51 consultant jobs found

Position Title Branch Banking Client Consultant II - Float - Harrison, NJ   Location Harrison, NJ 07029   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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. ****This position will require travel to the following cities: Newark, West Orange, Harrison, Upper Montclair, Verona, Caldwell, and Roseland.   Job Responsibilities: Sales...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Employee Benefits Sales Consultant to their Corporate Synergies team in the Philly Metro Region. The Employee Benefits Sales Consultant is an experienced sales producer who actively develops and maintains a pipeline of new potential clients and continually sources referrals for new business opportunities. As a consultant to your clients, you will analyze and develop comprehensive solutions to meet your clients’ goals. You will actively partner with Account Management to ensure the success of new business and retention of existing business. Essential Functions: Establish and build strong, integrity-based relationships with C-level managers for companies of 100 employees plus Identify new potential clients and develop strategies to convert them to FRP clients Continually source referrals for developing additional contacts and...

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.  The Premium Audit Consultant will handle the Northeast territory, conducting premium audits primarily for New Jersey. This is a work from home position requiring the timely completion of remote/hybrid audits with some business travel within the assigned territory to perform physical audits of Property & Casualty Commercial Lines policies at customers’ premises when required. In this role you will establish the appropriate classifications, basis of premium, and premium exposures in accordance with company policy, ISO, NCCI & Independent Bureaus’ policies and regulations. Experience with ISO, NCCI & Independent Bureau States such as the California WCIRB is required. Excellent verbal...

Overview We are seeking a Senior Operations Consultant to join our Optimization and Transformation team. This role drives operational excellence by partnering with Operations, Underwriting, Sales, and Claims teams to discover, analyze, and transform business processes across the organization. You will conduct discovery sessions to understand end-to-end operations, design future-state operating models, and support strategic initiatives including platform migrations, automation implementations, and operating models, including consolidating multiple groups into unified operations with standardized workflows. Beyond project-based work, you will serve as an ongoing business process partner to field teams, providing continuous support for process innovation and problem-solving. You will also act as a liaison between business operations and cross-functional partners including Operational Delivery & Implementation, Finance, and Technology. Success requires deep knowledge of...

Position Title Financial Consultant Location Sayreville, NJ 08872 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Job Responsibilities: JOB RESPONSIBILITIES     Meets with   customers or prospects to discuss their financial needs and outline   appropriate financial   products that meet the financial goals for customers.     Build and   maintain   excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing   plans   and daily support ....

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Clinical Risk Management Consultabt to their  Cornell Insurance Services  team in the Edison, NJ office.  Job Summary: The Clinical Risk Management Consultant is focused on identifying, assessing, and mitigating clinical risks for healthcare providers within an insurance brokerage firm, utilizing their medical expertise to analyze potential claims, advise clients on risk reduction strategies, and work with underwriters to secure appropriate coverage based on clinical risk factors.  Essential Functions: Clinical Risk Assessment: Review medical records, incident reports, and claims data to identify potential clinical risks associated with patient care, including medication errors, standard of care compliance risks, and diagnostic errors. Detect and manage risk exposure Maintain and update an organization's policies...

Position Title Branch Banking Client Consultant II - Float (Freehold NJ and surrounding areas)   Location Freehold, NJ 07728   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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,...

Sr Consultant Risk Engineering - KR08DE 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.              At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance—combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader insurance experience, we help customers protect what...

The salary range for this job posting is $77,450.00 - $123,921.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. This role will work remote. Ideal candidates will have experience with Package, Auto and Workers' Compensation and reside ideally in NW New Jersey. This role will also service the Philadelphia, Pennsylvania area. The salary range for candidates in New Jersey or Pennsylvania is $83,771 - $134,031 annually + bonus + benefits. Pay Type: Salary We may hire a senior level which is on a higher salary range. A company vehicle will be provided for this role. The position will report to a Director, Safety and Loss Control....

Position Title Branch Banking Client Consultant I - Sayreville NJ (Part-Time)   Location Sayreville, NJ 08872   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. Pay Range - $17hr. - $22.55/hr.   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) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive...

Position Title Branch Banking Client Consultant II - Float - Harrison, NJ   Location Harrison, NJ 07029   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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. Pay Range $17.00 - $25.06 This position will require travel to the following cities: Newark, West Orange, Harrison, Upper Montclair, Verona, Caldwell, and Roseland.   Job...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+"(Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award  for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please visit...

