6 financial planner jobs found in Jacksonville, FL

Company Details   The Company is an equal employment opportunity employer. Responsibilities Carolina Casualty is looking for a talented Claims professional who will be responsible for the investigation, evaluation, disposition and settlement of bodily injury claims involving commercial automobile losses. This includes the investigation, determination and evaluation of coverage, liability and damages, risk transfer, and the timely setting of proper reserves. In addition, the Claims professional will control the insured’s exposures and losses, manage consultants, and achieve a prompt, fair and equitable settlement according to fair claims handling requirements.   Oversee and resolve truck, bus, commercial auto and/or public transportation bodily injury pre-litigation claims involving unrepresented and represented claimants. Conduct a prompt, thorough and fair investigation by obtaining relevant facts to determine...

Company Details Carolina Casualty Insurance Group Carolina Casualty specializes in commercial automobile insurance solutions, providing coverage and claims services for truck, bus, commercial auto and public transportation risks. The organization focuses on fair claims handling practices, effective management of insured exposures, and delivering prompt, equitable claim resolutions for its customers. Responsibilities Carolina Casualty is looking for a talented Claims professional who will be responsible for the investigation, evaluation, disposition and settlement of bodily injury claims involving commercial automobile losses. This includes the investigation, determination and evaluation of coverage, liability and damages, risk transfer, and the timely setting of proper reserves. In addition, the Claims professional will control the insured’s exposures and losses, manage consultants, and achieve a prompt, fair and equitable...

The Senior Data Analyst is a member of the Data Engineering team, responsible for acquiring, managing, validating, and analyzing data as it moves through Fortegra's data ecosystem — from ingestion into Snowflake to downstream delivery into Oracle, reporting platforms, and other systems. This role serves as a critical bridge between the Data Engineering team and its key business partners in Finance and Premium Operations, translating business needs into data requirements and translating data findings into clear, actionable business insight. Because this role sits at the intersection of engineering and business, exceptional communication skills are essential. The Senior Data Analyst must be equally comfortable working through a technical data problem with an engineer and presenting a reconciliation finding to a Finance or Operations leader, translating clearly in both directions. Minimum Qualifications Education Bachelor's degree in Accounting, Statistics, Finance,...

Position Summary The Service Specialist is responsible for providing prompt and courteous customer service, assisting clients in understanding policy details, and guiding them through claims processes. The role ensures accurate client information, communicates policy updates through various channels, resolves issues professionally, and collaborates with internal teams for comprehensive client support. They actively participate in training programs to enhance product knowledge and customer service skills. What will your job entail? Job Responsibilities: • Provides prompt and courteous customer service to clients, addressing inquiries, concerns, and requests related to insurance policies and coverage. • Assists clients in understanding policy details, terms, and conditions, and provides guidance on claim processes. • Ensures all client information is up-to-date and accurately recorded in the company's systems. • Supports clients through the claims process, ensuring they...

The Account Service Representative III (ASR III) is responsible for processing new business and cancellations from accounts on multiple system platforms. Provide written correspondence to internal/external customers. Monitor accounts for outstanding balances. Meet the demands of a production environment in both the input of information and service standards including quality, quantity, and aged balance tracking. Primary Job Functions:   Review and Analyze Error Reports: Thoroughly assess error reports to identify discrepancies or issues requiring action. Ensure certificates, business records, and insured eligibility align with established underwriting guidelines, confirming completeness and accuracy. Effective Communication: Engage proactively with agents, accounts, and customers to resolve issues via phone or written correspondence. Maintain professionalism in all communications while driving timely resolutions. Audit Remittance Reports: Conduct thorough audits...

The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and recommendations for...