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Duncan Financial Grp jobs in Pittsburgh, PA - 7701 jobs

  • Paraplanner

    Duncan Financial Group 3.5company rating

    Duncan Financial Group job in Irwin, PA

    Job Description Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. Paraplanner Job Summary: The primary responsibility of the position is to complete financial plans from data input to full plan delivery. The candidate will develop, analyze, and present financial plans to clients. Analysis will include retirement planning, investment analysis, tax strategies and risk management. The candidate will interact directly with clients to gather information, address inquiries, and provide delivery and updates on financial plans. The candidate will collaborate with our financial advisors to coordinate client strategies, research investment options, and ensure that client goals are being met. The candidate will ensure all client recommendations and interactions comply with firm policies and industry regulations as well as prepare and file necessary documentation for regulatory compliance. Nature and Scope: This position works under the direction of the Associate Director of Operations for Financial Planning. This position regularly interacts with clients, all company departments, vendors, and producing advisors (both internal and external) to implement new financial plans and support existing clients to benefit from increased use of the company's services. Duties and Responsibilities: Client / Advisor Support Answer client calls / emails and complete or delegate client service requests accurately and within set timeline standards Attend and document client/prospect interactions in CRM, including the assignment of necessary tasks in CRM Assist in preparing client-facing materials for meetings and follow up Provide support in the development of client proposals, including investment recommendations and plan summaries Generate and customize financial reports for clients, including performance summaries, financial statements, and progress toward goals Financial Planning Responsibilities Attend all Fact Finding, Delivery and Implementation Meetings with clients Enter all facts, create plan analysis and reporting for all plans Identify gaps and concerns and present these to the advisor prior to plan delivery Create engagement proposals as needed for prospects and clients Assist clients with the initiation and maintenance of client portals Create invoices for clients and coordinate with DFG accounting to ensure appropriate payment to financial planning department and advisor Track plan and subsequent sales opportunities within Redtail Collaborate on the development and modification of all marketing material for internal and external advisors Collaborate on the development and modification of consistent operations for creation and analysis for all financial plans, especially relative to general client assumptions and reporting External Advisor Planning Responsibilities Assist with or fully develop plans within available planning software Assist external Advisors with navigation of planning software Answer questions from external Advisors Guide external Advisors to Financial Planning Resources Submit invoices to clients and coordinate with accounting to ensure appropriate payments to financial planning department and advisor Team Support Establish and maintain regular meeting cadence with Advisor(s) Attend and participate in team meetings Attend or view recording of weekly Rep Call Collaborate with management to identify inefficiencies and continuously improve best practices within the department Assist the Associate Director of Financial Planning with projects and special duties as needed Culture Alignment Support the company culture of Smart, Humble, Hungry Maintain positive and professional relationships with all departments to resolve issues and complete projects Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field preferred 5+ years' experience working in a client servicing role in an investment advisory firm or a minimum of 2 years' experience in a financial planning or paraplanning role FINRA Securities Registration (Series 7, 63, 65, 66); Series 65 and/or 66 required Experience with financial planning software required; DFG uses eMoney Experience with Customer Relationship Management (CRM) software required; DFG uses Redtail Working knowledge and practical experience with Microsoft Word, Excel, PowerPoint, and Outlook required Life, Accident & Health License preferred Strong written and verbal communications skills, with the ability to explain complex financial concepts to clients and colleagues in a clear and concise manner required Comfort in interaction with both clients and financial advisors, providing updates, gathering information, and presenting financial plans required Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law Hours: Monday - Friday, 8:00am - 5:00pm Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available After Training) Benefits: Competitive Compensation Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
    $40k-57k yearly est. 9d ago
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  • Associate Director of Financial Planning

