Job Results
Financial Services
Posted 4 weeks
Senior Account Associate – Commercial Lines (Eastern / Central Time Zones)
Middleburg, FL 32068
Job Description: Title: Senior Account Associate - Commercial Lines Hybrid Preferred: 1 days in office at our Binghamton, NY or Syracuse, NY location OR Fully Remote: candidates in Eastern and Central Time Zones Book Focus: Construction, Contractors | Requirement: active P&C license Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. Key Responsibilities: Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. Contract Review: Assist in reviewing contracts to ensure proper coverages are included. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of customer service experience in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing, professional designation (CISR) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $50,000.00 to $56,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Senior Account Manager (Fully Remote)
Insurance Office of America - Jacksonville Beach, FL 32233
Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote: for candidates in Eastern or Central Time Zones Supporting: Columbia, SC region | Book Focus: Large Accounts - Hospitality, Private Equity, Property Requirement: active P&C license, Seeking: 10+ years of commercial lines experience, CIC or CPCU designation preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 10+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $80,000.00 - $100,000.00 annually depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Senior Account Manager (Fully Remote)
Insurance Office of America - Green Cove Springs, FL 32043
Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote: for candidates in Eastern or Central Time Zones Supporting: Columbia, SC region | Book Focus: Large Accounts - Hospitality, Private Equity, Property Requirement: active P&C license, Seeking: 10+ years of commercial lines experience, CIC or CPCU designation preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 10+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $80,000.00 - $100,000.00 annually depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Senior Account Manager (Fully Remote)
Insurance Office of America - Atlantic Beach, FL 32233
Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote: for candidates in Eastern or Central Time Zones Supporting: Columbia, SC region | Book Focus: Large Accounts - Hospitality, Private Equity, Property Requirement: active P&C license, Seeking: 10+ years of commercial lines experience, CIC or CPCU designation preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 10+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $80,000.00 - $100,000.00 annually depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Senior Account Manager (Fully Remote)
Insurance Office of America - Fernandina Beach, FL 32034
Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote: for candidates in Eastern or Central Time Zones Supporting: Columbia, SC region | Book Focus: Large Accounts - Hospitality, Private Equity, Property Requirement: active P&C license, Seeking: 10+ years of commercial lines experience, CIC or CPCU designation preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 10+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $80,000.00 - $100,000.00 annually depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Senior Account Manager (Fully Remote)
Insurance Office of America - Jacksonville, FL 32233
Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote: for candidates in Eastern or Central Time Zones Supporting: Columbia, SC region | Book Focus: Large Accounts - Hospitality, Private Equity, Property Requirement: active P&C license, Seeking: 10+ years of commercial lines experience, CIC or CPCU designation preferred Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 10+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $80,000.00 - $100,000.00 annually depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 4 weeks
Senior Lead Commercial Banking Portfolio Manager
Wells Fargo - Jacksonville, FL 32202
About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market banking practice as part of the Credit Portfolio Management team. This key position is responsible for credit underwriting and portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking investor real estate clients. Serves as a key member of a client’s deal team. In this role, you will: Partner with relationship managers and other deal team members as a key client-facing member of the relationship team. Review, research, and recommend solutions for highly complex and unique challenges requiring in-depth evaluation of multiple factors. Deliver solutions which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others. Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership. Make decisions and recommendations in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and deliver client solutions. Collaborate and consult with Commercial Banking peers, colleagues, and mid- to high-level managers to resolve issues and achieve goals. Lead projects, teams, or serve as a peer mentor. Manage the credit needs of a portfolio of complex Middle Market (primarily Investor Real Estate ("IRE")) clients and prospects. Monitor assigned portfolio of credit commitments to ensure on-going compliance with loan agreements, covenants and payoff requirements and resolve problem accounts in partnership with deal teams. Determine the credit worthiness of prospective clients by analyzing financial statements, projections, appraisals, meeting and interviewing the prospective client’s management team, analyzing and obtaining a detailed understanding of the prospective client’s cash flows and balance sheet, leverage and key risks. Prepare, review and edit credit memos and present recommendations to senior approvers. Negotiate appropriate terms and conditions for the largest and most complex transactions, and work with deal teams to ensure appropriate documentation is in place. Identify critical transactional and structural risks and propose appropriate structuring alternatives to mitigate those risks. Ensure compliance with all policy and regulatory requirements. Required Qualifications: 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ years of experience underwriting Investor Real Estate clients. Strong Investor Real Estate lending credit analysis skills with high attention to detail and accuracy. Experience with commercial, owner-occupied real estate lending including documentation, due diligence and regulatory compliance processes. Experience negotiating, managing and amending complex credit facility legal documentation. Strong risk management and compliance skills. Excellent verbal, written, and interpersonal communication skills. MBA degree preferred. Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Ability to travel up to 10% of the time May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards Job Location: 300 Barr Harbor Dr., Conshohocken, PA 3100 West End Ave, Nashville, TN 1100 Abernathy Rd, Atlanta, GA 125 High St, Boston, MA 99 S Wood Ave, Iselin, NJ 4208 Six Forks Rd, Raleigh, NC 1901 6th Ave N, Birmingham, AL 320 Broad St, Charleston, SC 1 Independent Dr, Jacksonville, FL 100 S Ashley Dr, Tampa, FL 10 S Jefferson St, Roanoke, VA 24011 1751 Pinnacle Dr, McLean, VA 100 N Main St, Winston‑Salem, NC 350 E Las Olas Blvd, Fort Lauderdale, FL 1021 E Cary St, Richmond, VA 171 17th St NW, Atlanta, GA 550 S Tryon St, Charlotte, NC 51 JFK Pkwy, Short Hills, NJ Salary to be determined based on location Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $159,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 5 Jul 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 4 weeks
