Job Results
Financial Services
Posted 3 weeks
Business Performance Advisor
Vulcan Materials Company - Jacksonville, FL
- 260000N6 Build Your Career. Build America’s Future. Vulcan Materials Company is the nation’s largest producer of construction aggregates and a major producer of aggregates-based construction materials including asphalt and ready-mixed concrete. When you join Vulcan, it’s more than starting an exciting career – you get to make a difference for millions of people every day across the country. When you join Vulcan, you join a dynamic culture in which career development is encouraged, excellence is rewarded and diversity is valued. No matter the role or the location across the country, every member of the Vulcan team lives through the Vulcan Way: doing the right thing, the right way, at the right time. What You’ll Do: Analyze Market and Company Related Data. Provide a clear, holistic view of the market and Vulcan’s position within it by assisting management on various business performance and marketing projects. Provide analysis and reporting in the form of operating budgets, financial planning models, review of performance metrics (KPIs), pricing and volume analysis, customer end use/ segment research, cost analysis, capital investment analysis, strategic investment analysis. Prepare Analytical Reports. Work with sales and operations to prepare relevant analytics on business performance on a regular cadence. Assist the management team with follow-up on key action plans for operations and sales. Prepare marketing analytics (including pricing, volume, and backlog metrics) and distill to actionable items. Track progress against long and short-term sales and operations initiatives. Develop and Monitor Budgets. Work with sales and operations to build monthly sales and quarterly financial forecasts.Work with General, Area and Plant Managers to develop annual budget and area plan; provides analytic support in areas of plant/area performance, volume/pricing analysis. Continuous Improvement. Perform analysis regarding internal sales vs. external market demand to ensure appropriate sales resource allocation between customer segments. Provide insight regarding drivers and potential improvement actions for Area and Plant financial performance on a regular schedule. Develop Communication Procedures. Work with the General Manager to prepare communication regarding performance for Division President and sales/operational leadership teams on a monthly and quarterly basis, including analysis on volume, pricing, cost and market demand. Additional Responsibilities. Other duties as assigned. Vulcan Materials Company is committed to employing a diverse workforce. You will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. You also have the right to be free from discrimination for medical needs arising from pregnancy, childbirth, or related medical conditions. NOTICE TO TEMPORARY STAFFING AGENCIES, PLACEMENT SERVICES AND PROFESSIONAL RECRUITERS Vulcan Materials Company has an internal recruiting department. Skills You’ll Need: Experience. Previous job experience in finance, accounting or marketing analysis is required. Industry experience within Aggregates, Mining, Construction or Heavy Manufacturing is preferred but not required. Analytical Skills. High degree of analytical ability, including valuation, business performance analysis, and researching significant fluctuations/variances or performance trends. Curiosity. Must possess an investigative mindset; you are not satisfied with simply knowing WHAT happened, but have an intrinsic drive to discover WHY it happened and how it may impact the business moving forward. Project Management Skills. Must be able to work independently and multi-task in a fast paced environment. Must have the ability to plan, organize and complete projects without direct oversight. Interpersonal Skills. Quickly establishes rapport with internal and external customers to develop trust that their concerns are heard and responded to promptly. Shows an ability to communicate analysis in a way others can understand the key takeaways and impacts on their decisions. What You’ll Like About Us: Great Company Culture. Our people share a competitive drive for excellence, in an environment of trust, teamwork, open-mindedness and communication. Safe. Industry leader in health and safety standards. We are committed to creating a safe work environment and protecting all employees and customers. Meaningful Work. What sets up apart is the work we do impacts daily lives – and every employee contributes. Our aggregates produced are used to build roads, schools, hospitals, airports, and housing throughout the United States. Health Benefits. Medical, Dental, Vision programs, plus much more. Rest and Relaxation. Paid vacation, personal floating days, and paid holidays. Prepare for the Future. 401(k) with company match and contribution. Training and Development. We see our development programs, and helping our employees meet their goals, as a key part of our business. Job Accounting/Finance Primary Location Florida-Jacksonville Organization GM - SOD DIV OH Schedule Full-time Job Posting Mar 9, 2026, 3:00:40 PM