Guardian is seeking a  Senior Salesforce Technology Lead  to drive the design, build, and delivery of a next-generation Salesforce CRM platform leveraging  Salesforce Financial Services Cloud (FSC) . This role will play a critical part in  modernizing and transforming our legacy CRM ecosystem , leading the migration to FSC while enabling scalable, secure, and business-aligned solutions.  This is a  hands-on leadership role  requiring deep Salesforce expertise, strong architectural acumen, and the ability to lead cross-functional teams and vendor partners to deliver end-to-end solutions.  You Will  Lead the  end-to-end transformation  from legacy CRM to  Salesforce Financial Services Cloud , including architecture, design, and implementation  Define and implement  scalable Salesforce architectures , leveraging best practices across Sales Cloud, Service Cloud, and FSC  Partner with business stakeholders to  understand requirements , prioritize initiatives, and...

About the role The Managerial Skill Development Specialist will manage a portfolio of learning initiatives that build future-ready management skills across the organization. This role reports to the Manager Skills Lead and collaborates with stakeholders across functions to design and implement scalable learning solutions that deliver on both development and business strategies. The role requires strong project ownership, creativity in learning design, and the ability to deliver innovative learning experiences that energize participants and engage them in developing their personal leadership skills. Key Responsibilities: Strategic Learning Partnership Serve as a primary learning partner to assigned business units, building trusted relationships to understand business priorities, skill gaps, and performance needs. Partner cross-functionally with HRBPs, Talent, and other stakeholders to ensure alignment with broader talent and leadership initiatives. Evolve and execute...

Join Westfield Specialty’s newest team!   Westfield Specialty’s new A&H team has an opening for joining our expanding operation. As a key contributor on this highly experienced team, you'll help build a premier A&H reinsurance and insurance operation. This new team offers significant opportunities for career growth and development.    The Senior Stop Loss Claims & Cost Containment Analyst  supports the Accident & Health (A&H) team by serving as a forward-facing liaison to cost containment vendors and customers while also providing hands-on support to stop loss and reinsurance claims operations. This role is responsible for coordinating cost containment strategies, assisting in claims production, and helping manage claims inventory and volume to ensure timely, accurate, and compliant claim outcomes. The position partners closely with internal claims staff, underwriting, reinsurance partners, and external vendors to drive consistency, efficiency,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Winston Benefits, a Brown & Brown company, is seeking a Benefits Specialist to join our call center team!    A Benefit Specialist is responsible for the day-to-day servicing of clients. WHAT YOU’LL DO: Be knowledgeable of all products and services offered by Winston. Be knowledgeable of all workflow processes. Respond to all inbound service calls and voicemail messages from customers, according to Call Center Research and resolve complaints to ensure customer retention and satisfaction. Communicate with carriers on behalf of members to obtain and update necessary information. Mail voluntary insurance product brochures, applications, service request forms and claim forms as Respond to inquiries from Benefit Consultants/Enrollers. Keep Account Manager and Customer Service Manager informed of any...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Corporate Synergies team in the Philly  Metro Region.  The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business).     Essential Functions: Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).  With guidance and supervision, work on client related deliverables of increasing complexity.  Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance),...

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 . Under technical direction, responsible for underwriting risks in a book of business. Works within specific limits of authority on assignments requiring significant technical complexity and coordination. Utilizes underwriting policies and guidelines, rating manual rules and insurance laws and regulations. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in...

Position Title Branch Banking Leader - Float/Travel - Sayreville NJ and surrounding areas   Location Sayreville, NJ 08872   Job Summary A Branch Banking Float Leader travels between multiple locations to support assigned branch operations and manages a team of Float Branch Banking Client Consultants, This role is responsible for overseeing delivery of high quality, prompt, and professional financial services and supporting client experience and operational standards; and ensuring financial transactions are processed in an accurate, efficient, and professional manner while assisting the team in meeting branch goals. The Float Leader coaches and develops assigned float team members across multiple branch locations to support operational standards, achievement of performance objectives, and delivery of exceptional client experience. In addition, the Float Leader helps to drive branch revenue growth, operational integrity, and continuity of branch operations during...

LOCATION: We are open to hiring candidates located in the Boca Raton, FL or the NY Metro area as occasional travel in the office may be required. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset,...