-motivated, skilled at building relationships, opening doors in competitive markets, and closing deals.
• Strong CRM proficiency with disciplined data management practices.
• Collaborative team player, able to work across departments to develop solutions and support new account onboarding.
• Excellent business acumen with the ability to assess customer needs, evaluate opportunities, and communicate clear value propositions.
• Strategic thinker who can identify emerging trends, competitive shifts, and market opportunities.
• Exceptional communication, presentation, and negotiation skills, adaptable to diverse audiences.
• Thrives in fast-paced, competitive environments with shifting priorities.
• This role involves regular travel, estimated at 50%

Competitive base salary of $100,000, with on-target earnings ranging from $200,000 to $400,000, tied to performance and growth. Other benefits include Medical/dental/vision insurance, life insurance, disability insurance, PTO, paid company holidays and 401(k) plan. This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

Title: Store Manager

Location: White River Junction/Hartford, VT

Pay Range: $84-130K base

Store Manager – Co-op Food Stores

About the Hanover Co-op Food Stores

The Hanover Consumer Cooperative Society—one of the oldest and most successful co-ops in the United States—has been serving the Upper Valley since 1936. With locations in Hanover, Lebanon, and White River Junction, the Co-op is known for its commitment to community ownership, local partnerships, food education, environmental sustainability, and high-quality products from regional growers and producers.

The Co-op operates grocery stores, service stations, and a community market, all rooted in cooperative values of democracy, equity, and concern for community. Team members enjoy working in a mission-driven environment that prioritizes the triple bottom line: people, planet, and profit.

Position Overview

The Store Manager serves as a key strategic leader of the Co-op Food Store, responsible for shaping and executing the vision, culture, and operational success of the store. This role extends beyond daily operations to include developing and implementing strategies that elevate the customer experience, optimize financial performance, strengthen employee engagement, and advance the Co-op’s mission of social responsibility, environmental sustainability, and financial strength for both short- and long-term success.

In partnership with Human Resources, Marketing, Merchandising, and the Assistant Store Manager, and through strategic workforce planning, financial forecasting, and talent development, the Store Manager ensures the store thrives in a competitive marketplace while fostering a positive, inclusive, and high-performance culture.

Essential Functions & Responsibilities

Customer & Community Leadership

• Define and implement strategies to enhance the customer experience, build loyalty, and expand the Co-op’s presence in the community.

Financial & Operational Strategy

• Develop and manage annual budgets, forecasts, and performance targets.
• Monitor financial and operational goals to ensure sustainable growth and profitability.
• Provide input on addressing under-performing areas through financial analysis.

People & Culture Development

• Partner with HR to recruit, retain, and develop top talent.
• Mentor leaders, build career pathways, and ensure accountability through performance management systems.

Merchandising & Market Growth

• Collaborate with Merchandising to shape product strategy, optimize inventory, and drive sales initiatives aligned with customer needs and market trends.

Risk, Safety & Compliance

• Ensure strict compliance with labor, health, safety, and regulatory standards.
• Proactively manage risks and implement practices that safeguard staff, members, and assets.

Co-op Mission Stewardship

• Champion and model the Co-op’s triple bottom line approach and Open Book Management practices.
• Work with Merchandising to assist with new sales strategies.

Additional Responsibilities

• Adhere to and model the Manager’s Code of Conduct.
• Participate in department meetings and complete required trainings.
• Follow all Co-op policies and procedures.
• Other duties as assigned.

Essential Leadership Functions

• Lead strategic initiatives to grow sales, profitability, and customer loyalty.
• Create and maintain an outstanding store environment that reflects Co-op standards.
• Partner with Operations and/or HR on workforce planning, recruitment, and succession.
• Build high-performing teams through coaching, mentoring, and development.
• Conduct financial and operational analyses to identify opportunities and address underperformance.
• Partner with merchandising and inventory teams to maximize profitability and customer value.
• Implement safety, security, and risk mitigation processes and provide feedback.
• Foster strong, collaborative relationships with members and staff.
• Lead cultural initiatives promoting accountability, inclusivity, and Co-op values.
• Serve as a visible role model of leadership, integrity, and customer commitment.

Required Skills, Experience & Attributes

• 5–7 years of progressive retail management experience (grocery preferred).
• Demonstrated success leading teams, driving sales, and managing P&L responsibility.
• Bachelor’s degree in Business Administration or related field preferred.
• Proven ability to design and execute strategic plans with measurable outcomes.
• Knowledge of operations management, budgeting, merchandising, inventory, and margin control.
• Exceptional leadership, communication, and change management skills.
• Commitment to employee engagement and collaborative leadership.
• Familiarity with Open Book Management principles.
• Solid knowledge of POS and inventory systems.
• Cash handling / cash office knowledge.
• Ability to lift 30–35 pounds consistently.

About Living in White River Junction, VT

White River Junction is a historic, artistic, and vibrant village located in the heart of the Upper Valley, a region spanning Vermont and New Hampshire known for its natural beauty, quality of life, and community spirit.

Highlights include:

• Thriving Arts Community: Home to arts venues, indie theaters, galleries, and the Vermont Center for Cartoon Studies.
• Outdoor Living: Access to hiking, skiing, biking, the Connecticut River, and numerous state parks—perfect for year-round recreation.
• Small-Town Charm + Urban Amenities: A walkable downtown, locally owned restaurants, cafés, bookstores, and historic architecture.
• High Quality of Life: Clean air, safe neighborhoods, excellent schools, and a strong sense of community.
• Centrally Located: Easy access to Hanover, Dartmouth College, Lebanon, and major regional employers—ideal for families, professionals, and those who appreciate balance.

Working at the Hanover Co-op means becoming part of a mission-driven organization at the center of a region known for collaboration, creativity, and a high standard of living.

Equal Employment Opportunity

We are an Equal Opportunity Employer. Our employees are people with different strengths, experiences, and backgrounds. We share a common passion for our member-owned Co-op, our communities, and for improving people’s lives.

Diversity includes race, gender identity, age, disability status, veteran status, sexual orientation, religion, and many other aspects of identity. Every point of view helps shape our success, and fostering inclusion is everyone’s responsibility.

This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.

The Carlisle Group has been retained to recruit for an HR Director. Our client was founded in 2020. The organization and schools are focused on early childhood learning. They provide weekday care and education for children from six weeks to age 5 from qualifying families—with all costs covered. The schools create high-quality learning communities that nurture, educate, and empower children and families in social and financial need to lead fulfilling and productive lives. They were founded from a $350M initiative to develop 6 state-of-the-art early childhood centers in PA. The organization has opened three centers in the greater Harrisburg area as of 2025 and are opening three more in the greater Lancaster area.

Position Summary:

The Human Resources Director will act as the visionary for all staff related talent acquisition and development programming. The Human Resources Director will provide leadership in advancing the strategic direction of the organization in talent management, training, and retention efforts. This role is responsible for leading and guiding a team that includes the Human Resources Manager, Recruiter, Professional Development Manager, Human Resources Associate, Office Coordinator, and Human Resources Generalists. The Human Resources Director is part of the central office team, reporting to the Executive Director, with whom he/she will work closely to ensure talent strategy implementation. Overall, this individual will create policies and programming for how to recruit, develop, and retain staff.

Key Accountabilities:

• Learn, maintain, and share knowledge of best employment practices, regulations, and strategies.
• Advance policies and regulations for the Employee Handbook.
• Create and manage an impactful onboarding program and training for new hires to enable a smooth new employee experience.
• Participate in the interview process for new hires.
• Advance recruitment and selection protocols.
• Oversee the administration of compensation, benefits, leave plans, performance management, workforce planning, employee relations, etc.
• Advance policies for PTO and flexible scheduling and other related subjects for employees.
• Create a model and pathway for staff learning and advancement for higher degrees and additional education.
• Lead and plan career development workshops and training days, programming for monthly leadership meetings, as well as potential professional development retreats.
• Monitor the budget relating to human resource activities.
• In collaboration with other staff, support the development and maintenance of talent pipelines and apprenticeships.
• Create metrics to understand hiring and retention and present the data to the Executive Director and Board of Directors when necessary.
• Provide reports on metrics and progress to the Executive Director.
• Incorporate market research to understand how to improve hiring practices and policies.
• Support the HR team in developing workshops for Inclusion and Diversity.
• Coach and mentor HR staff.
• Conduct surveys to understand and address areas of employee concern.
• Encourage employee engagement through social events, recognition programs, and human-centered initiatives to increase morale and enhance our employees’ experience.
• Lead meetings to solicit new ideas and areas of improvement from staff.
• Attend relevant ECE conferences.
• Build and maintain positive relationships with all staff and encourage center growth and performance.
• Other duties as assigned.

