Job Results
Financial Services
Posted 3 weeks
Supervisor – Private Client Group (Personal Lines)
Insurance Office of America - Saint Johns, FL 32233
Job Description: Title: Private Client Group Supervisor – Personal Lines Work Mode: Fully remote for candidates able to work EST/CST shift | Experience: Quoting & Binding High Net Worth or Private Client Group Personal Lines Policies. Supervisory experience. Valid active licensing. 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: The Private Client Group Supervisor is responsible for overseeing the daily operations of the Private Client Group team while maintaining a small book of business and ensuring exceptional client service. This role drives operational efficiency, team performance, and service excellence through leadership, coaching, process improvement, and collaboration with Personal Lines leadership. The Supervisor serves as a key resource for complex personal lines matters, supports employee development, and ensures team objectives align with departmental and organizational goals. Key Responsibilities: Account Management: Manage a small book of business while meeting all performance expectations for production, quality, and client service. Team Leadership: Direct day-to-day activities and workflow of assigned team members, ensuring efficient workload distribution and service continuity. Performance Management: Monitor team productivity, quality, and service standards; identify performance trends and provide coaching and development support. Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional development to strengthen team capabilities and engagement. Talent Acquisition Support: Participate in candidate interviews and provide hiring recommendations to support team growth and staffing needs. Operational Collaboration: Partner with Personal Lines leadership to address process, service, quality, and personnel challenges while developing effective solutions. Communication & Reporting: Maintain frequent and transparent communication regarding team performance, priorities, and operational activities with leadership. Process Improvement: Identify, recommend, and implement best practices and operational improvements to enhance team and department effectiveness. Compliance & Standards: Ensure adherence to core work processes, company policies, regulatory requirements, and operational standards. Resource Management: Manage team scheduling and staffing considerations to support service goals and business continuity. Client Service Excellence: Support the resolution of escalated client service issues and serve as a resource for complex personal lines matters. Technical Expertise: Maintain advanced personal lines knowledge and provide guidance on industry trends, carrier requirements, and coverage solutions. Carrier & Internal Relationships: Develop productive relationships with carriers, leadership, and internal teams to support service excellence and operational success. Leadership Development: Continuously enhance leadership and management skills through professional development and participation in organizational initiatives. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 7+ years of insurance industry experience with broad personal lines knowledge 4+ years of insurance leadership, supervisory, or management experience 3+ years of Personal Lines experience preferred Advanced insurance account management and client service skills All required active insurance licensing Strong leadership, coaching, and team development capabilities Exceptional customer service, communication, and relationship management skills Excellent organizational, multitasking, and decision-making abilities Ability to manage high work volumes with accuracy and attention to detail Proficiency in Microsoft Office applications (Outlook, Word, Excel) College degree preferred; High School Diploma (or equivalent) required Exceptional personal character, professionalism, and integrity 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 $85,000 to $100,000 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 3 weeks
Supervisor – Private Client Group (Personal Lines)
Insurance Office of America - Middleburg, FL 32068
Job Description: Title: Private Client Group Supervisor – Personal Lines Work Mode: Fully remote for candidates able to work EST/CST shift | Experience: Quoting & Binding High Net Worth or Private Client Group Personal Lines Policies. Supervisory experience. Valid active licensing. 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: The Private Client Group Supervisor is responsible for overseeing the daily operations of the Private Client Group team while maintaining a small book of business and ensuring exceptional client service. This role drives operational efficiency, team performance, and service excellence through leadership, coaching, process improvement, and collaboration with Personal Lines leadership. The Supervisor serves as a key resource for complex personal lines matters, supports employee development, and ensures team objectives align with departmental and organizational goals. Key Responsibilities: Account Management: Manage a small book of business while meeting all performance expectations for production, quality, and client service. Team Leadership: Direct day-to-day activities and workflow of assigned team members, ensuring efficient workload distribution and service continuity. Performance Management: Monitor team productivity, quality, and service standards; identify performance trends and provide coaching and development support. Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional development to strengthen team capabilities and engagement. Talent Acquisition Support: Participate in candidate interviews and provide hiring recommendations to support team growth and staffing needs. Operational Collaboration: Partner with Personal Lines leadership to address process, service, quality, and personnel challenges while developing effective solutions. Communication & Reporting: Maintain frequent and transparent communication regarding team performance, priorities, and operational activities with leadership. Process Improvement: Identify, recommend, and implement best practices and operational improvements to enhance team and department effectiveness. Compliance & Standards: Ensure adherence to core work processes, company policies, regulatory requirements, and operational standards. Resource Management: Manage team scheduling and staffing considerations to support service goals and business continuity. Client Service Excellence: Support the resolution of escalated client service issues and serve as a resource for complex personal lines matters. Technical Expertise: Maintain advanced personal lines knowledge and provide guidance on industry trends, carrier requirements, and coverage solutions. Carrier & Internal Relationships: Develop productive relationships with carriers, leadership, and internal teams to support service excellence and operational success. Leadership Development: Continuously enhance leadership and management skills through professional development and participation in organizational initiatives. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 7+ years of insurance industry experience with broad personal lines knowledge 4+ years of insurance leadership, supervisory, or management experience 3+ years of Personal Lines experience preferred Advanced insurance account management and client service skills All required active insurance licensing Strong leadership, coaching, and team development capabilities Exceptional customer service, communication, and relationship management skills Excellent organizational, multitasking, and decision-making abilities Ability to manage high work volumes with accuracy and attention to detail Proficiency in Microsoft Office applications (Outlook, Word, Excel) College degree preferred; High School Diploma (or equivalent) required Exceptional personal character, professionalism, and integrity 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 $85,000 to $100,000 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 3 weeks
Relationship Specialist I
VyStar Credit Union - Jacksonville, FL 32210
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 3 weeks
Client Support Specialist – Standard Commercial Lines
Insurance Partners Agency LLC - Jacksonville, FL 32216
Client Support Specialist – Standard Commercial Lines Location: Ohio, Kentucky or Florida Employment Type: Full-Time, Hybrid, based in one of our locations Why Join Us? Build a rewarding career in the commercial insurance industry with opportunities for growth and advancement. Work in a supportive, collaborative environment focused on teamwork and exceptional client service. Take advantage of ongoing training, licensing support, and continuing education opportunities. Gain valuable experience with commercial insurance operations, carrier systems, and diverse client accounts. Develop your technical insurance expertise while expanding your professional skills and industry knowledge. Position Summary We are seeking a Client Support Specialist who provides administrative and technical support to the Commercial Lines Department by assisting with the daily processing of incoming and outgoing business activities. This position partners closely with Commercial Account Managers and Producers to deliver prompt, efficient, and high-quality service to clients while ensuring the accuracy of policy servicing, documentation, and account maintenance. The ideal candidate is an experienced Commercial Lines professional who possesses strong attention to detail, excellent communication skills, and the ability to manage multiple priorities in a deadline-driven environment. Essential Responsibilities Process policy audits received from carriers and refer items to the Commercial Account Manager (CAM) when applicable, following agency audit procedures. Review and process endorsements and policy change requests for accuracy after they have been ordered by the CAM, including carrier follow-up as needed. Prepare endorsement summaries and supporting documentation. Assist Account Managers with pre-renewal marketing activities. Process and review renewal policies for accuracy and completeness. Prepare renewal certificates of insurance and basic new certificates as directed by the CAM. Update policy information, billing screens, company commissions, producer codes, company codes, and status codes within agency management systems. Process agency-billed invoices related to endorsements and audits. Obtain, organize, and file electronic documents from carrier websites into ImageRight. Assist in developing initial client proposals for review by the Account Manager. Navigate carrier websites to obtain renewals, endorsements, invoices, policy documents, and other account-related information. Maintain accurate client records and policy documentation in accordance with agency standards and procedures. Provide timely and professional support to Account Managers, Producers, carriers, and clients. Qualifications Education and Experience High school diploma or GED required. Minimum of two (2) years of Commercial Lines Property & Casualty insurance experience. Current and active Ohio Property & Casualty (P&C) License required. Professional Development Maintain a current Ohio P&C License. Participate in continuing education and insurance-related professional development, such as CISR, CIC, or similar industry designation programs. Knowledge, Skills, and Abilities Strong understanding of commercial insurance policies, coverages, endorsements, renewals, and audits. Ability to review certificate holder requirements and verify applicable policy coverages. Knowledge of certificate wording requirements and the ability to coordinate with insureds regarding required coverage additions, quotations, and compliance needs. Exceptional attention to detail with the ability to identify missing coverages, coverage gaps, and policy discrepancies. Proficiency in Microsoft Office applications, including Excel and Word. Proficient in AMS360, ImageRight, internet research, and carrier web portals. Ability to effectively navigate multiple carrier websites to obtain policy documents, invoices, endorsements, and renewal information. Strong analytical, organizational, and decision-making skills. Excellent verbal and written communication skills. Professional demeanor and commitment to delivering exceptional customer service. Ability to adapt to changing priorities while adhering to agency guidelines, procedures, and service standards. Ability to work independently, prioritize competing responsibilities, and manage a high-volume workload with accuracy and efficiency. Benefits Health, dental and vision insurance from day one Company-funded health savings account (HSA) Life insurance, short and long-term disability insurance 401(k) with employer match Paid time off, including summer hours and paid parental leave Hybrid work location And much more! About Us With 100+ years of history behind every client relationship, we’ve built a reputation on integrity, expertise, and the dedication of our people. That commitment has earned us recognition as a Top Insurance Employer and Top Insurance Workplace by Insurance Business America, a spot among the Top 100 Independent Insurance Agencies by Insurance Journal, and distinction as a leading Northeast Ohio agency by Crain’s Cleveland Business. Founded in Akron, OH in 1910, we’ve grown to 250+ employees across 20+ locations in Ohio, Kentucky and Florida, while maintaining the personal, relationship driven service that sets us apart. If you’re passionate about service, enjoy working with people, and want to build a rewarding career with a company that values both professional achievement and personal fulfillment, you’ll thrive at SeibertKeck Insurance Partners. Our competitive edge comes from: Regional specialization and deep market knowledge Client education that emphasizes prevention over reaction Access to regional, national, and international insurance markets A reliable in-house claims service team that advocates for clients when it matters most At SeibertKeck Insurance Partners, we go beyond premium. We reduce costs through proprietary risk-management and loss-control strategies, negotiate the best possible rates through strong carrier relationships, and support clients with responsive, around-the-clock claims partners. We’re proud of where we’ve been, and even more excited about where we’re going! Equal Opportunity Employer We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, disability, age, or any other protected characteristic. www.seibertkeck.com Benefits: * 401(k) * 401(k) matching * Employee assistance program * Employee discount * Flexible schedule * Health insurance * Health savings account * Paid time off * Paid training * Parental leave * Professional development assistance * Referral program * Tuition reimbursement Work Location: Hybrid remote in Jacksonville, FL 32216
Posted 3 weeks
Client Support Specialist – Small Business Unit
Insurance Partners Agency LLC - Jacksonville, FL 32216
Client Support Specialist – Standard Commercial Lines Location: Ohio, Kentucky or Florida Employment Type: Full-Time, Hybrid, based in one of our locations Why Join Us? Build a rewarding career in the commercial insurance industry with opportunities for growth and advancement. Work in a supportive, collaborative environment focused on teamwork and exceptional client service. Take advantage of ongoing training, licensing support, and continuing education opportunities. Gain valuable experience with commercial insurance operations, carrier systems, and diverse client accounts. Develop your technical insurance expertise while expanding your professional skills and industry knowledge. Position Summary We are seeking a Small Business Unit (SBU) Client Support Specialist who provides administrative and operational support to the Commercial Lines Department by assisting with the daily processing of incoming and outgoing business activities. This position supports designated Small Business Unit Account Managers by delivering prompt, efficient, and high-quality service while ensuring accurate policy processing and maintenance. The ideal candidate is detail-oriented, organized, customer-focused, and able to thrive in a fast-paced environment while managing multiple responsibilities. Essential Responsibilities Process policy audits received from insurance carriers and refer items to the Commercial Account Manager (CAM) when applicable, following established audit procedures. Review and process endorsements and policy change requests for accuracy after they have been ordered by the CAM, including carrier follow-up as necessary. Update policy information, billing screens, company commissions, producer codes, company codes, and status codes in agency management systems. Process agency-billed invoices related to endorsements and audits. Retrieve, organize, and file electronic documents obtained from carrier websites into ImageRight. Navigate carrier websites to obtain renewals, endorsements, invoices, and other policy-related documentation. Maintain accurate client and policy records in accordance with agency standards and procedures. Provide administrative support to designated SBU Account Managers and the Commercial Lines team. Ensure timely completion of assigned tasks while maintaining a high level of accuracy and professionalism Qualifications Education and Licensing High school diploma or GED required. Ability to obtain an Ohio Property & Casualty (P&C) License within six (6) months of hire. Maintain an active P&C License through continuing education and industry-related coursework, such as CISR or similar professional development programs. Skills and Competencies Strong attention to detail, particularly when reviewing renewals, audits, and endorsements. Ability to identify missing or needed coverages and recognize discrepancies in policy documentation. Proficiency in Microsoft Office applications, including Word and Excel. Experience with or ability to learn AMS360, ImageRight, and carrier websites. Strong analytical and decision-making skills. Excellent written and verbal communication skills. Professional demeanor with a commitment to exceptional customer service. Ability to adapt to changing priorities and follow agency guidelines and procedures. Strong organizational skills with the ability to manage multiple responsibilities efficiently. Ability to work independently and as part of a team. Benefits Health, dental and vision insurance from day one Company-funded health savings account (HSA) Life insurance, short and long-term disability insurance 401(k) with employer match Paid time off, including summer hours and paid parental leave Hybrid work location And much more! About Us With 100+ years of history behind every client relationship, we’ve built a reputation on integrity, expertise, and the dedication of our people. That commitment has earned us recognition as a Top Insurance Employer and Top Insurance Workplace by Insurance Business America, a spot among the Top 100 Independent Insurance Agencies by Insurance Journal, and distinction as a leading Northeast Ohio agency by Crain’s Cleveland Business. Founded in Akron, OH in 1910, we’ve grown to 250+ employees across 20+ locations in Ohio, Kentucky and Florida, while maintaining the personal, relationship driven service that sets us apart. If you’re passionate about service, enjoy working with people, and want to build a rewarding career with a company that values both professional achievement and personal fulfillment, you’ll thrive at SeibertKeck Insurance Partners. Our competitive edge comes from: Regional specialization and deep market knowledge Client education that emphasizes prevention over reaction Access to regional, national, and international insurance markets A reliable in-house claims service team that advocates for clients when it matters most At SeibertKeck Insurance Partners, we go beyond premium. We reduce costs through proprietary risk-management and loss-control strategies, negotiate the best possible rates through strong carrier relationships, and support clients with responsive, around-the-clock claims partners. We’re proud of where we’ve been, and even more excited about where we’re going! Equal Opportunity Employer We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender, sexual orientation, veteran status, disability, age, or any other protected characteristic. www.seibertkeck.com
Posted 3 weeks
Accounting Specialist/Offie Manager
American Classic Homes, LLC - Jacksonville, FL 32207
*Job Overview* We are seeking a dynamic and detail-oriented Accounting Specialist/Office Manager to join our team. This role combines core accounting responsibilities with office management duties to ensure smooth financial operations and efficient administrative support. The ideal candidate will be energized by managing multiple tasks, maintaining accuracy in financial data, and fostering a well-organized work environment. Your expertise will help uphold our commitment to financial integrity, compliance, and operational excellence. Key Responsibilities *1. Oversee Accounting Team * * Maintain accurate general ledgers and perform monthly bank reconciliations. * Manage accounts payable (AP) and accounts receivable (AR) processes efficiently. * Prepare comprehensive monthly, quarterly, and annual financial statements. * Monitor cash flow and flag budget variances to leadership. *2. Tax Compliance & Strategy* * Prepare and file corporate tax returns, ensuring full compliance with local, state, and federal laws. * Manage accurate payroll tax reporting and timely year-end documentation (W-2s, 1099s). * Research and implement tax-saving strategies and stay updated on evolving tax codes. * Coordinate with external auditors and regulatory bodies as needed. *3. Human Resources & Office Manager* * Manage the office staff time and attendance * Oversee employee onboarding, offboarding, and maintenance of digital personnel files. (Payroll is out sourced) * Assist in Company insurance polies and Audits *Requirements* * Proven experience in accounting or finance roles with proficiency in accounting software such as QuickBooks. * Strong understanding of Tax Forms * *Familiarity with payroll systems like ADP or Paycom.* * Knowledge of financial concepts including balance sheet reconciliation, journal entries, debits & credits, and account analysis. * Technical skills in Excel data analysis and data entry; ability to perform 10-key typing efficiently. * Excellent numeracy skills combined with attention to detail for accurate account reconciliation and bookkeeping tasks. * Ability to manage multiple priorities effectively while maintaining a high level of accuracy and professionalism. * Knowledge of insurance and audit procedures. * *Join us if you’re passionate about combining accounting expertise with office management skills to create a seamless operational environment! We value proactive individuals who thrive on precision, organization, and continuous improvement in a fast-paced setting.* Pay: $65,000.00 - $85,000.00 per week Work Location: In person
Posted 3 weeks
VICE PRESIDENT, FINANCE & CONTROLLER
Palco - Jacksonville, FL 32210
