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  • Source: Indeed

    National Analytic Consultant- Employee Benefits

    Insurance Office of America | Atlantic Beach, FL 32233

    Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Apply on Indeed : National Analytic Consultant- Employee Benefits (opens in new window)
  • Source: Indeed

    National Analytic Consultant- Employee Benefits

    Insurance Office of America | Fernandina Beach, FL 32034

    Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Apply on Indeed : National Analytic Consultant- Employee Benefits (opens in new window)
  • Source: Indeed

    National Analytic Consultant- Employee Benefits

    Insurance Office of America | Jacksonville, FL 32233

    Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Apply on Indeed : National Analytic Consultant- Employee Benefits (opens in new window)
  • Source: Indeed

    National Analytic Consultant- Employee Benefits

    Insurance Office of America | Palm Coast, FL 32135

    Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Apply on Indeed : National Analytic Consultant- Employee Benefits (opens in new window)
  • Source: Indeed

    National Analytic Consultant- Employee Benefits

    Insurance Office of America | Saint Augustine, FL 32084

    Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Apply on Indeed : National Analytic Consultant- Employee Benefits (opens in new window)
  • Source: Indeed

    National Analytic Consultant- Employee Benefits

    Insurance Office of America | Palm Coast, FL 32135

    Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Apply on Indeed : National Analytic Consultant- Employee Benefits (opens in new window)
  • Source: Indeed

    National Analytic Consultant- Employee Benefits

    Insurance Office of America | Saint Johns, FL 32233

    Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Apply on Indeed : National Analytic Consultant- Employee Benefits (opens in new window)
  • Source: Indeed

    National Analytic Consultant- Employee Benefits

    Insurance Office of America | Middleburg, FL 32068

    Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Apply on Indeed : National Analytic Consultant- Employee Benefits (opens in new window)
  • Source: Indeed

    Tax Manager, Core Tax Services

    BDO | Jacksonville, FL

    Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients. Job Duties: Tax Compliance: Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner Research: Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of WTA and tax returns Involves firm specialists, as appropriate ASC 740 (FAS 109 and FIN 48) Tax Accruals: Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48 Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740 Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates Utilizes and manages STS, as needed Tax Consulting: Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes Considers the applicability of CTS and STS consulting specialties for each client Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client Serves as a technical resource Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”), Provides effective assistance with exam support Frames projects and issues for effective delegation to seniors and associates Tax Specialization: Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists Strategy Development: Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits Reviews studies of tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods Other duties as required Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior supervisory experience, required Industry expertise in one or more tax specialty, preferred License/Certifications: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient with the Microsoft Office Suite, preferred Experience with tax research databases and tax compliance process software, preferred Language : N/A Other Knowledge, Skills & Abilities: Superior verbal and written communication skills Ability to effectively delegate work as needed Strong analytical, research and critical thinking skills as well as decision-making skills Capacity to work well in a team environment Capable of developing and managing a team of tax professionals Ability to compose written tax advice Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. California Range: $112,000 - $150,000 Colorado Range: $104,500 - $115,500 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 Ohio Range: $105,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $150,000 Washington Range: $107,400 - $126,900 Washington DC Range: $120,000 - $140,000 At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity. We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together. Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more ! *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more !