Qualifications:

• Bachelor’s degree.
• 10+ years of experience in human resources.
• 5+ years of supervisory experience.
• 5+ years of experience in a similar HR generalist type of leadership role.
• 5+ years of experience managing a P&L or departmental budget.
• Experience in an organization or company with 500+ employees and multiple locations is preferred.
• ERP/HRIS experience.
• Proficient with Microsoft Office.
• Commitment to the mission and values of the schools and demonstrate a high degree of integrity as all staff are considered to be role models for students.
• Ability to work in a fast-paced environment with changing priorities.
• Demonstrated ability to cultivate collaborative working relationships with a variety of stakeholders, including parents, staff, and community partners.
• Ability to effectively oversee a large department, multitask, and efficiently streamline operations.

The Carlisle Group has been retained to find a Chief Financial Officer. Our client is a privately owned electrical contractor, founded in 1919, and has its headquarters in York, PA. They employ approximately 620 employees and do business with companies throughout a 7-state footprint. They are experiencing record growth! This position would work out of their headquarters in York with an opportunity for a hybrid work environment after an initial 6-month period of getting acclimated and building rapport with the team and leadership.

Position Summary:

The Chief Financial Officer (CFO) is a key member of the executive leadership team, responsible for overseeing all financial, accounting, and strategic fiscal operations of the company. This role ensures financial integrity, supports growth initiatives, manages risk, and provides strategic direction aligned with the company’s long-term business goals.

Responsibilities:

Financial Leadership & Strategy

• Develop and execute financial strategies that support corporate goals, profitability, and growth initiatives.
• Provide strategic recommendations to the CEO and executive team on financial performance, business planning, and long-term strategy.
• Lead financial forecasting, budgeting, and long-range planning processes across divisions and regions.
• Identify and assess new business opportunities, acquisitions, and capital investments.

Accounting & Financial Operations

• Oversee all aspects of accounting, financial reporting, job costing, and compliance with GAAP and industry standards.
• Ensure accurate and timely monthly, quarterly, and year-end financial statements.
• Implement and maintain robust internal controls to safeguard company assets.
• Oversee project cost tracking, WIP (Work in Progress) reporting, and revenue recognition.
• Manage cash flow, credit, and working capital to support ongoing operations and project demands.
• Coordinate with Enterprise CFO on tax strategy for the Company and oversee the preparation of tax returns.
• Oversee and coordinate external audits.

Risk Management & Compliance

• Direct insurance, bonding, and surety relationships; oversee contract risk review and mitigation.
• Ensure compliance with federal, state, and local regulations, including tax filings and audits.
• Partners with legal and operational teams to manage risk exposure related to projects, contracts, and safety.

Team Leadership & Development

• Lead and mentor the finance, accounting, and administrative teams to foster continuous improvement and professional development.
• Promote a culture of accountability, collaboration, and financial discipline across the organization.
• Partner with project management and operations teams to improve job cost forecasting and margin performance.

Technology & Systems Integration

• Oversee the implementation and optimization of ERP systems and financial software (e.g., Viewpoint Vista, Spectrum, Sage 300, or equivalent).
• Utilize data analytics and business intelligence tools to enhance decision-making.
• Support digital transformation initiatives to improve financial efficiency and reporting accuracy.

Skills & Competencies:

• Strategic and analytical thinker with strong business acumen.
• Exceptional leadership, communication, and interpersonal skills.
• Advanced proficiency in ERP systems, Microsoft Excel, and financial modeling.
• Ability to balance strategic vision with hands-on operational execution.
• High integrity, sound judgment, and a commitment to ethical business practices.

Performance Metrics:

• Accuracy and timeliness of financial reporting and forecasting.
• Effective cash flow management and debt reduction.
• Margin improvement and profitability growth.
• Team engagement, development, and retention.
• Successful implementation of process improvements and systems upgrades.

Requirements:

• Bachelor’s degree in Accounting, Finance, or related field required; MBA or CPA strongly preferred.
• 10+ years of progressive financial leadership experience, including at least 5 years at a senior management level leading a department.
• Proven track record in the construction, electrical contracting, or manufacturing industries preferred. Require demonstrated experience in a company with revenue exceeding $300M annually.
• Experience with project-based accounting, WIP analysis, and multi-entity financial management preferred.
• Strong understanding of bonding and insurance. Prefer experience with construction contracts (AIA, GMP, Design-Build, etc.).

Our client is a dynamic physical security company. Their primary objective is to provide the best security available on the market to their clients. With a talented team, experienced in design, investigations, intelligence, bomb threat and blast mitigation, customer service, and installation, they strive to help defend against threats great and small.

They have developed a portfolio of unique physical security products to address the wide variety of threats developing in our modern world. While terrorism, hate and acts such as home invasions and burglary are nothing new, their ever-increasing frequency and sophistication is alarming. The days of retroactive security or no security at all are long past.

Our client has asked us to help them fill an important role on their team. They are looking for a Lead Installer to provide leadership and hands on work in the Jackson, Mississippi area. This person will Lead a crew of installers for a top securities company in the US.

Duties:

• Ability to work alone or as a team.
• Out-of-state travel for training and installation required.
• Install security laminate (film), security screens, and other security products in school districts and commercial buildings across.
• Read and interpret schematics, blueprints, and technical drawings to determine installation requirements.
• Install and troubleshoot mechanical hardware such as locks and hinges.
• Coordinate with project managers and clients to ensure successful installation and completion of projects.
• Provide on-site training and support customers on system operation and maintenance.
• Collaborate with team members to ensure efficient workflow and timely completion of installations.
• Conduct quality control inspections to ensure compliance with industry standards and customer specifications.
• Receive and approve incoming materials.

Skills:

• Proficient in measuring and mathematics.
• Strong understanding of schematics, blueprints, and technical drawings.
• Experience with window and door installation, knowledge of building construction.
• Proficient in the use of all power tools and saws.
• This position requires heavy lifting above head height, the use of power tools, and prolonged work on ladders.
• Previous experience as a service technician or field service role is preferred.

This is an excellent role and company that will provide growth and bonus opportunities.

Our client is a dynamic physical security company. Their primary objective is to provide the best security available on the market to their clients. With a talented team, experienced in design, investigations, intelligence, bomb threat and blast mitigation, customer service, and installation, they strive to help defend against threats great and small.

They have developed a portfolio of unique physical security products to address the wide variety of threats developing in our modern world. While terrorism, hate and acts such as home invasions and burglary are nothing new, their ever-increasing frequency and sophistication is alarming. The days of retroactive security or no security at all are long past.

Our client has asked us to help them fill an important role on their team. They are looking for a Lead Installer to provide leadership and hands on work in the Cleveland, Akron and Canton areas. This person will Lead a crew of installers for a top securities company in the US.

Duties:

• Ability to work alone or as a team.
• Out-of-state travel for training and installation required.
• Install security laminate (film), security screens, and other security products in school districts and commercial buildings across.
• Read and interpret schematics, blueprints, and technical drawings to determine installation requirements.
• Install and troubleshoot mechanical hardware such as locks and hinges.
• Coordinate with project managers and clients to ensure successful installation and completion of projects.
• Provide on-site training and support customers on system operation and maintenance.
• Collaborate with team members to ensure efficient workflow and timely completion of installations.
• Conduct quality control inspections to ensure compliance with industry standards and customer specifications.
• Receive and approve incoming materials.

Skills:

• Proficient in measuring and mathematics.
• Strong understanding of schematics, blueprints, and technical drawings.
• Experience with window and door installation, knowledge of building construction.
• Proficient in the use of all power tools and saws.
• This position requires heavy lifting above head height, the use of power tools, and prolonged work on ladders.
• Previous experience as a service technician or field service role is preferred.

This is an excellent role and company that will provide growth and bonus opportunities.

(Contact: Travis Walker Email/Call: TWW@TCGRecruit.com/ (717) 254-4839)

The Carlisle Groupis seeking an experienced Mechanical Designer for our client, a premier mechanical contractor centered in the heart of advanced mechanical design. For professionals exploring mechanical design engineer jobs in the York, PA area, this is a fantastic opportunity to join a leading contractor and work with cutting-edge technology on high-profile commercial and industrial projects.

Resources:ASME, ASHRAE, SMACNA, Machine Design Magazine, Autodesk

The Carlisle Group has been retained by a law firm that is part of a multi-disciplinary planning group to search for an Associate Attorney to add to their team. The law firm was established over 16 years ago and has senior partners with decades of experience. The firm specializes in law for both individuals and businesses. On the business law side, they specialize in entity formation, succession planning, contracts, tax advice, and commercial real estate. On the personal law side, they specialize in estate planning and administration, charitable planning, real estate, elder law, and special needs planning. There are two established locations that this person will support for business and personal law clients in New York. This law firm also has 2 offices in PA. We are looking for a professional who lives in the greater Binghamton, NY area.

