36 compliance consultant jobs found

Position Title Branch Banking Client Consultant II -Float - Hollywood FL   Location Hollywood, FL 33021-3341   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income)...

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 a Senior Benefits Consultant to join our growing team in Maitland, FL . The Senior Benefits Consultant role is primarily responsible for assuming overall responsibility for the project management of an assigned book of business including but not limited to; day-to-day operations, effectively communicating with internal support departments, and coordinating aspects of the service process provided to clients. How You Will Contribute Overall responsibility for the project management for all assigned groups. Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship. Communicate to onboarding team the new client details and provide the AOR letters. Coordinate with department heads to assign a dedicated team to the...

Position Title Branch Banking Client Consultant II - Boynton Beach, FL   Location Boynton Beach, FL 33426-4209   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve...

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 Administrative Assistant   PRIMARY PURPOSE : To provide administrative support including preparing correspondence and reports, filing and other general office support activities.   ESSENTIAL FUNCTIONS and RESPONSIBILITIES Provides administrative and clerical support to the unit, including producing correspondence, reports, and other documentation. Assists with processing and maintaining claim files , including organizing, tracking, and updating documentation...

Position Title Branch Banking Client Consultant II - Float - Boca Raton to West Palm Beach FL   Location West Palm Beach, FL 33409-1970   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. This position covers a territory from Boca Raton to West Palm Beach FL.   Job Responsibilities: Sales Performance: Support team efforts to achieve...

Position Title Branch Banking Client Consultant I - Float - Hollywood, FL   Location Hollywood, FL 33021-3341   Job Summary Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance:   Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Position Title Branch Banking Client Consultant II - Boynton Beach FL   Location Boynton Beach, FL 33472-4423   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description Responsible for investigating and confirming the facts of loss for the most complex automobile accidents. Determines coverage, liability, damages and otherwise adjusts and negotiates claims within limit of authority. Mentors and provides direction to junior employees. Job Description **This is a remote position for an experienced Bodily Injury (BI) adjuster with a strong background in handling serious injury claims in both Florida and Georgia ** Key Responsibilities • Recognizes and identifies body parts of a vehicle or understanding other potential property damage •...

Position Title Branch Banking Client Consultant I - Port St. Lucie FL   Location Port St. Lucie, FL 34986-1764   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with...

Position Title Branch Banking Client Consultant II - Estero, FL   Location Estero, FL 33928-8307   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets...

Position Title Branch Banking Client Consultant III - Licensed - Coral Springs, FL   Location Coral Springs, FL 33065-5042   Job Summary A Branch Banking Client Consultant III - Licensed 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,...

Position Title Branch Banking Client Consultant III - Licensed - Palm Beach Gardens, FL   Location Palm Beach Gardens, FL 33410-3664   Job Summary A Branch Banking Client Consultant III - Licensed 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...

Position Title Branch Banking Client Consultant II - Boca Raton FL   Location Boca Raton, FL 33431-7205   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to achieve...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  This individual contributor position works under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specialized line of business. Responsibilities include the coordination of all claim resolution activities in accordance with company protocols, while achieving quality and customer service standards. Position requires regular communication with customers and insureds and may have regional, industry segment or company-wide scope of responsibility. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of highly...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Senior Absence Consultant will consult with internal sales and account management teams, as well as with external national account clients, on a wide variety of complex projects including: FMLA, Sick Pay, Salary Continuance, Statutory Disability, Short-term Disability, Long- term Disability, Vacation and Paid Time-off (PTO) and other employer sponsored leave programs. The role will serve as a subject matter expert for our client service team members and partner internally to create client deliverables, contribute to client management and business activities, and participate in the creation of new intellectual capital. The ideal candidate for this role is someone who has expertise within a national accounts broker focusing on absence and disability programs consulting. E xperience on the broker side of the business is a must-have....

Position Title Branch Banking Client Consultant II   Location Naples, FL 34109-2772   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of South Florida. As  Sales Representative, Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the North Florida marketplace .   As  Sales Consultant - Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives....

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 Account Consultant PRIMARY PURPOSE :  To manage claim caseload of basic to highly complex claims within granted authority level including related financial implications, along with financial implications and to mentor Account Representatives and Account Specialists.   ESSENTIAL FUNCTIONS and RESPONSIBILITIES Utilizes special account instructions to obtain individual customer information and adhere to instructions; identifies, initiates, and coordinates...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...