25 lead health benefits consultant jobs found

Position Title Branch Banking Client Consultant II - Licensed   Location Deerfield Beach, FL 33442   Job Summary Branch Banking Client Consultant II - Licensed 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...

Position Title Branch Banking Client Consultant III - Licensed   Location Boca Raton, FL 33498-6797   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: 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,...

The Employee Benefits Analyst plays a critical role in delivering data‑driven insights and financial analysis to support employer clients with complex employee benefits programs. This position is responsible for analyzing renewal and proposal data, monitoring claims and utilization trends, and developing clear, actionable reporting that informs benefits strategy and decision‑making. Under the direction of the Senior Manager, Analytical Services, the Analyst serves as a primary analytical resource for a dedicated book of clients, supporting benefit programs across group medical, dental, vision, pharmacy, life, disability, and related offerings. The Analyst collaborates closely with Benefit Consultants, Account Management, carriers, and vendors to develop competitive RFPs, evaluate proposals, support negotiations, and deliver structured financial reporting. Success in this role requires strong analytical capability, attention to detail, the ability to manage multiple...

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...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a  Commercial Lines Operations Leader to their  Acentria team. Job Summary: The Commercial Lines Operations Leader is responsible for overseeing the operational effectiveness, service delivery, and strategic execution of commercial lines insurance processes. This role ensures alignment with business goals, regulatory compliance, and a high standard of customer and broker satisfaction. The leader will drive continuous improvement, operational efficiency, and team performance across underwriting support, policy servicing, and client onboarding. Essential Functions:   Operational Leadership: Lead day-to-day operations for commercial lines, ensuring timely and accurate processing of policies, endorsements, renewals, and cancellations. Process Optimization: Identify and implement process improvements to enhance efficiency, accuracy, and...

Position Title Financial Consultant Location Naples, FL 34109-2772 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Job Responsibilities: JOB RESPONSIBILITIES     Meets with   customers or prospects to discuss their financial needs and outline   appropriate financial   products that meet the financial goals for customers.     Build and   maintain   excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing   plans   and daily support ....

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an experienced Commercial Lines Account Manager to their  Acentria team. Job Summary: The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager interacts and provides professional support to clients and team members. The Account Manager initiates renewal process including preparing submission to proposing and binding coverages as needed. This position also performs all other duties required to establish, service, and maintain accounts. Essential Functions: Develops retention strategy and new business acquisition...

Built on meritocracy, our unique company culture rewards self-starters who are committed to doing what is best for our customers. The Team Leader serves as the primary link between internal and external stakeholders, ensuring the effective delivery of products and services. This role provides leadership for the service team, driving client satisfaction through best practices, service coordination, mentoring, and strategic guidance. The Team Leader oversees account management teams, leads complex projects, supports vendor negotiations, resolves client issues, and serves as a senior resource for clients. The Team Leader directly supervises team members, reviews work for accuracy, manages team capacity, and ensures client deliverables are timely and accurate. The role is also responsible for revenue growth, client expansion within the team’s book of business, identifying cross-sell opportunities across the RSC/Brown & Brown portfolio, and supporting producers in new business...

The Company Willis Towers Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 39,000 employees in more than 120 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas, the dynamic formula that drives business performance. Unlock your potential at Willis Towers Watson. The Role As a Managing Director you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active...

LOCATION: Hybrid, Boca Raton, FL 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 New York City 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...

Position Summary:   The Senior Loss Control Consultant provides technically competent loss control services and conducts onsite activities to help acquire and maintain clients of Higginbotham. The position analyzes historical loss data to identify trends, evaluate effectiveness, and shape targeted loss control strategies. It involves conducting on-site safety assessments, guiding clients on regulatory compliance, and delivering tailored training and risk management solutions. The role also supports the production team by contributing to client presentations and helping implement carrier recommendations to improve safety outcomes. Supervisory Responsibilities:   None Essential Tasks: Analyze historical loss information to identify loss leaders, measure success and develop appropriate loss control service strategies. Provide expert consulting services to assist with regulatory compliance (OSHA, D.O.T., etc.) Review and provide professional guidance to implement and...

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 high-performing...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at  Advus Financial Partners  in their Winter Park, FL office. Job Summary: Advus Financial Partners is seeking a motivated, detail-oriented Service Financial Advisor with a strong foundation in financial services and a passion for delivering high-quality financial and investment advice.This role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementation—but prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience. Essential Functions: Client Relationship Management: Build and maintain strong,...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Manager to their Acentria  team in Miami, Florida.  Job Summary: The Commercial Lines Manager is responsible for overseeing the day-to-day operations of the commercial insurance team, ensuring effective servicing of client accounts, driving revenue growth, and maintaining high standards of service delivery. This role provides leadership while also collaborating with sales teams to grow and retain the commercial book of business. Essential Functions: Supervise, mentor, and develop a team of commercial lines account managers and support staff Conduct performance evaluations, coaching, and training to ensure professional growth Establish clear performance expectations and accountability metrics Lead team meetings and foster a collaborative, high-performance culture Oversee servicing of commercial accounts to ensure...

*Please Note: Depending on candidate location, this position could be remote or hybrid (in office 3 days/week). The Account Manager is responsible for managing and retaining a dedicated book of business focused on public sector clients  who offer employee benefit programs consisting of group medical, dental, vision, pharmacy management, life, disability, and workplace benefits .   This role serves as a long-term strategic partner and primary point of accountability while delivering consistently high-quality client experience. Day-to-day responsibilities include leading benefits implementation, compliance alignment, renewals, and Open Enrollment strategy.     The Account Manager partners closely with public sector organizations to navigate regulatory complexity, multi ‑ layered governance and decision ‑ making environments, and long planning cycles—ensuring benefits programs are compliant, well ‑ executed, and...

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   Director of Strategic Sourcing and Purchasing   to join our growing team in   Daytona Beach, FL !     The Director of Strategic Sourcing & Purchasing is responsible for leading the strategic sourcing, vendor management, and procurement operations across the organization, ensuring alignment with the company's goals, regulatory requirements, and operational needs. The Procurement Leader collaborates cross-functionally with business units such as IT, Claims, Underwriting, Legal, Operations, and Supply Chain to align procurement objectives with broader business goals. Strong leadership, strategic thinking, and analytical skills are essential to drive continuous improvement and maximize value from the supply base. The role demands a deep understanding of our business and...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Director of Account Management to their  Acentria team in Ormond Beach, FL.  Job Summary: The Director of Employee Benefits Account Management provides strategic leadership, oversees their designated account management team, ensures exceptional client service, and drives operational excellence. Essential Functions: Lead, coach, and mentor the Account Management team Develop and execute team strategy and performance metrics Serve as executive oversight for key clients Oversee renewal strategy and service quality Partner with sales and operations teams Create and maintain strong carrier partnerships Ensure designated team’s clients’ compliance requirements are satisfactory and up to date Manage staffing, training, and team planning Drive process improvement and operational efficiency Manage book of business for large...

Why Join Risk Consulting at AIG?   Risk Consulting at AIG is about teamwork! It is about utilizing your resources, working together to solve real world problems, and making a positive impact on our client’s futures. When asked, “why do we enjoy what we do?” The answer is simple, the people.   The role of a Field Risk Engineer is core to what we do at AIG, both as a risk management resource to our clients and as a leading global insurance organization. Field Risk Engineers are responsible for working with clients to identify and mitigate risks to their business such as fire, flood, windstorm, equipment breakdown etc.  A Day in the Life   Looking for variety and a challenge? Property loss prevention surveys range in size and scope. One day you may be looking at a metal working facility, the next, a university campus. The key to success isn’t about being the expert in every occupancy, it’s about building trust and cross-functional relationships with stakeholders through...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of South Florida. As  Sales Representative, Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the North Florida marketplace.  As  Sales Consultant - Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The...