Essential Duties & Responsibilities:

• Business law duties include entity formation, succession planning, contracts, tax advice, and commercial real estate.
• Personal law duties include estate planning and administration, charitable planning, real estate, elder law, and special needs planning.
• Meet clients to understand their unique goals and assets.
• Be a trusted advisor to clients and build relationships.
• Grow the portfolio of clients.
• Deepen networks.
• Conduct legal research and analysis to ensure compliance with federal, state, and local laws and regulations.
• Represent clients in court proceedings, hearings, and negotiations, as necessary.
• Collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives.
• Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets.
• Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives.
• Advise clients on tax implications, asset protection strategies, and charitable giving options.
• Review and update existing estate plans as needed.
• Draft and revise legal documents with accuracy and attention to detail.
• Ensure all documents comply with applicable state and federal laws.
• Explain complex legal concepts to clients in a clear and understandable manner.
• Obtain client signatures and witness documents as required.
• Cultivate and promote relationships with key business partners and foster and promote a culture of compliance.
• Collaborate with compliance personnel on relevant compliance related matters and identifying, developing, and implementing control enhancements and risk mitigation strategies.
• Maintain accurate and organized case files, documentation, and correspondence.
• Build and maintain strong client relationships through responsive communication and exceptional service.
• Respond to phone calls, texts, and e-mails in a timely fashion.
• Follow and adhere to Company policies, procedures, and guidelines.
• Willing to learn about the industry and help us maintain and grow our marketplace position.
• Attend business meetings and training as required.
• Perform other administrative tasks and special projects as assigned.

Experience (required):

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar and in good standing.
• NY license.
• 2+ years of experience as an associate attorney.
• Analytical, legal research, and writing skills.
• Understand the importance of creating rapport, developing trust, and becoming a holistic advisor for clients and their families.
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams
• CRM software experience.

Experience (preferred):

• Understanding of estate and tax planning.
• Understanding of business planning.
• Understanding of elder law.
• Demonstrated the ability to lead and inspire a team to achieve operational excellence.
• Clio CRM experience.

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

The Carlisle Group has been retained by a law firm that is part of a multi-disciplinary group to search for a Managing Member to add to their team. This is a new growth opportunity. The law firm was established over 16 years ago and has senior partners with decades of experience. The firm specializes in law for both individuals and businesses. On the business law side, they specialize in entity formation, succession planning, contracts, tax advice, and commercial real estate. On the personal law side, they specialize in estate planning and administration, charitable planning, real estate, elder law, and special needs planning. There are two locations in PA (Lancaster area) and one location in NY. This role will be located at their headquarters office in Lancaster, PA.

Essential Duties & Responsibilities:

• Operations & Resources
  • Manage day-to-day operations of the law firm and technological needs.
  • Develop and monitor office policies and standard operating procedures (SOPs).
• Financial Management
  • Oversee budgeting, financial reporting, billing, and collections.
  • Ensure billing accuracy and timely communication with clients.
• Team Leadership
  • Recruit, onboard, and train legal staff, providing coaching and performance reviews.
  • Balance and assign caseloads for efficient team workflow.
• Client Relationship Management
  • Maintain and enhance client communication to ensure high-quality service.
  • Act as a client liaison, addressing concerns promptly.
• Compliance & Risk Management
  • Ensure firm compliance with legal, regulatory, and ethical standards.
  • Identify and mitigate risks, including malpractice and cybersecurity threats.
• Strategic Planning & Growth
  • Set goals and identify growth opportunities with ownership and directors.
  • Assist in marketing, client outreach, and networking efforts.
• Administrative & Operational Support
  • Oversee scheduling, document management, client intake, and workflow.
  • Manage key performance indicators (KPIs) to maintain firm targets.
• Client Services Excellence
  • Uphold faith-based principles in client service and address inquiries professionally.
  • Support legal team efforts in maintaining high client satisfaction.
• Business Law & Estate Law Expertise
  • Conduct legal research, draft documents, and represent clients in various proceedings.
  • Provide guidance on estate planning, trusts, and asset protection.
• Documentation & Quality Assurance
  • Maintain accurate case files and quality assurance processes.
  • Ensure documents comply with all relevant legal standards.
• Professional Development & Networking
  • Build and deepen client networks to grow the firm’s client portfolio.
  • Attend business meetings and training courses to stay current and support industry growth.
• Miscellaneous
  • Respond to phone calls, texts, and e-mails in a timely fashion.
  • Follow and adhere to Company policies, procedures, and guidelines.
  • Perform other administrative tasks and special projects assigned.

Experience (required):

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the PA State Bar and in good standing.
• 5+ years of experience as an attorney.
• Strong understanding of estate and tax planning, trusts, wills, business law, elder law, real estate, and client service best practices.
• Excellent leadership, communication, and organizational skills.
• Analytical, legal research, and writing skills.
• Understand the importance of creating rapport, developing trust, and becoming a holistic advisor for clients and their families.
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams
• CRM software experience.

Experience (preferred):

• Management experience with a focus on supervising legal staff.
• Background in business development and marketing within legal services.
• Clio CRM experience.

The Carlisle Group has been retained to search for a Financial Advisor. Our client is a privately owned, independent financial advisory firm with three locations in Camp Hill, Gettysburg, and Lewisburg, PA. This role is open due to growth of the company. There will be some day travel between Gettysburg, Camp Hill, and Lewisburg to meet and service clients.

The Financial Advisor serves as the primary point of contact for clients and is responsible for delivering personalized financial advice and comprehensive wealth management strategies to clients. The role is highly client facing, focusing on building strong, long-term relationships, understanding client goals, and providing tailored recommendation across investments, retirement planning risk management, tax strategies, estate planning, and charitable contribution.

Company Team Values:

• Generosity – We encourage clients and teammates to be purposeful and share their resources with others.
• Relationship – We value others by prioritizing relationships and putting people first.
• Excellence – We strive for the highest levels of quality and professionalism by never cutting corners.
• Authenticity – We endeavor to show genuine care to our clients, teammates, and families.
• Fun – We laugh, play, compete, serve, and celebrate with our teammates and our clients.

Essential Functions and Key Role Accountabilities:

• Serve as the primary advisor and trusted partner for a book of clients.
• Conduct in-depth discovery meetings to understand client objectives, risk tolerance, and financial priorities.
• Deliver and present comprehensive financial plans, investment strategies, and retirement priorities.
• Maintain ongoing communication with clients to monitor progress, address changes, adjust strategies as needed.
• Develop, implement, and monitor customized financial plans using planning software.
• Conduct investment analysis, portfolio construction, and asset allocation based on client goals and risk profiles.
• Collaborate with external professionals (CPAs, attorneys, insurance specialists) to deliver coordinated client solutions.
• Understand and utilize client relationship management systems to document client information and manage tasks.
• Build and grow a client base through referrals, networking, seminars and community engagement.
• Oversee account transactions and service requests in coordination with support staff.
• Mentor and guide Associate Advisors, Planning Associates, or support staff as needed.
• Coordinate and maintain rules and regulations relating to compliance and disclosures.

Required Skills/Abilities:

• Highest level of integrity and ethical standards, and absolute respect for client confidentiality.
• Attention to detail and a high degree of accuracy; ability to work in a highly regulated environment and navigate paperwork requirements with minimal errors.
• Professional attitude, demeanor, and appearance.
• Passion for excellence and a strong dedication to clients and teammates
• Ability to interact with business owners, C-level executives, and high net worth clients.
• Initiative and resourcefulness to solve problems and suggest improvements.
• Ability to work independently but also collaborate in a team atmosphere.

Education and Experience:

• Bachelor’s degree.
• Must hold a CFP.
• 7+ years of financial industry service experience required.
• Proficient in investment and insurance products.
• Experience with successfully managing client relationships and delivering financial advice.
• Strong proficiency in Microsoft Office and web-based applications.
• Extremely strong organizational, problem-solving, and communication skills.
• Ability to handle multiple tasks, maintain high quality of work, and work independently or in a team.

The Carlisle Group has been retained to find a Vice President of Finance and Shared Services. Our preferred client is one of the world’s best pre-K through 12th grade private schools, where qualified students live on campus and receive a top-notch education, health care (which includes comprehensive medical, dental, and psychological care), and more—with all costs covered. Since its founding in 1909, the school has graduated 12,000+ students. They are committed to providing an exceptional education and outstanding resources for children from underprivileged backgrounds. The school enrolls approximately 2,200 students, has 1,600+ employees, and is located on a campus with over 5,000 acres and 598 buildings. They are one of the largest schools in the United States. The campus is one of the most well-resourced, technologically advanced, and well-maintained educational institutions in the nation. This is an in-office opportunity located in Hershey, PA.