    Duncan Financial Group 3.5company rating

    Duncan Financial Group job in Irwin, PA

    Job Description Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. Associate Director of Financial Planning Job Summary: As the Associate Director of Financial Planning, the candidate will oversee the Strategic Planning Analyst as well as future support staff associated with Financial Planning. This role is essential for ensuring the efficient, strategic development and growth of our Financial Planning department. The candidate will complete financial plans from data input to full plan delivery. The candidate will develop, analyze, and present financial plans to clients. Analysis will include retirement planning, investment analysis, tax strategies and risk management. The candidate will interact directly with clients to gather information, address inquiries, and provide delivery and updates on financial plans. The candidate will work alongside our financial advisors to coordinate client strategies, research investment options, and ensure that client goals are met. The candidate will ensure all client recommendations and interactions comply with firm policies and industry regulations as well as prepare and file necessary documentation for regulatory compliance. Nature and Scope: This position works under the direction of the Director of Operations for Financial Services. This position regularly interacts with clients, all company departments, vendors, and producing advisors (both internal and external) to implement new financial plans and support existing clients to benefit from increased use of the company's services. Duties and Responsibilities: Team Leadership Foster a collaborative and positive team culture that encourages innovation and accountability Establish and maintain regular meeting cadence with Strategic Planning Analyst and other financial planning staff Attend and participate in Financial Services team meetings Attend or view recording of weekly Connection Call Manage, develop, and modify all marketing materials for internal and external advisors Manage, develop, and modify consistent operations for creation and analysis for all financial plans Track plans and subsequent sale opportunities; create invoices for clients and coordinate with DFG accounting to ensure appropriate payment to financial planning department and advisors Client / Advisor Support Answer client calls / emails and complete or delegate client service requests accurately and within set timeline standards Document client/prospect interactions in CRM, including the assignment of necessary tasks in CRM Assist in preparing client-facing materials for meetings and follow up Provide support in the development of client proposals, including investment recommendations and plan summaries Generate and customize financial reports for clients, including performance summaries, financial statements, and progress toward goals Financial Planning Responsibilities Attend all Fact Finding, Delivery and Implementation meetings with clients Enter all facts, create plan analysis and reporting for all plans Identify gaps and concerns and present these to the advisor prior to plan delivery Create engagement proposals as needed for prospects and clients Assist clients with the initiation and maintenance of CLIC Client External Advisor Planning Responsibilities Assist with or fully develop plans within CLIC Advisor Assist external Advisors with CLIC Client Answer questions from external Advisors Guide external Advisors to DAR Financial Planning Resources Submit invoices to clients and coordinate with accounting to ensure appropriate payments to financial planning department and advisor Culture Alignment Support the company culture of Smart, Humble, Hungry Maintain positive and professional relationships with all departments to resolve issues and complete projects Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field preferred 5+ years' experience working in a financial planning or paraplanning role FINRA Securities Registration (Series 7, 63, 65, 66); Series 65 and/or 66 required Experience with financial planning software required; DFG uses eMoney Experience with Customer Relationship Management (CRM) software required; DFG uses Redtail Working knowledge and practical experience with Microsoft Word, Excel, PowerPoint, and Outlook required Life, Accident & Health License preferred Strong written and verbal communications skills, with the ability to explain complex financial concepts to clients and colleagues in a clear and concise manner required Comfort in interaction with both clients and financial advisors, providing updates, gathering information, and presenting financial plans required Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law Hours: Monday - Friday, 8:00am - 5:00pm Office Location: 311 Main Street, Irwin, PA 15642 (Hybrid Work Options Available After Training) Benefits: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
    $90k-131k yearly est. 27d ago
  • Experienced Plaintiff Personal Injury Litigation Attorney ( 5 YRS EXP REQ)

