41 employee benefits financial consultant jobs found

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description Take the lead on complex automobile accident claims where your expertise truly matters. In this role, you’ll investigate and confirm the facts of loss for high‑complexity auto claims, applying critical thinking and sound judgment to determine coverage, liability, and damages. You’ll own the claims process from investigation through resolution—adjusting and negotiating settlements within your authority while delivering fair, accurate, and timely outcomes for all parties involved. Beyond handling challenging claims, you’ll serve as a trusted mentor, supporting and sharing knowledge, guidance, and best...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Senior Absence Consultant will consult with internal sales and account management teams, as well as with external national account clients, on a wide variety of complex projects including: FMLA, Sick Pay, Salary Continuance, Statutory Disability, Short-term Disability, Long- term Disability, Vacation and Paid Time-off (PTO) and other employer sponsored leave programs. The role will serve as a subject matter expert for our client service team members and partner internally to create client deliverables, contribute to client management and business activities, and participate in the creation of new intellectual capital. The ideal candidate for this role is someone who has expertise within a national accounts broker focusing on absence and disability programs consulting. E xperience on the broker side of the business is a must-have....

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ 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 B enefits Consultant to join our growing team in Ft. Lauderdale, FL!       The Benefits Consultant is responsible for generating and retaining business by developing sales strategies, securing new and renewal accounts, cross-selling policies, supporting client service operations, and presenting tailored insurance solutions to meet client needs.       How You Will Contribute:       The main duty and responsibility of the insurance producer is to find, develop, propose, and bind new business.   The second responsibility is to renew existing clients every year   Ability to cross sell corporate client's property & casualty and personal insurance policies    To assist office staff...

Position Title Branch Banking Client Consultant I - Port St. Lucie FL   Location Port St. Lucie, FL 34986-1764   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.   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 client experience by assisting with...

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   Business Development Specialist   to join our growing team in Doral, FL! The Employee Benefits Business Development Specialist focuses on small business warm lead follow ups via phone and email. In this role, the Business Development Specialist makes recommendations on coverage based on information obtained from the prospect/customer. The primary responsibilities are to follow up with each lead, advise on and then quote the appropriate coverage, and complete the sale of the appropriate policies. This position is responsible for new and renewal/ marketing functions. . How You Will Contribute Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation,...

Position Title Branch Banking Client Consultant II   Location Estero, FL 33928-8307   Job Summary The Branch Banking Client Consultant II 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: 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...

Position Title Branch Banking Client Consultant II - Pembroke Pines, FL   Location Pembroke Pines, FL 33027-1208   Job Summary Branch Banking Client Consultant II 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, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s)...

Position Title Branch Banking Client Consultant II - Float - Mission Bay FL   Location Boca Raton, FL 33498-6797   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, non-interest...

Position Title Branch Banking Client Consultant III - Licensed - Coral Springs, FL   Location Coral Springs, FL 33065-5042   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: Sales Performance:  support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income.  Client Experience:  deliver client engagement and education--using the tools and systems available. Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead calling,...

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. The Opportunity We are seeking a dedicated Business Process Owner Lead – Member Distributions We offer a flexible work environment that requires an individual to be in the office 4 days per week . This position must be based in our San Antonio, TX; Plano, TX; Phoenix, AZ; Colorado Springs, CO; Chesapeake, VA or Tampa, FL offices. Relocation assistance is not available for this position. What you'll do: As business process owner, leads planning for highly complex processes including problem definition,...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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. Nationwide Insurance is the 8th largest commercial carrier.  Our Risk Management & Client Services organization has over 100 Risk Management associates and technical staff.  Our commercial portfolio of accounts consists of traditional, middle market and national accounts.  Business segments include: contractors, manufacturing, real estate management, service industries, retailers, etc. We are seeking a Consultant, Loss Control who will have responsibilities for...

Position Title Branch Banking Client Consultant III - Licensed - Palm Beach Gardens, FL   Location Palm Beach Gardens, FL 33410-3664   Job Summary A Branch Banking Client Consultant III - Licensed leverages extensive knowledge in banking, investments, and lending to help clients achieve their financial goals. Individuals in this position typically hold applicable investment and mortgage licensing, and have a proven success in consultative sale. The Client Consultant III plays a significant role in the branch sales execution while maintaining strong operational standards.   Job Responsibilities: Sales Performance:  support growth of branch by achieving growth targets in financial performance (deposits loans, and non-interest income.  Client Experience:  deliver client engagement and education--using the tools and systems available. Meet behavioral activity goals as defined by retail leadership including, but not limited to, NextGen and marketing campaign lead...

Position Title Branch Banking Client Consultant II - Boca Raton FL   Location Boca Raton, FL 33431-7205   Job Summary Branch Banking Client Consultant II 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, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team member(s) to achieve...

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   Finance Analyst SR. to join our growing team in   Daytona Beach, FL!         The Senior FP&A Analyst will work closely with the Director of FP&A and business leaders across the organization to provide financial insight, advanced modeling, and data-driven analysis that supports strategic decision-making. The role contributes to financial planning processes, operational analysis, and initiatives related to organizational design, target operating models, and evolving business structures.     How You Will Contribute:     Consolidate, analyze, and interpret financial data, including budgets, forecasts, and operating results. Support annual budget development, periodic forecasting cycles, and financial planning across multiple business units....

Client Advisor 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...

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.  This individual contributor position works under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specialized line of business. Responsibilities include the coordination of all claim resolution activities in accordance with company protocols, while achieving quality and customer service standards. Position requires regular communication with customers and insureds and may have regional, industry segment or company-wide scope of responsibility. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of highly...

We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution. What You’ll Do: Revenue Growth & Business Development Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota. Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity. Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business....

Job Description: Title:   Practice Leader   – Employee Benefits     Work Mode:  Hybrid or Fully Remote   | Location/Supporting:   Longwood, FL   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   The Employee Benefits Practice Leader serves as the executive steward of the Employee Benefits (EB) practice, providing strategic leadership to drive enterprise-wide...

The Senior Placement Broker – Casualty is a senior technical placement resource focused on large and complex Casualty placements, supporting client teams and Regional Brokerage Leaders on new business opportunities, challenging renewals, and escalated senior-level client issues. This role requires deep technical expertise in casualty program structure and policy language, strong market relationships, and advanced negotiation skills. Your Impact Placement Strategy & Market Execution Develop and execute placement strategies for complex Casualty insurance programs, including primary, umbrella, and excess liability towers Lead carrier negotiations to secure optimal pricing, terms, conditions, and coverage enhancements Strengthen and expand market relationships to improve access, responsiveness, and outcomes Identify, analyze, and quantify client exposures and present strategic placement recommendations Client & Regional Leadership Support Serve as a senior...