VICE PRESIDENT, FINANCE & CONTROLLER (REMOTE) We’re Palco. We provide the management, support, and systems behind self-directed programs—the services that help people hire, pay, and manage their own caregivers with confidence. With 25+ years of experience as a national provider operating in over 17 states, we keep people at the center of everything we do. Through innovative technology and decades of expertise, we help states and partners run stronger, more compliant, and efficient programs. Our mission is to challenge the status quo and build smarter, more human-centered solutions that put power back in people’s hands. Want to learn more about joining our team? Visit www.palcofirst.com to explore opportunities. The Vice President of Finance & Controller oversees the company’s accounting and financial operations, ensuring accurate reporting, compliance, and financial integrity across all business functions. This position manages the accounting team and leads the processes for financial close, audits, budgeting, and internal controls. The ideal candidate is a hands-on leader with strong technical accounting skills, a commitment to operational excellence, and the ability to support a dynamic, growing organization. Key Responsibilities Financial Close & Reporting Own the monthly, quarterly, and annual close process end-to-end, ensuring financials are accurate, complete, and delivered on a consistent, reliable timeline Establish and enforce a disciplined close calendar with clear deadlines, ownership, and review controls Review and approve all journal entries, accruals, and financial statements, ensuring they are fully supported and aligned with GAAP Identify breakdowns in the close process and implement improvements that increase accuracy, speed, and consistency Deliver financial reporting that is clear, explainable, and actionable for leadership Reconciliations & Financial Integrity Ensure all balance sheet accounts are fully reconciled monthly, supported, and reviewed, with no aged or unexplained balances Build and enforce standardized reconciliation processes, including documentation, review, and approval workflows Investigate and resolve discrepancies across systems (GL, payroll, billing, bank activity) to ensure full alignment Maintain clear, accurate visibility into cash and financial position at all times Treasury & Cash Management Own all treasury functions, including cash management, banking relationships, and liquidity oversight Monitor cash flow, forecast needs, and ensure sufficient funding across accounts and programs Oversee bank reconciliations, cash movement, and controls around disbursements and receipts Implement processes and controls that ensure security, accuracy, and visibility of all cash activity Internal Controls & Compliance Develop, own, and continuously improve the company’s internal control environment across all financial operations Establish clear ownership, segregation of duties, and approval structures to reduce risk and ensure accountability Proactively identify control gaps and implement practical, sustainable solutions Ensure audit readiness at all times with clean documentation and support Serve as the primary lead for audits and regulatory reviews Accounting Operations Ownership Own and oversee all accounting functions, including GL, AP, AR, payroll accounting, and financial reporting for all entities Take accountability and provide hands-on leadership for the quality, accuracy, and timeliness of all financial operations Ensure strong coordination between accounting, billing, payroll, and operations to support clean financial outcomes Process Improvement & Technology Continuously evaluate and improve accounting processes using current technologies, automation, and best practices Make practical recommendations to leadership on tools, systems, and process changes that improve efficiency and control Partner with IT and operational teams to streamline data flow and eliminate system gaps Build scalable, repeatable processes that reduce manual work and reliance on individuals Metrics, Dashboards & Profitability Develop and maintain dashboards, KPIs, and reporting tools that provide visibility into financial performance Create clear metrics around profitability, cost drivers, and operational efficiency Deliver insights that help leadership understand performance and make informed decisions Translate financial data into meaningful, usable information for both finance and non-finance stakeholders Leadership, Team Management & Development Lead, manage, and develop the accounting team, establishing clear expectations, ownership, and accountability Train and mentor staff, strengthening technical skills, consistency, and performance over time Build a team that can execute a disciplined close, strong reconciliations, and reliable reporting Foster a culture of accountability, accuracy, and continuous improvement Cross-Functional & External Communication Serve as a key financial partner across the organization, working closely with operations, leadership, and other departments Communicate financial information clearly and effectively to both internal and external stakeholders Participate in client-facing discussions as needed, representing the financial function with credibility and clarity Support leadership with insights, recommendations, and financial guidance. Qualifications CPA required. Does not need to be current. 7+ years of progressive accounting experience, including at least 3 years in a supervisory or leadership role Deep understanding of GAAP, internal controls, and financial reporting Experience managing audits and working with external auditors Strong systems orientation with experience in NetSuite or similar accounting software; ability to evaluate and improve workflows Advanced proficiency in Microsoft Excel and Microsoft Office Suite Remote work experience required Excellent analytical, communication, and leadership skills Bachelor’s degree in Accounting, Finance, Business or related field preferred Experience in healthcare, Medicaid, or government-funded programs preferred Join Us This position is remote/work-from-home role. Enjoy the convenience of working from home and maximize your time by unplugging at the end of your workday. Company benefits designed for you: Generous Paid time off. Annual bonus potential. Retirement Savings: We will support you as you save for your future. Career Growth Opportunities: We help you thrive, so together, we can grow. We provide opportunities to advance your career with a vast portfolio of businesses and a global footprint. Paid Training: Earn while you learn and continue to grow with access to internal and