    Frenkel and Frenkel 3.7company rating

    Dallas, TX job

    Award winning personal injury law firm located in Dallas, Texas is seeking a highly motivated Personal Injury Attorney. The ideal candidate will have a minimum of five years of plaintiff-side personal injury experience, trial experience, excellent writing skills, and experience drafting motions for summary judgment, motion to compel, pleadings, and answer discovery. The candidate should also have trial experience and great client communication. Responsibilities: * Manage a litigation case load of up to 40 - 50 cases at a time. Requirements: Minimum of five years of Plaintiff-side personal injury experience. * Ability to draft pleadings, motions, and discovery responses. * Trial experience * Great client communication skills. * Strong investigative skills. * Full time in office Yearly salary plus a guaranteed bonus structure. If you meet the requirements and are interested in joining our team, please submit your resume and cover letter for consideration. Job Type: Full-time Pay: $80,000.00 - $125,000.00 per year Benefits: * 401(k) * 401(k) matching * Health insurance * Paid time off * Retirement plan * Vision insurance Experience: * Plaintiff Litigation Personal Injury : 5 years (Required) Work Location: In person
    $80k-125k yearly 1h ago
  • Business Analyst II

    Tokio Marine North America Services 4.5company rating

    Pennsylvania job

    We are looking for an individual who is passionate about developing solutions to help improve business processes, products, and systems. This person will join our high-functioning team that delivers and supports services across the U.S. and Mexico to the North American businesses of the Tokio Marine Group. This role will be responsible for business analysis functions in support of Philadelphia Insurance Companies (PHLY), TMNAS IT teams, and the TMNAS BA Practice. The ideal candidate for this position should apply their knowledge of the property and casualty (P&C) industry through developing, participating and monitoring technology solutions that enhance business processes. This individual must show a commitment to ongoing professional development as a Business Analyst within the insurance industry. This role requires close collaboration with business stakeholders, IT leadership, and vendor partners to gather and define business and functional requirements. Additional responsibilities include supporting testing and training initiatives, as well as contributing to operational support processes. A candidate for this position must be motivated to work within a varied range of high performing business and technical teams. Essential Job Functions: Ability to understand and express business needs from multiple perspectives by considering impacts to the organization from the beginning to the end of the effected process(es). Conduct research to address request by utilizing company created assets, industry publications and internet based references. Lead, support, and participate in business requirements gathering for projects and enhancements, utilizing business analysis tools and techniques such as process modeling, data analysis, and requirements management software. Facilitate effective communication between IT teams, business units, and external vendors through written and verbal methods. Identify and recommend changes to technology that improve efficiency, accuracy, and compliance of business processes. Perform operational support activities, including triaging production issues, advocating for business users, and managing defect resolution through deployment. Identify, evaluate, and recommend potential solution options. Support the resolution via projects and enhancements through production deployment. Participate in the full software development life cycle (SDLC), including both waterfall and agile methodologies. Conduct operational support turnover activities including creation of Quick Reference Guides, Standard Operating Procedures, Release Notes, and other job aids as applicable. Perform special duties and other projects as assigned. Comply with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at the Company. Build and maintain strong working relationships with IT team members, stakeholders, business units, and senior management. Degree / Licenses and Professional Certification Bachelor's degree preferred. Insurance Certification(s) preferred. Preferred Qualifications: 3+ years' experience as a Business Analyst. 1+ years' experience supporting underwriting functions in the property and casualty (P&C) insurance sector, or relevant experience in selling, servicing, or underwriting commercial lines insurance policies. Experience with custom developed policy administration systems is preferred. Experience with software packages such as Policy Decisions or Advantage will be considered. Familiarity with technology platform that enable the independent agency channel is desired.Some examples are web-based portals such as Unqork for sales and servicing of insurance policies; and digital distribution channels such as IVANS Familiarity with service management and requirements tools (e.g., ServiceNow, Jira, Azure DevOps, Modern Requirements) Capable of working independently. Excellent problem solving and analytical skills Experience writing business requirements and functional specs. Ability to decompose complex business and data requirements into specifications for developers and other stakeholders. Excellent written and oral communication skills to effectively convey complex information. Strong customer service orientation (responsive, consultative, collaborative and accurate). Self-starter with proven ability to take initiative to accomplish goals, with minimal oversight and direction. Knowledge of SDLC for both waterfall and agile methodologies. EEO Statement: Tokio Marine Group of Companies (including, but not limited to the Philadelphia Insurance Companies, Tokio Marine America, Inc., TMNA Services, LLC, TM Claims Service, Inc. and First Insurance Company of Hawaii, Ltd.) is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law.
    $78k-109k yearly est. 18h ago
  • Leasing Analyst