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    ACCOUNTANT I – 64004815

    State of Florida | Jacksonville, FL 32209

    Requisition No: 884900 Agency: Department of Health Working Title: ACCOUNTANT I - 64004815 Pay Plan: Career Service Position Number: 64004815 Salary: $34,759.92 - $40,153.00 Posting Closing Date: 10/12/2026 Total Compensation Estimator Tool Open Competitive Job Opportunity Your Specific Responsibilities: Join Team Duval. At DOH-Duval, we work every day to protect, promote, and improve the health of our community. Join a team that values innovation, collaboration, and public service. Our programs are recognized across Florida for their impact and effectiveness, and we are looking for dedicated professionals who want to make a real difference. If you are passionate about creating healthier communities, your future starts here. This is an independent accounting position in the Accounts Payable Section. This position is responsible for analyzing and auditing all invoices for accuracy, making sure the amounts, vendor ID's, object codes, EO's, and OCA's and accurate, making the necessary corrections requesting a transaction 58 in FLAIR, if needed, as well as setting up for payment processing. This process is done through the state accounting systems, MyFloridaMarketPlace (MFMP), WORKS (Purchasing Card), and Cherwell. The position is required to review encumbrance reports to ensure there are no high-risk encumbrances, making sure invoices and vouchers are being processed in a timely manner with Department of Financial Services. The position is required to research and update all assigned vendors for any coding corrections on spreadsheets, supporting documents, certification statements, etc. Audits and process invoices through MyFloridaMarketPlace (MFMP), WORKS Purchasing Card and AXIOM to make sure we are incompliance with FS Section 215.422. Responsible for monitoring any invoices that are encumbered to be paid through MFMP by checking to see if all approvals, certification statements are added and invoice reconciliations are approved, so headquarters can process payment. Responsible for Processing invoices in AXIOM that are not encumbered items. Responsible for motoring, auditing, and processing invoices that are charged on the State Credit card in WORKS daily. Process Purchasing Card approvals from level 1 to level 2, making sure the organization code, expansion option code, object code and vendor identification number is entered correctly on the PCard screen. Charges are then signed off by the cardholder, approver, and the accountant. Assist employees with travel in STMS (State Travel Management System) when needed. Coordinate and tracks the mailing of vendor warrants that are requested back from headquarters so they can be mailed to vendors with supporting documentation according to standards established in Chapter 3A - 24 of the Florida Administrative Code and maintains a confirming file on an Excel spreadsheet. Maintains contact with the Comptroller's office to assure that all vouchers are processed, all warrants received, and any payment changes (lowered or deleted vouchers) are appropriately handled. Process Warrant cancellations when required, assuring follow-up activity is performed appropriately. Performs other duties as assigned by the Accounts Payable Supervisor/or Management such as attending meetings for information or trainings, preparing reports such as weekly status reports, special projects, maintaining the filing system, and assisting coworkers when needed. Performs all other duties as required Required Knowledge, Skills, and Abilities: Ability to listen to what other people are saying and ask questions as appropriate. Ability to find information and identify essential information, Ability to evaluate the likely success of an idea in relation to the demands of the situation Ability to motivate, develop, and direct people as they work, identifying the best people for the job. Ability to weigh the relative costs and benefits of potential action. Ability to implement critical thinking to a situation and develop the best solution. Ability to understand written sentences and paragraphs in work related documents. Knowledge of General Accepted Accounting Principles. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Knowledge of methods of compiling, organizing, and analyzing data for the purpose of monitoring and evaluating. Communicates positively, clearly, and concisely with supervisors, team members, and external customers in all interactions. Public Health Competency Domains applicable are: Analytical I Assessment skills, policy development I program planning skills, communication skills, cultural competency skills, financial planning I management skills, leadership and systems thinking skills. Qualifications: Minimum: Three or more years of experience working in an accounts payable section for an organizational unit. Three or more years of experience working with vendors to resolve issues. Three or more years of experience working with accounting systems and generating reports. Three or more years of experience using Microsoft suite including (Excel, Word, PowerPoint