
Insurance • B2B • Finance
K2 Insurance Services is a leading provider of specialty insurance solutions, founded by experienced veterans in the insurance industry. The company focuses on program innovation, integrity, and customer-centricity, distributing innovative products through various channels including direct, retail, and wholesale. With a commitment to underwriting profitability and long-term stability, K2 serves brokers, carriers, reinsurers, and MGAs, developing unique programs to protect what matters most to their clients and partners.
June 26
🔔 Pennsylvania – Remote
💵 $150k - $200k / year
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)

Insurance • B2B • Finance
K2 Insurance Services is a leading provider of specialty insurance solutions, founded by experienced veterans in the insurance industry. The company focuses on program innovation, integrity, and customer-centricity, distributing innovative products through various channels including direct, retail, and wholesale. With a commitment to underwriting profitability and long-term stability, K2 serves brokers, carriers, reinsurers, and MGAs, developing unique programs to protect what matters most to their clients and partners.
• Manage and resolve complex Professional Liability, D&O, EPL, Fiduciary, and Financial Institution claims • Analyze and interpret policy language, coverage positions, and legal liability exposures • Oversee and manage defense counsel, litigation strategy, and claim resolution plans • Evaluate exposure, set accurate reserves, and report regularly to clients and management • Conduct thorough investigations and in-depth claim file analysis • Engage in claim reviews, mediations, settlement conferences, and arbitrations as necessary • Maintain strong relationships with underwriting, brokers, reinsurers, and clients • Prefer an experienced examiner that has worked with policies that are backed by multiple carriers based on a participation share (both domestic carriers and Lloyd’s based syndicates) • Draft comprehensive claim reports with recommendations on coverage, liability, and damages
• Minimum 7 years of experience handling Professional Lines / Financial Lines claims • Law degree strongly preferred (JD) • Prior experience with a TPA, insurer, or carrier handling complex claims • Strong knowledge of D&O, EPL, Fiduciary, Financial Institutions, and Professional Liability coverage forms • Excellent analytical, negotiation, and communication skills • Strong organizational and time management abilities • Proficient with Microsoft Office (Word, Excel, Outlook) • Must hold an active New York adjuster license
• Competitive base salary: $150,000 to $200,000, commensurate with experience • Performance-based bonus program • Comprehensive medical, dental, and vision coverage • Generous paid time off starting in your first year • 401(k) with employer match • Opportunity for career growth in a dynamic team environment
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