    Hays 4.8company rating

    West Palm Beach, FL job

    Hays is partnered with a prominent real estate company who are rapidly growing and looking to add a Senior Lease Analyst to their team. Your new role Summarize leases and maintain precise lease-related data in Yardi. Oversee lease entry and approvals in Yardi during acquisitions. Regularly audit lease data and provide updated reports. Conduct Rent Reviews and CPI Rent Increase Escalations. Examine critical lease data, including dates, rates, options, and clauses, to ensure compliance. Participate in budgeting and forecasting processes. Prepare CAM Estimates and Reconciliations. Collaborate with various departments on company projects and initiatives. Generate all tenant-related billings, ensuring accurate tenant ledgers. What you'll need to succeed 5 years of property operations/real estate accounting experience Experience abstracting, analyzing, and interpreting real estate leases Experience with GAAP and real estate property accounting Proficient with Yardi and other commercial software programs What you'll get in return You will receive a comprehensive compensation package that encompasses a competitive salary, benefits, bonus and the opportunity to join a team dedicated to building well-connected and culturally enriched communities. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
    $48k-66k yearly est. 1d ago
  • Client Concierge/Client Specialist

    Brightway Insurance 4.4company rating

    Palm Valley, FL job

    Brightway Insurance is hiring a Full-Time Client Concierge in PVB As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction. Key Responsibilities Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services. Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing. Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions. Maintain organized client records, process paperwork, and manage scheduling to support agency operations. Follow up with clients to ensure satisfaction and encourage policy renewals and referrals. Qualifications High school diploma or equivalent; college degree preferred. Previous experience in customer service, insurance, or administrative roles is advantageous. Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software. Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one. Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships. If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge-apply today!
    $34k-56k yearly est. 4d ago
  • General Superintendent

    Hays 4.8company rating

    Palm Beach, FL job

    Job Title: Construction Superintendent - Healthcare Projects Job Type: Full-Time Responsibilities: Oversee and manage all aspects of construction projects from planning to completion with specific experience in healthcare projects. Coordinate and supervise subcontractors, suppliers, and on-site personnel. Ensure compliance with safety regulations and building codes. Develop and maintain project schedules, ensuring timely completion. Monitor project progress and make adjustments as necessary. Conduct regular site inspections to ensure quality standards are met. Resolve any issues or conflicts that arise during construction. Prepare and submit progress reports to stakeholders. Manage project budgets and control costs. Ensure all documentation is up-to-date and accurate. Qualifications: Proven experience as a Construction Superintendent or in a similar role. In-depth knowledge of construction procedures, equipment, and OSHA guidelines. Strong leadership and management skills. Excellent organizational and time-management abilities. Ability to read blueprints, schematics, and construction documents. Strong communication and interpersonal skills. Proficiency in construction management software. Bachelor's degree in construction management, engineering, or a related field (preferred).
    $81k-102k yearly est. 2d ago
  • Senior Commercial Lines Account Executive

