99 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...

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. This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business. This position will have daily in office expectations and will not be filled...

Company Details   Carolina Casualty  is a member company of  W. R. Berkley Corporation , an insurance holding company that is among the largest commercial lines insurance writers in the United States. We specialize in liability, physical damage, cargo and other insurance solutions for the commercial auto markets including trucking, public transportation and others.    Join Carolina Casualty, where innovation meets purpose.   Carolina Casualty is a proud member of W. R. Berkley Corporation, one of the largest commercial lines insurers in the country. What sets us apart is not just our size, but how we work and who we are.   We specialize in liability, physical damage, cargo, and other insurance solutions for the commercial auto market, including trucking and public transportation industries that keep America moving. Our team tackles real, complex challenges for the people and businesses that make that possible every day.   At CCIC, we live...

About HUB International: HUB International Limited (“HUB”) is one of the largest 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. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. What We Offer You: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

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   Financial Operations Audit Analyst  to join our growing team in Maitland, FL!     The Financial Operations Audit Analyst is based in Maitland, FL and offers a hybrid schedule .  This position involves financial and compliance review and significant recruiting and mentoring of other teammates. The Financial Operations Audit Analyst plays a key leadership role within the Financial Operations Audit (FOA) team, responsible for planning, executing, reviewing and managing audit fieldwork across financial, operational, and compliance areas.   This role combines strong internal audit fundamentals with increasing use of data analytics and automation to enhance audit efficiency, coverage, and insight. Audit Analysts are expected to independently manage audits, mentor...

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 Senior Financial Analyst POSITION OVERVIEW: We are seeking a highly analytical and detail-oriented Senior Financial Analyst with experience in compensation, bonus administration, and/or accounting. In this role, you will administrator bonus plans and related financial processes, ensure accurate and compliant incentive payouts, and deliver data-driven insights to support Operations and leadership decision-making. The ideal candidate excels in critical thinking,...

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 Senior Financial Analyst POSITION OVERVIEW: We are seeking a highly analytical and detail‑oriented Senior Financial Analyst with experience in compensation, bonus administration, and/or accounting. In this role, you will manage compensation‑related financial processes, ensure accurate incentive payouts, and deliver data‑driven insights that support Operations and leadership decision‑making. The ideal candidate excels in critical thinking, communicates effectively,...

The Senior Data Analyst is a member of the Data Engineering team, responsible for acquiring, managing, validating, and analyzing data as it moves through Fortegra's data ecosystem — from ingestion into Snowflake to downstream delivery into Oracle, reporting platforms, and other systems. This role serves as a critical bridge between the Data Engineering team and its key business partners in Finance and Premium Operations, translating business needs into data requirements and translating data findings into clear, actionable business insight. Because this role sits at the intersection of engineering and business, exceptional communication skills are essential. The Senior Data Analyst must be equally comfortable working through a technical data problem with an engineer and presenting a reconciliation finding to a Finance or Operations leader, translating clearly in both directions. Minimum Qualifications Education Bachelor's degree in Accounting, Statistics, Finance,...

Fortegra is seeking a Finance Transformation & Reporting Analyst to support enterprise‑level financial reporting, data accuracy, and process improvement initiatives. This role partners closely with Finance, Accounting, and leadership teams to deliver high‑quality financial information and enhance reporting efficiency across the organization and with DB Insurance. Minimum Qualifications: Bachelor's degree in accounting, finance, analytics or related field. 2-6 years in financial reporting, FP&A, public accounting, or finance transformation. CPA certification or progress toward certification preferred. Insurance industry experience and Korean language skills are a plus. Primary Job Functions: Prepare quarterly, annual, and ad hoc financial reports for executive leadership and the parent company. Support reporting across GAAP, Statutory, IFRS, and K‑ICS frameworks. Validate and reconcile financial data to ensure accuracy, completeness, and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brow n is seeking a Technology Risk & Compliance Analyst to manage technology risk and ensure compliance across the Retail Technology portfolio. This role embeds risk and compliance into delivery as an integrated capability that enables speed, quality, and regulatory alignment. The ideal candidate will partner with portfolio leaders, delivery teams, security, and business stakeholders to proactively identify, prioritize, and manage risks, enforce compliance standards, and drive remediation across applications, infrastructure, and data environments. This role aligns to the Retail OCIO objective of managing risk within defined appetite while enabling scalable, secure technology delivery. How you will Contribute: Technology Risk Management Identify, assess, and document technology risks across projects,...