Position Overview

The Vice President of Finance and Shared Services reports to the President and oversees all financial matters for the school. The position includes analyzing data and advising management on ways to use the information to make strategic decisions about the organization’s future. The position ensures the school complies with tax laws and regulations, and US Generally Accepted Accounting Principles (US GAAP). In addition, the position has responsibility of shared services between K-12 and Pre-K organizations, ensuring both entities follow the guidelines of the shared service agreement, resolves disagreements, and is key for the establishment and performance of this function at both centers.

The Vice President of Finance and Shared Services is a member of the Mission and Strategy Team, a voting member of Compensation & Benefit Committees for both organizations, ERISA Committee, Policy Committees for both organizations, ERP Steering Committee, Capital Review Committees for both organizations, and Real Estate Committee. In addition, it serves as BOM TAFIC and ARC liaison.

The Vice President of Finance is responsible to execute and uphold our co-fiduciary role and sole beneficiary of the school Trust as a trustee.

Key Accountabilities

• Accounting Services: Provides leadership and guidance to ensure the operation of effective financial reporting, cash management, and budgeting programs. (20%)
  • Oversees the fully integrated HRIS and Financial system to ensure efficient and effecting operations:
    • Responsible for modifications, upgrades, and application of the school’s fully Integrated system.
    • Oversees and maintains control of the school’s chart of accounts.
  • Oversees General Ledger and Financial Reporting activities:
    • Oversees the preparation of Financial Reports and Reviews Fixed Assets compliances to ensure assets are accounted for and communicated.
    • Oversees Financial, Pension, MPP, and GSRA audits to ensure compliance with GAAP. Responsible for final preparation of financial statements and reporting of deficiencies and resolutions to the Audit Committee.
    • Responsible for all required analytical schedules for audits and reviews, preparation of PBC’s and special year end reports and schedules.
    • Oversees cash management and banking applications.
  • Responsible for monthly accounting and analysis.
  • Governmental Reporting and 990 preparations.
  • Payroll Administration.
• Shared Services: Responsible for leading, overseeing, and acting as the overall point person for the effective execution and evaluation of Shared Services function. (20%)
  • Responsible for the adequacy of the Shared Services Agreement, methodology, and individual Service Level Agreements in place, and for collaborating with each entity and service provider to ensure operational excellence, adequate and timely conflict resolution.
  • Responsible for leading the recurring Shared Services Meetings and outcomes evaluation and for the recurring reporting to the BOD for material updates and ongoing operations. This role is key for the performance of the Shared Services function for the benefit of both organizations, ensuring risks are properly mitigated and matters proactively addressed.
  • Intermediates shared services between both organizations. Ensures both entities follow the guidelines of the shared service agreement and resolves disagreements.
• Management of the Fully Integrated Business System. (15%)
  • Ensure all applications are operating in compliance with policies, procedures, processes, regulations. Management of the system from the employee lifecycle to the reporting in the GL.
  • Identify and assess the needs of the school. Recommend system and business process enhancements and maintenance of schools’ chart fields.
  • Analyze system deficiencies and opportunities for improvement and compliance. Research and document configuration and behavior, test corrective actions, and validate.
  • Assure all auditable records are operating effectively.
  • Verify all internal controls are in place in all aspects of the system.
• Compliance. (10%)
  • Responsible for ensuring the school is in compliance in all financial and payroll matters.
  • Responsible for ensuring mitigation of risk in all financial and pay related matters.
  • Serve as gatekeeper for all service-related purchases to ensure contracts are reviewed and signed.
• Cost Containment/Procurement. (10%)
  • Responsible for the oversight of the school’s procurement department.
  • Responsible for ensuring the areas of the school are utilizing the procurement department to assist negotiation of goods and services.
  • Work with procurement and managers of the school to ensure proper negotiation and vetting exists for all purchases per the procurement policy.
  • Work with school leaders and procurement to identify areas of savings to assist with the management of the school’s operating budget.
• Financial/Strategic Planning. (10%)
  • Responsible for the long-term financial planning of the school’s operating budget.
  • Responsible for producing the information utilized by the leadership of the school and the Board of Managers to make key strategic decisions regarding the long-term plans of the school.
  • Responsible for executing and upholding the co-fiduciary role and sole beneficiary of the School Trust with the Corporate Company Trust as trustee.
  • Serves as Board of Manager’s TAFIC and ARC liaison.
• Budgeting. (10%)
  • Work with leaders of the school to develop the annual budget to ensure the school is operating within the income available.
  • Work with leaders of the school to manage the annual budget to ensure the school operates within the approved parameters.
• Administrative duties/Committee membership. (5%)
  • Leadership Team, Capital Review Committee, Policy Committee, Compensation & Benefit Committee, ERISA Committee, ERP Executive Steering Team, CHS Capital, and Review Committee.
• Interactions with others in the organization.
  • Internal
    • President – weekly.
    • Leadership Team – weekly.
    • Direct reports – weekly.
    • K-12 School Board of Managers – as needed.
    • Pre-K School Board of Directors – as needed.
  • External
    • Trust Company Manager – monthly.
    • Vendors – as needed.
    • Colleagues – -networking and sharing information as needed.

Requirements

• Bachelor’s degree; MBA preferred.
• CPA preferred.
• 10+ years of progressive financial leadership experience, ideally in complex, multi-entity organizations
• 7+ years of supervisory and leadership experience.
• Exceptional leadership and interpersonal skills, with the ability to inspire, influence, and collaborate across senior leadership and board levels.
• Highly driven with strong business acumen and problem-solving capabilities.
• Strong organizational skills, verbal and written communication, conflict resolution, and human relations skills.
• Critical and strategic thinking skills. Strategic financial planning experience is required.
• Ability to multi-task and prioritize.
• High integrity and commitment to serving as a role model for students.
• Passion for engaging with youth and supporting the school’s mission.

The Carlisle Group has been retained to find a Vice President of Information Technology. Our client is a privately owned electrical contractor, founded in 1919, and has its headquarters in York, PA. They employ approximately 620 employees and do business with companies throughout a 7-state footprint. They are experiencing record growth! This position would work out of their headquarters in York with an opportunity for a hybrid work environment after an initial period of getting acclimated and building rapport with the team and leadership.

Position Summary:

This role is responsible for being a leader who can combine modern information and technology expertise with implementation. The VP of IT is accountable to drive best practices in IT systems, including new technologies, change management, and future capacity planning. The role will participate in strategic business planning, analysis, and risk assessments for newly identified technology opportunities. As it relates to technology, the VP of IT will be responsible for operational budgeting, industry benchmarking, professional development, contract negotiations, asset procurement, and leading the IT team.

Responsibilities:

• Daily oversight of the IT department and infrastructure.
• Development of IT strategy and associated budget.
• Evaluate, recommend, and help implement solutions that will enable functional business efficiencies.
• Proactively forecast organizational needs, recommend hardware, software, network, security, and cloud-based services.
• Establish and maintain security plans and protocols to ensure security of data, network access and backup systems.
• Implement back-up and disaster recovery procedures, information security, and control structures.
• Produce detailed timelines for infrastructure and software upgrade releases and technology projects with associated impacts to the organization.
• Create and execute tactical plans in alignment with corporate strategy.
• Analyze business needs, evaluate systems & technologies, assess ROI, and champion implementation/adoption.
• Coordinate with other departments to develop and deliver training activities for existing, new, or emerging technologies.
• Monitor, maintain, and manage network architecture and key business systems.
• Negotiate and administer supplier contracts and service provider agreements.
• Identify, lead and mentor talent to build a strong IT talent/succession pipeline.
• Gain working knowledge of or proficiency with construction software programs such as Viewpoint, CAD/BIM, and AccuBid.
• Manage technical aspects of communication and document management tools including GoToMeeting and SharePoint.
• Make recommendations for new/altered technologies that would contribute to overall cost savings and/or productivity improvements.
• Ensure hardware standards are appropriate and followed by all (FBA).
• Assist in developing long-term strategies and capacity planning for meeting future technological needs.

Accountabilities:

• Leadership, Management, Accountability (LMA) – this includes all vendors, procurement, and budget oversight.
• System Architecture (hardware and software), operation, maintenance, and reliability.
• Data management, storage, and back up.
• User support, asset tracking, and management.
• Business Continuity Plan, Disaster Recovery, and security.

