Job Results
Financial Services
Posted 3 weeks
Personal Lines Account Manager
Insurance Office of America - Fernandina Beach, FL 32034
Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $50,000 to $60,000 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
Personal Lines Account Manager
Insurance Office of America - Jacksonville, FL 32233
Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $50,000 to $60,000 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
Personal Lines Account Manager
Insurance Office of America - Saint Johns, FL 32233
Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $50,000 to $60,000 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
Personal Lines Account Manager
Insurance Office of America - Middleburg, FL 32068
Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $50,000 to $60,000 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
Controller
Circles of Wellness - Jacksonville, FL 32257
*Pay:* $165,000 to $185,000.00 per year *Job description:* ACTIVELY SEEKING A DYNAMIC CONTROLLER! STAR CANDIDATE COMPENSATION CAN EXCEED $110,000! A Progressive, growing, locally owned Facility Management Company with over 55 years of success is seeking an assertive, proactive, and driven professional. Do you desire to be a leader relied on to help drive an organization to extraordinary levels in your role? We're expanding because of our reputation for quality and exceptional customer satisfaction. We are growing rapidly by positioning ourselves as a dominant provider of facility management services. Fourman Equity Capital is looking for a superstar Controller. In this role, you will lead a team of 6 accountants and report directly to the Owner. A locally owned company is seeking an experienced Controller with exceptional organizational skills, attention to detail, and the ability to solve problems in a fast-paced environment. This role focuses on maximizing returns on financial assets by establishing and maintaining financial policies, procedures, controls, and reporting systems. Responsibilities and Duties Essential Functions: * Hire, train, and manage the accounting team. * Track performance against financial objectives. Providing explanations for variances. * Maintains accurate accounting records by maintaining ledger accounts, journal entry preparation/review, and account reconciliations. * Maintain reporting processes; prepare individual and consolidated financial reports by period close dates, including Profit & Loss Statement, Balance Sheet, Cash Flow, and issue other management reports to leadership monthly. * Ensure the Accounting Team meets its goals and deadlines. Additional Responsibilities: * Weekly status report to VP on open A/R and collection efforts. * Assists in developing annual budgets, reports performance against budget, researches and communicates variance drivers. * As a leadership team member, you will drive strategic planning, budgeting, and financial analysis. * Cash Management. * Prepare all monthly sales and use tax returns by state. Qualifications and Skills Education * Bachelor’s degree in accounting or finance. * CPA preferred but not required. Experience * 5+ years’ experience in general accounting, P&L, budgets, financial reporting. * 5+ years' experience in managing accounting staff. * Proficient in Microsoft Office, Word, and Outlook, and have advanced experience in Excel. * Experience with accounting software such as Microsoft Dynamics Business Central. * Power BI experience is a plus. Benefits * The benefits package includes a 401 (k) match, unlimited PTO, and health/dental/vision benefits. * Unlimited PTO * No weekends, travel, or Holidays. * Compensation growth opportunities as the company grows. * Dental insurance * Disability insurance * Health insurance * Life insurance * Vision insurance Education: * Bachelor's (Required) Experience: * Accounting: 5 years (Preferred) License/Certification: * CPA (Preferred) Pay: $165,000.00 - $185,000.00 per year Benefits: * 401(k) matching * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Education: * Bachelor's (Required) Experience: * Accounting: 5 years (Required) Work Location: In person
Posted 3 weeks
SVP – Chief Financial Officer
Jacksonville Transportation Authority - Jacksonville, FL 32204
Under the general direction of the Chief Executive Officer (CEO), the SVP – Chief Financial Officer (CFO) serves as the principal financial executive of the Jacksonville Transportation Authority (JTA). This position is responsible for providing strategic leadership, oversight, and administration of the Authority's financial planning and analysis, budgeting, revenue management, fixed assets, grants management and accounting and information technology (IT). The SVP – CFO ensures that all activities under their purview are conducted in full compliance with applicable federal, state, and local regulatory standards, Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) pronouncements, Federal Transit Administration (FTA) requirements, and JTA policies and procedures. Collaborates closely with the CEO, Executive Leadership Team (ELT), and the JTA Board of Directors to ensure fiscal integrity, operational efficiency, and strategic alignment across all divisions under their direction. Essential Function(s): Financial Planning, Analysis & Budgeting