38 jobs found in carmel

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Branch General Manager, you are responsible for management of a mass affluent branch; managing a staff of bankers that have an assigned book of business,  leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program....

Description Summary: As a Preferred Banker,  you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships....

JOB SUMMARY: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Chief Information Officer within the Shepherd family and IT team, you will be responsible for the management of the IT team, oversight of security measures, and responsible for shaping and executing the organization’s technology vision, including but not limited to the data initiatives.  ROLES AND RESPONSIBILITIES: Develop and implement the organization’s overall IT strategy, aligning technology initiatives with business goals. Establish governance frames for IT risk management, cybersecurity, data and compliance.  Serve as the primary advisor to executive leadership on technology trends, digital transformation and emerging...

  Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our...

LOCATION: Hybrid to Carmel, IN Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your...

About the job   Education Bachelor’s degree in Business, Finance, Economics, or a related field preferred; equivalent experience will also be considered. Professional designations: CPFA, QKA, CRPS, or equivalent preferred. FINRA Series 6/7/65/66 licenses are strongly preferred. Candidates without the required licenses must obtain the Series 65 within the first 120 days of employment. Knowledge & Experience 5–10 years of experience in retirement plan services or sales, including direct client-facing responsibilities. Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required. Strong understanding of financial analysis and reporting. Ability to manage multiple client relationships in a fast-paced environment. Technical functions Proficiency with Microsoft 365, Power BI and data management tools. Strong written and verbal communication skills, including public speaking. Strong...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Carmel, IN .  The Employee Benefits Account Manager manages the daily service needs of an assigned book of business, resolving coverage and claims issues, supporting enrollments, and processing policy changes. The role builds strong relationships with clients and carriers, educates employees on benefits and compliance requirements, and supports renewal activities by gathering data and preparing key documents. It also contributes to account growth through referrals and works collaboratively with internal teams while maintaining high service and professionalism standards. How You Will Contribute:   Responsible for the day-to-day account management of an assigned book of business, including but not limited to responding to coverage...

At WorldTrips, a proud member of the Tokio Marine HCC group of companies, we believe in more than just business—we believe in empowering our people. As a global leader in specialty travel medical and trip protection insurance, we are passionate about preparing travelers for the unpredictable while fostering a work environment where bold ideas and transformative solutions are valued at every level. Our mission, "To Be a Good Company," reflects our commitment to people and community, recognizing the importance of giving back and driving positive change. We are proud to be named as a Top Workplace Winner for the past three years by IndyStar! Our newly renovated office, located in Carmel, IN, is only steps away from the Carmel City Center for shopping, dining, and entertainment. This is a hybrid position (3 days in office) with a 9:00AM – 5:30PM daily work shift. We offer a competitive salary and benefits package including: $20/Hour Starting Pay Free snacks and...

Essential Functions Assist clients with claim reporting by collecting relevant information and submitting on their behalf. Obtain confirmation of new claims including claim number and adjuster assignment. Effectively utilize MJ’s client management system and document management system in order to appropriately document claim activity. Provide ongoing monitoring of open claims through internal diary system. Obtain status from carrier based on type of claim and severity.  Educate clients on the claim handling process. Address client claim-related concerns and inquiries on a daily on-demand basis. Respond to pre-determined internal inquiries, obtaining and relaying information as requested. Assist with formal client onboarding to include tailored form creation and carrier website access and training. Complete annual checkup of special handling guidelines per client Collaborate with and support the Commercial Claim team.       Technical Functions...

OVERVIEW We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and collaboration has enabled us to maintain a best-in-class approach to risk management, employee benefits, and total rewards. ESSENTIAL FUNCTIONS/RESPONSIBILITIES + Assist client with claim reporting by establishing best practices, collecting relevant information, analyzing potential coverage, and submitting on their behalf. + Provide ongoing consultation and monitoring of open complex claims. Support and guide clients through the carrier claim process. Act as an advocate for the best and most expedient resolution of claims. + Analyze policy language to determine all appropriate avenues to seek coverage. Conduct in-depth review of all coverage positions, challenging when appropriate. + Conduct formal client onboarding to assist in the development of processes for internal claim administration, facilitate and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Invoices policies, coordinates the servicing of new and renewal accounts from the time of binding according to Company guidelines and anticipates/prevents issues and problems as necessary. Provides high quality professional service to Agents and Companies. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both...

