7 jobs found in Boca Raton, FL

Position Title Branch Banking Client Consultant III - Mission Bay   Location Boca Raton, FL 33498-6797   Job Summary Branch Banking Client Consultant III 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: 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, NextGen and marketing campaign lead calling, weekly appointments set,...

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.   What is a Client Home Specialist?    This is a title we use for our licensed Insurance Agent .     A Client Home Specialist is a home insurance expert   We are the 12 th largest insurance broker in the...

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 in home...

Position Summary The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Job Responsibilities: • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents. • Administers and updates new and current client information in all required systems...

Overview Responsible for managing a general liability case load from inception to resolution in the stat of Florida. Responsibilities include pre-trial discovery, drafting pleadings, communicating with involved parties, and presenting defense strategies in court. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. Responsibilities Independently represents the Insured before the assigned Court and presents witnesses and evidence on litigated claims. Analyzes complex legal and factual issues, conducts extensive, well-reasoned legal research, independently develop and present defense strategies on behalf of the Employer/Carrier. Prepares pleadings, written discovery, motions and briefs in support of defense strategies. Prepares for, attends and handles all case-related activities including full trial and/or second seating, as assigned. Provides...

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...

Overview AmTrust Financial Services, Inc., a fast-growing commercial insurance company, has an immediate need for an in-house legal assistant to work in the following AmTrust location: FL - Boca Raton, and Maitland  Responsibilities Provide Legal Assistant support to 2 or more Attorneys. Identify and flag critical documents requiring timely responses and associated deadlines to ensure our clients/insureds/Company are protected from sanctions and unnecessary litigation. Coordinate/schedule meetings, hearings, appointments, and depositions Maintain and manage Attorney calendars avoiding and resolving conflicts. Generate draft templates (pleadings, motions, objections, correspondence) for attorney review and approval. Assemble medical packets to experts along with itemized schedule of records. Document processing (assemble, copy, scan, serve, E-file accordingly) Manage and prioritize competing deadlines....