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 Senior Financial Operations Auditor to join our growing team in Maitland, FL ! The Senior Financial Operations Audit Analyst involves financial and compliance review and significant recruiting and mentoring of other teammates. The Senior Financial Operations Audit Analyst plays a key leadership role within the Financial Operations Audit (FOA) team, responsible for planning, executing, reviewing and managing audit fieldwork across financial, operational, and compliance areas. This role combines strong internal audit fundamentals with increasing use of data analytics and automation to enhance audit efficiency, coverage, and insight. Senior Analysts are expected to independently manage audits, mentor team members, and contribute to the evolution of FOA methodologies, including continuous audit and...

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   Benefits Administrator   to join our growing team in   St. Petersburg, Tampa, Naples, and Ft. Myers, FL!     The Benefit Administrator is responsible for delivering responsive, accurate, and personalized service to clients and their employees. This role supports day-to-day benefit administration, open enrollment, compliance coordination, internal process management, and team collaboration. The ideal candidate is detail-oriented, proactive, and committed to providing a high-quality experience for both clients and internal teams.     How You Will Contribute:     Serve as the primary contact for routine client and member service needs, including ID cards, claims issues, eligibility inquiries, and general benefit questions. Respond to hotline...

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 Senior Financial Operations Audit Analyst to join our growing team in Maitland, FL .! The Senior Financial Operations Audit Analyst is based in Maitland, FL and offers a hybrid schedule.  This position involves financial and compliance review and significant recruiting and mentoring of other teammates. The Senior Financial Operations Audit Analyst plays a key leadership role within the Financial Operations Audit (FOA) team, responsible for planning, executing, reviewing and managing audit fieldwork across financial, operational, and compliance areas. This role combines strong internal audit fundamentals with increasing use of data analytics and automation to enhance audit efficiency, coverage, and insight. Senior Analysts are expected to independently manage audits, mentor team members, and contribute...

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 We are seeking a Mid-Level Risk and Compliance professional with 6+ years of hands-on experience in Cloud Governance,  Risk and Controls . In this role, you will work closely with architecture, application development, security, audit, and business teams to identify, assess, and mitigate technology risks impacting USAA’s...

Overview AmTrust Financial Services, Inc. a fast-growing multinational property and casualty insurance company has an immediate need for a Paralegal in their New Jersey Workers’ Compensation Staff Counsel team in Princeston New Jersy    Responsibilities Review and analysis of files before scheduled hearings, including written pre-hearing reports for multiple attorneys; • Pulling, organizing and bookmarking medical records on a regular basis; • Scheduling examinations with vendors and facilities; • Working with vendors to request and obtain records via subpoena/medical authorization; following up and organizing/summarizing upon receipt; • Composing routine correspondence, taking calls from attorneys, claims professionals, opposing counsel, and courts; • Experience working in an all-inclusive document management platform is required   This is a deadline-driven work environment. The ability to...

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 Director Client Services – Workers Compensation PRIMARY PURPOSE : To oversee client service delivery, operational analytics, and strategic initiative management for Workers’ Compensation program while partnering with regional operational leadership to drive continuous improvement and high-quality claim outcomes. ESSENTIAL FUNCTIONS and RESPONSIBILITIES: Client Partnership & Program Management Serves as a strategic liaison between client...

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:   Senior level Account Manager within the Large Commercial Lines space performs more routine responsibilities and is the primary point of contact for clients they oversee. Occasionally supports Account Executives with Clients that require extensive...

Company Details       Join Carolina Casualty, where innovation meets purpose.   Carolina Casualty is a proud member of W. R. Berkley Corporation, one of the largest commercial lines insurers in the country. What sets us apart is not just our size, but how we work and who we are.   We specialize in liability, physical damage, cargo, and other insurance solutions for the commercial auto market, including trucking and public transportation industries that keep America moving. Our team tackles real, complex challenges for the people and businesses that make that possible every day.   At CCIC, we live by three simple truths:   Always do right. Integrity is not just a slogan. It guides every decision we make.   Everything counts; everyone matters. Every role, every voice, and every contribution help shape who we are as an organization.   Embrace innovation and act responsibly. We are willing to challenge the status quo while...

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 We are seeking a dedicated intermediate level Protective Security Officer for our Tampa, FL  locations (Tampa Campus and Crosstown) to provides armed response to emergency incidents involving workplace violence, active shooters, duress situations, medical emergencies, access control violations, and other safety and security...

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 Patient Care Coordinator-Bilingual Preferred PRIMARY PURPOSE:  To provide world class customer service and service delivery to our clients and patients through processing referrals in the delivery of medical goods and services. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Reaches out to patients in relation to new or already processing referrals confirming patient demographic information, providing updates on the referral, and/or confirming delivery of said goods or...