6 operations analyst jobs found

Higginbotham is currently seeing a Sr. Accountant for the Louisville, KY office. This role will be responsible for the day-to-day internal operations of the Captive Department, and accounting team support as needed. Essential Functions and Tasks: Perform internal accounting operations of the captive department including: Processing invoices, recording deposits and recording monthly adjustments Review and reconcile monthly investment activity Prepare monthly financial statements and bank reconciliations Prepare quarterly and annual regulatory reports Coordinate tax return preparation with external CPA firm Review annual tax returns Documentation of workflows and standard operating procedures/internal controls Monitor cash flows and cash requirements Coordinate and supervise external audits of captives Develop and maintain proactive communication level with clients and other associates. Board and Association Support Assist in new captive formations...

Job Description: Commercial Product Manager (Digital Banking – Niche Commercial Segments) The Commercial Product Manager defines and executes product strategy for digital banking solutions tailored to specialized commercial segments, including title companies, homeowners’ associations (HOAs), commercial real estate firms, franchise operators, property managers, and athlete/artist management groups. This role combines deep market insight with strong product execution to deliver differentiated solutions that drive growth for financial institutions and their commercial clients. Key Responsibilities Market & Customer Insight Develop expertise across niche commercial segments and their unique banking, payments, and operational needs Conduct market research, client discovery, and competitive analysis to identify opportunities Monitor trends in commercial banking, including real-time payments, embedded finance, and automation Product Strategy & Roadmap...

Company Details   We provide a foundation of stability and predictability that gives employees the confidence to succeed. Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States. Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $15 billion. Today the Berkley brand comprises 60 businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by Chairman, President and Chief Executive Officer, W. Robert Berkley, Jr., W. R. Berkley Corporation is well positioned for long-term success and future growth.   The Company is an equal employment opportunity employer. Responsibilities The Regulatory Compliance Coordinator independently performs core...

Position Title Branch Banking Client Consultant I - Freeport NY (Part-Time)   Location Freeport, NY 11520   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement,...

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   Client Account Manager Sr.   to join our growing team in   Columbia, KY !     The Client Account Manager Sr. is responsible for managing and servicing a book of business by handling policy processing, renewals, client relationships, coverage analysis, compliance documentation, and identifying opportunities to enhance coverage and support account growth. ***This position can sit in our Bowling Green or Louisville office location*** How You Will Contribute:     Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of...

Investment Specialist (Hybrid) Hub Financial - Southwest Ontario HUB Financial, a division of HUB International, is one of North America's leading insurance brokerages. Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help them succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support, all designed to streamline business processes and improve client outcomes. At HUB Financial, we empower advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.     About The Role   We’re looking for a motivated and knowledgeable Investment Specialist to join our HUB Wealth Management team. Reporting to the Vice President of Investments, this role is pivotal in supporting Advisors and driving regional sales of HUB Wealth...