76 financial advisor jobs found

Overview AmTrust Financial Services, a fast growing commercial insurance company, has a need for a Telephonic Medical Case Manager, RN.   PRIMARY PURPOSE: To provide comprehensive quality telephonic case management to proactively drive a medically appropriate return to work through engagement with the injured employee, provider and employer.  Our nurses will be empathetic informative medical resources for our injured employees and they will partner with our adjusters to develop a personalized holistic approach for each claim.  These responsibilities may include utilization review, pharmacy oversight and care coordination.    This position will be hybrid out of Maitland, FL or Boca Raton, FL office.  Responsibilities Uses clinical/nursing skills to determine whether all aspects of a patient’s care, at every level, are medically necessary and appropriately delivered. Perform Utilization Review activities prospectively,...

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 Consulting Director serves as a strategic advisor and subject matter expert in business process redesign. This individual contributor role focuses on delivering high-impact project management, driving process improvement initiatives, and supporting organizational transformation efforts. The role requires deep expertise in business process management and the ability to influence and collaborate with senior stakeholders across the organization. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Provides expert consulting on process improvement initiatives and business strategies. Partners with...

Sr PL Field Sales Rep - SD08AE 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.              The Personal Insurance Sales Rep must embody a culture of high performance in sales, driven by a mindset of excellence. They will rigorously adhere to a structured sales process, consistently executing Sales Excellence Principles. Collaborating with both existing and potential independent agencies, they will cultivate profitable relationships while serving as a trusted advisor. Responsible for crafting and implementing a robust agency management and territory sales plan, the Rep will strive to surpass production and profit targets within their assigned territory. This role requires in-person engagements with travel required across the territory,...

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 San Francisco 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, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

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 San Francisco 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, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

The Senior Director Underwriting will be responsible for leading the strategy, underwriting performance, and portfolio management of alternative risk solutions, including captive insurance programs and niche specialty products. This role combines technical underwriting expertise, client advisory, and business development to deliver customized risk solutions for complex clients, with a focus on captives and specialty lines. Qualifications: Bachelor’s degree in Finance, Risk Management, Insurance, or related field (MBA or advanced degree preferred) 15+ years of underwriting experience, with focus on captives, alternative risk, or specialty lines Demonstrated experience structuring and managing captive programs Deep knowledge of captive insurance structures, reinsurance, and risk financing mechanisms Strong financial analysis and underwriting skills Familiarity with actuarial concepts and regulatory frameworks Proven leadership and team management experience...

We are seeking a hands-on ServiceNow Claims Lead Engineer to serve as the technical subject matter expert (SME)  for a highly customized specialty claims platform built on ServiceNow. This role is focused on architecture, design, and hands-on development , working closely with engineering leadership, product stakeholders, and a Software Integrator (SI) to deliver scalable, high-quality solutions. The platform leverages ServiceNow Customer Service Management (CSM), App Engine, and Integration Hub  with extensive scripted customizations and complex integrations across policy administration, financial systems, and enterprise data platforms . This role is ideal for someone who enjoys building and evolving complex platforms , staying close to the code, and acting as the go-to technical authority  for ServiceNow architecture and implementation.   Key Responsibilities: Platform Architecture & Technical Ownership Serve as the ServiceNow technical authority...

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 Controller to join our growing team in Lake Mary, FL! This is a responsible financial management position with duties that include supervision of accounting staff, financial accounting and reporting, and support services for multiple pool programs. How You Will Contribute:   Financial accounting and reporting Prepare or review monthly internal financial statements; Prepare or review quarterly financial statements for pool governance boards and management; Prepare or review annual financial statements for pool governance boards and management; Oversee general ledger account maintenance and supporting work papers for pool programs; Post or approve excess insurance expense recognition journal entries and supporting documents; Post or approve claims related journal entries and...

Employee Benefits Account Executive 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:   The Sr. Employee Benefits Account Executive is responsible for retaining and expanding client relationships, improving the client experience by demonstrating expertise as a professional insurance advisor, and...

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....

Position Summary The Accounts Receivable Employer Advocate serves as the subject matter expert and advisor for all Accounts Receivable processes, driving efficiency, accuracy, and compliance across internal operations and external client partnerships. This role leads process improvement initiatives, supports complex reconciliation and remittance issues, and ensures adherence to government, client, and company guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Serves as the department expert on end-to-end Accounts Receivable workflows from employer submission through internal processing, reconciliation, and financial reporting. Works collaboratively with internal teams and external client employers to establish, communicate, and implement best practices for Accounts Receivable Leads the evaluation, design, and...

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...

Position Summary: The Association Insurance Advisor is an embedded insurance leader operating a co-owned virtual insurance agency inside a trade association. This role serves as the on-site face of the association’s insurance solution and is responsible for association integration, member engagement, relationship credibility, growth enablement, and execution of commercial insurance placements. While this role involves placing and servicing individual commercial insurance accounts, success depends primarily on trusted presence within the association, influence with leadership, and the ability to drive member adoption of the insurance program. Supervisory Responsibilities: None initially. This role is expected to evolve into a leadership position as service and operational support is added with scale. Essential Tasks: Embedded Association Leadership Operate as the embedded insurance representative inside association headquarters, building daily credibility with...

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: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: Provide positive, prompt, and accurate service to clients. Assist in marketing new and renewal business. Evaluate premiums, prepare...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Executive within the Shepherd family, you will assist Insurance Advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. You will provide guidance and mentorship to team members, fostering their professional growth, and building skills through leading by example. With a positive attitude, the Account Executive and Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: Provide positive, prompt, and accurate service to clients. Act independently or in accordance with...

Job Summary:    The Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This involves conducting thorough assessments of a client's assets and potential risks and providing recommendations for appropriate insurance coverage. Additionally, the advisor is responsible for maintaining strong relationships with their clients keeping them up to date on market changes as well as any changes to their insurance program. Effective communication and analytical skills are essential for this role. Essential Responsibilities: Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance. Review client exposures, loss experience and current coverage and recommend appropriate products and services. Provide proactive day-to-day client service by anticipating and...

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 As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Tampa, FL. Relocation assistance is not available...

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 As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Tampa, FL. Relocation assistance is...