77 financial representative jobs found

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary The Account Executive is responsible for assisting the Broker team in executing trades, managing accounts, and navigating regulatory compliance. The role collaborates with internal teams, stays informed on market trends, and offers strategic insights about clients. They are also responsible for assisting in new business and renewal submissions, reviewing policy documents and invoices and other client service activities. What will your job entail? Job Responsibilities: • Prepares accounts for new business and the renewal...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. One80 Intermediaries is seeking a Customer Care Specialist to join our growing team .   The Customer Care Specialist will keep existing bill counts and policy premiums on the books by notifying members that their premium is due .  Assist members making payments, setting up recurring payments, or getting to the sales department if they are interested in a new policy or a new level term product.   How You Will Contribute:       Mailing out reminder and lapse letters in timely from the system.    Consistently meet expectations of at least 50 outbound calls per day.   Review retention reports daily to see where numbers are and where focus needs to be.   Work through assigned tasks of unpaid accounts .     Assist on...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking   an   Account Manager   to join our growing team   in   Oakbrook Terrace, IL !     The Account Manager quotes renewal business in   a timely , efficient,   professional,   and   accurate   manner, all the while responsible for growing revenues. This position interacts with company and retail agent personnel in a diplomatic and knowledgeable manner   in order to   establish   positive relationships, increase revenues, and   retain   policies upon   expiration . In concert with other renewal business underwriters,   is   responsible for production and profitability results of the renewal business segment of the commercial department.        How You Will Contribute:      Process renewal property casualty...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary The Client Support Associate is responsible for assisting clients by addressing inquiries, guiding them through policy-related matters, and communicating policy renewals. The role resolves customer concern promptly, gathers feedback, and collaborates with internal teams while staying informed about industry trends for enhanced client support. They maintain organized client records, identify cross-selling opportunities, and educate clients on insurance details. What will your job entail? Job Responsibilities: • Assists...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking   an   Account Manager   to join our growing team   in   Oakbrook Terrace, IL !     The Account Manager quotes renewal business in   a timely , efficient,   professional,   and   accurate   manner, all the while responsible for growing revenues. This position interacts with company and retail agent personnel in a diplomatic and knowledgeable manner   in order to   establish   positive relationships, increase revenues, and   retain   policies upon   expiration . In concert with other renewal business underwriters,   is   responsible for production and profitability results of the renewal business segment of the commercial department.        How You Will Contribute:      Process renewal property casualty...

At Safety National, we don’t just offer jobs – we build careers with purpose! Since 1942, we’ve been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally. Ready to grow with us? Apply today! Follow this link to view all of our available careers and apply: https://www.safetynational.com/careers-page/ This opportunity is in the Insurance Underwriting department The Insurance Underwriting Department offers a culture of empowerment to produce results and resolve clients’ issues. Our team has an excellent track record of success with an experienced and creative group of people that work well together while underwriting various lines of coverage for large accounts representing numerous industries....

We’re thrilled that you are interested in joining us here at the Amynta Group! We’re thrilled that you are interested in joining us here at the Amynta Group! We’re looking for an entrepreneurial middle market commercial inland marine producer or production underwriter to expand the distribution of our industry leading products. This fully remote position is part of the management team for our Physical Damage / Commercial Inland Marine Insurance products. Working with stakeholders from Sales, Claims, Legal, Marketing and IT, you will deliver world class physical damage / Commercial Inland Marine insurance for agricultural, construction and material handling equipment distributed through our equipment dealer network. Responsibilities: Pitch and close prospective dealers and clients from our regular inflow of prospects Manage ongoing customer relationships for assigned dealers and clients Identifies trends in physical damage insurance for target equipment and implements...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. One80 Intermediaries   is seeking a n   AVMA Service Support Representative   to join our growing team !     The   Service Support Representative ’s   role   is responsible for   several areas of administration including application processing, claims processing, working incoming mail and other duties as assigned.     How You Will Contribute:       Responsible for knowing insurance plan details such as eligibility to complete applications, enrollments or claims accurately .      Responsible for meeting contractual department goals by completing daily work given within guidelines set by the insurance carrier or the association and working directly with the sales team or insurance carrier when need be if questions arise .       Assist   in...

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 Disability Representative Sr PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical documentation and the applicable disability plan interpretation including determining benefits due and making timely payments/approvals and adjustments, medically managing disability claims including comorbidities, concurrent plans, and complex ADA accommodations; coordinates investigative efforts, thoroughly reviews contested claims,...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...

Job Description Amazing Career Moments Happen Here    Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers – all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable, we’re creating a place where amazing career moments are made possible.     Position Overview   Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for an Associate Business Development Representative.  This person will play a crucial role in managing inbound leads and nurturing them through the qualification process, helping to connect potential clients with the right technology solutions to transform...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: This is an on-site position in our Joilet, IL location. Position Schedule / Shift: Monday - Friday 8:30am – 5:30pm 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 consistent, customer-focused support.   Insurance Policy...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...

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 and its divisions—Arrowhead Programs, Bridge Specialty Group, and Arrowhead Specialty are seeking a Senior Power BI Lead to join our growing team. This hybrid opportunity is ideally suited for candidates based in Atlanta, Chicago, Denver, or San Diego.   Arrowhead Intermediaries (AHI), the Specialty segment of Brown & Brown, is seeking a senior Power BI leader to  establish  and scale a centralized Power BI function within the AHI Data Strategy & BI team. This role will serve three independently operated divisions and will  be responsible for  setting the enterprise standard for Power BI reporting, governance, security, semantic modeling, and report lifecycle management across AHI.   How You Will Contribute:     Creates the foundation for a new Power BI...

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 Leave of Absence Coordinator Leave of Absence Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near our dynamic Center of Excellence📍 Chicago, IL 175 W. Jackson Blvd. 12th Fl. Chicago IL 60604. ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...

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 and its divisions—Arrowhead Programs, Bridge Specialty Group, and Arrowhead Specialty are seeking a Senior Power BI Lead to join our growing team. This hybrid opportunity is ideally suited for candidates based in Atlanta, Chicago, Denver, or San Diego.   Arrowhead Intermediaries (AHI), the Specialty segment of Brown & Brown, is seeking a senior Power BI leader to  establish  and scale a centralized Power BI function within the AHI Data Strategy & BI team. This role will serve three independently operated divisions and will  be responsible for  setting the enterprise standard for Power BI reporting, governance, security, semantic modeling, and report lifecycle management across AHI.   How You Will Contribute:     Creates the foundation for a new Power BI...

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.  Manages the enterprise Ledger Reconciliation function for insurance receivables and related accounting, including Surety. The role leads operational execution, financial close governance, journal entry approval, audit support, BPO partnership strategy, control discipline, and continuous improvement across a high-volume and increasingly complex receivables environment. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Oversees enterprise general ledger reconciliations for insurance receivables and related accounting, including Surety, ensuring reconciliations are accurate, supported, completed...

Sr Representative Claims - CH08BE 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 Workers’ Compensation Senior Claim Representative is accountable for planning, recommending, and executing the investigation of workers’ compensation claims. Our dynamic team of claim professionals provide superb customer service with the valuation, disposition and settlement of worker compensation claims while consistently adhering to our corporate claim settlement policies. Additionally, the representatives will work within established procedures in adherence to statutory, regulatory and ethical requirements. Work Arrangement : This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations...