10 financial planner jobs found in St. Petersburg, FL

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an opening for an Employee Benefits Account Management Team Lead for our St. Petersburg, FL  office. This team lead will be responsible for assisting in workflow strategy development, deployment and training, collaborating with producers to oversee assigned team including workflows, workload, adherence to agency policies and procedures; also responsible for conflict resolution, performance reviews, expense management and salary administration for assigned team. Essential Tasks: Overall management and support of team and Office Advocates, if applicable Interview and evaluate prospective team members Coordinate training and guidance regarding department procedures Assist in needs assessment and training where needed Assist with back up, when necessary Participate in disciplinary and termination issues Assist with implementation of...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Position Summary:   The Senior Loss Control Consultant provides technically competent loss control services and conducts onsite activities to help acquire and maintain clients of Higginbotham. The position analyzes historical loss data to identify trends, evaluate effectiveness, and shape targeted loss control strategies. It involves conducting on-site safety assessments, guiding clients on regulatory compliance, and delivering tailored training and risk management solutions. The role also supports the production team by contributing to client presentations and helping implement carrier recommendations to improve safety outcomes. Supervisory Responsibilities:   None Essential Tasks: Analyze historical loss information to identify loss leaders, measure success and develop appropriate loss control service strategies. Provide expert consulting services to assist with regulatory compliance (OSHA, D.O.T., etc.) Review and provide professional guidance to implement and...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

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   Benefits Administrator   to join our growing team in   St. Petersburg, Tampa, Naples, and Ft. Myers, FL!     The Benefit Administrator is responsible for delivering responsive, accurate, and personalized service to clients and their employees. This role supports day-to-day benefit administration, open enrollment, compliance coordination, internal process management, and team collaboration. The ideal candidate is detail-oriented, proactive, and committed to providing a high-quality experience for both clients and internal teams.     How You Will Contribute:     Serve as the primary contact for routine client and member service needs, including ID cards, claims issues, eligibility inquiries, and general benefit questions. Respond to hotline...

Position Summary: The Commercial Lines Marketing Specialist Position will be responsible for working with insurance company underwriters to secure competitive quotes and coverages on new or renewal business for presentation by the producers as assigned. Responsible for obtaining online rating options, as requested, in an accurate and timely manner. Supervisory Responsibilities: None Essential Tasks: Maintain a thorough knowledge of property and casualty insurance coverages. Obtain knowledge of any new insurance coverage options and determine how those apply to various client/prospect industries. Thoroughly review insurance policies (including forms and exclusions), applications and other prospect information (brochures, websites) to have a complete understanding of the risk being marketed. Discuss accounts, potential markets, coverages needed and pricing with Producers and/or the Marketing Manager to determine how to proceed. Utilize professional communication...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Arrowhead Specialty   is seeking   S taff   Accountant   to join our growing team in   Saint Peterburg , FL!     This Staff Accountant position   is responsible for   supporting and   assisting   the General Ledger Finance Team in leading and delivering financial accounting results for Arrowhead Specialty Center of Excellence. The role will focus on executing various aspects of financial accounting, including monthly close, preparing journal entries, account analysis, reporting, and account reconciliation activities,   in accordance with   established policy, procedures and   objectives .   How You Will Contribute:     Perform full-cycle month-end close functions in accounting software systems.   Run monthly close reporting.   Complete monthly,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is   seeking  a Managing Director   to join our growing team in   Tampa, FL .        This is a senior leadership role with full P&L responsibility, real autonomy, and the chance to build a high‑performing team in one of the most dynamic markets in Florida.     How You Will Contribute:     Lead as a player‑coach, setting clear expectations and driving accountability Recruit, develop, and retain top talent Build a culture of ownership, integrity, and “get‑stuff‑done” execution Deliver strong P&L performance through disciplined, data‑driven decisions Optimize margins, manage costs, and uncover growth opportunities Turn insights into action—quickly and effectively Ensure regulatory and policy compliance Maintain audit readiness and proactively...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is   seeking  a Managing Director   to join our growing team in   Tampa, FL .        This is a senior leadership role with full P&L responsibility, real autonomy, and the chance to build a high‑performing team in one of the most dynamic markets in Florida.     How You Will Contribute:     Lead as a player‑coach, setting clear expectations and driving accountability Recruit, develop, and retain top talent Build a culture of ownership, integrity, and “get‑stuff‑done” execution Deliver strong P&L performance through disciplined, data‑driven decisions Optimize margins, manage costs, and uncover growth opportunities Turn insights into action—quickly and effectively Ensure regulatory and policy compliance Maintain audit readiness and proactively...

Position Summary:   The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Supervisory Skills:  None Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers...