26 finance jobs found in Phoenix, AZ

Position Summary The Associate Broker 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? Responsibilities:  Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention. Supports the broker in creating market submissions and quote cover letters for agents and reviews received documents to ensure accuracy. Builds relationships with brokers and demonstrates understanding of brokerage operations to proactively support business needs. Collaborates with the broker to drive renewals...

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. Location: Phoenix - Arizona What will your job entail? Responsibilities:  Prepares accounts for new business and the renewal process as directed by the broker, initiates renewal reviews to deliver optimal client coverage and suggests steps for client retention. Supports the broker in creating market submissions and quote cover letters for agents and reviews received documents to ensure accuracy. Builds relationships with brokers and demonstrates understanding of brokerage operations to proactively support business needs....

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope,...

Job Responsibilities and Requirements This position provides Middle Market technical support, sales expertise, and Marketing presence as part of our Integrated Employee Benefits (IEB) /Key Accounts program.  Middle Market IEB defined as employers with 750 employees or less which qualify for the Matrix platform, inclusive of aLEAVEiate customers.   External Partnership Designated Sales leader for Middle Market Absence RFP’s for the respective region. Support development of key national and regional Producers in market.  Including in-person and virtual product, capabilities, industry training, and client strategy meetings and presentations for the expansion of the Producer partnership.  Support Producer relationship management, working with Regional Practice Leaders, for key Broker/Consultant Absence Practice Leaders (National and Regional) in market. Support with Account Management, where necessary, in development of ongoing client strategy for cross sales and...

CopperPoint has an exciting opportunity for an Underwriter III in our Southwest Region in Phoenix, Arizona. This position is responsible for partnering with business development representatives and achieving growth through underwriting and marketing. This position has a higher authority level than lower-level Underwriters and is expected to handle a larger book of business or more complicated accounts. Handles complex issues and problems, referring only the most complex issues to higher-level staff. Job Responsibilities:  Analyzes commercial lines accounts to make sound decisions based on individual risk characteristics, exposure analysis, hazard recognition, and controls. Adheres to individual authority levels. Prices business according to company underwriting and pricing guidelines. Must balance effective pricing and risk selection that produces profit and growth while maintaining successful producer relations. Communicates with agency personnel on...

CopperPoint has an exciting opportunity for a bilingual Spanish Contact Center Representative in the Phoenix, AZ area. The Contact Center Representative will deliver excellent customer service, in a fast-paced contact center environment, while investigating and responding to incoming telephone calls, e-mails, and portal inquiries. This includes inquiries from new/existing policyholders, agents/brokers, injured workers, attorneys, and medical providers. In addition, the Contact Center Representative completes new business welcome call/email activities to policyholders. This is a full-time remote position in Phoenix, AZ, and will require some onsite training in our Phoenix office.   Job Responsibilities: Provide stellar customer service to maximize customer loyalty and retention. This includes inquiries from new/existing policyholders, agents/brokers, injured workers, attorneys, and medical providers.    Demonstrates independent judgment and decision-making skills...

Crum & Forster Company Overview Since 2000, Crum & Forster’s Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative distribution methods, along with excellent client service and support.   In addition to our robust domestic portfolio, which spans both special risk and medical solutions, A&H works on an international basis through various partnerships. Our global capabilities provide our partners with even broader flexibility in underwriting solutions.   The qualities and capabilities of Crum & Forster Accident & Health demonstrate our philosophy of building meaningful, long-term partnerships and our dedication to providing alternative strategies in an ever-changing insurance market.   The A&H MBU takes a full-spectrum approach to designing and servicing a robust slate of products tailored to...

Company: Mercer Description: We are seeking a talented individual to join our Government Healthcare Consulting team at Mercer. This role will be based in Phoenix, Minneapolis or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. The Client Management Support Specialist will support the needs and projects for the assigned sector leadership team, which includes up to 15 members. This role is critical in establishing and maintaining project tools to support our Medicaid growth strategy, focusing on improving the effectiveness and efficiency of the sector. The Support Specialist will continuously enhance their knowledge of GHSC services and the competitive landscape while developing strong working relationships within their sector and across other sectors to achieve our business goals. We will count on you to: Serve as the coordinator for the sector leadership team by implementing action plans, maintaining project...