Posted 3 weeks
Teller Retail Banker
Woodforest National Bank - Jacksonville, FL 32205
Teller Retail Banker -072058 Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Qualifications Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-time. Supervisory Responsibility: · No. Travel: · Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, Including Disability and Veteran Job: Branch Banking Primary Location: Florida-Jacksonville Schedule: Full-time Work Locations: FL Jacksonville Normandy-8253 6830 Normandy Blvd Jacksonville 32205 Unposting Date: Ongoing Organization: Florida
Posted 3 weeks
Finance Manager Houston Office
Paul Davis Restoration - Jacksonville, FL 32256
Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Parental leave Training & development Vision insurance Wellness resources Are you ready to help drive strategic growth for an industry leader? Would you like to elevate your own Finance career? We are one of the top restoration and reconstruction companies in the US and Canada. Even better - it is in an industry that truly serves its community, coming alongside home and business owners during unexpected events such as floods, fires, catastrophic weather events, and more. We are seeking a motivated Finance Manager to join the collaborative team and drive key financial strategies. Finance Manager $100,000 - $120,000 per year As a Finance Manager this role combines industry knowledge, region-specific understanding, operational/financial acumen and interpersonal skills to drive office level results. This role requires a winning attitude and the ability to overcome hurdles to support in organizational achievement. This is an in-person role at our Houston location at 4310 N Sam Houston Pkwy E, Houston, TX. KEY RESPONSIBILITIES Office Level: Drive results for key business metrics at the office level by utilizing data and building relationships with office level management Execute key projects and process improvements at the direction of executive management Financial and operational reporting and analysis Expertise around the state of the P&L and keeping a pulse on what is driving results Management of office level staff, both direct and indirect Collections analysis and cash management Analyze WIP and provide support at the project level, as needed Understand and provide details of physical asset purchases to determine ROI Financial close and accounting support, as needed Organization Level: Reporting of certain key metrics or results, as needed § Collaboration with other regional finance leaders to create best in class processes Other responsibilities, as business needs adapt Required Experience & Skills Excellent ability to aggregate and analyze information from a variety of sources Ability to determine problem areas and solve issues as they arise Planning/Organizing Ability to multitask, meet deadlines while managing multiple projects, and strong sense of urgency and follow-thru in addressing issues Knowledge of Paul Davis Processes and Systems Strategically oriented Attention to detail and accuracy Excellent proficiency with key software Exceptional financial and operational acumen Well organized to maximize the effort required Fluent in oral and written communication in English Ideal Candidate Characteristics Interpersonal skills Listening skills Service mentality Adaptability Computer literacy The ability to work under pressure Exceptional attention to detail Ability to conceptualize Self-driven Education & Qualifications Bachelor’s degree in accounting, finance, business or other related concentration or job specific experience in: Construction or property restoration Accounting & Finance Operational leadership or process improvement Project management Insurance, preferably property Home services Customer experience Other relative experience Travel This position may require up to 50% travel. This position may require travel for company meetings/events and trainings. Reasonable Accommodation for Disability Any applicant or employee, who believes that a reasonable accommodation is required for purposes of federal or state disability law is required to contact Human Resources to begin the interactive exchange process. Disclaimer Paul Davis Restoration is an equal opportunity. Paul Davis Restoration provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
Posted 3 weeks
AMP Financial Advisor Trainee
Raymond James - Jacksonville, FL