    Keyes Coverage Insurance Services 3.9company rating

    Tamarac, FL job

    About Us The origins of Keyes Coverage go all the way back to the late 1950's, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by the Keyes family. Since then, the agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Property & Casualty Lines Insurance, Personal Lines Insurance, and Employee Benefits Insurance. Senior Commercial Lines Account Executive Job Summary: The Senior Commercial Lines Account Executive is responsible for initiating client relationships, supporting producers by assisting with new business and providing excellent client service. Maintaining a high level of client service and satisfaction Marketing & placement of renewal accounts as appropriate Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service Responsibilities: Provide technical support and expertise for commercial property and casualty insurance accounts, assisting in account management and servicing. Collaborate with producers to develop insurance quotes, explain complex coverage matters, and support proposal presentations to clients. Communicate effectively with clients, prospects, carrier representatives, and internal teams through various channels (email, phone, in-person, etc.) to ensure timely and accurate exchange of information that supports successful sales outcomes. Prepare and compile comprehensive client submissions for insurance carriers, including detailed Construction, Occupancy, Protection, and Exposure (COPE) data, Loss Runs, Surveys, and Claims Analyses. Create and maintain accurate insurance applications and submission documents for carrier review. Negotiate optimal terms and conditions with carriers to secure the best possible outcomes for clients. Collaborate with producers in developing and presenting client proposals. Accurately document key conversations with clients and carriers regarding exposures, coverages, and recommendations. Maintain thorough and organized notes on client and producer interactions, in compliance with documentation standards, including details of inquiries, issues, feedback, and follow-up actions. Perform additional duties as assigned. Basic Requirements: Active Florida 2-20 General Lines License (Property & Casualty) required. Minimum of 3 years of experience working in the South Florida Commercial Lines insurance market. Thorough knowledge of brokerage operations and procedures, commercial lines rating, and applicable insurance laws/codes. Experience using agency management systems, with a preference for Vertafore AMS360 and ImageRight. Proficient in Microsoft Office Suite, document management tools, and carrier proprietary systems. Excellent verbal and written communication skills, along with strong organizational and time management abilities. Highly self-motivated and capable of working independently with minimal supervision. Demonstrates exceptional attention to detail and accuracy in all work. Committed to maintaining confidentiality of financial, employee, and client information. Preferred Requirements: Completion of CISR or ACSR designation; currently enrolled in INS and/or API programs favorable. Familiarity with risk assessment and risk management techniques. Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency. Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Options Available) Office Location: 5900 Hiatus Road, Tamarac, FL 33321 Benefits: Competitive Salary Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
    $43k-65k yearly est. 3d ago
  • Data Analyst

    Old Republic Specialty Insurance Underwriters 4.5company rating

    Yardley, PA job

    Title: Data Analyst - Actuarial Support Reports To: VP, Actuary Department: Actuary Classification: Full-Time/Exempt Who We Are: Old Republic is a leading specialty insurer that operates diverse property & casualty and title insurance companies. Founded in 1923 and a member of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada. Our specialized operating companies are experts in their fields, enabling us to provide tailored solutions that set us apart. Old Republic Specialty Insurance Underwriters (ORSIU) is part of Old Republic International Corporation. We offer insurance and reinsurance spanning most lines of business, and partner with specialists who are committed to providing the highest levels of service with the products necessary to meet the unique needs of the Alternative Risks, Specialty Programs and Excess Casualty marketplace. Position Overview: The Data Analyst will assist the actuarial department by gathering, analyzing, and interpreting relevant data sources in support of pricing, reserving, filing, reporting, and other business needs. Note that this role is not a part of the actuarial exam program. Essential Job Functions: Collaborate with cross functional teams to improve data and automate reports where appropriate. Use analytics to spot trends, dependencies, and patterns. Acquiring and compiling structured and unstructured data while verifying its quality, accuracy, and reasonableness. Support actuarial department in responding to corporate/regulatory requests (state data calls, etc.), from determining requirements to data preparation to final exhibit creation. Align with operations team as part of ongoing system development/enhancements while enhancing data availability within the organization. Qualifications: Degree in Business, Computer Science or another related field. A minimum 2 years of P/C insurance experience is preferred. Strong analytical and problem-solving skills as well as solid oral and written communication skills Technical expertise in Microsoft Excel required; experience with Access, SQL, VBA, or other programming languages. ORI is an Equal Opportunity Employer. ORI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $67k-81k yearly est. 2d ago
  • Attorney (Title and Underwriting)

