7 jobs found in Boca Raton

Position Title Branch Banking Client Consultant III - Licensed   Location Boca Raton, FL 33498-6797   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: JOB   RESPONSIBILITIES   Sales Performance:   support growth of branch by achieving growth targets in financial performance (deposits loans, and non - interest income .   Client Experience:   deliver client engagement and education --using   the tools and systems available.   Meet behavioral activity goals as defined by retail leadership including, but not limited to,...

Position Title Branch Banking Assistant Leader - Boca Raton/Glades Rd FL   Location Boca Raton, FL 33431-7205   Job Summary The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: Business Performance :   D rive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non - interest income ) .    Actively   seek   and deliver the right client introductions to the right team   member (s) to achieve growth targets and execute successful sales   initiative .   Sales Leadership and Coaching : Support   in the coaching,   development   and mentorship of the team members.   Actively support the execution of partner produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their  Foundation Risk Partners of FL team. Job Summary: The Account Coordinator provides administrative and technical support to the Commercial Lines Account Management team in the service and retention of commercial insurance clients. This position supports day-to-day account servicing activities, including policy administration, client requests, and carrier interactions. The Account Coordinator develops technical insurance expertise through structured training, licensing, and professional development while ensuring accurate documentation, regulatory compliance, and exceptional service to clients, carrier partners, and internal stakeholders. This role serves as a foundational position designed to prepare teammates for future advancement into an Account Manager role.   Essential Functions: Support...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management The Client Home Specialist  sells new accounts in keeping with firm and individual goals. Home Specialists build relationships with prospects, service team, insurance company partners and centers of influence, while soliciting sales prospects specializing...

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: The Associate Underwriter supports Underwriters in the evaluation, selection, and servicing of business while developing the technical expertise required for independent underwriting. This role underwrites new and renewal business, applies rating and risk assessment principles, and ensures compliance with company guidelines and procedures. The core function of this role centers on building...

Overview AmTrust Financial Services, a fast-growing commercial insurance company, has an opportunity for a Manager, RN Branch Manager of Telephonic Case Management for Workers Compensation where  your clinical talent and leadership abilities contribute to our competitive edge.  T his is an office-based position in our Salt Lake City, UT office.   PRIMARY PURPOSE: The RN Branch Manager for telephonic case management services will oversee operations as well as a team of experienced worker’s compensation nurse case managers. The ideal candidate will have a minimum of three (3) or more years’ experience overseeing a nursing claims management program as well as in-depth understanding of worker’s compensation injury claims and utilization management review programs. The Manager will lead the nurse case management team to strategize with claim professionals in management of medical and disability exposure, delivering quality telephonic case management...