and Outlook. One or more years of experience working in a clerical position. Florida Department of Health Mission, Vision, and Values: Mission: To protect, promote & improve the health of all people in Florida through integrated state, county & community efforts. Vision: To be the Healthiest State in the Nation. Values: I nnovation: We search for creative solutions and manage resources wisely. C ollaboration: We use teamwork to achieve common goals & solve problems. A ccountability: We perform with integrity & respect. R esponsiveness: We achieve our mission by serving our customers & engaging our partners. E xcellence: We promote quality outcomes through learning & continuous performance improvement. Where You Will Work: Florida Department of Health in Duval County 921 N. Davis Street, Bldg. B Jacksonville, Florida 32209 The Benefits of Working for the State of Florida: Working for the State of Florida is more than a paycheck. The State’s total compensation package for employees features a highly competitive set of employee benefits including: Annual and Sick Leave benefits; Nine paid holidays and one Personal Holiday each year; State Group Insurance coverage options, including health, life, dental, vision, and other supplemental insurance options; Retirement plan options, including employer contributions ( Flexible Spending Accounts; Tuition waivers; And more! For a more complete list of benefits, including monthly costs, visit www.mybenefits.myflorida.com. Please be advised: Your responses to qualifying questions for this position must be verifiable by documentation provided through the electronic application process. This position requires a security background check and/or drug screening and participation in direct deposit. Any misrepresentations or omissions will disqualify you from employment consideration. Note: You will be required to provide your Social Security Number (SSN) in order to conduct this background check Successful completion of a drug test is a condition of employment for safety-sensitive positions. Male applicants born on or after October 1, 1962, will not be eligible for hire or promotion unless they are registered with the Selective Services System (SSS) before their 26th birthday, or have a Letter of Registration Exemption from the SSS. If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement. The successful candidate will be required to complete the Form I-9 and that information will be verified using the E-Verify system. E-Verify is operated by the Department of Homeland Security in partnership with the Social Security Administration to verify employment eligibility. Incumbents may be required to perform emergency duty before, during, and/or beyond normal work hours or days. All Florida Department of Health positions require the incumbent to be able to learn and communicate effectively, orally and in writing, in English. Applicants who do not meet this requirement will not be considered. The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer and does not tolerate discrimination or violence in the workplace. Applicants requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-877-562-7287). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. Florida has the third largest population of veterans in the nation with more than 1.5 million service men and women. The Florida Department of Health (department) is committed to serving members of the United States Armed Forces, veterans and their families by encouraging them to apply for vacancies that fit their area of knowledge and/or expertise. Through the Department's VALOR program, which expedites licensing for military veterans, the Department also waives initial licensing and application fees for military veterans who apply for a health care professional license within 60 months of an honorable discharge. These initiatives help ensure that the transition from military service into the workforce is as smooth as possible and reflects our appreciation for the dedication devoted to protecting our country. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-663-4735). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation. The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act. VETERANS’ PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans’ Preference documentation requirements are available. All documentation is due by the close of the vacancy announcement. Location: JACKSONVILLE, FL, US, 32209 JACKSONVILLE, FL, US, 32202 JACKSONVILLE, FL, US, 32204 JACKSONVILLE, FL, US, 32205 JACKSONVILLE, FL, US, 32206 JACKSONVILLE, FL, US, 32207 JACKSONVILLE, FL, US, 32208 JACKSONVILLE, FL, US, 32210 JACKSONVILLE, FL, US, 32211 JACKSONVILLE, FL, US, 32212 JACKSONVILLE, FL, US, 32216 JACKSONVILLE, FL, US, 32218 JACKSONVILLE, FL, US, 32219 JACKSONVILLE, FL, US, 32221 JACKSONVILLE, FL, US, 32222 JACKSONVILLE, FL, US, 32224 JACKSONVILLE, FL, US, 32225 JACKSONVILLE, FL, US, 32226 JACKSONVILLE, FL, US, 32231 JACKSONVILLE, FL, US, 32244 JACKSONVILLE, FL, US, 32246 JACKSONVILLE, FL, US, 32250 JACKSONVILLE, FL, US, 32254 JACKSONVILLE, FL, US, 32256 JACKSONVILLE, FL, US, 32259 JACKSONVILLE, FL, US, 33207 Nearest Major Market: Jacksonville

