96 financial analyst lead jobs found

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is seeking an entry level Tax Analyst to join our growing team in St. Pete, FL !     The Tax Analyst supports the surplus lines tax team and is responsible for reviewing, evaluating, preparing and filing state tax filing submissions, ensuring all documentation and statutory compliance requirements have been met.     How You Will Contribute:   Evaluate management reports to ensure that all offices have submitted the required filing documentation. Follow up with all offices as necessary to secure complete and timely submissions.  Review and prepare all office tax filing submissions; ensure necessary documentation has been submitted; verify appropriate invoicing and taxing amounts; ensure compliance with all state requirements.  Process tax filings for assigned states in a timely and accurate manner.  As...

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! As a Senior Business Systems Analyst supporting our Salesforce team, you’ll partner with business and technology teams to deliver Salesforce enhancements, automation, integrations, and process improvements across Sales, Agency Operations, Marketing, and other business functions. You’ll own requirements from discovery through delivery, helping ensure Salesforce solutions solve the right business problems and create measurable value. What You'll Do Business Analysis & Salesforce Delivery Lead requirements gathering and translate business needs into user stories, process flows, functional requirements, and acceptance criteria. Partner with Salesforce developers, business...

Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! As a Senior Quality Analyst , you'll play a key role in ensuring the delivery of high‑quality technology solutions across Slide's insurance platforms. You'll lead testing efforts, identify risks before they impact customers, and partner with business and technology teams to support reliable, efficient releases. What You'll Do Quality Assurance & Testing Develop and execute risk‑based test strategies for applications, enhancements, integrations, and production fixes Create and maintain functional, regression, integration, end‑to‑end, and user acceptance test coverage Analyze requirements, system behavior, configurations, data, and defects to identify quality...

*Please Note: This is remote position but based out of Tampa, FL * The Senior Employee Benefits Analyst serves as a lead analytical resource for public sector clients, responsible for delivering advanced financial analysis, strategic reporting, and data‑driven insights across complex employee benefit programs. Building upon foundational analyst responsibilities, this role provides deeper evaluation of renewal and proposal data, identifies trends and risks, and develops actionable recommendations that support long‑term benefits strategy and cost management. Working under the direction of the Senior Manager, the Senior Analyst manages a portfolio of clients with complex benefit structures, including group medical, dental, vision, pharmacy, life, and disability programs. This individual plays a key role in leading renewal analyses, RFP processes, and carrier evaluations, while partnering closely with Senior Benefit Consultants, Client Services, and external vendors. In...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Arrowhead Specialty   is seeking   Collections Analyst   to join our growing team in   St. Petersburg, Florida!     The Collections Analyst   is responsible for   supporting the Team Leader/Senior in execution of all transactions related to Premium Accounting within GMI. The lead role will   be responsible for   managing and reconciling insurance premium transactions to ensure   accurate   financial reporting and smooth cash flow. The role manages the end-to-end accounts receivable and   collections   process, ensuring   timely   premium payments,   accurate   cash application, and exceptional service to internal and external stakeholders. This role serves as the link between policy administration, billing, and other finance teams. The role will be   required   to research inquiries...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: · Kendall, FL Position Schedule / Shift: Monday - Friday 8:30am - 5:30 as well as Saturday from 9am-1pm. You may take 4 hours off during the week or be paid Overtime if you do not. Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Great American's Equine Mortality Division is one of the world's leading providers of equine mortality...

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 Property Desk Adjuster PRIMARY PURPOSE : Handles losses and claims valued up to $15,000 for property and casualty insurers through the thorough examination of documents, records, loss reports, and other relevant documentation.  Efficiently manages a case load using technology for efficient claim processing. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Evaluates insurance policies, claims forms, policies, endorsements, carrier instructions, and other records to...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Arrowhead Intermediaries   is seeking a Director of Financial Systems & Transformation to join our growing team  in Florida or North Carolina.   The Director of Financial Systems and Transformation will work with the Technology Solutions organization to drive key business requirements, needs, and priorities in the discovery, evaluation, selection, and implementation of financial systems supporting Arrowhead Intermediaries (AHI).  Knowledge of AI platforms and applications will be critical to evaluating solutions and practical use cases .  This role serves as the primary liaison between Accounting, Finance, and Technology to ensure financial systems align with business needs, regulatory requirements, internal controls, and Brown & Brown enterprise standards. Experience within the insurance...

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...

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....

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.  Working in partnership with assigned business area, the Technical Learning Senior Consultant formulates and helps to deliver technical training solutions to the organization that create and maintain a continuous learning environment, facilitate increased capabilities, and achievement of business goals. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Coordinates the evaluation, enhancement and maintenance of the full inventory of learning courses, materials, job aids and other related technical training resources for the business unit. Organizes and catalogs materials for effective, efficient and...

About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary We are looking to hire a highly driven Senior Accountant to support a...

Position Title Branch Banking Client Consultant II - Estero FL   Location Estero, FL 33928-8307   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...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Position Title Relationship Manager Team Lead-Commercial Real Estate   Location Miami Beach, FL 33140-3503   Job Summary The Relationship Manager Team Lead-Commercial Real Estate manages commercial loan relationships of all levels of complexity.  Manages and provides guidance to CRE Relationship Managers in the negotiation and structure of deals. Independently generates and assists team with new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrates a team approach to the relationship.  Facilitates the team’s collaboration with product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists. Provides oversight and guidance in the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages the team’s monitoring of portfolio quality and ensures...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Claims Senior Supervisor oversees the daily operations of a claims team, ensuring adherence to company guidelines, industry regulations, and service standards. This role manages Construction Defect claims, provides technical expertise, develops staff capabilities, and drives efficient claims resolution to achieve business objectives and maintain a high level of customer satisfaction....

The Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities : None Essential Tasks : Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares necessary proposals,...

Position Summary:   The Commercial Lines Account Manager   provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities:   None Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares...

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.  We are looking for an Insurance Operations Senior Product Owner who can drive transformative operational initiatives and deliver business value through generative AI solutions. This role is a hybrid execution position supporting the rollout of generative AI initiatives across business operations. You will serve as the bridge between business stakeholders and delivery teams—intaking and shaping AI use cases, translating needs into clear requirements, developing prompts, and iteratively testing and refining outputs until they are reliable, repeatable, and fit-for-purpose. You will help establish a disciplined prompt lifecycle (design → test → refine → version) and enable end-users through...