21 financial consultant jobs found

Position Title Branch Banking Client Consultant I   Location Iselin, NJ 08830   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and...

The Agile Coach supports the adoption, maturity, and sustainability of Agile ways of working across Property & Casualty insurance delivery teams. This role partners with business, technology, and operational leaders to improve delivery predictability, value flow, and outcomes across core insurance value streams, while ensuring alignment with regulatory, risk, and governance requirements.  The Agile Coach acts as a change agent, guiding teams and leaders beyond mechanical Agile adoption toward a sustainable Agile mindset that balances speed, quality, and compliance in a regulated insurance environment.  Essential Duties and Responsibilities:   Team & Role Coaching Help teams and delivery leaders adopt an agile mindset through coaching Coach multiple cross-functional delivery teams across key P&C domains (Policy, Billing, Claims, Data, Digital).  Mentor Scrum Masters, Product Owners, Business Analysts, and delivery leaders to improve team maturity, flow,...

Position Title Branch Banking Client Consultant I - Woodbridge NJ   Location Woodbridge, NJ 07095   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely...

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 n   Employee Benefits Account Specialis t   to join our growing team in   Lambertville, NJ !         The Employee Benefits Account Specialist   is responsible for   client service support to the sales and account management team using a variety of skills and knowledge of the insurance market,   products   and legislation. Handles all aspects of account servicing for small books of business and/or ancillary lines under supervision.     How You Will Contribute:       Provide direct daily support to an assigned book of business, and the respective Producer and Account Executive.    Provide excellent customer service to the clients’ employee membership, as well as the carrier account management teams.    Research and...

Position Title Branch Banking Client Consultant II- Cranford NJ   Location Cranford, NJ 07016   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...

Position Title Branch Banking - Client Consultant II - Sayreville NJ   Location Sayreville, NJ 08872   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...

Position Title Branch Banking Client Consultant II-Licensed   Location Lawrence, NY 11559   Job Summary Branch Banking Client Consultant II-Licensed 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...

The salary range for this job posting is $77,450.00 - $123,921.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. This role will work remote. Ideal candidates will have experience with Package, Auto and Workers' Compensation and reside ideally in NW New Jersey. This role will also service the Philadelphia, Pennsylvania area. The salary range for candidates in New Jersey or Pennsylvania is $83,771 - $134,031 annually + bonus + benefits. Pay Type: Salary We may hire a senior level which is on a higher salary range. A company vehicle will be provided for this role. The position will report to a Director, Safety and Loss Control....

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+"(Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award  for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please visit...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with mediations, arbitrations, and occasional trials. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role!    Key...

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.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a book of business of the highest complexity. Recognized as the most senior level, technical expert in an underwriting specialty. In conjunction with senior level management, works within the broadest limits of authority requiring the highest degree of technical complexity and coordination. May have national or company-wide scope of responsibility in specialty area. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works with senior management on the most complex underwriting risks...

Crum & Forster Company Overview Crum & Forster (C&F) provides market leading property & casualty, accident & health, specialty and standard commercial lines insurance solutions. A true underwriting company, we have a 200-year history of helping our customers manage risk with laser-focused expertise, integrity and discipline. Our people are empowered to make decisions and problem-solve with you smartly and swiftly. Our annual gross written premium is 6.2 billion. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best.   Our most valuable asset is our people. We have 3000 employees, and locations throughout the United States and India. With our employee-first focus, the Company is consistently recognized as a great place to work, earning multiple workplace and wellness awards, including the Great Place to Work® Award, Fortune 100 Best Companies to Work For, Fortune Best Workplaces for Parents, Fortune Best Workplaces...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Delivery Lead/Program Manager Position Summary MSIG USA is seeking a Delivery Lead/Program Manager to support its Global Insurance Program (GIP), a strategic multinational insurance initiative focused on launching a working platform for Directors & Officers (D&O) and Ocean Cargo by April 1, 2027, while establishing a scalable foundation for future products, countries, and producing offices. This role serves as the day-to-day delivery leader, coordinating execution across MSIG business and technology...

Crum & Forster Company Overview Crum & Forster (C&F) provides market leading property & casualty, accident & health, specialty and standard commercial lines insurance solutions. A true underwriting company, we have a 200-year history of helping our customers manage risk with laser-focused expertise, integrity and discipline. Our people are empowered to make decisions and problem-solve with you smartly and swiftly. Our annual gross written premium is 6.2 billion. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best.   Our most valuable asset is our people. We have 3000 employees, and locations throughout the United States and India. With our employee-first focus, the Company is consistently recognized as a great place to work, earning multiple workplace and wellness awards, including the Great Place to Work® Award, Fortune 100 Best Companies to Work For, Fortune Best Workplaces for Parents, Fortune Best...

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. ****This branch will be moving their office soon and will be based in the Morris County, NJ area**** Position Summary: The mission is to be an integral part of the Commercial Lines team within our Construction Practice and partner with Advisors, Directors Risk...

As a Healthcare Financial/Actuarial Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients’ financial/actuarial engagements for a portfolio of clients and/or significantly contribute to complex clients across the full spectrum of employer health and group benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies and results that effectively drive client action and improve plan performance, and will have the opportunity to work on cutting edge projects alongside leaders in the industry.   The Role Expands knowledge of varying client complexity by working across different client profiles Leads clients’ financial/actuarial engagements for a portfolio of small clients or manages FAA resources on more complex clients and/or deliverables Demonstrates clear understanding of the FAA service catalogue and...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Role Overview The Operations Excellence Analyst supports business-led process improvement, documentation, performance analysis, and business use-case definition for automation and Copilot initiatives across insurance operations. Primary focus areas include billing, collections, underwriting support, and policy administration. This role is execution-oriented and focused on operational clarity and business requirements . The analyst partners with Operations, Underwriting, Technology, and other key functions teams...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose:                                                                                                               The Senior IT Auditor’s primary focus is to provide an independent, objective assurance and consulting activity to add value to the company. The Senior IT Auditor will evaluate and assess information technology systems, processes, and controls to identify control gaps and make recommendations to improve the organization’s operations. In addition, the Senior IT Auditor will determine if...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job                                                                                                            The Senior Internal Auditor’s primary focus is to provide an independent, objective assurance and consulting activity to add value to the company. The Senior Internal Auditor will analyze risks, operations and financial reliability and drive actions to address those risks to improve the organization’s operations. In addition, the Senior Internal Auditor will determine if the Company’s network of risk...

This is an exciting time to join NJM Insurance Group as we continue to expand into new markets!  With a nationally ranked reputation for outstanding customer service and a history that spans more than a century, NJM is a leading provider of worker’s compensation, automobile and homeowners’ insurance.  Become a member of our team and you’ll be part of company who operates for the sole benefit of its policyholders and is committed to maintaining the highest levels of service.  Team members are offered a competitive compensation. NJM is seeking a Senior Facilities Project Leader (official NJM Title) to Plan, initiate and manage Facility Operations projects of varying complexity as assigned from inception to completion. This role will plan, initiate and manage Facility Operations projects of varying complexity as assigned from inception to completion. The Project Leader will develop, control, and monitor project scope, budgets, schedules, and progress to ensure goals and...