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Summary Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently perform the Financial Advisor role: If hired as a team candidate, the team will provide the specific goals and expectations. Meets production targets that impact overall company revenue goals. Develops a book of business consistent with AMP program goals for assets under management and required production. Provides a high level of client service. Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital. Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Opens, transfers, and closes customer accounts. Maintains appropriate account records while monitoring the customer's portfolio. Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. Stays abreast of investment products, industry rules and regulations, and financial planning. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices. Financial markets, banking, and financial data analysis and reporting. Basic principles and methods for showing, promoting, and selling products or services. Firm’s working structure, policies, mission, strategies, and compliance guidelines. Skill in Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. Identifying the needs of customers through effective questioning and listening techniques. Ability to Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. Continuously learn investment products, industry rules and regulations, and financial planning. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. Establish and maintain effective working relationships with clients and colleagues. Persevere, handle rejection and show resilience during the prospecting and networking process. Network in the community and effectively market him or herself and Raymond James. Demonstrate persistence in the face of obstacles. Accept criticism and deal calmly and effectively in high stress situations. Education/Previous Experience Bachelor’s Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 13 months to 3 years Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Posted 3 weeks
Senior Manager FP&A
PGA TOUR - Ponte Vedra Beach, FL 32082
The Best Players Need the Best People. The Senior Manager of FP&A is responsible for leading and overseeing the PGA TOUR’s financial planning, reporting, and analysis functions for Operated Events. This role ensures strategic alignment of financial processes with organizational goals and drives continuous improvement in planning and performance evaluation. QUALIFICATIONS Bachelor’s degree in Accounting or Finance; CPA or MBA preferred 7+ years of experience in Accounting/Finance related field Financial consolidation and presentation preparation experience Extensive experience with Adaptive and/or Workday Advance experience with Microsoft Excel and Powerpoint RESPONSIBILITIES/DUTIES Strategic Planning & Forecasting – Lead the preparation and administration of annual forecasts, budgets, and long-range plans for Operated Events, ensuring alignment with organizational goals. Financial Reporting & Reviews – Oversee monthly Operational stakeholder review and generate ad-hoc financial statements for internal stakeholders, including preparing and delivering financial presentations. Headcount and Capital Planning – Manage and maintain the Operated Event’s team headcount and capital planning, reporting, and analysis infrastructure. Partner with Corporate FP&A team to provide clear, data-driven insights into Operated Events performance. Cross-Functional Leadership – Act as the primary liaison between the Operated Events team and FP&A, driving analysis of variances and overall business performance. Collaborate with Operated Events leadership to ensure alignment with organizational goals Reporting & Ad Hoc Analysis – Ensure timely maintenance of financial reports and respond to ad hoc requests with comprehensive analysis. Special Projects – Lead or contribute to strategic initiatives and special projects as assigned.
Posted 3 weeks
Residential Valuation Specialist I With Condo
ST. JOHNS COUNTY PROPERTY APPRAISER - Saint Augustine, FL 32084
*JOB SUMMARY* This position is responsible for the appraisal of residential property. An incumbent in this position may be designated “Residential Evaluator Trainee”, “Residential Evaluator II”, or “Residential Evaluator III." *MAJOR DUTIES* · Conducts field inspections of residential properties; measures properties, estimates depreciation and condition, updates property record cards, and enters data into computerized database. · Establishes values of residential properties through market and sales analysis and review of building plans and permits. · Researches sales to determine nature of sale and relevance to true market value; conducts sales ratio studies. · Maintains records and files for an assigned market area. · Answers questions from the public regarding the estimated value of properties and the valuation process and about exemption requirements. · Prepares information for Value Adjustment Board hearings; researches comparables; prints maps; applies properties to grids for comparison. · Maintains assigned vehicle. · Performs related duties. *KNOWLEDGE REQUIRED BY THE POSITION* · Knowledge of residential appraisal principles. · Knowledge of assigned market area. · Knowledge of building construction principles. · Knowledge of mass appraisal principles. · Knowledge of computers and job-related software programs. · Knowledge and experience with condominium property valuation is preferred. · Skill in meeting required deadlines. · Skill in reading and interpreting blueprints and plans. · Skill in measuring building and site improvements and in developing accurate and legible sketches. · Skill in the analysis of problems and the development and implementation of solutions. · Skill in the preparation of clear and precise reports. · Skill in oral and written communication. *SUPERVISORY