75 financial representative jobs found

Job Description: Already registered? Bring your Series 6 or 7 to a role where you can make a greater impact.  Pacific Life is hiring Registered Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound role — no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward. Registered candidates move to our hybrid schedule immediately - in office one day a week. At Pacific Life, Registered Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they’re often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience when it...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a n   Underwriting Assistant   to join our growing team in   Greensboro, NC !            The Underwriting Assistant will   assist   the Underwriter by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.     How You Will Contribute:      Work with Underwriter, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.    Provide full   assistance   and support for the sales and production...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a n   Underwriting Assistant   to join our growing team in   Greensboro, NC !            The Underwriting Assistant will   assist   the Underwriter by reviewing insurance applications, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.     How You Will Contribute:      Work with Underwriter, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws.    Provide full   assistance   and support for the sales and production...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details:   Cary, NC (On-site) - Kildaire Branch Position Schedule/Shift:   Monday - Friday 8:30am–6pm ET (One Rotating Saturday a month working 9:00am - 1:00pm)  Position Summary   Customer service talent is in demand, and today’s candidates want a role where they can build relationships, grow their skills, and make a real impact every day. As a Branch Customer Service Representative with The Auto Club Group, you’ll be the welcoming face of AAA—helping members with trusted products and services while driving satisfaction, sales, and long-term career growth.  Key Responsibilities   Member Service & Sales: Greet, service, and support members by promoting and selling membership, travel products, select banking products, and other ACG offerings.  Lead Generation & Promotions: Generate leads, share travel and insurance specials, provide travel information,...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: 3750 East Franklin Boulevard Gastonia, NC 28056(This position is on-site) Position Schedule / Shift: Monday - Friday 8:30am - 6pm (Possible Rotating Saturday's 9:00am - 1:00pm) Position Summary Customer service talent is in demand, and today’s candidates want a role where they can build relationships, grow their skills, and make a real impact every day. As a Branch Customer Service Representative with The Auto Club Group, you’ll be the welcoming face of AAA—helping members with trusted products and services while driving satisfaction, sales, and long-term career growth. Key Responsibilities Member Service & Sales: Greet, service, and support members by promoting and selling membership, travel products, select banking products, and other ACG offerings. Lead Generation & Promotions: Generate leads, share travel and insurance...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: 11338 North Community House Road Charlotte, NC 28277 (This position is on-site) Position Schedule / Shift: Monday - Friday 8:30am - 6pm (Possible Rotating Saturday's 9:00am - 1:00pm) Position Summary Customer service talent is in demand, and today’s candidates want a role where they can build relationships, grow their skills, and make a real impact every day. As a Branch Customer Service Representative with The Auto Club Group, you’ll be the welcoming face of AAA—helping members with trusted products and services while driving satisfaction, sales, and long-term career growth. Key Responsibilities Member Service & Sales: Greet, service, and support members by promoting and selling membership, travel products, select banking products, and other ACG offerings. Lead Generation & Promotions: Generate leads, share travel and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Accounting Senior Professional is responsible for leading complex accounting processes, ensuring compliance with applicable standards, and providing financial analysis to support business decisions. This role involves reviewing and reconciling accounts, preparing financial statements, and guiding less-experienced team members on technical accounting matters. The position requires strong analytical...

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 Customer Service Representative to join our growing team in Greensboro, NC.   The Personal Lines Customer Services Representative will provide prompt, efficient, and high-quality customer service within a high-volume insurance center. The focus of the role is customer experience with the goal of increasing customer retention and soliciting new business or cross-sell opportunities.   How You Will Contribute:       Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, auto ID cards, billing, payments, or any other service-related matters .     Proactively seek referrals from current...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Data Product Owner serves as the liaison between underwriting and the data warehouse and reporting teams. This role partners directly with underwriting leadership to understand their reporting and data needs, translates those needs into clear requirements for the data and engineering teams, and follows the work through delivery. The role can span multiple verticals depending on size and...

Job Description: Pacific Life is investing in bright, agile and diverse new talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented User Access Management (UAM) Manager who will be responsible for assisting with delivering administrative services and support across enterprise infrastructure and business line applications, while providing oversight, subject matter expertise (SME) and leadership to a team of UAM Analysts.  In this role, you will be responsible for acting as the primary point-of-contact for the security of our systems and data, assisting with controlling and supporting these resources to ensure the right people have access to the right resources at the right times and for the right purpose.  You will be regarded as a SME with end users within all Pacific Life divisions and business lines, other technologists and support staff and will be accountable to ensure service level...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Professional level role with knowledge and experience as a Scrum Master. Typically Scrum Masters at this level work with two or more mature teams at a time, under broad supervision and little instruction. Delivery focused team leader. Enables Agile teams to realize value by facilitating Agile ceremonies, following CRC Group’s Best Practices, removing impediments, coaching on Agile processes....

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...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.   Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier.   Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations in NYC, Dallas and Charlotte. What you will do You'll be a key contributor to the company's operational excellence by conducting quality assurance reviews within our Commercial General Liability and Errors and Omissions lines.  With skills in leadership, collaboration, and relationship-building, you'll share file review results and host calibration sessions.  In the spirit of continuous improvement, you'll use your analytical skills to identify claim handling trends and create reports to members of our leadership team...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do You'll be responsible for investigating, evaluating, negotiating, and resolving primarily Southern commercial general liability claims with moderate complexity.  With skills in detail orientation and analysis, you will interpret coverage and prepare coverage letters as well as handle risk transfer.  Consultation with supervisors on more complex coverage will occur as needed and this role will provide exposure to litigated claims. This position requires strong claims handling...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: 11338 North Community House Road Charlotte, NC 28277 (This position is on-site) Position Schedule / Shift: Monday - Friday 8:30am - 6pm (Possible Rotating Saturday's 9:00am - 1:00pm) 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...

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 This is a field based role in the Raleigh and Greensboro, NC area. Candidates who are willing and able to work in Raleigh and Greensboro, NC are encouraged to apply. Within defined guidelines and framework responsible for the investigation, negotiation, evaluation and appraisal of vehicle damage claims for both...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do Commercial Lines Underwriters are responsible for underwriting risk including underwriting decisions on complex risks to apply insurance rules and regulations in accordance with guidelines. Managing a high-volume agency assignment with increased authority limits. Is able to prepare material for agency reviews and work with the account underwriter on agency production and loss ratio improvement plans. In this role, you will be responsible for underwriting commercial lines...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Why Choose a Career with the AAA The Auto Club Group (ACG) · Established brand that has been around for over 100 years. Our members know and trust us! · Branch Offices house travel, membership, insurance sales and support employees · You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members. Excellent Opportunities to Build a Career Pat h: The Branch Customer Service Representative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as: · Other Branch positions – Field Insurance Sales Agent, Travel Agent or · Other Departments such as: · Call Centers (ERS, Sales and Service, etc.) · Automotive Services · Claims · Underwriting and more A DAY IN THE LIFE of a Branch Customer...

The Company At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations in NYC, Dallas and Charlotte. What you will do The Senior Property Claims specialist will work to resolve Commercial Property Claims in a timely, professional manner with our insureds. This is an inside, desk adjuster position and a hybrid role reporting to our offices in Charlotte-Ballantyne, NC; Woodbury, Long Island; or New Hartford, NY. Investigate, make coverage determination, prepare complete scope and adjust to disposition commercial lines losses. Position requires extensive personal contact with insureds, their legal...