The Director, Specialty Networks Product is a strategic leadership role within CorVel’s Network Services division. This position is responsible for overseeing the full product life cycle of the Pharmacy Benefit Management (PBM) and Ancillary Benefit Management (ABM) offerings, as well as future specialty network services products. The Director will drive the development, execution, and growth of these products, ensuring alignment with CorVel’s business objectives and delivering exceptional value to clients. This is a remote role. Candidate residing in Eastern or Central time zones is preferred.  Key Responsibilities: Lead and manage PBM and ABM products, with full ownership of end-to-end product life cycle, including strategy, development, launch, and ongoing optimization Develop and maintain a comprehensive product roadmap for PBM, ABM, and emerging specialty network offerings Serve as the strategic connection point across internal and external...

The MJ Companies are seeking a dedicated expert to provide top-tier consultation and exceptional service to our Employee Benefits clientele. The ideal candidate will oversee the overall client experience and delegate day-to-day tasks to the appropriate team members. This role involves leading the development and execution of clients' benefit plan strategies, with support from Consultants. Additionally, the Client Executive will play a critical role in developing retention strategies for existing clients and formulating acquisition strategies for new clients through collaboration with the Consultants and the team. ESSENTIAL FUNCTIONS: Client Engagement and Implementation Finalist and Prospect Meetings: Assist in preparing and presenting at finalist and prospect meetings to secure new business. Onboarding and Initial Meetings: Lead implementation meetings, onboard new clients, and communicate sold decisions to the MJ team. Open Enrollment (OE): Conduct local and...

PURPOSE:  This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As a Commercial Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary....

The Network Relations role supports the frontline of Network Development, responsible for providing excellent customer service while impacting and overseeing provider data integrity. This role must combine strong interpersonal skills with an aptitude in the medical provider market. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Assist Developer with implementing medical providers, using written and verbal communication Verify all provider signatures, contracts and documentation before submitting for internal processing Review credentials of prospective providers to be considered for acceptance into network per national credentialing requirements and protocols Provide orientation on managed care procedures and establish liaison(s) with all participating providers Assist and communicate with provider orientation program in cooperation with Developer Distribute and maintain provider manual and orientation materials per state guidelines Receive...

ABOUT THE JOB The MJ Companies are seeking a proactive and detail-oriented Platform Support Analyst to ensure the efficient operation and maintenance of Aperture, our proprietary analytics and data platform. This role is essential for addressing operational issues, managing data quality, and supporting users while contributing to process improvements and platform reliability. The ideal candidate will take ownership of hands-on support tasks, such as establishing, troubleshooting, monitoring data feeds, and onboarding users, with the opportunity to grow into a more analytical and strategic capacity. ESSENTIAL FUNCTIONS System Monitoring and Troubleshooting: Proactively track and resolve missing data feeds or system failures to maintain uninterrupted operations. Monitor platform performance, identifying and resolving anomalies or inefficiencies. Perform quality assurance (QA) checks to validate data accuracy and platform functionality. Operational...

Position Summary Alive Risk delivers innovative insurance solutions for the entertainment industry, including live events, film productions, music tours, and other creative ventures. We partner with brokers and clients to protect experiences that matter most. The Associate Underwriter plays a critical supportive role in the underwriting process for Alive Risk’s Entertainment Program. This position is highly detail-oriented and focuses on preparing renewal files, gathering documentation, and ensuring accurate data for underwriting decisions. Acting as a key administrative partner to the Principal Underwriter, you will help maintain smooth operations and deliver exceptional service to brokers and clients. What will your job entail? Key Responsibilities Renewal Preparation & Documentation Gather and organize all required documentation for renewals, including MDRs, loss runs, and updated exposure details. Review expiring policies for accuracy and completeness;...

Position Summary Alive Risk specializes in unique insurance programs for the entertainment industry, including live events, film productions, music tours, and other creative ventures. We partner with brokers and clients to deliver innovative risk solutions that protect the experiences people love. The Inside Underwriter manages renewal business for entertainment-related risks. This role requires strong analytical skills, sound judgment, and the ability to craft tailored solutions for a dynamic industry. Acting as the right-hand to an Underwriter, this role is responsible for regular, direct client interactions while supporting the growth of our Entertainment Program. What will your job entail? Key Responsibilities Renewal Management Own and manage the renewal portfolio for entertainment-related property and casualty accounts. Review expiring policies, assess changes in exposure, and negotiate terms to maximize retention and profitability. Ensure timely...