5 financial planning service associate jobs found in Jacksonville, FL

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $1,500 to $3,000 Signing Bonus    (Amount is dependent on experience. To qualify for the Signing Bonus, applicants must be new to the Auto Club Group)  Location Details: Jacksonville, FL Position Schedule / Shift:    Monday - Friday 8:30 am – 5:30 pm  Position Summary    Drive revenue growth and deepen AAA member engagement by developing new business, retaining existing clients, and promoting a broad portfolio of travel, membership, and financial products. This role delivers exceptional customer experiences through consultative sales, relationship management, and end-to-end travel planning for complex domestic and international itineraries. Success requires meeting sales goals, leveraging referral and lead-generation systems, and utilizing digital tools to build a strong, repeat client base.  Key Responsibilities    Sales Growth & Business Development...

The LDP Associate is a highly motivated recent college graduate who will rotate to two (2) to four (4) operational areas throughout the 2-year program. Each rotation will last 6 to 12 months and is assigned based on the associate’s qualifications and interests as well as business need. Rotations include the following departments: Financial Planning & Analysis, Corporate Accounting, Internal Audit, Compliance, Data Analytics, IT, Underwriting, Account Management, Marketing, Operations, and Business Analysis. While in the rotation, the LDP associate will report to the designated rotation manager and will be responsible for assigned tasks and duties relevant to that department. What LDP will gain: Exposure to multiple business units and senior leadership. Hands-on experience in strategic and operational initiatives. A strong professional network across the organization. Mentorship, coaching, and leadership development opportunities Minimum Qualifications:...

Provide oversight of Specialty Claims Third Party Administrators (TPAs) managing casualty, property, inland marine, excess/umbrella, and professional liability claims. Responsibilities include the leadership of TPA oversight adjusters, high-exposure case management, participation in TPA selection, audits and reviews, and assistance with onboarding and setup of new TPAs. The ideal candidate will possess experience in claims management, TPA contract negotiation, and compliance. Minimum Qualifications: A Bachelor’s degree or the equivalent education and/or experience. Candidate should have 8+ years of progressive claims management and TPA oversight experience. Adjuster licenses, as mandated by specific states, are required. Experience managing a team. Primary Job Functions: Oversee the performance of TPA operations to ensure adherence to service level agreements and claim handling guidelines. Assist with the negotiation of services, contracts and service...

Responsible for leading the IT Operations function, including the Help Desk and midrange systems teams, and for the day-to-day delivery, performance, and reliability of the company’s end-user, infrastructure, and enterprise platform services. This role owns the vendor and contract portfolio for IT (including software licensing, renewals, and circuit/connectivity services), manages the IT operating budget, supports audit and regulatory engagements, and partners with Security, Network, and Application teams to drive enterprise initiatives, new site build-outs, and modernization—including the responsible adoption of AI-enabled tooling within IT.   Minimum Qualifications: Bachelor’s degree in a related field, or equivalent professional experience 8+ years of progressive experience in IT Operations, including infrastructure, end-user services, or enterprise platform administration. 3+ years in a management or supervisory capacity leading IT teams, including remote staff....

Company Details "Our Company provides a state of predictability which allows brokers and agents to act with confidence." Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States. Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion. Today the Berkley brand comprises more than 60+ businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess.    The Company is an equal employment opportunity employer. Responsibilities The Director, Process Optimization is responsible for assessing, analyzing, designing, and facilitating the stand-up of an enterprise service center and affiliated projects, working closely with business stakeholders to...