    Security Title 4.3company rating

    Abilene, TX job

    Attorney (Title & Underwriting) - Abilene, TX *Position type:* Full-time, exempt *Experience level:* Mid to senior (title/underwriting emphasis) About the role We're seeking a Texas-licensed attorney to be a go-to resource for complex title and underwriting matters in Abilene and the surrounding markets. You'll partner closely with underwriting counsel, escrow teams, examiners, lenders, realtors, and outside attorneys-resolving issues quickly, drafting high-quality documents, and keeping transactions on track. What you'll do * *Title support & underwriting liaison* * Review title work for other examiners; field questions on difficult chains of title. * Communicate underwriting questions to the appropriate underwriters and escalate issues as needed. * *Underwriting approvals & document review* * Approve surveys; review and advise on powers of attorney, trust agreements, probate materials, LLC/corporate documents, and related entity records. * Coordinate with multiple underwriters to ensure compliance and risk mitigation. * *Document drafting* * Prepare a wide range of instruments: complex deeds, rights of first refusal, real estate contracts, seller-finance packets, Mechanic's Lien packets for lenders, and other lender/STC-related documents. * *Counsel liaison & claims prevention* * Serve as a liaison with underwriting counsel; assist/advise offices on compliance, claims, and claims prevention. * Respond to objection letters; draft curative and other legal documents; handle customer/realtor/attorney questions. * *Operational support* * Assist with occasional closings and signings as needed. * Support escrow officers with questions on escrow, underwriting, and emerging issues. * Examine title when time permits; lead the majority of title curative work (documents and legwork). Qualifications * *Required* * J.D. from an accredited law school and active *Texas Bar* license in good standing. * 3+ years' experience in *Texas real estate, title insurance, or underwriting*. * Demonstrated proficiency drafting Texas real estate instruments (deeds, ROFRs, liens, seller-finance packages). * Working knowledge of *Texas title standards, TDI rules*, and common underwriting practices. * Strong communication skills with the ability to interface confidently with underwriters, escrow officers, realtors, lenders, and outside counsel. * *Preferred* * Prior experience as title counsel, claims counsel, or senior examiner. * Familiarity with *TLTA* guidelines and local county practices in West Texas. * Experience responding to objection letters and managing title curative from end to end. * Closing/signing support experience. What we offer * Competitive compensation (salary *DOE*; range available upon request) and bonus potential. * Comprehensive benefits (medical/dental/vision), 401(k), paid time off, CLE/TLTA professional development support. * The chance to make a direct impact on transaction quality, cycle time, and customer experience across the region. Pay: $70,000.00 - $120,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Health insurance * Paid time off * Parental leave * Retirement plan * Vision insurance Work Location: In person
    $70k-120k yearly 1h ago
  • Enterprise Project Manager

