19 senior investment professional jobs found

Company Details Berkley Edge offers solutions for hard-to-place and distressed risks for both professional and casualty lines of business.  Edge will focus on small to mid-sized risks through a wholesale only distribution model.   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 have been listed on the New York Stock Exchange, seen our revenue soar well past $10 billion, and become a well-respected Fortune 500 Company.   The Company is an equal employment opportunity employer. Responsibilities The Senior Underwriter – General Casualty is responsible for managing an individual book of business and contributing to revenue growth, profitability, and competitiveness. This role oversees underwriting activities including applications, renewals, repricing,...

Company Details Berkley Edge offers solutions for hard-to-place and distressed risks for both professional and casualty lines of business.  Edge will focus on small to mid-sized risks through a wholesale only distribution model.   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 have been listed on the New York Stock Exchange, seen our revenue soar well past $10 billion, and become a well-respected Fortune 500 Company.   The Company is an equal employment opportunity employer. Responsibilities The Senior Underwriter – Small Business will maintain contributory responsibility for small business underwriting, including revenue growth, profitability and competitiveness, while having sole responsibility for an individual book of business and serving as a key point...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Chief Compliance Officer to their team  at Advus Financial Partners in the Orlando Metro Region.  Job Summary: The Chief Compliance Officer ("CCO") is responsible for the design, implementation, administration, and supervision of the firm's comprehensive compliance program. The CCO serves as the primary leader responsible for promoting a culture of compliance, managing regulatory risk, and ensuring adherence to applicable federal and state securities laws and regulations. Managing approximately $4 billion in client assets, Advus seeks an experienced compliance executive who can provide strategic leadership, regulatory expertise, and practical business guidance. The CCO will work closely with executive leadership, legal counsel, operations, technology, and advisory personnel to support the firm's growth while maintaining the highest standards...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Krauter & Company is seeking a Managing Director to lead and grow its Private Equity Casualty Practice. This senior leadership role is responsible for advising private equity sponsors and portfolio companies on complex casualty risks throughout the investment lifecycle while driving strategic growth, market engagement, and team development. Key Responsibilities Lead the design, negotiation, and placement of sophisticated casualty insurance programs for private equity clients and their portfolio companies. Develop and maintain strong carrier and market relationships to deliver innovative risk transfer and alternative risk financing solutions. Drive revenue growth through client retention, cross-selling opportunities, and new business development initiatives. Provide strategic guidance on M&A transactions, due diligence, risk...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision   insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and...

The LDP Associate is a highly motivated recent college graduate who will rotate to two (2) to four (4) operational areas throughout the 2-year program. Each rotation will last 6 to 12 months and is assigned based on the associate’s qualifications and interests as well as business need. Rotations include the following departments: Financial Planning & Analysis, Corporate Accounting, Internal Audit, Compliance, Data Analytics, IT, Underwriting, Account Management, Marketing, Operations, and Business Analysis. While in the rotation, the LDP associate will report to the designated rotation manager and will be responsible for assigned tasks and duties relevant to that department. What LDP will gain: Exposure to multiple business units and senior leadership. Hands-on experience in strategic and operational initiatives. A strong professional network across the organization. Mentorship, coaching, and leadership development opportunities Minimum Qualifications:...

Company Details Berkley Edge offers solutions for hard-to-place and distressed risks for both professional and casualty lines of business.  Edge will focus on small to mid-sized risks through a wholesale only distribution model.   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 have been listed on the New York Stock Exchange, seen our revenue soar well past $10 billion, and become a well-respected Fortune 500 Company.   The Company is an equal employment opportunity employer.   #LI-ND1 #LI-Hybrid Responsibilities Berkley Edge is seeking an experienced and production-oriented Senior/Executive Underwriter to join our growing team. This role is ideal for a high-performing underwriting professional with deep expertise in Manufacturers & Contractors, Excess...

About Specialty Program Group-Wholesale:   SPG Wholesale is the wholesale division of Specialty Program Group, combining five of our legacy wholesale brands (Monarch E&S, Beacon Hill Associates, Specialty Wholesale Insurance Solutions (SWIS), Capitol Special Risk and JDM & Associates) into one unified platform.  Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group, a division of HUB International, offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.   Responsible for developing, managing, marketing, underwriting, and sustaining...

Description Summary: Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients.  Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance. Provide investment/insurance solutions to customers based on a comprehensive financial...

Senior Corporate Accountant About Fortegra Become a part of Fortegra, an industry leader for more than 45 years helping businesses and individuals manage risk by creating and delivering reliable insurance risk management solutions. You will join the Corporate Accounting team and play a pivotal role in preparing and analyzing operating results to provide key insights to accounting and business leaders. Fortegra operates in a highly complex insurance and accounting environment. In this role, you will gain exposure to a myriad of business arrangements and accounting transactions — making this an excellent opportunity to strengthen and hone a strong accounting and reporting skillset with direct visibility to senior leadership. This role is based at our corporate headquarters in Jacksonville, Florida, with minimal travel required. You will work at the corporate accounting level, interacting with all elements of insurance financial management — including investments, risk...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Position Title Branch Banking Client Consultant II - Float/Travel - Coral Gables and surrounding areas   Location Coral Gables, FL 33134-6020   Job Summary Branch Banking Client Consultant II - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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,...

Position Title Government Banking - Relationship Manager Sr   Location Work From Home FL, FL 32302   Job Summary This position is responsible for generating and managing public sector business opportunities in an assigned territory. Responsibilities include creating revenue through generation of loans and deposit growth, and cross selling all applicable banking products and services including treasury management, card services, payroll services, and any required retail services.   Job Responsibilities: JOB RESPONSIBILITIES Business Development:  Responsible for business development of new public sector client relationships and the profitability of these relationships once obtained.  This includes any follow up tracking and reporting, and administrative functions that are required. Relationship Management:  Accountable for maintaining existing client relationships and expanding these relationships by cross selling appropriate bank products and investments with...

The New Producer Technical Mentor is a dedicated resource for new Employee Benefits producers, combining hands-on technical mentorship with cross-departmental guidance to accelerate producer ramp-up and long-term success. This is not a sales role — it is a people-development role for a seasoned EB professional who has mastered the craft and is ready to multiply their impact through others. Formal training is delivered through Higg U; this role complements that curriculum by translating classroom learning into real-world application, coaching producers through plan design, carrier strategy, and the technical mechanics of the sale, while also connecting them to the right people, tools, and workflows across the organization. In partnership with Regional Sales Directors, Office Leaders, and Account Management teams, this role ensures new producers understand market dynamics, technical fundamentals, and business development expectations from Day One — laying a strong foundation for...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Position Title Branch Banking Client Consultant II - FLOAT/TRAVEL - Delray Beach FL   Location Delray Beach, FL 33446-1395   Job Summary Branch Banking-Client Consultant II-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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,...

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 transformational and results-oriented Senior Director, Technology Solutions to lead the strategy, delivery, and ongoing management of enterprise platforms supporting our shared services organizations, including Teammate Resources (HR), Finance, Legal, and other corporate functions . Reporting directly to the Chief Information Technology Officer, this leader will be responsible for the technology vision, roadmap, governance, and operational performance of our shared services technology ecosystem. The role will serve as a trusted business partner to the Chief People Officer, Chief Financial Officer, Chief Legal Officer, and their leadership teams , ensuring technology investments enable business growth, operational efficiency, compliance, and an exceptional teammate experience. The ideal...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...