64 financial planner jobs found

About Acrisure  A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.   In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary The Commercial Lines Account Manager is responsible for the day-to-day management, retention, and growth of a large and complex multi-line commercial insurance book of business. This role serves as the primary client contact and trusted advisor, providing proactive...

About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Responsibilities:     Establish and   maintains   a strong relationship and   assists   the client advisors in making decisions on account updates and coverage for accounts ranging from mid-size to large accounts with moderate complexities.   Collaborate with the client advisor to review...

Associate Underwriter - UOTRAN We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              We’re in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They’re at the heart of everything we do. And by joining us, you’ll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value self-starters and all ideas are...

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 🌟 Sedgwick Orlando Open House Hiring Event: Meet Your Future Team & Launch Your Career! 🌟 🌟 Sedgwick Irving Open House Hiring Event: Meet Your Future Team & Launch Your Career! 🌟   Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions. The company provides a broad range of resources tailored to our clients’ specific needs in casualty, property, marine, benefits, brand protection and other lines. Every day, in...

The Account Service Representative (ASR) is responsible for managing the full lifecycle of new business processing and account servicing across multiple system platforms. This role requires proficiency in delivering exceptional customer service and ensuring seamless interactions with insureds, agents, accounts, and internal departments. The ASR will proactively manage and process premium and/or claims bordereaux files, while tracking detailed process results and identifying and resolving outstanding balances or errors. Additionally, the ASR will perform monthly and inception-to-date account reconciliations. This role ensures the efficient and accurate handling of claims and premiums, collaborating with various departments, and maintaining a high level of service excellence in a fast-paced, high-volume production environment. Qualifications: Minimum of 3-5 years of experience in a similar role, preferably within the insurance, finance, or business operations sector. Proven...

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 Field Case Manager This Field Case Manager will cover our Orlando, FL region and must live in this area in order to be considered. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; through advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all involved parties. While frequent travel is...

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 Senior Adjuster PRIMARY PURPOSE:  To investigate and adjust property and casualty claims, both residential and commercial, with little to no supervision.  ESSENTIAL FUNCTIONS and RESPONSIBILITIES Inspects claims and contacts involved parties in a timely manner. Investigates circumstances of claim(s) as required for coverage determination, cause, and compensable damages/reserves. Examines insurance policies and other records to determine insurance coverage....

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we are bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims....

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 Accountant will perform operational, transactional and technical accounting activities in accordance with established policy, procedures, and objectives.  Responsible for adherence to quality control standards – both corporate and industry directed. How You Will Contribute: Complete monthly journal entries Review and approve journal entries Review and approve cash disbursements Perform full cycle month-end close functions in Agency and ERP systems Reconcile balance sheet and other accounts monthly and as needed Run monthly close reporting Meet strict deadlines Reconcile bank accounts Ensure all support for transactions is processed and filed accurately and timely Prepare submission of documents as required by established controls Assist with the calculation of ASC 606 / ASC 944 monthly and quarterly entries...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: ·Naples , FL Position Schedule / Shift: Monday - Friday 8:30am - 5:30 as well as Saturday from 9am-1pm. You may take 4 hours off during the week or be paid Overtime if you do not. Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Introduction Zenith is a team of Workers' Compensation Specialists committed to helping businesses succeed by protecting against the financial and human consequences of workplace injuries, providing for the needs of injured employees and making the workplace safer. To distinguish ourselves as the desired provider of Workers' Compensation Insurance, values such as collaboration, work-life balance, and integrity are placed at the center of all our operations. In addition, Zenith supports career advancement through a dedication to ongoing learning and development. An individual coming to Zenith will not only receive competitive compensation and a comprehensive benefits package, but continuous opportunities to grow as a professional. Overview Responsible for managing the distribution force for an assigned territory. This includes agency prospecting, appointments, relationship management, and termination if necessary. Trains agents on...

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 Claims Examiner - Liability | General and Product Liability | Jurisdiction: All states | Licensing: Home state and NY Required (Remote) Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?    Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected organizations.   Be a...

Position Summary:   The Account Manager position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our Producers in producing new business and renewing existing business. Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days before the renewal date; Gathers the necessary information regarding...

Position Title Branch Banking Client Consultant II - Fort Lauderdale FL   Location Fort Lauderdale, FL 33308   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)...

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 Network Engineer to join our growing team in Daytona Beach, FL .       The Senior Network Engineer's primary responsibilities include all planning, design, implementation, optimization, and maintenance of the B&B network Will form and follow a standards-based architecture and design philosophy to assure the overall health, security and scalability of the network infrastructure.     How You Will Contribute:       Works with the business to extract IT requirements to determine network solutions   Analyzes business requirements and translates them into network solutions   Articulates network solutions to the business in a clear and concise manner   Produces detailed network design...

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 Centralized Dispatcher- Property PRIMARY PURPOSE :  The Centralized Dispatcher – Property assigns losses to adjusters based on location, adjuster experience, and loss details in a timely manner to help support Property Claims. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Claim Assignment & Dispatching Assigns property losses to appropriate adjusters within 2 hours of receipt, using tools such as Salesforce, CTABS, and Excel. Reviews adjuster qualifications...

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 Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Orlando, FL : 12650 Ingenuity Drive, Orlando FL 32826 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and customers...

About MS Reinsurance MS Reinsurance is a global reinsurer domiciled in Switzerland. With underwriting offices in Zurich, Bermuda, Miami and New York, MS Reinsurance provides best-in-class reinsurance products and services to clients around the world. As part of the world-leading insurance group MS&AD, MS Reinsurance is a trusted, long-term partner, helping clients turn risks into opportunities through deep technical expertise and bespoke reinsurance solutions. About the role The purpose of this role is to assist the pricing actuaries. The role works closely with the Pricing actuarial team to assist with identifying the requirements and specifications of the pricing models and contributing to their continuous improvement. This will include providing support in the embedding of robust actuarial methods as well as model calibration. This position will provide assistance to the pricing actuaries in respect of case pricing and rate monitoring and ad hoc support with the...

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 Field Case Manager This Field Case Manager will cover South Tampa and Bradenton/ Sarasota area and must live in this are to be considered. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; through advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all involved parties. While frequent travel is...