    American Integrity Insurance Company 4.4company rating

    Tampa, FL job

    About Us: American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, South Carolina, and North Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Learn more about American Integrity Insurance and our job opportunities at ************************ Lead, support, and execute enterprise-level projects across all departments, including Underwriting, Claims, Product, Reinsurance, Client Services, and others. Develop, maintain, and execute detailed project plans, including scope definition, timelines, milestones, resource coordination, and deliverables to ensure successful project outcomes. Serve as the primary project management partner for business leaders, ensuring alignment between project objectives and organizational strategy. Drive cross-functional collaboration by coordinating efforts across multiple departments, facilitating communication, managing dependencies, and resolving obstacles. Lead organizational change management efforts associated with enterprise initiatives, including stakeholder engagement, communication planning, and adoption support. Facilitate project meetings, working sessions, and executive updates to track progress, manage risks, and ensure accountability. Identify project risks, issues, and interdependencies; proactively develop mitigation strategies and drive resolution. Ensure consistent project governance, documentation, and reporting standards across enterprise initiatives. Partner with business leaders to support operational enhancements, regulatory-driven changes, and business growth initiatives. Utilize project management tools (e.g., Jira, Confluence, Smartsheet, or similar platforms) to track project status, deliverables, and action items. Support continuous improvement by identifying opportunities to streamline workflows, improve operational effectiveness, and enhance cross-departmental alignment. Serve as a trusted advisor to business leaders, providing guidance on project planning, execution best practices, and change readiness. Influence and collaborate across organizational levels to drive successful delivery and sustained adoption of enterprise initiatives. Education: Bachelor's degree (B.A. or B.S.) or related experience and/or training. Experience: 5-7 years of project management experience within property and casualty insurance industry is highly preferred. PMP, Scrum Master, Six Sigma, Blackbelt, or other project management certification preferred. Skills: Enterprise Project Management: Proven ability to plan, execute, and deliver enterprise-wide initiatives across multiple business functions. Insurance Industry Expertise: Strong understanding of insurance operations, including underwriting, product development, risk management, pricing, reinsurance, and client services. Change Management: Experience leading and supporting organizational change efforts, driving adoption, and aligning stakeholders through transitions. Stakeholder Management: Ability to build strong relationships with business leaders and teams across varied organizational levels. Execution & Accountability: Strong discipline in driving timelines, managing deliverables, and ensuring ownership across project teams. Analytical & Problem-Solving Skills: Ability to assess complex business challenges, identify solutions, and drive execution. Communication & Influence: Excellent written and verbal communication skills, with the ability to present clearly to both operational teams and executive leadership. Adaptability: Comfortable operating in a fast-paced, evolving environment with shifting priorities and business needs. Technical Proficiency: Experience with Jira, Confluence, Salesforce, or similar tools; advanced proficiency in Microsoft PowerPoint and Excel. Continuous Improvement Mindset: Commitment to improving project delivery practices, operational effectiveness, and enterprise collaboration.
    $71k-98k yearly est. 1d ago
  • Data Scientist

    Spot Pet Insurance 3.7company rating

    Miami, FL job

    Who we are: Spot Pet Insurance is the fastest growing pet insurance company in North America. Our commitment to an exceptional end-to-end customer experience and our data-driven approach have quickly established us as a leading pet insurance provider. We're dedicated to providing pet parents with peace of mind by offering accessible and comprehensive coverage so their furry companions can lead happier, healthier lives. To demonstrate this, we recently joined forces with MrBeast to find homes for 100 homeless pets and committed to giving each of them pet insurance for life! Along the way, we've created a company culture that allows our employees to thrive, with perks like daily free meals, a pet-friendly office, and ridiculously fun company events every quarter. Our dedication to fostering a positive and rewarding work environment for our team has even earned us a Great Place to Work certification. About the Role: Love Pets? Love AI? Let's Talk. We're looking for a Data Scientist who treats AI like a trusted teammate and thrives in a collaborative, fast-moving environment. If you're already using large language models, AI coding assistants, and automated analysis tools every day, you'll fit right in here. At Spot, we help pet parents protect the animals they love. Your work will make that protection smarter and more personal. Key Responsibilities Team up across the company to find problems worth solving with data. Use AI tools (Claude, ChatGPT, Copilot, and others) to write, debug, and ship code faster. Build predictive models for pricing, claims, fraud detection, and customer behavior. Design experiments and measure what works. You know correlation isn't causation. Run marketing mix modeling to show where our dollars work hardest. Create customer models that help us earn trust and keep it. Build internal tools and data products that help your teammates answer their own questions and make better decisions without waiting on you. Share your findings in ways everyone can understand. Skip the jargon. Keep learning. AI and machine learning move fast. So should you. Required Qualifications Degree in Computer Science, Statistics, Mathematics, Engineering, or a related field. Real experience as a Data Scientist in a fast-paced environment. Strong programming skills in Python, R, and SQL, including data and ML libraries (pandas, NumPy, scikit-learn, TensorFlow, PyTorch). Experience with BigQuery and Databricks. Solid grounding in statistics, hypothesis testing, and experimental design. Daily use of AI assistants for coding, analysis, and problem-solving. We'll ask for examples. Experience building dashboards, self-serve tools, or internal data products for non-technical users. You explain complex ideas clearly About AI Proficiency This matters. We'll ask how you use AI tools in your current work. We want specifics, not buzzwords. If AI isn't already part of how you get things done, this role won't be a good fit. But if you're the type who's always looking for ways to work smarter, we'd love to hear from you. About Location We work together in our downtown Miami office five days a week. This is non-negotiable. We believe the best collaboration happens in person, and this role requires it. What we offer: The opportunity to work on challenging and impactful projects at the intersection of design and data. A collaborative and supportive work environment, recognized as a Great Place to Work. Cell phone allowance of $100 per month Health, dental, and visions benefits Life insurance ClassPass Unlimited PTO Bring your pet to work Your pet insurance is covered (Up to $100) 401k with Company match Annual performance-based bonus
    $64k-95k yearly est. 1d ago
  • Senior Product Analyst