Company: Mercer Description: We are seeking a talented individual to join our Government Human Services Consulting team at Mercer. This role will be based in Phoenix, Atlanta, D.C., or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office. Since 1985, Mercer’s Government Human Services Consulting (GHSC) practice has continued to grow to meet the complex requirements that a publicly funded health and human services program faces. We’ve grown to nearly 500 professionals specializing in healthcare actuarial science, clinical and behavioral health, data science, finance, pharmacy, policy, and more. Our focus is to transform Medicaid programs to better serve millions of people. We will count on you to: Serve as a lead actuary on complex actuarial and quantitative analysis projects, and perform and review moderately complex analyses by using or modifying existing tools and pricing models Draft client reports and...

Company: Mercer Description: We are seeking a talented individual to join our Government Healthcare Consulting team at Mercer. This role will be based in either Phoenix, Minneapolis or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. The Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. This role provides you with an opportunity to work in a team environment to ensure client recommendations contain multiple points of view. Beyond the in-depth training provided, new employees are included on client teams immediately, providing unique opportunities to learn more while helping team members with critical...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Check out the Day in the Life Video on this page before applying: Insurance Career Videos – Nationwide ! Click the video titled "Solutions Center Careers at Nationwide." You career at Nationwide may begin on January 27th  i n the Retirement Solutions Service Center.   The   initial training period   for this hybrid role s scheduled from   8:00 AM to 5:00 PM ET. Training will be conducted on a hybrid work schedule, requiring 2 days in office. Following the training period,   schedules will vary , with shifts potentially occurring anytime between...

This position is part of the UW support career progression and may report to a Specialist, UW Support, Team Leader, or to a Team Manager, Underwriting Support.  The UW Asst. is an individual contributor within the Underwriting Support Unit of the product field operations.  The individual is expected to actively develop their knowledge and understanding of the fundamental skills and functions of the underwriting support process, underwriting process, risk analysis, and operational drivers. Duties: This role works with the underwriters to ensure that underwriting is conducted within the standards and timeframes, including analyzing the policy submissions in detail to ensure policy issuance information is accurate and complete and conducting quality control checks to ensure adherence to division-specific guidelines and procedures. The role works under moderate supervision and would be performed in areas of greater size and scope from the UA II. Partner with regional...

Company Details         As an elite Excess and Surplus Lines market, Nautilus Insurance Group offers commercial property and casualty insurance solutions to appointed wholesale surplus lines producers countrywide. We have specialized in providing these solutions for more than 35 years.   We have more flexible policy terms and premium rates on a non-admitted basis. Our focus is small to medium Property and Casualty risks on both an admitted and a non-admitted basis.   Our offerings are distributed through partnerships with appointed wholesale surplus lines producers. Our relationships are defined by mutual success, speed to market, customer-centric focus and an expanded appetite.   Coverage placed by Nautilus Insurance Group is provided by Nautilus Insurance Company and Great Divide Insurance Company, both W. R. Berkley Corporation members with A.M. Best (Superior) A+ XV ratings.   Benefit Highlights :  Paid Parental...

Objective: Heffernan Financial Services is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The Financial Advisor will work with individuals and businesses to meet long-term investment and financial goals. The Financial Advisor will have a deep understanding of investment markets and an ability for identifying investment solutions to meet client needs. This is a sales role, that will help drive and close new business, while servicing existing client groups.     Core Responsibilities Include: Identify, develop, and close sales opportunities for both new clients, as well as with existing client groups. Expand and help drive Heffernan’s presence in the high-net-worth market, including representation of the business segment at industry events, broker meetings, and other professional networking opportunities. Conduct regular market research and analysis in all investment markets, with a proven ability to identify appropriate...

