17 finance jobs found in Bloomfield Hills, MI

Description Summary: The Equipment Finance Sales Coordinator Sr. - HTF provides support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. This role is responsible for the coordination and closing of transactions, including those with complex documentation or structures as well as third party documentation from syndicated partners, for ensuring the closings are in adherence to policies, processes and consideration of tax implications, and work independently with clients and/or internal departments to ensure that transactions are completed accurately, timely and that the company's interests are perfected and protected. Duties and Responsibilities: Responsible for the entry of transaction data within designated front end system and review of transaction details; equipment cost, description and location; pricing; tax and internal...

Position Title Consumer Finance Loan Administrator   Location Troy, MI 48098   Job Summary The Consumer Finance Loan Administrator is responsible for supporting the Consumer Finance Performance Manager, Processors, Underwriters and other Consumer Finance teammates by aiding in departmental processes, production and customer service to consumer customers and internal colleagues. Responsibilities include investigating and routing customer issues or concerns regarding loans or other products or services, completing and analyzing reporting to ensure department SLAs (service level agreements) are met. This role will also support managers and relationship managers using Word, Excel, Power Point, Outlook, and Bank operating/sales management systems. This is a hybrid role based in Troy, MI.   Job Responsibilities: JOB RESPONSIBILITIES Loan Process Support: Assists the processors and underwriters with front-end and back-end process support, such as Mortgage recording,...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for generating sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. A Day in The Life : Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services provided. Maintains a...

Position Title Accountant - Reconciliation Oversight Team-Blackline   Location Troy, MI 48098   Job Summary The Accountant is responsible for ensuring the integrity of accounting information by accurate and timely reporting for financial transactions and financial reporting. Independently responds and resolves inquiries from other departments as it relates to area of expertise (i.e. loans, deposits, cash, etc.). Determines journal entry booking into the financial statements, solving reconciling items, explaining variances to respond to financial planning counterparts. Resolves non-routine variances identified through performing reconciliations. Prepares and submits financial reports and disclosures. $50,146.50-$83,325.00   Job Responsibilities: Record financial transactions in the ledger and maintain required documentation. Act as a consultant to lines of business to ensure appropriate explanations for reconciling items. Analyze accounting options and suggest...

Company: Marsh McLennan Agency Description: Senior Benefits Analyst – Employee Health & Benefits Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Benefits Analyst at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). A day in the life. As our Senior Benefits Analyst on the Employee Health & Benefits team,...

Company: Marsh McLennan Agency Description: Benefits Analyst – Employee Health & Benefits Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Benefits Analyst at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Benefits Analyst on the Employee Health & Benefits team, you’ll obtain and...

OBJECTIVE ADO Field Trainer/Customer Service Representative Objective To lead the Field Force to success by providing comprehensive training and customer service support for independent contractor insurance agents to quote, sell, and service clients. To provide operator service during normal business hours by answering and taking ownership of all incoming calls to the Agent Development Office (ADO) in a prompt, professional, and courteous manner. To proactively research and resolve policy issues by assisting agents and customers by phone, in-person, email, daily document listings, and system reports. To oversee daily office operations of the Agent Development Office and policy servicing. To be a multi-line subject matter expert for field staff. To offer training for all lines of business and system operations to ADO staff, agent staff, and agents. RESPONSIBILITIES ADO Field Trainer/Customer Service Representative...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

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 Accountant | Pooling PRIMARY PURPOSE :  The Accountant is responsible for various risk pool client accounting functions including compiling, analyzing and development of reports for accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties according to established procedures. Prepares financial reports by collecting, evaluating, and summarizing account information for communication to management. ESSENTIAL FUNCTIONS and...

Job Description You must currently reside in Michigan to be eligble for this position. Sector: iAAWG The National Sales Director administers, coordinates, and implements all activities within assigned territory and agents.    ESSENTIAL DUTIES   Support agents and promote the sales of company-branded products to achieve maximum market penetration, and to attain both short- and long-range objectives for sales growth.     The incumbent is responsible for the strategic business planning for the segment of the region's business.     Provides leadership while fostering a culture of accountability, professional development, high-performance, and ethical behavior .   Provide product expertise to Agents and their Dealers.  This includes advising them on how to properly pitch the products; selling methods and techniques; handling objections; giving demonstrations and training on all aftermarket products and...

OBJECTIVE ADO Field Trainer/Customer Service Representative Objective To lead the Field Force to success by providing comprehensive training and customer service support for independent contractor insurance agents to quote, sell, and service clients. To provide operator service during normal business hours by answering and taking ownership of all incoming calls to the Agent Development Office (ADO) in a prompt, professional, and courteous manner. To proactively research and resolve policy issues by assisting agents and customers by phone, in-person, email, daily document listings, and system reports. To oversee daily office operations of the Agent Development Office and policy servicing. To be a multi-line subject matter expert for field staff. To offer training for all lines of business and system operations to ADO staff, agent staff, and agents. RESPONSIBILITIES ADO Field Trainer/Customer Service Representative...

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: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

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 has 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.   Job Summary:   The Account Manager (AM) is the primary day-to-day contact for all service needs for both external and internal customers for our team. They are accountable for facilitating team service deliverables and managing accurate, efficient, and effective responses. This role requires subject matter expertise...

Job Description 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: Acrisure is seeking a Personal Lines High Net Worth Client Advisor to join our growing team.  The Personal Lines High Net Worth Client Advisor is a performance driven individual that delivers “white gloves” service and advisory...

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: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...

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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...