Core Competencies:

• Excellent leadership skills
• Ability to create a best-in-class customer service experience.
• Strong integration understanding to drive automation throughout systems.
• Expertise and experience with Microsoft and Android operating systems and software.
• Familiarity with the construction industry and construction-related software preferred but not required.
• Expertise in facilitating communication between operations and administrative teams.
• Ability to be a team player, flexible, and able to work in fast-paced and evolving environment.
• Demonstrated experience in budgeting, analytical, organizational, prioritization, planning, scheduling, and time management skills.

Requirements:

• Bachelor’s degree is preferred, or equivalent combination of experience and education.
• 15+ years of progressive experience in information technology. Industry experience in construction or manufacturing is preferred.
• 6+ years of management and leadership experience with 4+ years of experience leading a department.
• Experience leading an IT team in a company producing $250M+ in revenue.
• Demonstrated experience in developing teams and scaling the IT department to support company growth.
• Ability to communicate effectively with department/business lines leaders to support their needs. Deliver excellent customer service to internal and external customers.
• Experience in developing long-term strategies and capacity planning for meeting future technological needs.
• ISO 27001 certification experience is strongly preferred.

With over 100 years in metal saw manufacturing, our client has clearly positioned itself as the technological leader in the industry. This coupled with the synergistic manufacturing capabilities, commitment to excellence, and a mindset of not taking shortcuts, keeps it on the forefront of quality.

This companies engineers, designers and production specialists continue that focus on innovation, while always attentive to delivering real-life, practical solutions. It’s what has propelled them to the forefront of the industry within a sea of other machinery suppliers.

Our client, fabricates all of the material handling needs of its customer in-house. This assures that the material handling components are compatible with the saw and automation; that we are flexible in the design for the application; and again, that customer lead times are shortened. With our in house expertise in hydraulics, electronics, and fabrication, we can support virtually all of our customers questions and design requirements.

They have retained our services to help them fill a Lead Sales Manager, an integral part of their organization. The LSM is responsible for managing existing accounts and new business development assist with driving revenue growth and expanding market share. This role requires a solutions-oriented technical professional with a strong background in the industrial equipment sector. This position shall report to the President of the company.

Requirements:

1. BS degree in Engineering or other
2. 3-5 years of experience with automated machinery or equipment or technical product
3. Strong sales and account management success
4. Ability to travel up to 50% at times
5. Strong communication skills and Planning
6. Experience with distributors

Account Service Manager – Commercial Lines

The Account Service Manager will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels.
The ASM has superior product knowledge and is familiar with the specific products offered by the Agency’s carriers. The Account Service Manager is responsible for assisting clients with service needs and making the required changes to existing accounts. The ASM will work with the appropriate agency personnel to design and recommend proper insurance and risk management programs to Agency clients.

Responsibilities

• Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Researches an issues root cause, implements and resolves policy-related issues
• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
• Provides expertise in strategic planning and consultative advice to clients.
• Gathers and compiles exposure information from the Client.
• Establish an expertise in exposure evaluation
• Participates in negotiations with carriers for new and renewal quotes with oversight
• Reviews quotes, binders, and endorsements and makes requests for changes as needed
• Receives policy, then updates and completes policy check to ensure completeness
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Performs other responsibilities and duties as needed

Qualifications

• Property and Casualty License
• Strong to excellent communication skills are required
• Strong knowledge of Microsoft Office Suite (Outlook and Excel)
• Ability to complete continuing education requirements
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time to meet deadlines

** Full Executive Relocation Package **

One of the premier commercial insurance carriers in the northeast has retained The Carlisle Group seeking to hire a talented Vice President, Head of Claims. The role, reporting to the CEO, will own the full P&L for the entire claims organizations. The client is seeking a talented executive with a strong background in commercial lines with subject matter expertise in auto who would thoroughly enjoy training and leading a talented department.

Vice President, Head of Claims

• Directs and manages the companies’ claims operations with the objective of minimizing the indemnity and expense impact on the combined loss ratio.
• Develops and implements current and long-range departmental objectives, plans and policies to ensure adequate reserve levels and to discharge policyholder liabilities in a timely, efficient and equitable manner.
• Represents the claim operation in relationships with agents, policyholders, vendors and government agencies. Ensures that all claim employees provide prompt, fair and efficient customer service.
• Develops Key performance claims objectives, policies and operating plans for the claims operation, which will provide continued minimization of the claim impact on the combined ratios of companies.
• Ensures the timely, efficient and equitable discharge of policyholder liabilities in accordance with regulatory guidelines and in compliance with established company standards of performance for claim handling.
• Maintains reserve development within company standard and ensures that adverse development is minimized.
• Verifies that all pending claims are reviewed during monthly supervisor review process to ensure that proper reserves are established in a timely manner and to determine that appropriate file development is completed.
• Achieves Allocated Loss Adjustment Expense and Unallocated Loss Adjustment Expense annual budgeted amounts.
• Reviews and approves claim file expenditures and operating expenses to ensure compliance.
• Ensures that the claim department is operating at optimum efficiency as measured by LAE per equivalent claims handled.
• Develops, implements and verifies compliance with company Standards of Performance for claim handling.
• Through periodic Quality Claim Audits of all claims operations, verifies compliance with established regulatory and company guidelines standards.
• Maintains overall responsibility for claims quality management through the Inpoint Claims Monitor system.
• Analyzes quality results and develops action plans to address deficiencies to minimize the impact on the company’s combined loss ratio. Ensures that the handling of serious exposure claims meets all guidelines and informs senior management of emerging exposures.
• Ensures that customer service levels of the claim department positively contribute to the image and profitability of the companies.
• Coordinates and administers the companies’ Consumer Complaint program.
• Manages all staff reporting to this position. Improves performance of subordinates sharing knowledge and expertise.
• Evaluates employees in a constructive manner by providing guidance and direction to subordinates. Encourages maximum performance and self-development.

Experience
Minimum of 15 years claims leadership experience and 10+ years claims technical experience with material experience in Commercial Lines. Commercial Auto claims experience required.

Education
4-year Bachelor’s degree or equivalent work experience. MBA or CPCU preferred.

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Mid Atlantic Underwriter/Broker

Great growing MGA/GA/Wholesale Agent with a lot of opportunities is looking for a talented Underwriter who is eager to grow professionally and achieve new levels.

Our client has a national footprint, many additional auto markets to place business and a spirit of growth for company, as well as, a desire to see their underwriters to succeed, this company has all the ingredients to meet their growth goals and yours too.

SUMMARY

This position is for an individual who has demonstrated a thorough understanding of the knowledge behind Property and Casualty underwriting and has broad knowledge of the insurance industry. This individual supports collaborative business relationships, elicits client understanding and insight to advise and make recommendations. The individual exercises discretion and independent judgment and understands that the main objective is to meet revenue goals and maintain profitability.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Reviews new and renewal business submissions for presentation to Company Underwriters and or entry in to Company underwriting portals.
• Reviews new and renewal business submissions and prepares quoting within their authority.
• Discusses quotes with producers.
• Supervises file maintenance.
• Prepares quotations and binders.
• Approves coverage forms for policy issuance.
• Approves notices of cancellation.
• Maintains suspense system for documentation follow-up, renewal solicitation, etc.
• Must have general knowledge of insurance accounting system. Experience with AIM preferred.
• Handles routine complaints or inquires.
• Makes the underwriter/broker or department manager aware of all problems, complaints, and deadlines.
• Reports to and follows general advice as provided by underwriter/broker or department manager.
• Other duties may be assigned

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree (B.A.) from four-year college or university; or a minimum of four years related experience and/or training; or equivalent combination of education and experience.
• P&C license required
• Must have a thorough knowledge of the insurance contracts and coverage being underwritten in the department.

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Inside Agency Distribution Manager:

POSITION SUMMARY:

Responsible for managing the overall agency relationship with developing assigned agents to achieve profitable results from driving new business growth, retaining a desired mix of renewal business, and selectively appointing the right new agencies. Achieve annual objectives for assigned territory based on the annual business plan using teleconferencing, webinars, and other digital technology. Work with agencies to ensure high quality business is being written by monitoring accordingly.