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    Relationship Manager (Business Banker)

    Cogent Bank | Jacksonville, FL 32256

    Description: Job Summary The Relationship Manager is responsible for creating, developing, and managing banking relationships; originating commercial loans and developing deposit relationships; and ensuring exceptional client service while maximizing the profitability of client relationships and minimizing risk. Also supports CRMs / Market President in managing and growing a portfolio of clients. This is an entry level relationship manager role. Requirements: Responsibilities and Duties Develops new depository and loan customer relationships and builds existing portfolio with existing clients. Markets the bank’s loan, deposit, treasury and product partner solutions to existing and prospective clients. Actively manages and maintains, on an ongoing basis, existing clients by monitoring the financial condition and business aspects of a group of customers and responds to clients’ daily and long-term banking needs. Manages and expands existing portfolio by overseeing credit renewals, resolving problems and cross-selling other products with the assistance of product specialists. Meets with centers of influence, business brokers, CPAs, attorneys, real estate agents, business owners, senior executives, and others to evaluate and analyze their financial and business needs, and to provide advice to prospective clients. This includes developing a clear understanding of current and potential customers and their business strategies, loan purpose, risk assessments and mitigation of risk, indicated repayment sources through financial statements and asset evaluation. Works with leaders and credit officer to make determinations regarding the creditworthiness of prospective clients. This includes assessing the risks of proposed and existing loans based on multiple considerations, including the nature of the customers’ business, their financial history, whether there is sufficient collateral, future earnings potential, the total Bank obligation involved, expected cash flow and other factors as determined by the relationship manager to be pertinent. This includes reviewing, analyzing, and interpreting financial statements, accounting papers, income tax returns, Bank policies and governmental regulations. Scrutinizes customer and potential customer information provided for evidence of irregularities, discrepancies, and fraud. Structures and proposes credits; negotiates, within guidelines, credit pricing, terms, and structures. Facilitates resolution of the credit approval process. Monitors loan repayment activities and takes necessary action to collect from past-due accounts. May also assist with portfolios of other RMs or Market President including collecting financials, preparing loan documentation, coordinating renewals, and serving as second point of contact for client. Maintains comprehensive knowledge of the bank’s products, services and credit standards, trends in commercial banking pricing and products. Keeps abreast of local and national economic, financial, political, and legislative events and climates which could have an impact on corporate and commercial lending activities. Maintains professional and community relations to increase the bank’s visibility and new business opportunities, and to further personal development. Ensures BSA compliance by reading and being familiar with the BSA/AML program/policy; following all BSA/AML/OFAC policies and procedures; and completing all BSA/AML/OFAC related online courses. All other tasks, responsibilities, or duties, as directed by management. Qualifications and Skills Bachelor's Degree (BA, BS, etc.) in Business, Accounting, Finance, or a related field preferred with a minimum of two (2) years of banking experience including exposure to lending, credit, and/or deposits. Exhibits effective sales and customer service practices and have a firm grasp on relevant legal issues and other necessary information. Maintains confidentiality of customer and employee information. Self-starter and able to work independently. Displays a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process. Must be able to make sound decisions, have the ability to recognize potential problems, and take corrective action. Flexible to adapt to changing business priorities Good interpersonal skills and communication with all levels of management Able to multitask, prioritize, and manage time efficiently Excellent verbal and written communication skills

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    Client Management Director

    Selene Finance | Jacksonville, FL 32256

    Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you! The Client Management Director is responsible for developing and executing strategies that strengthen client relationships, drive retention, and support business growth. Serving as a senior relationship leader, this role acts as a trusted advisor to clients, ensuring exceptional service delivery while aligning client objectives with Selene's operational capabilities and strategic goals. This individual partners closely with executive leadership, servicing operations, compliance, underwriting, and business development teams to deliver a best-in-class client experience throughout the mortgage servicing lifecycle. The Client Management Director also leads and develops a high-performing client management team focused on service excellence, client retention, and long-term partnership growth. Key Responsibilities Client Relationship Management Serve as the primary executive point of contact for assigned clients, fostering strong, long-term partnerships built on trust, transparency, and accountability. Establish and maintain a deep understanding of client business objectives, operational priorities, and strategic initiatives. Lead recurring business reviews, governance meetings, and executive-level discussions to evaluate performance, address concerns, and identify opportunities for enhancement. Proactively manage client expectations and drive timely resolution of escalated issues while maintaining a high level of client satisfaction. Strategic Account Growth Identify opportunities to expand existing client relationships through cross-selling, upselling, and additional servicing solutions. Collaborate with Business Development and Executive Leadership to support client retention strategies and revenue growth initiatives. Develop account plans that align client objectives with Selene's capabilities and long-term business strategy. Monitor industry trends, client challenges, and market opportunities that may impact relationship management strategies. Operational & Cross-Functional Leadership Partner with Servicing, Default, Operations, Compliance, Technology, Finance, and other departments to ensure consistent service delivery and achievement of client commitments. Advocate on behalf of clients while balancing operational requirements, regulatory obligations, and business objectives. Drive continuous improvement initiatives by leveraging client feedback, operational metrics, and service performance data. Ensure service-level agreements, contractual obligations, and performance expectations are consistently met. Client Onboarding & Engagement Oversee client onboarding and transition activities to ensure a seamless implementation experience. Develop engagement strategies that increase client awareness and understanding of Selene's servicing capabilities, processes, and performance standards. Lead client communication initiatives that promote transparency, partnership, and long-term relationship success. Leadership & Team Development Lead, mentor, and develop a team of Client Relationship Managers and other client-facing professionals. Establish performance objectives, monitor key metrics, and provide regular coaching and feedback. Foster a culture centered on accountability, collaboration, service excellence, and continuous improvement. Support succession planning and talent development initiatives within the Client Management organization. Compliance & Risk Management Ensure all client interactions, reporting, and servicing activities comply with applicable regulatory requirements, investor guidelines, contractual obligations, and company policies. Work closely with Compliance and Risk Management teams to identify, escalate, and mitigate potential client-related risks. Maintain accurate documentation of client interactions, commitments, and performance metrics within CRM systems and reporting platforms. Qualifications Required Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. 8+ years of progressive experience in client relationship management, account management, mortgage servicing, financial services, or a related industry. Demonstrated success managing complex enterprise client relationships and strategic accounts. Strong understanding of mortgage servicing operations, investor requirements, servicing performance metrics, and regulatory expectations. Exceptional communication, presentation, negotiation, and relationship-building skills. Strong analytical and problem-solving abilities with experience leveraging performance data to drive decision-making. Experience utilizing CRM platforms and client management tools. Preferred MBA or other advanced business degree. Mortgage servicing industry experience with banks, servicers, investors, GSEs, or subservicing organizations. Experience leading executive business reviews and managing C-level client relationships. Proven track record of revenue growth, client retention, and account expansion initiatives. Prior leadership experience managing and developing client-facing teams. Why Selene? Benefits Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes: Paid Time Off (PTO) Medical, Dental &Vision Employee Assistance Program Flexible Spending Account Health Savings Account Paid Holidays Company paid Life Insurance Matching 401(k) Plan The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs. Privacy Policy - Selene (seleneadvantage.com)