Direct all phases of the Authority's financial planning programs, ensuring sound financial forecasting with adequate assumptions to account for and protect the assets of the Authority. Manage the preparation of budgetary records and related reports for all revenue, treasury, and asset management functions. Direct the preparation of annual operating and capital budgets and present budgets to senior leadership and the CEO for approval. Oversee the development and submittal of monthly budget/expenditure reports; prepare and review monthly financial reports for presentation to the Board of Directors and senior leadership. Develop, administer, and monitor financially-based internal controls and reports related to both capital and operating expenditures to increase effectiveness and efficiency. Supervise cash management systems, investments, and controls; assure the integrity of various funds and records in accordance with generally accepted accounting practices. Direct employees engaged in the receipt and recording of revenues, investment of funds, monitoring of expenditures, administration of contracts, and disbursement of funds. Analyze complex financial reports and develop related management recommendations and proposals for executive leadership and the Board. Interface with City, County, and State agencies; respond to inquiries from the public and other stakeholders regarding financial matters. Grants Management & Grants Accounting Provide executive oversight of all federal, state, and local grant programs, ensuring full compliance with grantor requirements, grant agreements, and applicable regulations including FTA, FDOT, and other funding agency requirements. Direct the preparation, submission, and management of grant applications, budgets, amendments, and financial reports in coordination with program managers and department heads. Oversee grants accounting functions, including accurate tracking, reporting, and drawdown of grant funds in the Authority's financial systems. Ensure timely and accurate completion of National Transit Database (NTD) reporting requirements and other federal financial reporting obligations. Maintain compliance with OMB Uniform Guidance (2 CFR Part 200) and other applicable cost principles and audit requirements. Coordinate with external auditors and oversight agencies in the conduct of grant-related audits, program reviews, and financial monitoring activities. Develop and maintain grants management policies, procedures, and internal controls to safeguard grant funds and ensure audit readiness. Information Technology (IT) Provide strategic leadership and oversight of the Authority's Information Technology division, ensuring technology investments align with JTA's operational goals and long-term strategic plan. Direct IT operations including infrastructure, cybersecurity, enterprise systems, data management, software applications, and technology service delivery. Champion the evaluation, procurement, and implementation of new technologies to drive operational efficiency, data integrity, and service innovation across the Authority. Ensure IT policies, procedures, and systems are compliant with applicable federal, state, and local standards, including cybersecurity frameworks and data privacy requirements. Oversee IT capital planning and budgeting, including the prioritization of technology projects and resource allocation in alignment with organizational needs. Collaborate with executive leadership and department heads to identify technology solutions that support mission-critical transit operations and administrative functions. Direct IT vendor relationships, contracts, and service-level agreements to ensure cost-effective and reliable delivery of technology services. Leadership & Organizational Development Recruit, hire, develop, and retain a high-performing team of financial, grants, IT, and procurement professionals aligned with JTA's mission and values. Establish and communicate clear performance expectations; conduct regular evaluations and provide coaching and mentoring to direct reports and department staff. Foster a collaborative, inclusive, and high-accountability work culture within all divisions under the SVP – CFO's purview. Actively demonstrate JTA's Elements of a Leader, including engagement, courageous decision-making, effective communication, empathy, critical and strategic thinking, teamwork, customer focus, innovation, and integrity. Represent the CFO division on the Executive Leadership Team, contributing to Authority-wide strategic planning, policy development, and organizational decision-making. Knowledge, Skills, and Abilities: Comprehensive knowledge of GAAP, GASB standards, governmental fund accounting, and public sector financial management. Thorough knowledge of federal grant management regulations including OMB Uniform Guidance, FTA Circular requirements, and NTD reporting. Broad knowledge of public procurement law, FTA third-party contracting requirements, and best practices in contract administration. Working knowledge of information technology operations, cybersecurity principles, and enterprise technology planning. Strong organizational, analytical, and strategic-thinking skills with the demonstrated ability to create, implement, and monitor complex plans and translate them into actionable goals. Exceptional interpersonal and communication skills with the ability to interact effectively with a wide range of stakeholders including elected officials, federal oversight agencies, the JTA Board of Directors, and the public. Demonstrated ability to develop, lead, and sustain a high-performance, multi-disciplinary work team with an emphasis on collaboration, mentoring, and exceeding organizational goals. Technologically savvy with the ability to leverage information systems and data analytics to drive organizational efficiency and informed decision-making. Strong skill in developing departmental objectives and providing effective long- and short-range financial and operational planning. Demonstrated track record in budget management, stewardship, and developing strategies to build multi-faceted administrative and financial programs. Minimum Qualifications: Education Bachelor's degree in Finance, Accounting, Business Administration, or a closely related field from an accredited college or university is required. Advanced degree (MBA, MPA, Accounting, or related field) and/or Certified Public Accountant (CPA) designation strongly preferred. Experience Ten (10) years of progressively responsible executive or senior management experience, with demonstrated leadership in financial planning and analysis, budgeting, and multi-departmental administration in the public sector. Prior experience as a division or department head at the executive level, with responsibility for multiple functional areas. Demonstrated knowledge of federal and state grant programs, grant accounting, and compliance requirements applicable to public transportation agencies. Proven success leading or overseeing information technology and/or procurement divisions within a government or public agency environment. Additional Requirements Demonstrated proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experience with ERP or e-procurement systems (e.g., OpenGov, Tyler Munis, SAP, Oracle, Bonfire, or similar platforms). Ability to pass a comprehensive background check and drug screening as a condition of employment. Preferred Qualifications: Experience in public transit finance, grants management, and FTA regulatory compliance preferred. Certified Government Financial Manager (CGFM) or Certified Public Finance Officer (CPFO) designation is a plus. Familiarity with NTD reporting, FTA oversight requirements, and OMB Uniform Guidance (2 CFR Part 200). Work Environment/Physical Demands: The SVP – Chief Financial Officer works primarily in an office environment. The position requires a flexible working schedule to successfully navigate daily functions across the Authority's offices and to engage with external vendors, consultants, financial institutions, and private investment groups. Must be available to attend meetings with the JTA Board of Directors, City Council, FTA, FDOT, and other stakeholder groups. The position may require extended hours, including evenings, weekends, and holidays, to respond to emergencies or meet Authority needs, and may require periodic travel to attend meetings, conferences, or training sessions. Physical demands may include: Sitting and/or standing for prolonged periods. Performing repetitive motions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Acknowledgements: This position description is intended to describe the general nature and level of work being performed and is not to be construed as an exhaustive list of all responsibilities, duties, and skills required. The Jacksonville Transportation Authority reserves the right to modify, add, or remove duties and to assign other duties as necessary. This document does not constitute an employment contract, expressed or implied, nor does it alter the at-will nature of employment. The Jacksonville Transportation Authority is an Equal Opportunity Employer and is committed to providing a workplace free from discrimination. JTA does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, veteran status, or any other characteristic protected by applicable law This position description in no way states or implies that these are the only duties to be performed. Employees are responsible for completing all mandatory training classes. Employees must also review and comply with all JTA/JTM policies, procedures, and directives. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship. All employment offers are contingent upon pre-employment drug testing. Positions marked as ‘ Safety Sensitive ’ will be subject to random testing for drug and alcohol use and if any testing is positive, the application for employment will be rejected, or if hired, employment may be terminated. Positions marked as “ COOP Essential ” may be required to work whenever the Continuity of Operations Plan is activated. Driver’s License – The position description will specify whether a driver’s license is required and the acceptable class of license. Unless an exception under Florida law exists, a nonresident must obtain a Florida driver’s license within 30 days of hire. If a driver’s license has a corrective lens restriction, the employee must wear corrective lenses when operating any vehicle for work purposes. Suspended or revoked licenses, work permits, and certain restricted licenses are not acceptable.
Posted 3 weeks
Personal Financial Counselor, Assignment Ready Counselor, PFC, Jacksonville, Florida
Magellan Health - Jacksonville, FL 32218
This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational financial materials to service members and families. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age-appropriate classes or seminars. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. Manages duty to warn situations according to Department of Defense (DoD) protocol. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description. Other Job Requirements Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready Counselor, PFC, Jacksonville, Florida Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther License and Certifications - Preferred Salary Range Salary Minimum: $58,440 Salary Maximum: $93,500 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
Posted 3 weeks
Agency Acquisition 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. Brightway is entering its next phase of accelerated national expansion and is seeking an Agency Acquisitions Leader to lead high-impact growth initiatives within its newly established M&A program. This leader will drive two primary channels of growth: converting independent agency owners into Brightway franchisees through the acquisition of a portion of their commission revenue stream, and acquiring books of business from agents pursuing a full exit. - Scope: The Agency Acquisitions Leader is responsible for driving franchise growth and market expansion through agency acquisition. Acting as an enterprise sales leader, this role sources, recruits, and closes high-performing insurance agents and teams by clearly articulating the Brightway value proposition across technology, service, support, and culture. The position plays a critical role in increasing written premium, expanding Brightway’s agency footprint, and growing market share in priority geographies. This leader will build and execute an M&A engine that delivers measurable growth across three core outcomes: New franchise owners entering the Brightway system Strategic acquisitions of independent agencies A scalable pipeline of growth opportunities sourced through outbound outreach, industry relationships, and referral networks This role is designed for a deal-oriented growth leader who thrives in high-performance environments and can source, structure, and close expansion opportunities through outbound outreach, relationship networks, referral partners, and strategic intermediaries. The leader will complement Brightway’s digital sourcing and lead-generation strategies with relationship-driven deal flow, partnering closely with the Head of M&A to advance prospects through the pipeline to signed letters of intent. The primary objective is to recruit top-performing, growth-oriented insurance entrepreneurs and convert their existing agencies into Brightway franchises. The ideal candidate brings deep property & casualty insurance experience, strong knowledge of insurance agency operations, and a solid understanding of franchise network models. Core Responsibilities: Recruit New Franchises via Book Acquisition Identify, target, and recruit high-performing independent insurance agents. Conduct discovery meetings to understand agent growth orientation, challenges and priorities. Pitch the Brightway platform, brand, marketing, and technology stack. Negotiate and close franchise conversions of existing agencies to Brightway via book of business acquisition. Work collaboratively across operations, legal, finance and compliance to get deals over the finish line. Pipeline Development Work with the Head of M&A to improve the conversion of the pipeline of prospective agents and producers. Partner with local agents and referral partners to identify strong referral agent candidates. Use Salesforce to track prospects and engagement. Execute outbound outreach campaigns. Market Intelligence Analyze the competitive landscape within target geographic markets and understand insurance-specific market dynamics. Track top-performing agencies. Identify those who (1) are growth-oriented and strong fits with the Brightway culture; (2) more likely to consider a transition to Brightway; and 3) are sufficiently capitalized with the right experience to position them for success. Experience, Licenses, & Education: Bachelor’s degree in finance, business, economics, or a related field 8–12+ years of experience in one or more of the following areas: Insurance agency acquisitions Insurance distribution and Insurance agency Management Property & casualty insurance industry experience required Experience working with insurance carriers and independent agency models Familiarity with franchise network growth models strongly preferred Demonstrated success sourcing opportunities through industry networks, referral partners, or aggregator relationships Strong background in the property & casualty insurance industry, with working knowledge of franchise development and mergers and acquisitions Deep understanding of the insurance agency distribution ecosystem Familiarity with insurance carrier relationships and partnership dynamics Experience working with or alongside insurance agency networks Demonstrated ability to generate deal flow through referral partners, brokers, and industry relationships Strong financial acumen, including valuation analysis and transaction structuring Exceptional negotiation and relationship-building skills Proven ability to thrive in high-growth, performance-driven environments Proficiency with CRM and pipeline management tools Preferred Licenses: Property & Casualty insurance license, or the ability to obtain one - 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
Underwriter
Olympus Insurance - Jacksonville, FL 32256