POSITON RESPONSIBILITIES:

• Primary focus and responsibility is managing opportunities with appointed agents in a consultative framework through proactive outbound phone calls, virtual webinars and other digital sales methods.
• Responsible for the overall agency relationship, agency management, and directing resources and support as determined by the distribution model.
• Responsible for managing distribution plans with assigned agencies. Responsible for driving new business quote activity and new business results, maintaining existing production and profitability .Responsible for building and maintaining plans which hold assigned agents accountable for building quality books of business with organization.
• Assist and support field ADM with prospecting, appointing and training new agencies where appropriate.
• Develop agency plans with key agencies and execute those success plans on behalf of organization.
• Provide training to agencies and new staff hires on all products, procedures, rules, underwriting philosophy, binding guides, and software/systems such as The Key.
• Effectively utilize Salesforce and other automated tools and resources. CRM entries (including agendas and action items) are timely, complete, detailed and follow desired expectations.
• Complete appropriate number of of agency sales calls per week/month to deliver on objectives. Calls should include consistent use of a consultative sales process and skills to establish clear forward action plans and gain commitment to achieve them.
• Use strategic approach and segmentation to select the proper agencies to spend time with and provide guidance to agencies with a solutions-oriented, consultative sales approach.
• Analyze and think through agency issues, identify alternative responses/options and bring about an effective solution. Demonstrate good judgment about which creative ideas and suggestions will work.
• Effectively evaluate agency performance on profit and growth and hold agencies accountable for action plans and results.
• Communicate and deliver value proposition for both policyholders and agents.
• Collaborate with various internal partners including Underwriting, Product, and Customer Service teams as needed to be effective.
• Gather and share competitive intelligence, market changes, and competitive position.
• Responsible for establishing and maintaining relationships with industry trade associations and state association members.

MINIMUM EDUCATION AND EXPERIENCE:

Bachelor’s degree and prior insurance experience preferred. Equivalent combination of education and experience may be considered. Proficient with corporate productivity and web presentation tools including online meetings & video conferencing with strong listening, communication, and presentation skills.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

Proven sales experience with a successful track record highly desired. Must possess strong phone presence and experience with multiple outbound/inbound phone calls per day with an ability to think strategically, influence people, drive action. Ability to multi-task, prioritize, and self-manage time effectively. Must have strong organizational and analytical abilities to successfully manage multiple concurrent items at once to achieve territory goals. Experience working with Salesforce or similar CRM software preferred. Scheduling flexibility including occasionally working irregular hours required for company scheduled events.

Highly profitable mutual insurance company has retained The Carlisle Group seeking to hire a talented Commercial Lines Supervisor. The role, part of the organization’s succession plan, will help drive profitable underwriting growth for a commercial lines group experiencing strong results. The client is rated “A” Excellent by A.M. Best, and the company is seeking a talented commercial lines focused professional that would thoroughly enjoy being part of an organization with an impeccable reputation.

Basic Function

Responsible for conducting underwriting across all commercial lines, including quotes, renewals, and risk analysis while supervising commercial underwriters.

Responsibilities:

• Issue Quotes on all commercial lines of business.
• Evaluate risk factors for commercial applications per underwriting guidelines and suggest suitable coverage.
• Review and approve renewal policies following the underwriting guidelines.
• Evaluate inspections, then respond accordingly with suitable actions.
• Request legal notices of cancellation or non-renewal when deemed necessary.
• Communicate with agents regarding problems &/or missing information.
• Provide exceptional customer service to agents & insureds.
• Approve reinstatements based on current risk factors, prior losses, and payment history.
• Oversee and assume responsibility of all work performed by commercial underwriters.
• Supervise, instruct, and train commercial underwriters in all areas of commercial underwriting.
• Visit company agents on occasion.
• Attend deposition, pre-trial conferences and trials as circumstances require.
• Perform other related duties as assigned.

Skills/Experience:

• Minimum 10 years Property/Casualty experience
• CIC or CPCU Preferred
• Strong understanding of the NY regulations
• Strong interpersonal skills, both external & internal
• Ability to work under pressure & meet deadlines
• Supervisor/Leadership Skills
• Customer Service
• Professionalism
• Time Management
• Organizational Skills
• Computer Skills including Microsoft Office

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Lead Underwriter, New York Excess

What You’ll Love About Working Here

Our client is a program manager dedicated to writing primary commercial general liability insurance on a national basis. They work with a select group of surplus brokers, many of which have been their partners for over 20 years. This role provides the right candidate with a high growth potential opportunity with an entrepreneurial-minded company.

What They Are Seeking
Our client is seeking an experienced Lead Underwriter to lead risk evaluation and pricing for excess general liability policies focused on New York Construction accounts. Interested candidates must possess deep knowledge of New York Labor Law, scaffold law exposures, and contractor risk profiles. Responsibilities include portfolio management, broker engagement, and underwriting complex risks with sound judgement and profitability focus. The ideal candidate will have strong analytical skills, market insight, and a proven track record in E&S casualty lines.

Job Responsibilities

• Lead and direct the underwriting proficiency for the New York Excess specific marketplace.
• Nurture and/or grow existing broker relationships.
• Utilize keen understanding of Claims and policy interpretation for Contractor General Liability.
• Understand insurance financials, earned premiums, loss ratios & loss development, coverage forms & endorsements, and contractual liability.
• Apply knowledge of state specific laws pertaining to contract liability.

Minimum Requirements

• License: Property & Casualty (ANY state)
• Minimum of 5 years of Senior Underwriting experience in Commercial Lines with a Managing General Agency (MGA)

Preferred Skills

• Bachelor’s Degree
• Areas of Expertise: Umbrella/Excess Liability, Underwriting Guidelines, Excess Liability, Contract Negotiation, Contractors – General, Contractors – Trade, Contract Review & Analysis, Construction Defects
• Management System: IMS, Guidewire
• Computer Skills: Adobe, MS Outlook, MS Teams, MS Excel

Benefits

• Medical
• Dental
• Vision
• Flexible Spending Account
• Paid Time Off (PTO)
• 401(k)
• Life Insurance
• Long Term Disability
• Bonus Eligible
• Great Team Culture

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Senior Commercial Lines Underwriter

Our client is an A Rated Property and Casualty Insurance company that has Retained The Carlisle Group to conduct a search for a Senior Commercial Lines Underwriter. We are seeking an individual who wants to make an impact on the future of a successful, growing property & casualty insurance company. This position can be hybrid or remote depending on geographic location.

What You’ll Do

• Meeting growth, profit, new business and loss objectives for Commercial Lines business.
• Line underwriting:
  • Knowledge of commercial underwriting guides is necessary to provide technical support (e.g., selection of applicants, classification and determination of proper coverage, determination of appropriate rate or premium, assuring that Company policies and standards are being adhered to).
  • Proper underwriting documentation to support risk selection, coverage and pricing recommendations or decisions.
• Meeting producer and policyholder service standards.

What We Are Looking For

• College degree or comparable work experience.
• 3-5 years commercial lines experience
• Proficient interpersonal, organizational and time management skills.
• Efficient written and verbal communication skills.

Benefits

• Paid Time Off
• Paid holidays – 7 per year
• Paid Employee STD/LTD/Life/AD&D
• Health Insurance Options- medical, dental, vision
• Corporate Funded Retirement Plan/401k
• Corporate Bonus Program
• Strong Continuing Education Assistance with Program Completion Bonus Structure

This position is being hired with a flexible work location andmay be filled at either an entry or skilled level, commensurate with experience.

Senior Personal Lines Underwriter/Broker

Great growing MGA/GA/Wholesale Agent with a lot of opportunities is looking for a talented Underwriter who is eager to grow professionally and achieve new levels.

Our client has a national footprint, many additional auto markets to place business and a spirit of growth for company, as well as, a desire to see their underwriters to succeed, this company has all the ingredients to meet their growth goals and yours too.

SUMMARY

This position is for an individual who has demonstrated a thorough understanding of the knowledge behind Property and Casualty underwriting and has broad knowledge of the insurance industry. This individual supports collaborative business relationships, elicits client understanding and insight to advise and make recommendations. The individual exercises discretion and independent judgment and understands that the main objective is to meet revenue goals and maintain profitability.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Reviews new and renewal business submissions for presentation to Company Underwriters and or entry in to Company underwriting portals.
• Reviews new and renewal business submissions and prepares quoting within their authority.
• Discusses quotes with producers.
• Supervises file maintenance.
• Prepares quotations and binders.
• Approves coverage forms for policy issuance.
• Approves notices of cancellation.
• Maintains suspense system for documentation follow-up, renewal solicitation, etc.
• Must have general knowledge of insurance accounting system. Experience with AIM preferred.
• Handles routine complaints or inquires.
• Makes the underwriter/broker or department manager aware of all problems, complaints, and deadlines.
• Reports to and follows general advice as provided by underwriter/broker or department manager
• Other duties may be assigned

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree (B.A.) from four-year college or university; or a minimum of four years related experience and/or training; or equivalent combination of education and experience.
• P&C license required
• Must have a thorough knowledge of the insurance contracts and coverage being underwritten in the department.

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Underwriter/Broker

Great growing MGA/GA/Wholesale Agent with a lot of opportunities is looking for a talented Underwriter who is eager to grow professionally and achieve new levels.

Our client has a national footprint, many additional auto markets to place business and a spirit of growth for company, as well as, a desire to see their underwriters to succeed, this company has all the ingredients to meet their growth goals and yours too.