Budget Analyst
Northrop Grumman - Saint Augustine, FL 32095
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE REQUIRED FOR START: No CLEARANCE TYPE: None TRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work — and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman Business Management is seeking a Budget Analyst to lead overhead budgets. This position can be located in our offices based in Melbourne, FL, St Augustine, FL, or El Segundo, CA. This position will seek to meet the financial goals and objectives of the organization. Responsibilities include but are not limited to overseeing and coordinating all aspects of Functional Business Management for an organization: indirect expense planning and monitoring, time charging and compliance policy guidance, manpower forecasting, and other activities. Ideal candidate must be self-motivated and have strong interpersonal skills. Oral and written communication skills are imperative to the successful execution of job responsibilities. Candidate will need very strong technical skills with Excel, strong analytical and organizational skills. Communication and presentation skills are a requirement for the position due to frequent interaction with all levels of management (Director, Center Managers, Department Managers, Section Managers, Technical Staff). Basic Qualifications: BS/BA Degree in Finance, Accounting, Economics, or Business Administration 2 years of related experience in budgeting, finance, accounting, facilities cost management, or similar experience Strong Excel skills and other Microsoft Office products (PowerPoint, Word, etc.) Solid oral and written communication skills Preferred Qualifications: Highly organized Knowledge of SAP/S4 a plus Tableau/Database knowledge a plus Knowledge of financial reporting and accounting principles Demonstrated ability to effectively participate on team projects Salary range will be dependent upon where the position is based/located and follows our company geographic salary bands aligned with position. Specific salary offer for candidate selected will be commensurate with experience. Florida Salary Band: $59,600 - $89,400 El Segundo, CA Salary Band: $69,000- $103,400 Primary Level Salary Range: $59,600.00 - $103,400.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions. Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates. Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit http://www.northropgrumman.com/EEO. U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Posted 4 weeks
Managing Finance Director
TG Administration LLC - Palm Coast, FL 32137
Troon is pleased to announce an excellent career opportunity for a Managing Finance Director! We are seeking a highly motivated individual who is eager to learn, contribute, and advance their career within a rapidly growing organization. The ideal candidate will bring a strong commitment to professional development and a desire to succeed in a dynamic corporate environment. Key Responsibilities: Oversee finance operations for a portfolio of managed properties. Prepare or review deliverables including the monthly financial package, cash flow forecasts, and balance sheet reconciliations. Make recommendations and implement strategic changes in operations, budgets, and contracts. Collaborate with operations team to understand top objectives and establish goals, KPIs and strategy. Oversee accounting transitions and liaise between Accounting and Tax teams for year-end filings. Oversee operations budget to ensure compliance with organizational expenditure requirements. Review weekly and monthly payroll expenses. Research and perform market and investment analysis. Ensure compliance with financial and operational controls. Support the preparation of annual budgets and periodic forecasts. Lead Revenue Management team to strategize and price for maximum revenue. Identify and analyze significant variances from budgeted results and participate in the development of annual projections. Conduct internal audit fieldwork and prepare internal audit reports and support annual external audit as applicable. Job Requirements: Requires a Bachelor’s degree in Finance, Business Administration, Accounting, or a related field. Position requires 5 years of experience. Position requires domestic and international travel approximately 60% of time. Must have experience in: Managing budget of at least $400 million and raising debt and equity for deal sizes of $100+ Million. Revenue management and dynamic pricing models for the golf, marina, and hospitality industries. Understanding of golf course design and techniques such as Capillary Bunkers and Better Billy Bunker. Working with CPAs, Accountants, Cost Segregation studies, 1031 exchanges and Section 179D tax code. Reviewing AIA agreements with contractors, architects, negotiating insurance requirements with lenders, and working with city appraisers to negotiate Real Estate Taxes. Working with purchasing programs such as Provista and Avendra. Knowledge of how to integrate systems such as Oracle, Springer Miller, and Jonas. Benefits & Other Compensation: This position includes eligibility for the following benefits, subject to applicable plan terms: Healthcare Benefits – Medical, Dental, and Vision coverage Retirement Benefits – 401(k) with employer match (19 years of age and older) Time Off – Paid time off (PTO) and leaves of absence, in accordance with applicable law and eligibility criteria Eligibility for benefits and the specific terms, conditions, and offerings are governed by the applicable plan of documents and company policies, which may be amended at the Company’s discretion. About Troon: Founded in 1990 and headquartered in Scottsdale, AZ, Troon is the world’s largest professional club management company, that specializes in services in golf, hospitality, and residential communities. With more than 900 locations in 45+ states and 27+ countries, Troon is a leading employer in hospitality. Guided by values that emphasize being infectiously energetic, consciously kind, and humbly prosperous, Troon offers professionals the opportunity to grow and succeed within a globally respected organization. Learn more at www.troon.com (http://www.troon.com/). Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Posted 4 weeks
Investment Consultant II – Merrill Premium
Bank of America - Jacksonville, FL 32256
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Required Qualifications: Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, must be obtained within 90 days Demonstrated passion and interest in financial markets Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy Strong analytical and organizational skills Detail oriented, with strong follow-up skills Strong interpersonal skills Ability to multitask in a dynamic environment Basic knowledge of the organization, products and/or services Knowledge of financial markets and trading strategies Excellent verbal and written communication skills Proven ability to meet and exceed productivity and performance goals Technologically savvy and able to quickly learn new systems Ability to adapt and seek solutions for customers in a fast-paced environment Flexible to work assigned shift within center hours of operation Strong desire for point of call resolution Focus on client satisfaction Desired Qualifications: Call center experience Previous brokerage experience 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40