30 financial representative jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Are you a proactive and detail-oriented individual with a passion for sales? We’re seeking a Sales Support Specialist to join our team at Nationwide. In this role, you’ll play a crucial part in supporting our external and virtual wholesalers by scheduling appointments, maintaining relationships, and ensuring they stay informed about product updates and rate changes. The hired associate must reside within 35 miles of the following location(s): Arizona - Scottsdale, 18700 North Hayden Road...

WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of...

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 C ommercial Lines Account   Manager   to   join our growing team in   Phoenix, AZ !         As the main client contact and account coordinator for an assigned book of business, use   appropriate judgment   and decision-making skills to provide service for customer accounts and transactions, in support of the production and retention of the business.   This position   is responsible for   building, expanding and solidifying relationships with clients at all levels with the company and lead   appropriate resources   to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues   etc.   As the Lead Account Executive, you will also   be responsible for...

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 training, mentoring, quality control, and technical assistance of material damage attributed to Specialty Vehicles. Directly handles assigned specialty vehicle material damage claims generally of a complex nature. Essential Duties and Responsibilities: Handles complex material damage claims with little or no supervision Conducts Training in areas of Specialty Vehicle material damage handling/appraising Is a subject matter expert in areas of Specialty Vehicle material damage for staff and vendors Has and maintains a high level understanding of National General Specialty...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on...

Overview The Client Experience Manager, reports to the Manager, Client Experience and is responsible for client support throughout the life of the policy.  The Client Experience Manager (CXM)’s goal is to support Sales, Underwriting and Claims to drive retention and growth by creating loyal and satisfied clients while improving loss cost and experience mods. The CXM will support our internal Sales, Underwriting and Claims teams by working along side them to address anything they need, or a client needs with a regional focus.  This model will allow one point of accountability to address any issues that arise over the life of a policy. Responsibilities The Client Experience Manager will be a proactive consultative resource for the client. They will carry an inventory of 80+ accounts. A mix of agents and insureds. The CXM will utilize claim data and analytics to provide actionable insights for the client to identify...

Position Summary:  The Commercial Lines Support Representative is responsible for assisting with Commercial lines department with administrative tasks. Essential Tasks: Process incoming/outgoing mail Attaching documents Invoicing & billing Policy Issuance Servicing customer needs Various other clerical tasks and projects as instructed Core Competencies: Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration : Willingness to work together with others, promoting teamwork and supporting...

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 Personal Lines Sales Executive to join our team in Phoenix, AZ! The Personal Lines Sales Executive is responsible for driving new business growth by identifying prospects, building relationships with key decision-makers, developing customized sales strategies, and collaborating with internal teams to ensure seamless client onboarding and retention. How You Will Contribute: Prospect, develop, propose, and bind new business. Actively pursue new client prospects through telemarketing, networking, and personal referrals. Renew existing clients every year. Assist in the collection of required coverage information and necessary deposit and renewal premiums. Maintain the proper documentation for existing and prospective clients. Oversee all aspects of your new clients with the...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Summary A Coordinator serves as a Medicare Secondary Payer Compliance liaison between insurers, third-party administrators, attorneys, and various departments within the company. The role involves managing and maintaining an active caseload containing confidential information. The Coordinator is responsible for both written and verbal communication with teammates and customers to ensure the completion of requested services. The ability to collaborate with all teams to meet internal and client-specific service expectations is essential. Additionally, this role requires a willingness to cross-train with teammates in similar roles to provide backup support when needed. Essential Duties and Functions Manage an active caseload, processing various services through product delivery. Correspond with customers in writing using correct...

Job Description: Compensation will be determined based on factors including geographic location, relevant experience, skills, and qualifications. For highly qualified candidates, compensation may exceed the posted salary range. Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. Pacific Life is actively seeking a talented Underwriting Managing Director to join our Consumer Markets Division and lead a team of Underwriters....

Job Description: Job Description Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.     We’re actively seeking a talented Life Insurance Underwriter to join our Consumer Markets Division. T his role supports 100% remote work. As an Underwriter, you’ll play a key role in Pacific Life’s growth and long-term success by evaluating insurance applicants; you'll correlate all aspects of risk to determine whether to...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking talented Life Insurance Underwriters to join our Consumer Markets Division. We are hiring at the Underwriting Consultant and Senior Underwriting Consultant level, and this role supports 100% remote work. As an Underwriting Consultant, you’ll play a key role in Pacific Life’s growth and long-term success by evaluating insurance...