SUMMARY

This position is for an individual who has demonstrated a thorough understanding of the knowledge behind Property and Casualty underwriting and has broad knowledge of the insurance industry. This individual supports collaborative business relationships, elicits client understanding and insight to advise and make recommendations. The individual exercises discretion and independent judgment and understands that the main objective is to meet revenue goals and maintain profitability.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Reviews new and renewal business submissions for presentation to Company Underwriters and or entry in to Company underwriting portals.
• Reviews new and renewal business submissions and prepares quoting within their authority.
• Discusses quotes with producers.
• Supervises file maintenance.
• Prepares quotations and binders.
• Approves coverage forms for policy issuance.
• Approves notices of cancellation.
• Maintains suspense system for documentation follow-up, renewal solicitation, etc.
• Must have general knowledge of insurance accounting system. Experience with AIM preferred.
• Handles routine complaints or inquires
• Makes the underwriter/broker or department manager aware of all problems, complaints, and deadlines.
• Reports to and follows general advice as provided by underwriter/broker or department manager.
• Other duties may be assigned

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree (B.A.) from four-year college or university; or a minimum of four years related experience and/or training; or equivalent combination of education and experience.
• P&C license required
• Must have a thorough knowledge of the insurance contracts and coverage being underwritten in the department.

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Director of Specialized Market Growth

Our client is one of the largest groups of wholesalers, binding authorities, and MGA’s in North America, they serve P&C, Specialty, Life, and Employee Benefits with broad market access. They have $3.3B written premium operations with over 40,000 retail agency relationships nationwide, offer broad market access, technical expertise, and personalized service to meet the unique needs of clients and their customers.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in a related field, such as business administration, marketing or finance required.
• Must speak Cantonese or Mandarin fluently.
• Experience in Wholesale and related aspects of the insurance value chain with an emphasis on surplus lines markets.
• Proven track record of driving sales growth in the industry with a focus on utilizing technology and tech platforms.
• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
• Knowledge of M&A processes and experience in identifying and evaluating potential opportunities.

As the Director of Specialized Market Growth, you will play a critical role in developing and executing strategic initiatives to drive revenue growth within the Chinese American specialized market and maximize business opportunities for this business community. You will directly lead and manage a team of transactional brokerage and contract binding sales professionals, providing guidance, support, and motivation to achieve individual and team targets. Your focus will be on driving new business acquisition, fostering client relationships, and expanding market share.

Leadership and Team Management:

• Lead and drive value proposition across the entire vertical connecting client needs with solutions.
• Directly lead and manage a team of brokers and production professionals, providing coaching, guidance, and performance feedback to drive individual and team success.
• Organize teams and align roles with strategic priorities.
• Set ambitious revenue targets, establish revenue quotas, and develop and communicate strategies to achieve and exceed targets.
• Foster a high-performance culture, promoting teamwork, collaboration, accountability and a customer-centric mindset among the team.
• Recruit, onboard, and develop top talent, ensuring the team is equipped with the skills and resources necessary to succeed.

Revenue Generation Strategy:

• Develop Strategic Plans to achieve Top Line Budget along with Total Existing and New Client Growth Plans/Strategies.
• Develop and execute a comprehensive revenue generation strategy, aligned with the company’s growth objectives and market opportunities.
• Identify and evaluate new business opportunities, market trends, and customer needs to drive product and service offerings.
• Market Expansion: utilize tech-enabled strategies provided by the Innovation Team to identify and evaluate new market and M&A opportunities.
• Collaborate with cross-functional teams, including marketing, product development, and operations, to align strategies and optimize sales efforts.
• Implement effective sales processes, methodologies, and tools to enhance efficiency, streamline workflows, and maximize sales productivity.

Client Acquisition and Relationship Management:

• Lead the team in acquiring new clients, building a robust pipeline, and converting leads to revenue-generating opportunities.
• Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their unique needs and challenges.
• Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services to drive revenue expansion.
• Ensure high levels of client satisfaction and maintain a strong customer retention rate by delivering exceptional service and support.

Sales Process Optimization:

• Establish clear performance metrics, key performance indicators (KPIs), and sales goals for the team.
• Regularly track, analyze, and report on sales performance, revenue metrics, and market trends.
• Provide insights and recommendations to senior management based on data-driven analysis to optimize revenue growth strategies.
• Implement sales forecasting and pipeline management processes to ensure accurate revenue projections and proactive decision-making.

Market Research and Competitive Analysis:

• Stay up-to-date with industry trends, targeted market dynamics, and competitor activities.
• Conduct market research and competitive analysis to identify opportunities, threats, and emerging trends that impact revenue growth.
• Translate market insights into actionable strategies and tactics to gain a competitive edge.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience:

• Strong leadership skills with experience in managing teams.
• Must be able to travel to all offices, client offices and events as needed.
• Self-motivated and driven.

Computer Skills:

• Demonstrated administrative computing skills, including Microsoft Office (MS Project, Visio, Word, Excel, and Power Point).

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges. • High finger dexterity while typing documents and forms.
• Occasionally lift up to 20lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office.
• The noise level in the work environment is usually moderate.

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Underwriter/Broker

Great growing MGA/GA/Wholesale Agent with a lot of opportunities is looking for a talented Underwriter who is eager to grow professionally and achieve new levels.

Our client has a national footprint, many additional auto markets to place business and a spirit of growth for company, as well as, a desire to see their underwriters to succeed, this company has all the ingredients to meet their growth goals and yours too.

SUMMARY

This position is for an individual who has demonstrated a thorough understanding of the knowledge behind Property and Casualty underwriting and has broad knowledge of the insurance industry. This individual supports collaborative business relationships, elicits client understanding and insight to advise and make recommendations. The individual exercises discretion and independent judgment and understands that the main objective is to meet revenue goals and maintain profitability.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Reviews new and renewal business submissions for presentation to Company Underwriters and or entry in to Company underwriting portals.
• Reviews new and renewal business submissions and prepares quoting within their authority.
• Discusses quotes with producers.
• Supervises file maintenance.
• Prepares quotations and binders.
• Approves coverage forms for policy issuance.
• Approves notices of cancellation.
• Maintains suspense system for documentation follow-up, renewal solicitation, etc.
• Must have general knowledge of insurance accounting system. Experience with AIM preferred.
• Handles routine complaints or inquires.
• Makes the underwriter/broker or department manager aware of all problems, complaints, and deadlines.
• Reports to and follows general advice as provided by underwriter/broker or department manager.
• Other duties may be assigned

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree (B.A.) from four-year college or university; or a minimum of four years related experience and/or training; or equivalent combination of education and experience.
• P&C license required
• Must have a thorough knowledge of the insurance contracts and coverage being underwritten in the department.

** Hybrid Opportunity **

One of the premier small commercial carriers in the northeast has retained The Carlisle Group seeking to hire a talented Vice President of Underwriting. The role, reporting to the CEO, will own the full P&L for an underwriting organization experiencing strong growth throughout their footprint. The client is seeking a talented commercial lines executive with strong emotional intelligence, a demonstrated track record of driving profitable growth, and someone with a deep passion for training & developing others.

VICE PRESIDENT – UNDERWRITING

The VP of Underwriting reports directly to the CEO and is a visible leader who owns development of the underwriting department’s policies, practices, and programs for all lines of business. The position is responsible for planning, developing, and implementing oversight of risk standards and underwriting policy. The VP of Underwriting is responsible for development and monitoring of plans for ensuring profitability and spread of risk. The role is also responsible for working in concert with other departmental leaders to support corporate initiatives and promote effective and efficient collaboration of operations. The selected individual will develop, inspire and mentor the existing underwriting organization in order to develop an environment of transparent communication, and a culture of commitment to success, continuous improvement, and enthusiasm as measured through employee engagement and operating results.

The VP of Underwriting must think ahead and plan over a 2–3-year time span; organize and manage multiple priorities; communicate effectively with all levels of the organization; attract, coach and develop talent. Must possess problem analysis and problem resolution skills at both a strategic and functional level; strong customer orientation; and interpersonal and communication skills including presentation skills. Regularly and consistently demonstrates commitment to company values and guiding principles. Proficient with Microsoft Word, Excel, Outlook; company business systems and various analytical tools to evaluate data. Ability to work outside normal work schedule to fulfill responsibilities.