external learning opportunities. Great Work Environment: We are proud of our company culture of collaboration and the recognition we have received for our diversity efforts. Benefits package: Employer shared Health Insurance cost Employer paid Disability Insurance Employer paid Life and AD&D Insurance Vision Insurance Cancer Insurance Voluntary Life Insurance Paid Time Off Remote work environment Paid holidays When you join Palco, you are engaged in creating the future - both our company’s, the people we serve, and your own. We understand that our success is directly related to the success of our team. We strive to create a culture where you can: Bring your authentic self to work. Grow and thrive, both personally and professionally. Make a difference with our clients, in our communities, and with the millions of people we support. Experience work/life balance. Feel value and a greater purpose through the work you do. Palco, Inc. is an Equal Employment Opportunity (EEO) employer and does not discriminate in any employer/employee relations based on race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Posted 3 weeks
Controller
Infrastructure Equipment Group - Jacksonville, FL 32219
*<Overview>* Join our dynamic organization as a Controller, where you will lead the financial stewardship and strategic oversight of our operations. In this vital role, you will manage comprehensive accounting functions, ensure compliance with regulatory standards, and drive accurate financial reporting. Your expertise will empower us to make informed decisions, optimize financial performance, and uphold the highest standards of integrity within a fast-paced environment. This position offers an exciting opportunity to influence organizational growth through meticulous financial management and innovative accounting practices. *<Responsibilities>* * Manage the daily transactions of the Accounting Department for the accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements, annual audits, and annual budgets. * Manage the Accounts Payable Department, ensuring the accurate and timely processing of accounts payable, purchase orders, manufacturing orders, petty cash, core employee expense reports, cash control, and total corporate payroll tax compliance. * Manage the Accounts Receivable Department to ensure the accurate and timely management of all Accounts Receivable aging components including billings, cash receipts application, etc; funding service management which includes weekly funding reports and customer service; quarter and year-end payroll closing including federal and state reports; and check statistic management. * Establish and maintain systems and controls which verify the integrity of all systems, processes and data, and enhance the Company's value, including but not limited to: * Prepare or direct preparation of business activity reports and/or reports required by regulatory agencies. * Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. * Conform with and abide by all regulations, policies, work procedures, and instructions. * Coordinate the financial planning, budgeting, procurement, or investment activities of all or part of an organization as directed by the Senior Controller. * Respond accurately and timely to requests by Senior Controller to facilitate any necessary financial needs. * Responsible for approving and filling quarterly and yearly tax reports including Federal Excise Tax, Rental Tax, Sales Tax, and Property Tax, Heavy Highway Use Tax and VIT. * Responsible for reconciling asset accounts, liability accounts. * Advise management on short-term and long-term financial objectives, policies, and actions. * Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources. * Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations. * Participate in a wide variety of special projects and compile a variety of special reports. * Communicate with co-workers, management, clients, franchisees, and others in a courteous and professional manner * Ability to work required days and times necessary to achieve results, anticipated vary from 45 to 60 hours per week depending on business needs, cycles and demands. *<Education/Experience>* · Bachelor's degree in Accounting or Finance. · Must have 5 years of hands-on accounting managerial experience. · Experience with multi-company business. · Experience in expanding, fast growing organizations. · Dealership and manufacturing background a plus, but not required. *<Knowledge/Skills>* · Strong general ledger, accounts payable, accounts receivable, payroll, income tax and banking working knowledge. · Spreadsheet proficient (hardware and software), including Excel. · Proficiency with QuickBooks and Fishbowl is a plus. · Contractual negotiation experience. *<Key Traits>* · Entrepreneurial spirit to think proactively, take ownership and resolve issues in a rapidly expanding business. · Innovative outlook with ability to see the big picture in order to support the organizational vision. · Professional demeanor and approach to work with ability to achieve organizational goals. · Extremely detail oriented with high degree of accuracy in all aspects of reporting and communication. · Good organizational skills with ability to set priorities to meet deadlines on schedule. · Can effectively communicate with diverse groups through various forms of communication. · Outstanding written, verbal and presentation-based communication skills. · Ability to manage and effect change in order to respond to ever evolving business landscape. Pay: $100,000.00 - $120,000.00 per year Benefits: * 401(k) 3% Match * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Experience: * Accounting: 5 years (Preferred) Work Location: In person
Posted 3 weeks
Director of Procurement and Finance
TOTE - Jacksonville, FL 32256
