12 wealth planner jobs found in Tampa

Utica First Insurance Company has been serving the insurance needs of families and businesses for over 100 years. We have a dedicated “team” of employees and offer continuing opportunity for personal career growth. Utica First Insurance Company is currently seeking a Marketing Representative for our Florida territories. This candidate must reside in the state of Florida.  The Marketing Representative primary function is to maintain and grow customers in their territory. Representatives should be able to assess agents’ needs and risks to recommend suitable coverage, manage agents accounts, and manage policy updates and renewals.  This individual should be able to identify and educate potential agents on policy options and build relationships to meet company goals.   Reports To Vice President of Marketing Requirements Duties/Responsibilities Visit the assigned agents on a regular basis for the following purposes: · Increase interest and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance RN Field Case Manager This field case manager must live in Tampa area in order to be considered. Must be an RN and prefers 1.5 years of prior workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  Increase your earning potential with a $2,500 Sign-On Bonus! Ask your Recruiter for more details! Salary range: $72,000K - $96,000K (c ommensurate with experience and location/job market) This position is based out of our Tampa, FL location. Work schedule/hybrid structure: Core hours are Monday - Friday, 8:00 AM to 4:30 PM EST – 3 days In-Office/week. Flexibility may be needed to support...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Arrowhead Intermediaries is seeking a Staff Accountant to join our growing team in Tampa, FL!   Reporting to the Controller or Accounting Leader, the Staff Accountant will perform accounting functions for the designated Profit Centers. This individual will be responsible for a variety of accounting tasks and will be an integral part of the month-end close process. The Staff Accountant will also have visibility and interactions with the Profit Center’s senior leadership team and Brown and Brown’s finance and accounting team. How You Will Contribute:   Prepare journal entries, reconciliations, and related support. Assist with month-end close and financial reporting and adhere to applicable deadlines. Follow procedures to ensure proper accounting treatment and compliance with corporate guidelines. Produce and distribute...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance , an Arrowhead Intermediaries company, is seeking an Agency Development Manager - National Partnerships to join our growing team in Tampa, Vero Beach, or remotely. Orchid is seeking a dynamic and relationship-focused Agency Development Manager (ADM) to expand our agency distribution channel by driving qualified quote submissions, increasing written premium, and growing policies in force. This role is ideal for a self-starter who thrives on building meaningful connections, solving problems creatively, and supporting agency success. As an ADM, you will serve as a trusted advisor to our agency partners, providing training, strategic guidance, and support across systems, products, and underwriting guidelines. You will also identify new agency opportunities and collaborate cross-functionally to ensure our offerings...

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! Here’s some of the ways that you’ll make an impact in this role: Drafts case specific written discovery requests, legal objections, and factual responses to written discovery. The requests and responses would be to interrogatories, requests for production, and requests for admissions. Drafts good faith letters to opposing counsel regarding outstanding discovery requests. Drafts discovery motions and responses to opposing discovery motions. Prepares non-party subpoenas for documents. Prepares documents to be produced in response to Request for Production. Drafts Privilege Logs by identifying applicable privileges as it relates to claim and other documents. Communicates with...

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   Medical Malpractice Producer   to join our growing team in Tampa, FL !         The Medical Malpractice Producer serves as a lead producer and trusted risk advisor specializing in medical professional liability for podiatrists and other healthcare professionals. This role is responsible for driving new business production, retaining and expanding an assigned book of business, and cultivating long-term relationships with physicians, practice administrators, and carrier partners.     How You Will Contribute:     Proactively identify, pursue, and develop new business opportunities within the healthcare and medical professional market. Build rapport and credibility with physicians, practice owners, administrators, and office managers through consultative...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Sales Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance , an Arrowhead Intermediaries company, is seeking a Service Operations Representative to join our growing team in Tampa or Vero Beach, FL. The Service Operations Representative provides stellar customer service to our agents through their daily tasks. These tasks may include providing product/services information, researching payment history, issuing various policy changes, updating policy records, and resolving emerging problems with accuracy and efficiency.  Working as a team with other departments and/or offices is critical to being successful in this role. This position will represent Orchid in the most positive manner with prospective and current clients and the communities we serve. We're looking for candidates who align with our Operations Team values of being Reliable; having Integrity; being Supportive...

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 Advisor, Employee Benefits 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...

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! What you will be doing: Support the development and management of product offerings, helping ensure they align with company goals and customer needs.   Assist with creating and maintaining project timelines, collaborating across teams to keep initiatives on track.   Contribute to the development and maintenance of policy forms for new or updated products, utilizing ISO, competitor, or proprietary content with support from senior staff as needed.   Help communicate and reinforce the product vision across internal teams.   Translate product strategy and ideas into clear requirements that balance accuracy, completeness, and speed to market....