ESSENTIAL FUNCTIONS:

• Lead, develop, and ensure implementation of policies, practices, procedures, standards, and guidelines to achieve growth and profitable results and acceptable loss ratios for all lines of business.
• Consult and advise underwriting staff leaders on complex risks and make underwriting decisions on risks exceeding their authority.
• Create long-term company performance targets and metrics
• Help identify risks with current strategies or markets
• Identify new and existing business opportunities that will drive growth and/or profitability
• Facilitate idea generation/innovation process
• Manage overall process and schedule of Annual Planning
• Translate corporate targets into annual targets and goals for underwriting unit
• Actively participate in the corporate management team.
• Establish internal underwriting department objectives.
• Build and coach underwriting department leadership team.
• Provide oversight for selection, development, training, promotion, and discipline of the underwriting staff.
• Supervise underwriting leadership. Monitor performance and provide guidance, feedback, formal performance assessments, and salary recommendations.
• Develop, monitor, and assess underwriting productivity and service standards.
• Develop and oversee strategic plans and projects assigned to or involving underwriting.
• Participate in product and pricing reviews.
• Represent company underwriting at all legal and regulatory meetings as required
• Cooperate with other departments to manage agency force relationships.
• Plan, coordinate, and/or conduct underwriting training sessions for the agency force and other departments within the organization.
• Occasional travel to agents’ offices and various outings to promote the organization’s missions and initiatives.
• Attend industry events designed to maintain professional expertise and market awareness and establish network of contacts.
• Prepare and/or present underwriting department reports for the board of directors.
• Other tasks as requested by executive management.

ADDITIONAL RESPONSIBILITIES:

• Develop and monitor the department’s budget, administer salaries and other departmental administrative tasks.
• Actively participate in continuing education.
• Embrace and promote the corporate mission.
• Maintain regular and punctual attendance.

Common Competencies:

Analytical Skills
Collects, sorts and analyzes complex or diverse information; Analyzes or simplifies workflows and procedures to eliminate redundant or unnecessary costs; Identifies data relationships and dependencies

Business Acumen
Understands business implications of decisions; Actions contribute to profitable growth; Demonstrates knowledge of market and competition.

Focus on Results
Pursues commitments and deadlines until completion; Takes responsibility for outcomes; Takes independent actions and calculated risks; Recognizes and acts on opportunities.

Leadership
Links vision, values and goals to strategic initiatives; Builds and maintains trust with others; Fosters an environment that results in a highly engaged workforce; Inspires and motivates others to achieve goals; Offers praise and recognition; Aligns the right work with the right people; Responds positively to and champions change; Promotes continual learning and development; Recruits, coaches and develops high performing team; Leads effective and productive monthly team meetings; Drives expense control and efficiency.

Managing Performance
Sets clear, meaningful, challenging and attainable goals; Holds individuals accountable to meet goals and objectives; Provides ongoing, timely and constructive feedback; Links rewards to performance metrics; differentiates between high and low performance; Deals promptly with performance deficiencies by developing solutions and monitoring progress; Creates training and development plans to address skill and talent gaps.

Strategic Thinking
Develops strategies to achieve organizational goals; Understands organization’s strengths and weaknesses; Analyzes market and competition to identify external threats and opportunities; Adapts strategy to changing conditions.

Leadership Competencies and Personal Characteristics

The ideal candidate will demonstrate the following leadership competencies and personal characteristics:

• Strategic thinking, with the ability to consider a broad range of external and internal factors when solving problems and making decisions.
• Strong business and financial analytical leadership skills, with the ability to grasp complexities and relationships among business and financial issues.
• Strong team player who works well in a collaborative environment and seeks input from others.
• An open mindset. Someone who actively seeks input in a team environment.
• Ability to coach and develop management teams and drive execution of initiatives.
• Innovative. A person who will inspire new thinking, generate ideas and discussion, and foster an environment willing to change and adapt.
• Think as a business owner and demonstrate an entrepreneurial mindset, recommending ideas for opportunities to grow the business, and consider proactively how new ideas could benefit the organization.
• Strong decision-making skills, including the ability to deal effectively with ambiguity and to make decisions under conditions of uncertainty and with less than perfect information.
• Strong performance orientation and focus on results.
• Ability to effectively manage numerous key initiatives simultaneously.
• Highly developed oral and written communications skills, possessing the ability to influence and persuade others and represent the company with internal and external audiences.
• Highest degree of integrity and ethics.
• Consistently delivers on commitments. Sets clear and high expectations and holds self and others accountable for decisions and results achieved.
• Given the risk associated with Property & Casualty insurance, this executive must be very disciplined in problem solving, management and process leadership.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

• Excellent oral and written communications.
• Excellent interpersonal skills.
• Thorough understanding of risk selection, policy forms, and endorsements for all lines of business. Must have an in-depth knowledge of policy content and coverage intent. Must be proficient in the fundamentals of all lines of business, including an understanding of regulations, rating, rules, manual, company guidelines and procedures, and state laws.
• Knowledge of or willingness to learn AAIS forms.
• Working knowledge of policy systems, on-line systems, and testing protocols.
• Excellent organizational skills. Ability to prioritize, organize, and handle multiple tasks in an efficient manner with on-time delivery.
• Ability to lead projects to achieve designated objectives.
• Ability to work independently and carry out assignments to completion with minimal oversight.
• Proficiency in use of computers including productivity software and electronic communication systems.
• Ability to travel with occasional overnight stays.
• Maintain work performance at satisfactory or standard level.
• Ability to comply with department and company policies and procedures.

• Lead people and get results through others

EDUCATIONAL/EXPERIENCE REQUIREMENTS:

• Bachelor’s degree (B.S./B.A.) from an accredited four-year college or university
• Industry education (CPCU highly desired)
• Ten years commercial underwriting experience
• Demonstrated experience in leadership

“This compensation range reflects the company’s expectations for this position at the time of posting. Actual pay will be determined based on factors such as relevant experience, alignment with role responsibilities, education, demonstrated skills, and performance during the interview process.”

Fully Remote Position
Our client is a well respected Property & Casualty Insurance organization and they have Retained The Carlisle Group to conduct a search for a Senior Actuarial Analyst.

Senior Actuarial Analyst

JOB DESCRIPTION

• Loss Cost / Rule Development
  • Create loss costs, rates and rules for insurance products for multiple P&C lines of business for the company and individual member companies
  • Prepare filing exhibits and memorandums as needed for filings with the various insurance department
  • Meet changing market needs as well as regulatory and legislative requirement
• Statistical Data Analysis
  • Data extraction, manipulation and analysis
  • Preparation of reports
  • Review of Statistical Plan and preparation of improvement recommendations

REQUIREMENTS

• 5 years minimum of P&C Insurance experience including understanding of standard actuarial techniques and the state filing and approval process
• Insurance designation course work preferable but are not required.
• College degree required (quantitative major such as Math, Actuarial Science, Accounting or related field).

SKILLS

• Ability to work independently
• Judgment in evaluating data
• Ability to research and develop insurance pricing, products and enhancement recommendations
• Proficient in business software, i.e., Microsoft Office, especially Excel and Word
• Ability to perform arithmetical operations and verify mathematical calculations
• Capable of adapting existing guidelines to varied situations
• Ability to determine and reshuffle priority of work as necessary to multi task and operate in a deadline sensitive environment
• Strong organizational skills and attention to detail
• Ability to read, write and speak the English language and compose correspondence highly professional and tactful manner
• Visual acuity sufficient to accurately review and proof information
• Auditory ability to use a telephone.
• Willing and able to travel as required to out-of-town locations and use public transportation (automobiles, buses, airplanes, etc.)
• Willing and able to work required overtime when necessary to meet operating and business requirements.

JOB DUTIES

• Review, decipher, and analyze key insurance company rate/rule filings.
• Summarize and report filings on key material elements of rate/rule filings including:
  • Rating algorithms
  • Rating elements
  • Key relativities/factors including (but not limited to):
    • Deductibles
    • Construction/protection classes and factors
    • Base limits and limits offered
    • Amount of insurance relativities
    • Class plans and factors
    • Coverage options
    • Rating tiers
    • Construct valid comparisons of base loss costs for all reviewed companies in a single

• state/market:
  • Same limit
  • Same coverage
  • Same deductible
  • Same key rating parameters
  • Consistent conversion of rates to loss costs
• Document research and analysis results with filing quality exhibits as needed.
• Advise on the development of new/revised rating algorithms and key rating elements.
• Advise and suggest on the development of new/revised manual rules.
• Draft Actuarial Filing Memorandums for market analysis rate development efforts.
• Assist (as needed) Product Analysts with responses to Insurance Department questions.
• Represent at various industry meetings and conference
• Recommend value added services and programs to current member companies and prospect
• Review each project and set a realistic deadline.
• Keep abreast of current P&C topics through research, webinars, publications, etc.

MEMBER COMPANY CONTACT

• Communicate with our member companies as needed to discuss filings, loss costs, rules, actuarial documentation, and state objections and answer company questions

EXTERNAL VENDORS & MSO BOARD CONTACT

• Communicate with various state departments of insurance and outside professional consultants exclusively for business
• Contact with Board as requested by management.