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    Business Relationship Manager Senior Deepening – Vice President

    JPMorganChase | Jacksonville, FL 32256

    JOB DESCRIPTION If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

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    Floating Universal Banker – Crescent City, FL

    SouthState Bank | Crescent City, FL 32112

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices. FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them. Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. Is knowledgeable of financial services offered by the bank. Shows sincere appreciation for each customer’s time and business. Gives business card if not already given. Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices. Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. FLOATING UNIVERSAL BANKER FUNCTIONS One year of teller or cash handling experience and six months customer relationship building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Float to different offices in an area to accommodate staffing needs Other duties as assigned Qualifications, Education, and Certification Requirements Education : High School diploma or equivalent Experience : Cash handling, sales, customer service. Previous banking experience preferred. Specific Knowledge : Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES The SouthState Way New Team Member Orientation Teller Foundations Banker Foundations All assigned Regulatory Compliance Training Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience PHYSICAL DEMANDS Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required to come to meetings or training as needed. Work Location: 500 N Summit St Crescent City, Florida 32112 Equal Opportunity Employer, including disabled/veterans.

    Apply on Indeed : Floating Universal Banker – Crescent City, FL (opens in new window)
  • Source: Indeed

    Senior Business Banking Relationship Manager

    First Horizon Bank | Jacksonville, FL 32202

    Summary At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management. Key Responsibilities Include Makes retention and business development calls on existing and potential new customers. Develops new customer prospects and business for the Bank. Maintains prospect lists and business pipeline. As needed, interview applicants, completes required documentation and recommends loan products to customers. Determines best loan structure for customer and submits package for underwriting and approval. Verifies loan documents are complete and accurate according to approval. Coordinates and attends loan closings. Recognizes opportunities to offer customer(s) additional bank products and services to meet their needs. Develops new small business relationships through calling on targeted potential clients Develops sales plans and strategies Works closely with other departments and fulfills cross-sell opportunities Finalizes and helps structure and close deals with high close rate Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree and 5-8 years of experience or equivalent combination of education and experience Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Ability to work effectively with individuals and groups across the company to manage customer relationships. Excellent presentation, verbal and written communication skills. Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com. Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

    Apply on Indeed : Senior Business Banking Relationship Manager (opens in new window)
  • Source: Indeed

    Universal Banker – SR 312, St. Augustine

    SouthState Bank | Saint Augustine, FL 32086

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks.Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices. FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them. Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. Is knowledgeable of financial services offered by the bank. Shows sincere appreciation for each customer’s time and business. Gives business card if not already given. Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices. Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS One year of teller or cash handling experience and six months customer relationship building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Other duties as assigned Qualifications, Education, and Certification Requirements Education : High School diploma or equivalent Experience : Cash handling, sales, customer service. Previous banking experience preferred. Specific Knowledge : Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES The SouthState Way New Team Member Orientation Teller Foundations Banker Foundations All assigned Regulatory Compliance Training Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience PHYSICAL DEMANDS Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility. TRAVEL Travel may be required to come to meetings or training as needed. Work Location: 120 State Road 312 W Saint Augustine, Florida 32086 Equal Opportunity Employer, including disabled/veterans.

    Apply on Indeed : Universal Banker – SR 312, St. Augustine (opens in new window)

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