Company: BHHIC Berkshire Hathaway Homestate Insurance Company As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and “large company” benefits, in addition to an exciting, friendly, “small company” atmosphere. A Brief Overview   The Field Marketing Representative visits with BHHC’s wholesale agency partners nationally and is responsible for monitoring and fostering agency relationships while growing a book of business. What will you do? Understand and communicate BHHC’s non admitted property product to the assigned wholesale agents Arrange virtual visits and in person travel to call on wholesale agents nationally. Act as decision maker within the territory regarding all levels of agency appointments, agency commitment levels, terminations, and other types of disciplinary actions. Identify...

Company: BHHIC Berkshire Hathaway Homestate Insurance Company As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in working with a successful company. We offer unparalleled financial strength, stability and “large company” benefits, in addition to an exciting, friendly, “small company” atmosphere. A Brief Overview   The Field Marketing Representative visits with BHHC’s wholesale agency partners nationally and is responsible for monitoring and fostering agency relationships while growing a book of business. What will you do? Understand and communicate BHHC’s non admitted property product to the assigned wholesale agents Arrange virtual visits and in person travel to call on wholesale agents nationally. Act as decision maker within the territory regarding all levels of agency appointments, agency commitment levels, terminations, and other types of disciplinary actions. Identify...

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 The Lender Services Representative plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. This position focuses on assisting customers with mortgage accounts, escrow accounts, property insurance questions, and claims-related concerns. The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism. This role requires strong...

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.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . Reporting to a Regional Marketing Rep Manager, this role is responsible for being the link between CNA Surety and agent customers and is an extension of the underwriting team. Each marketing representative is responsible for executing business strategies by conducting regular sales calls, both in-person and virtual, to their assigned agencies within their territory. Through a solution-based selling approach, they will...

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 Large Group Senior Employee Benefits Account Executive to join our growing team in Phoenix, AZ! The primary responsibility of the Large Group Senior Employee Benefits Account Executive is to manage their assigned book of business with a high level of independence and autonomy. The Senior Employee Benefits Account Executive will have a comprehensive knowledge base of Employee Benefits, including funding mechanisms, compliance requirements, and benefit trends. The Senior Employee Benefits Account Executive is a coach and mentor for the team and uses discretionary judgment on advanced tasks and special projects that support the success of the Employee Benefits Team and the firm. How You Will Contribute:   Work with producers on new business opportunities, including attending initial prospect...

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 an Assistant Broker to join our growing team in Scottsdale, AZ !    The Assistant Broker’s primary function is to support the clerical, administrative process and management of the Broker’s book of business for both renewals and new business.    How You Will Contribute:    Completes and files documentation required for risk acceptance determination. Collaborates with Broker with regards to unusual coverages. Determines amount of insurance in force on single risk or group of closely related risks. Confirms appropriate filings in accordance with applicable regulations. Maintains knowledge of all markets available to maximize opportunities to negotiate placements. Verify complete and proper coding. Compliance with Quality Control guidelines. Perform other duties as assigned. Licenses and...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description We offer a merit-based work-from-home program based on job responsibilities.  After initial training in-person, you could have the flexibility of work-from-home time as defined by the leadership team. Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated individual to join our Claims department as a Bodily Injury Claims Representative in AZ, UT, or ID. The position requires the person to: Assemble facts, determine coverage, evaluate the amount of loss, analyze legal liability, make payments in accordance with coverage, damage and liability determination, and perform other functions or duties to properly adjust the loss. Study insurance policies, endorsements, and forms to develop an understanding of insurance coverage. Follow claims...

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 Commercial Lines Producer to join our growing team in Phoenix, AZ .  In this role, you will be placed in various departments to assist in those particular activities and duties in order to gain technical knowledge and learn processes and procedures of Brown & Brown. You will also be given various training and educational opportunities during the training program. The overall objective is to be prepared to move into a sales position as a Producer at the conclusion of the training program. How You Will Contribute:   Attend all sales meetings, at the office and off-site Assist Brown & Brown teammates with assigned duties as learning experiences. Become familiar with the Agency Management System. Become familiar with Brown & Brown office procedures. Successfully complete all...