13 document analyst jobs found

About the Role   HUB International South Florida is   seeking   a motivated and detail-oriented Wealth Management Client Support Analyst to join our growing advisory team. This entry-level role is ideal for someone early in their financial services career who is eager to build   a strong foundation   in wealth management operations and client service.   You’ll   play a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.   Key Responsibilities   Perform   accurate   and   timely   data entry across client accounts, custodial platforms, and internal systems   Process and manage new account applications and account maintenance requests   Execute and track money movement transactions, including transfers, distributions, and contributions   Support advisor workflows including paperwork preparation, document...

Company Details BerkleyNet is an innovative workers compensation insurance provider that does all our business online. Our goal? To make doing business “Ridiculously Fast. Amazingly Easy.” Responsibilities The Finance Operations & Analytics Analyst supports BNET’s efforts to improve financial visibility, operational efficiency, and reporting consistency by connecting finance, operations, and data.   This role combines foundational FP&A, process improvement, and analytics responsibilities to support reporting, planning, and workflow optimization. The analyst helps translate business activity into useful financial insight, contributes to standardized reporting and process documentation, and assists in building scalable tools and dashboards that improve decision support.   The role is well suited for a detail-oriented analyst who can work across functions, organize and interpret data, and contribute to...

We are adding a  Benefits Program Manager   to our team!  This position is a hybrid position requiring 10 days in office per month.  Schedule:  Twenty (20) hours per week, Monday through Friday from 10a to 2p; or as needed for department coverage.   Who We Are: Since 1909, NGL Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best,...

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 Remote Operations Dispatch Coordinator Schedule: Monday-Friday 11am-8pm EST PRIMARY PURPOSE:  To accurately route and assign claims, tasks and related requests within the claims management system and provide operational support to temporary housing colleagues by ensuring timely, accurate and appropriate workflow distribution, ESSENTIAL FUNCTIONS and RESPONSIBILITIES Sets up and assigns new claims, tasks and requests into the claims management system. Enters...

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 Per Diem General Liability Adjuster PRIMARY PURPOSE :  Handles complex, technically challenging claims on automobile, homeowner, and excess liability policies.  Adjusts claims with complex coverage issues involving liability, damages, evidence, or other complex legal issues, while providing an exceptional customer experience. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Adjusts claims that arise on Automobile, Homeowner and Excess Liability policies. Develops...

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 Consumer Care Advocate (Part-time) PRIMARY PURPOSE:  To provide high quality service to both internal and external customers, delivering an easy and efficient customer experience for routine lost time. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Processes incoming calls, faxes and voicemails from claimants, providers, clients, attorneys, etc., resolving their claims related questions and issues in accordance with designed guidelines and policies. Communicates claims...

The Product Owner II, CRM & Sales Enablement will drive the strategic development and enhancement of CRM and sales enablement platforms, ensuring alignment with business objectives and optimizing the sales lifecycle. This role is crucial in translating business needs into actionable product features and fostering a culture of continuous improvement. You will Lead the product development lifecycle for CRM and sales enablement initiatives, leveraging Agile Methodology to deliver high-quality solutions. Conduct thorough requirements gathering and analysis, actively listening to stakeholders to capture and prioritize business needs. Define and manage product backlogs, user stories, and acceptance criteria for CRM and sales enablement features. Utilize Analytical Acumen and Data Analysis to monitor Key Performance Indicators (KPIs), identify trends, and inform product decisions. Drive Digital Transformation efforts within the sales organization, identifying...

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. *This internship is open to students currently enrolled in a four-year degree seeking program in the Omaha area.* Berkshire Hathaway Homestate Insurance Company is a member of the Berkshire Hathaway group of insurance companies owned by Berkshire Hathaway Inc. Hours:  Flexible; Between 8:00 a.m. – 5:00 p.m. 15-20 hours per week depending on the applicant's schedule during the school year More hours available in Summer (up to 40 hours per week) This internship will give the qualified candidate an opportunity to obtain valuable experience in financial planning and analysis with an...

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. *This internship is open to students currently enrolled in a four-year degree seeking program in the Omaha area.* Berkshire Hathaway Homestate Insurance Company is a member of the Berkshire Hathaway group of insurance companies owned by Berkshire Hathaway Inc. Hours:  Flexible; Between 8:00 a.m. – 5:00 p.m. 15-20 hours per week depending on the applicant's schedule during the school year More hours available in Summer (up to 40 hours per week) This internship will give the qualified candidate an opportunity to obtain valuable experience in financial planning and analysis with an...

Job Title: Accounting Intern Position Type: Internship Location: 900 South Capital of Texas Highway, Austin, Texas 78746 (Onsite) Schedule: Part-time, 20 hours per week Employment Duration: Temporary/Seasonal (8/17/2026 – 12/11/2026) Compensation: $15.00/hour About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. We are the perfect fit if you: Enjoy team collaboration and thrive in a culture that recognizes success Want to learn, grow, and gain hands-on experience in a corporate...

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 Property Desk Adjuster - Dallas, TX. PRIMARY PURPOSE : Handles losses and claims valued up to $15,000 for property and casualty insurers through the thorough examination of documents, records, loss reports, and other relevant documentation.  Efficiently manages a case load using technology for efficient claim processing. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Evaluates insurance policies, claims forms, policies, endorsements, carrier instructions, and other...

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 Commercial Property Claims Desk Adjuster - Remote after training PRIMARY PURPOSE : Handles losses and claims for commercial property insurers through the thorough examination of documents, records, loss reports, and other relevant documentation.  Efficiently manages a case load using technology for efficient claim processing. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Evaluates insurance policies, claims forms, policies, endorsements, carrier instructions, and...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process certificate of insurance (COI), ID Cards, and billing questions as...