CONTROLS* The Residential Appraisal Supervisor assigns work in terms of general instructions. The supervisor spot-checks completed work for compliance with procedures, accuracy, and the nature and propriety of the final results. *GUIDELINES* · Guidelines include Department of Revenue guidelines, USPAP rules, Marshall and Swift guidelines, Value Adjustment Board policies, and Florida Statutes. These guidelines require judgment, selection and interpretation in application. *COMPLEXITY/SCOPE OF WORK* · The work consists of varied administrative, and professional appraisal duties. Strict regulations and timelines contribute to the complexity of the position. · The purpose of this position is to better facilitate timely completion of appraisal processes performed by the team of appraisers. Success in this position contributes to the accuracy and completeness of county tax rolls *CONTACTS* · Contacts are typically with other county employees, property owners, title companies, private appraisers, attorneys, realtors, business owners, vendors, and members of the public. · Contacts are typically to provide services; to give or exchange information; to resolve problems; or to justify, defend or negotiate matters. *PHYSICAL DEMANDS/ WORK ENVIRONMENT* · The work is typically performed while sitting at a desk or table or while intermittently sitting, standing, stooping or walking. The employee occasionally lifts light objects. · The work is typically performed in an office and outdoors, occasionally in cold or inclement weather. *SUPERVISORY AND MANAGEMENT RESPONSIBILITY* None. *MINIMUM QUALIFICATIONS* · Knowledge and level of competency commonly associated with completion of specialized training in the field of work, in addition to basic skills typically associated with a high school education. · Sufficient experience to understand the basic principles relevant to the major duties of the position, usually associated with the completion of an apprenticeship/internship or having had a similar position for one to two years. · Possession of or ability to readily obtain a valid driver’s license issued by the State of Florida for the type of vehicle or equipment operated. · Possession of or ability to readily obtain "Certified Evaluator" designation through the Florida Department of Revenue. Job Type: Full-time Pay: $55,000.00 - $65,000.00 per year Benefits: * 401(k) * Dental insurance * Employee assistance program * Employee discount * Flexible spending account * Health insurance * Life insurance * Paid time off * Parental leave * Retirement plan * Tuition reimbursement * Vision insurance Schedule: * 8 hour shift * Monday to Friday Work Location: In person
Posted 3 weeks
Chief Financial Officer
Fleet Landing - Atlantic Beach, FL 32233
Visionary? So are we. Lead what’s next with us. Make Fleet Landing the Next Chapter in Your Story Filled with great stories and storytellers, Fleet Landing has the power to change the story of your life. When you build a career here, you’ll add depth, purpose, and meaning beyond what you ever imagined. Our Story Integrity and passion drive us to be extraordinary. Since 1990, our dynamic, purpose-driven community has set the standard for excellence in senior living. No one offers a community quite like Fleet Landing. From our pristine campus and luxury healthcare environments to extraordinary dining experiences, our commitment to hospitality excellence is evident in every detail. There is nothing we won’t do to support the successful aging of those who call Fleet Landing home. As our organization continues to grow and evolve, so does our vision. Through strategic growth, thoughtful capital investment, and mission-aligned enterprise initiatives, we are building long-term financial strength that ensures our impact will endure for generations. Your Opportunity The Chief Financial Officer (CFO) of Polaris Endeavors, Inc. serves as the senior executive responsible for the financial stewardship and long-term financial sustainability of Polaris and its subsidiary entities, including Fleet Landing. Reporting directly to the Chief Executive Officer and serving as a key member of the executive leadership team, the CFO provides enterprise-level leadership across accounting, finance, capital planning, financial reporting, and investor and lender relations in support of the organization’s strategic growth. This role leads all financial operations including budgeting, financial planning, capital financing, treasury functions, and regulatory compliance. The CFO also provides leadership in managing complex financial structures typical of Continuing Care Retirement Communities (CCRCs), including capital projects, debt financing, bond issuances, and property development initiatives. Partnering closely with executive leadership and the Board of Directors, the CFO translates strategic vision into durable financial outcomes — ensuring strong financial performance, sound governance, and sustainable growth. This is a rare opportunity to lead financial strategy for a mission-driven organization with a strong reputation, ambitious future, and deep commitment to the community it serves. If you are a