137 financial representative jobs found

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 This is a field-based role in the Bryan-College Station, TX area. Candidates who are willing and able to work in Bryan-College Station area are encouraged to apply. Areas of Responsibility will include Bryan-College Station, Brenham, Chappell Hill, Hempstead, Prairie-View, Madisonville, Hearne, and Caldwell . As well as...

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 As a Development Product Owner supporting Contact Center Technology, you will serve as the direct representative of the business on a SAFe Agile team responsible for quality management and coaching applications. You will shape the product roadmap, translate business needs into well-defined features and user stories, prioritize...

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 It is all about learning and growing. Our Bank Customer Service & Sales role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull and Company   is seeking   an   Underwriting Assistant   to join our growing team in   Dallas, TX !            Under guidance of the Internal Operations Leader, individual whose primary responsibilities include carrying out direction of underwriting assistant functions to provide support and integrity of underwriting practices.     How You Will Contribute:      Assists the Account Executive when underwriting or brokering risks, ensuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.   Perform other duties as assigned by members of management...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull and Company   is seeking   an   Underwriting Assistant   to join our growing team in   Dallas, TX !            Under guidance of the Internal Operations Leader, individual whose primary responsibilities include carrying out direction of underwriting assistant functions to provide support and integrity of underwriting practices.     How You Will Contribute:      Assists the Account Executive when underwriting or brokering risks, ensuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.   Perform other duties as assigned by members of management...

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 As a dedicated Outbound & CRM Configuration Senior, you will serve as a direct representative of the business on an agile team. Attain, understand, and communicate business vision and needs in order to write and refine user stories, prioritize work, and provide guidance to technical teams. Use critical thinking, problem...

Job Description Premium Accounting Representative Build the future with us Are you motivated by meaningful work and eager to contribute to a company that helps clients feel confident and secure about their future? Join us as a Premium Accounting Representative , where you will play a key role in ensuring the accurate and timely processing of premium payments—an essential function that supports our policyholders, agents, and overall financial operations. At iA, people and their development are at the heart of our priorities. You’ll join a caring, collaborative, and innovative environment where your skills can grow, and your impact truly matters. What you’ll do As a Premium Accounting Representative , you will: Process all forms of premium payments, including list billing, returns, and direct payments Manage daily completion of WMS items Monitor and balance suspense accounts Process returned items and support policy reinstatements Respond to...

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 It is all about learning and growing. Our Licensed Insurance Professional role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on...

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 It is all about learning and growing. Our Insurance Professional role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training,...

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: Provides general administrative and clerical support to ensure efficient operation of the office or department. This role is responsible for handling routine tasks, including scheduling, data entry, document preparation, and providing assistance to managers and team members as needed. KEY RESPONSIBILITIES:   Following   is a summary of the essential functions for this job ....

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 Commercial Lines Associate Account Manager to join our growing team in Plano, TX!   The Associate Account Manager Commercial Lines is responsible for issuing certificates of insurance, ID cards, and evidence of property insurance, as well as processing change requests, endorsements, and audits. Additionally, the role involves ordering loss runs, experience mods, MVRs, managing claim reporting, updating spreadsheets, and ensuring all documentation is accurately maintained and followed up on.   How You Will Contribute: Issue certificates of insurance and evidence of property insurance, ensuring accuracy and compliance with policy terms.  Provide clients with ID cards in a timely and accurate manner.  Order loss runs and Experience Mods from current insurance carriers to maintain up-to-date claim...

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 a   Property & Casualty Associate   to join our growing team in   S an Antonio, TX !          Under the direction of the Commercial Lines Leader, the P&C Associate provides operational and administrative support to retail agents, assigned Underwriters, and team members. This role   is responsible for   timely ,   accurate   processing of policy documentation and related transactions while delivering consistent, high-quality customer service. The Associate plays a key supporting role in   maintaining   workflow efficiency, service standards, and revenue growth.        How You Will Contribute:        Process and upload policies, endorsements, renewals, cancellations, invoices, and related documentation with speed...

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   Commercial Lines Account Executive   to join our growing team in   Plano, TX !         The Commercial Lines Account Executive   is responsible for   the retention and growth of an assigned book of business .    The Account Executive builds relationships with clients and prospects to achieve client satisfaction.     How You Will Contribute:       Cultivate relationships with clients, prospects, carrier partners, and teammates to drive retention and new business .   Lead renewal process for assigned   book of business .   Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements .   Identify   gaps in coverage...

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 a   Property & Casualty Associate   to join our growing team in   S an Antonio, TX !          Under the direction of the Commercial Lines Leader, the P&C Associate provides operational and administrative support to retail agents, assigned Underwriters, and team members. This role   is responsible for   timely ,   accurate   processing of policy documentation and related transactions while delivering consistent, high-quality customer service. The Associate plays a key supporting role in   maintaining   workflow efficiency, service standards, and revenue growth.        How You Will Contribute:        Process and upload policies, endorsements, renewals, cancellations, invoices, and related documentation with speed...

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: Administer timely and accurate policy issuance process that is consistent with compliance and performance standards. Support underwriter with all endorsement requests to ensure compliance with carrier and company guidelines. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not...

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 Senior Financial Analyst is a hybrid finance role that serves as the primary finance point of contact for an assigned business segment, unit, or vertical, while also supporting recurring monthly finance responsibilities. The role provides financial analysis, reporting, forecasting, reconciliations, and accounting support, and partners with Program Leaders to review performance, investigate...

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 a   Property & Casualty Associate   to join our growing team in   S an Antonio, TX !          Under the direction of the Commercial Lines Leader, the P&C Associate provides operational and administrative support to retail agents, assigned Underwriters, and team members. This role   is responsible for   timely ,   accurate   processing of policy documentation and related transactions while delivering consistent, high-quality customer service. The Associate plays a key supporting role in   maintaining   workflow efficiency, service standards, and revenue growth.        How You Will Contribute:        Process and upload policies, endorsements, renewals, cancellations, invoices, and related documentation with speed...

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 This is a field based role in the Northwest Austin, TX area. Candidates who are willing and able to work in Austin, TX are encouraged to apply. Within defined guidelines and framework responsible for the investigation, negotiation, evaluation and appraisal of vehicle damage claims for both repairable and total loss...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do As the Regional Vice President (Commercial Lines Sales) for the Southwest Region, you will be responsible for providing strategic leadership and direction to achieve growth and profitability objectives for Commercial Lines business in the territory. This includes leading, developing, and coaching a team to deliver superior results and to support a positive employee and customer experience. In this role, you will collaborate with various stakeholders including business segment...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. This role requires a minimum of 10 years of Life and Annuity information technology experience. KEY RESPONSIBILITIES National Life Group...