Director of Procurement and Finance Job Summary The Director of Procurement and Finance is responsible for leading the organization’s financial strategy in the areas of procurement, capital planning, complex business modeling, mergers & acquisitions, and evaluation of organic and inorganic growth opportunities while supporting operational turnaround efforts. This role serves as a key business partner to executive leadership, providing financial analysis, forecasting, budgeting, and operational insights to drive informed decision-making. The Director of Procurement and Finance oversees procurement functions, financial controls, cash management, complex modeling, audits, and regulatory compliance while ensuring the accuracy and integrity of financial information. This position requires strong leadership, analytical expertise, business acumen, and the ability to manage multiple priorities in a dynamic environment. By fostering financial stewardship and operational efficiency, the Director of Procurement and Finance plays a critical role in supporting organizational growth and performance. Essential Job Responsibilities and Results Strategic Procurement Leadership Lead the organization’s procurement strategy, planning, and execution, optimizing a multi-million dollar vendor spend to improve bottom-line margins. Oversee procurement governance, vendor management, and contract review processes to ensure alignment with organizational objectives, operational requirements, and financial targets. Partner with operational leaders to evaluate vendor performance, negotiate financial terms, and identify cost savings and value creation opportunities. Develop and implement procurement-related financial controls, approval processes, and purchasing policies to support compliance and operational efficiency. Lead a strategic National Accounts initiative across Saltchuk sister companies on behalf of TOTE, leveraging joint purchasing power to consolidate vendor spend, capture cross-company synergies, and deliver measurable bottom-line cost savings. Financial Strategy & Business Partnership Analyze financial performance and trends to develop actionable dashboards and KPIs that provide executive leadership with real-time strategic insights. Develop, implement, and maintain internal financial controls, policies, and procedures to ensure compliance and operational efficiency. Partner with department leaders to support budget development, financial analysis, and operational decision-making. Support strategic initiatives, business planning, and organizational growth through financial modeling and analysis. Identify opportunities for process improvements, automation, and increased financial efficiency. Oversee vendor contracts, financial agreements, and procurement-related financial reviews. Executive Reporting & Growth Initiatives Prepare financial presentations, reports, and materials for board meetings, leadership meetings, and stakeholders. Actively lead or support financial due diligence, modeling, and post-merger integration for potential organic and inorganic growth opportunities. Compliance & Governance Ensure compliance with federal, state, and local financial regulations, accounting standards, and company policies. Qualifications (Education, Experience, and Certifications) Bachelor’s degree in Finance, Accounting, Business Administration, or related field required. CPA preferred. 10+ years of progressive finance and accounting leadership experience required, ideally demonstrating a track record of driving operational turnarounds or scaling corporate functions. Experience leading budgeting, forecasting, financial reporting, and strategic financial planning processes. Strong knowledge of GAAP, financial controls, audits, and regulatory compliance requirements. A proven track record of mentoring and elevating finance/accounting teams, fostering a culture of continuous improvement and data-driven decision-making. Proven ability to analyze complex financial data and provide actionable business recommendations. Strong proficiency with ERP systems, financial software, Microsoft Excel, and reporting tools. Experience supporting executive leadership and presenting financial information to senior stakeholders or boards preferred. Prior experience in multi-site, transportation, logistics, maritime, or operational environments preferred. Knowledge, Skills, and Abilities Strong financial analysis, forecasting, and strategic planning capabilities. Leadership and team development skills. Executive-level communication and presentation abilities (written and verbal). High degree of integrity, confidentiality, and professional judgment. Strong analytical thinking and problem-solving skills. Ability to prioritize competing deadlines and manage multiple projects simultaneously. Attention to detail and commitment to accuracy. Business partnership and relationship management skills. Knowledge of financial systems, accounting practices, and internal controls. Ability to influence decision-making and drive organizational results through financial insights. Process improvement mindset with focus on operational efficiency and continuous improvement. Work Environment Typically works in an office environment with adequate lighting and ventilation and a normal range of temperature and noise level. Valid Florida driver’s license required. Physical Effort Most work requires normal physical effort. Why This Role Matters As Director of Procurement and Finance, you will play a pivotal role in shaping the organization’s financial future, driving procurement excellence, supporting strategic growth initiatives, and partnering with executive leadership to improve operational performance. This position offers the opportunity to influence enterprise-wide decision-making while delivering measurable financial and operational results. Equal Opportunity Employer TOTE Resources is an Equal Opportunity Employer - Affirmative Action and a VEVRAA Federal Contractor. We are committed to a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin disability, or status as a protected veteran. TOTE Resources is a drug-free employer and a participant of the E-Verify Employment Verification Program.