strategic financial leader who thrives at the intersection of mission, growth, and stewardship — we would love to talk with you. WELLInspired™ Benefits Our Residents deserve the very best — and so do you. In addition to meaningful work, a supportive community, and a competitive executive compensation package, full-time team members enjoy: • Generous 401(k) match • 90% employer-paid medical premiums • Uncapped PTO accrual beginning on day one • Extraordinary scholarship and continuing education opportunities We invite you to make Fleet Landing the next chapter in your story — and help shape what comes next. Key Responsibilities • Provide enterprise-wide financial leadership and strategic direction supporting long-term organizational sustainability. • Serve as a trusted financial advisor to the Chief Executive Officer, executive leadership team, and Board of Directors. • Oversee all accounting, budgeting, financial reporting, treasury operations, and regulatory compliance. • Lead the development of long-range financial plans, capital strategies, and forecasting models that support enterprise growth. • Structure and oversee financing strategies including loans, bond issuances, refinancing initiatives, and capital funding strategies. • Monitor and manage key financial performance indicators including Days Cash on Hand, Debt Service Coverage Ratio, and operating performance metrics. • Provide financial oversight and analysis for property development, capital projects, and expansion initiatives. • Maintain strong relationships with lenders, auditors, financial advisors, and regulatory agencies. • Ensure compliance with GAAP, regulatory requirements, and financial reporting standards governing senior living organizations. • Recruit, develop, and lead a high-performing finance and accounting team that supports enterprise excellence. Qualifications • Bachelor’s degree in Accounting, Finance, Business Administration, or related field required. • Master’s degree and/or CPA designation strongly preferred. • Minimum of ten (10) years of progressive financial leadership experience, preferably within healthcare, senior living, nonprofit enterprise organizations, or other complex multi-entity environments. • Demonstrated experience overseeing enterprise-level financial operations, capital financing structures, and large organizational budgets. • Experience working with governing boards, finance committees, auditors, lenders, and regulatory bodies preferred. • Strong executive presence, communication skills, and commitment to ethical financial stewardship. Fleet Landing is an Equal Opportunity Employer and Drug-Free Workplace
Posted 3 weeks
Dental Office Patient and Financial Coordinator
Bella Vie Dental - Saint Johns, FL 32259
We are looking for a *Dental Patient and Financial Coordinator* to join our private dental office. Our family-oriented private practice believes in teamwork and delivering quality care to every patient in a positive and fun-filled environment. You must have dental office experience to apply for this position. Main responsibilities include: * Communicating with dental insurance providers to determine patient benefits. * Presenting accurate treatment plans and finances to patients. * Verifying methods of payment and collecting as needed. * Managing Accounts Receivable. * Managing appointments and daily schedules. * Preparing and updating patient records. * Performing general office duties, such as answering phones, photocopying, filing, and faxing. Job Type: Full-time Pay: $20.00 - $25.00 per hour Benefits: * Employee discount * Happy hour * Opportunities for advancement * Paid time off * Referral program * Uniform allowance Experience: * Dental Financial Coordination: 1 year (Required) Work Location: In person
Posted 3 weeks
New Agent Sales Leader
Brightway Insurance - Jacksonville, FL 32256
About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets. - Scope: Passionate, result-oriented individuals that partner with our Agency Owners to help them build their business profitably. Provides coaching, support and business consultation for agents early in their tenure through business development planning and agency management activities. This individual is responsible for driving new business policy production, producer additions, and Fusion adoption within their assigned agencies. The New Agent Sales Leader will coach and consult with agency owners, agents, and producers on best practices that lead to increased sales and retention. The New Agent Sales Leader is accountable for achieving growth targets within their assigned agencies. Some travel is required. Job Responsibilities: Develops regional growth strategies informed by “agency profiles”, market trends, and performance data. Serves as a strategic lead for driving production across assigned agencies Be the main resource for agents to engage and drive production with new business policy sales Develop and coach sales agents within assigned agencies while proactively evaluating the sales skills of agents & implementing training strategies Proactively identifies retention trends and reviews individual agency results to identify new