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: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

Responsibilities Summary: At Burns & Wilcox, we are looking for a passionate individual aiming to follow a career path in the specialty insurance industry. The 12-week summer internship program aims to develop one’s business acumen, communication, and leadership skills through real world experience. This is a paid internship that provides additional learning opportunities for students to learn from and network with executive leadership and fellow interns in a range of departments. This individual will be expected to work 40 hours per week, with four days spent in an office setting and one day remote. The Assistant Underwriting Intern will gain valuable experience in one of our insurance underwriting teams comprised of commercial, personal, environmental, or professional lines teams.   Underwriting and cross selling across the department renewal portfolio and new business submissions Participate in agent marketing...

Company Details Berkley Aspire is an excess & surplus lines insurer of commercial risks unable to find a home in the standard markets. We are an operating unit of WR Berkley, a publicly traded (NYSE “WRB”) global insurer founded in 1967.    We make excess & surplus lines easy – easy for our distribution partners, easy for the businesses they represent, and easy to navigate. The lines of coverage we underwrite include general liability, property, and excess liability. Our model is different than our competitors – we do the premium billing and do not add interest/ finance percentage, we offer enhanced commissions, and we handle the stamping, affidavit filings, and other behind-the-scenes paperwork.    Our company culture is entrepreneurial, employee centric, and focused on sustainable growth. Aspire teammates work either remotely or on a hybrid schedule from offices in Scottsdale, Cincinnati, and Richmond. If you are looking for a company...

Company Details Berkley Aspire is an excess & surplus lines insurer of commercial risks unable to find a home in the standard markets. We are an operating unit of WR Berkley, a publicly traded (NYSE “WRB”) global insurer founded in 1967.    We make excess & surplus lines easy – easy for our distribution partners, easy for the businesses they represent, and easy to navigate. The lines of coverage we underwrite include general liability, property, and excess liability. Our model is different than our competitors – we do the premium billing and do not add interest/ finance percentage, we offer enhanced commissions, and we handle the stamping, affidavit filings, and other behind-the-scenes paperwork.    Our company culture is entrepreneurial, employee centric, and focused on sustainable growth. Aspire teammates work either remotely or on a hybrid schedule from offices in Scottsdale, Cincinnati, and Richmond. If you are looking for a company...

Company Details   Berkley Aspire is an excess & surplus lines insurer of commercial risks unable to find a home in the standard markets. We are an operating unit of WR Berkley, a publicly traded (NYSE “WRB”) global insurer founded in 1967.      We make excess & surplus lines easy – easy for our distribution partners, easy for the businesses they represent, and easy to navigate. The lines of coverage we underwrite include general liability, property, and excess liability. Our model is different than our competitors – we do the premium billing and do not add interest/ finance percentage, we offer enhanced commissions, and we handle the stamping, affidavit filings, and other behind-the-scenes paperwork.    Our company culture is entrepreneurial, employee centric, and focused on sustainable growth. Aspire teammates work either remotely or on a hybrid schedule from offices in Scottsdale, Cincinnati, and Richmond. If you are looking for a company...

Company Details       As an elite Excess and Surplus Lines market, Nautilus Insurance Group offers commercial property and casualty insurance solutions to appointed wholesale surplus lines producers countrywide.  We have specialized in providing these solutions for more than 35 years.   We have more flexible policy terms and premium rates on a non-admitted basis. Our focus is small to medium Property and Casualty risks on both an admitted and a non-admitted basis. Our offerings are distributed through partnerships with appointed wholesale surplus lines producers. Our relationships are defined by mutual success, speed to market, customer-centric focus and an expanded appetite.    Coverage placed by Nautilus Insurance Group is provided by Nautilus Insurance Company and Great Divide Insurance Company, both W. R. Berkley Corporation members with A.M. Best (Superior) A+ XV ratings.   Benefit Highlights :  Paid Parental Leave! At...