Posted 3 weeks
Director, Reimbursement, Southbank Plaza II
Baptist Health System, Inc. - Jacksonville, FL 32207
About Baptist Health Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital. Director, Reimbursement, Southbank Plaza The Director of Reimbursement is responsible for leading the reimbursement function for Baptist Health, including oversight of government reimbursement, net revenue budgeting, cost reporting, charge master maintenance, regulatory compliance, and reimbursement-related financial analysis. This leader provides strategic direction and operational oversight to ensure accurate reimbursement, compliance with government regulations, and timely communication of reimbursement issues impacting the Health System. The Director partners closely with Finance, Revenue Cycle, Operations, Compliance, and senior leadership to evaluate reimbursement performance, monitor regulatory changes, support financial planning, and provide analysis and recommendations related to reimbursement opportunities, risks, and trends. Key Responsibilities: Provides leadership, staffing oversight, and departmental supervision for the Reimbursement function. Ensures compliance with applicable government reimbursement regulations, reporting requirements, and industry standards. Monitors reimbursement rules, regulatory updates, and payer changes, and communicates potential financial or operational impacts to Health System leadership. Directs the preparation of annual net revenue budgets, including analysis of reimbursement assumptions, payer trends, and projected revenue performance. Oversees the preparation, review, and submission of government cost reports and related reimbursement filings. Leads and supports home office cost report preparation, review, analysis, and related reimbursement activities. Monitors monthly net revenue performance and provides leadership with analysis of variances, trends, and reimbursement-related impacts. Leads financial analysis related to reimbursement issues, regulatory changes, governmental payer programs, and other revenue-related matters. Pulls, reviews, and analyzes government reimbursement reports and related data to support financial reporting, compliance, and decision-making. Directs the maintenance and compliance of the Health System charge master, ensuring charges are accurate, current, and aligned with applicable regulatory requirements. Partners with internal stakeholders to support reimbursement strategy, financial forecasting, revenue optimization, and operational decision-making. Provides guidance and education to Health System leaders regarding reimbursement issues, regulatory updates, and financial implications. Supports audit readiness and responds to reimbursement-related inquiries, reviews, or requests as needed. Develops and maintains policies, procedures, and internal controls related to reimbursement operations and compliance. Required Education and Qualifications: Bachelor’s degree in Accounting, Finance, Business Administration, Healthcare Administration, or related field required. 5+ years of healthcare finance experience required. Home office cost report experience required. Significant experience in healthcare reimbursement, net revenue, cost reporting, finance, revenue cycle, or related financial operations required. Strong knowledge of Medicare, Medicaid, and government reimbursement regulations. Experience preparing or overseeing government cost reports and reimbursement-related financial analysis. Prior leadership or supervisory experience required. Strong analytical, communication, problem-solving, and organizational skills. Ability to interpret complex regulatory guidance and communicate impact to leadership and operational stakeholders. #LI-BHS Preferred Qualifications: Master’s degree in Accounting, Finance, Business Administration, Healthcare Administration, or related field preferred. Experience in a hospital or health system environment preferred. AHCA reporting experience preferred. Experience pulling government reports and analyzing government reimbursement data preferred. Experience with charge master oversight, net revenue budgeting, and reimbursement compliance preferred. CPA, HFMA certification, or other relevant healthcare finance certification preferred. Knowledge, Skills & Abilities Strong understanding of healthcare reimbursement methodologies and government payer regulations. Knowledge of home office cost reporting, government reporting requirements, and reimbursement-related financial reporting. Ability to lead teams, manage priorities, and meet reporting deadlines. Strong financial analysis and budgeting skills. Ability to collaborate effectively with Finance, Revenue Cycle, Compliance, Operations, and executive leadership. Excellent written and verbal communication skills. High attention to detail and commitment to accuracy and compliance. Ability to identify reimbursement risks, opportunities, and operational impacts. Primary Location: Downtown - Southbank Building 2