business sales trends and address quickly if needed Leads performance reporting for assigned region, providing forecasts, risk assessments, and strategic recommendations to leadership, including agencies in jeopardy of closure due to low productivity Drives weekly/daily sales meetings with agents to ensure prospect pipeline and production results are in line with assigned objectives Maintains documentation of activities and follows up in appropriate systems regularly and accurately Understands national & regional carriers’ appetite while educating agencies on how to capitalize on each Understands critical attributes of sales leadership, identifying positive sales behaviors and resolving any negative behaviors Participate in the Day of Discovery to explain role and agency expectations Participate in onboarding of new agents, when needed Collaborates with marketing to develop and optimize localized sales enablement tools and ensure agency adoption Ensure agencies understand and adhere to BW established quality standards Cultivates positive relationships with individual agencies` Skills, Licenses, Certifications: P&C Licensed in home state required Ability to perform work with a high degree of accuracy, exceptional attention to detail Exhibit a sales mentality that drives results Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) Superior interpersonal skills Excellent verbal and written communicator; must be able to convey ideas in a clear and concise manner Excellent independent judgment and decision making Ability to quickly gain an understanding of Brightway systems; regularly updates activities accurately Ability to learn, embrace and put into practice new concepts and skills as needed Superior ability to manage own time, activities and resources; models’ behavior for others Can demonstrate Brightway values Superior ability to influence others, as a leader Demonstrates ability to consistently influence agents’ behaviors. Education and Experience: This position requires a high school diploma and 6+ years of sales leadership experience, preferably in P&C insurance sales management. A college degree is preferred. - Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.
Posted 3 weeks
Intake Specialist
Ethos Therapy Solutions - Jacksonville, FL 32210
Position Title: Client Navigator Intake Specialist Department: Intake Reports to: Intake Specialist Supervisor Client Navigators review, organize, and manage the process for new product placement for durable medical equipment in the home environment. Client Navigators work with and supports sales to ensure compliance and timely product deliveries as well as engaging with patients, caregivers, referral sources and payers daily. Duties: Begins Intake processing by reviewing records and documentation from the referral and ensures all information is entered into Brightree correctly. Performs insurance verification and enters product order into billing system (Brightree). Obtains additional data from the field or referral source as needed. Manages and maintains proper and timely notes in Brightree for each order. Communicates order status with Therapy Consultant, Referral Source and patient as needed. Creates Practitioner Note for each pending order. Generates delivery tickets to technicians. Uploads all documents to Brightree and closes out the patients order upon delivery confirmation. Follows clinical and compliance guidelines to maximize reimbursement and minimize potential loss or denials. Identifies new potential contract opportunities with payer partners Provides excellent customer service to all incoming callers. Works on additional projects as given them by their supervisor/Team Lead. Skills & Talents: Knowledgeable of medical terminology used for medical billing. Can perform basic math calculations. Ability to maintain patient confidentiality and follow HIPAA requirements, Medicare, Ethos and compliance standards, policies and procedures. Able to communicate verbally and in written correspondence in clear, concise, complete and respectful manner. Uses proper grammar and punctuation and is free of spelling errors and slang. Able to organize work and set priorities to meet deadlines. Works cooperatively with others. Develops positive and supportive relationships with Therapy Consultants and Field Service personnel. Ability to work with minimal supervision and with extensive detail. Capable of learning new computer software packages. Experience & Education: Self-Starter Extremely organized and detail oriented. Desire to learn new skills. Work experience in customer service, healthcare/medical office setting for minimum one year. Experience working with standard computer applications. (i.e., Outlook, Microsoft WORD and EXCEL, etc.). Working knowledge of health insurance verification and third-party billing business model. Physical Requirements: Must be able to remain in a stationary position for extended periods of time Ability to sit or stand for extended periods of time Constantly operates a computer and other office productivity machinery, such as a copy machine and computer printer Ability to travel occasionally by car or commercial flight