Job Title: Personal Lines P&C Underwriter Reports to: Underwriting Manager Direct Reports: None Location: Jacksonville Office Location Position type: Full Time Normal Working Hours: Monday-Friday, 8:00AM-5:00PM FLSA Status: Exempt, Salaried Who We Are Olympus Insurance Company is the premier insurance partner, providing the broadest coverage and superior service for Florida homeowners since 2007. We believe that insurance is a promise, and we honor our commitment to help homeowners navigate life's inevitable storms. Becoming an Olympian means joining a collaborative, people-first culture built on growth, accountability, and connection. Think Ahead. Think Olympus. What Olympus Offers We extend our signature White Glove Service to our employees through a comprehensive total rewards package, including: Employer-sponsored medical, dental, and vision plans Company-paid life insurance, short-term disability, and long-term disability 401(k) with company match Paid Time Off to include annual PTO, Holidays, Floating Holidays, and Volunteer Time Off Education Assistance Program and ongoing professional development opportunities Wellness Lunch N Learns Employee perks such as pet insurance, discount programs, and a welcoming office environment At Olympus, we empower you to grow, contribute, and thrive both professionally and personally. Job Summary The Underwriter acts as the gatekeeper for new business policies that fall outside Company guidelines and require extra consideration. This role reviews renewal policies to ensure profitability, proper rating and that it meets acceptable underwriting criteria. Essential Duties and Responsibilities Underwrites quote exceptions, new, and renewal business for eligibility and profitability. Ensures risks are properly rated and meet current guidelines. Requests additional information for underwriting file as necessary and document all aspects of the process. Reviews inspection reports for property/liability hazards or concerns. Takes appropriate action and communicates outcomes with agency partners. Responds to agency inquiries via emails and phone calls within designated time limit to ensure top-notch customer service. Provides underwriting support and service to agencies, sales managers, claims, and all other internal departments. Reviews and processes policy change requests, endorsements, cancellations, reinstatements according to guidelines while maintaining service levels. Reviews claims alerts to determine future underwriting actions. Works with all internal partners to collaborate on policy issues. Create resolutions that support overall corporate objectives. Performs special projects as requested or required. Occasional field travel with marketing/agency visits or on an as needed basis. Qualifications (Education/Experience) 2+ years recent experience in personal lines underwriting OR 3-5 years' experience in underwriting or agency operations, preferably in the Florida Homeowners market. College degree preferred. P&C license and/or designations a plus. Skills Required Organizational skills with an innate ability to effectively manage time and workload. Ability to foster positive relationships with agency, field associates, and coworkers. Proficient in Microsoft Word, Excel, and Outlook. Excellent written and verbal communication skills. Must be detail oriented, focused, and reliable with ability to work independently. EEO Compliance Olympus Insurance Company is an equal opportunity employer committed to fostering a diverse, inclusive, and respectful workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy, childbirth, and related medical conditions), age, disability, genetic information, marital status, sexual orientation, gender identity or expression, veteran or military status, or any other protected characteristic under federal, state, or local law. This position will remain open until June 18th, or until a sufficient pool of qualified candidates has been identified. Agency Disclaimer: This job posting is not intended to solicit resumes from staffing agencies. Any unsolicited resumes sent to this posting, to employees, or to the Company without a valid written and signed agreement from Human Resources will be considered the property of the Company, and no fees will be paid.
Posted 3 weeks
Universal Banker
Ameris Bank - Jacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. Serve as both a Teller and Personal Banker to support customer and team needs. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: · Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships. · Proactively communicates with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance. · Apply need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services. · Maintain a working knowledge of banking products and promotions. · Open new accounts and service existing accounts. · Accountable for achievement of defined sales and service goals. · Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience. · Work to understand the root causes of customer service issues. · Identify and implement resolutions for service issues involving supervisors on more complex issues. · Conduct onboarding activities for new clients. · Provide backup support to other branches and employees as needed. · Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions. · Perform accurate transactions, balance each day, and verify cash totals. · Scan daily proof work to the remote capture machine. · Provide assistance and training to other colleagues and serve as a mentor. · Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty. Required Knowledge, Skills and Competencies: · Highly motivated team-player with ability to develop and maintain collaborative relationships. · Strong written and verbal communication skills. · Intermediate PC proficiency. · Intermediate proficiency in Google Docs and Microsoft Office products. Industry and Work Experience: · 1 or more years of customer service experience required. · Cash handling or sales experience preferred. Academic: · High school diploma or GED required. · Bachelor’s degree in business or related field preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.