    American Integrity Insurance Company 4.4company rating

    Tampa, FL job

    Our Company American Integrity Insurance Group (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 2,500 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance Group doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Click Here to learn more about American Integrity Insurance and our job opportunities. Research, analyze, collect data, develop reports, present findings and recommendations on product issues and assist Product leaders with coordinating necessary product, system or workflow updates Research forms, coverage, workflow or rating questions and make recommendations for product changes based on analysis Participate in system updates as needed to include working with IT partners to develop requirements, complete pre and post implementation user testing, and work with IT to resolve defects Develop and present product rules, policyholder notices, and coverage forms to Product leaders, and publish necessary updates to company insurance documentation sites. Assist in maintenance of Forms Matrix Prepare, review, and deliver appropriate communications and training documentation for product users Create and maintain rate and rule manuals as part of state product strategies or state compliance and to support filings with state insurance departments Research and track competitor, industry and market data for assigned states/product lines. Make suggestions for appropriate policy, coverage, rating or rule changes based on analysis Complete assigned product filings to facilitate timely approval of product changes and develop/submit responses to filing objections Prepare and submit state regulatory reports as assigned Research statutory changes and present findings to Product leaders as needed Maintain product folders and information so that information is current and well-organized Track competitor filings by state and produce weekly report as scheduled Review and recommend procedure and/or workflow changes by developing updates and documenting recommendations. Implement changes as requested Independently manage an assigned product line to include developing strategic plans, and handling ongoing product maintenance, as well as leading associated system projects and required filings Participate in training and/or mentoring Product Analysts and new team members Additional duties as needed. Education: Bachelor's Degree (B.A. or B.S.); or related experience and/or training; or combination of education and experience. Experience: Three (3) to five (5) years of Property & Casualty insurance product experience, personal lines highly preferred. Experience with data analytics and data mining preferred. Knowledge & Skills: Understanding of personal lines insurance concepts, policy forms, coverage interpretation & policy layout, and rating methodology Strong ability to read, analyze and interpret insurance regulations, filing documentation, rate and rule manuals, and policy forms Working knowledge of policy admin systems, project management, requirements documentation and user acceptance testing Experience with filings tools such as SERFF & OIR, and state filings procedures and practices Strong communication, organizational & time management skills Strong ability to mine and analyze data and develop strategic recommendations Strong computer spreadsheet and database skills. Excellent Excel skills required and experience with COGNOS, Access, Tableau, and SQL is preferred Ability to handle multiple projects at once Ability to define, analyze and solve problems Ability to present ideas and information in a clear, concise, organized and diplomatic manner; gather information from multiple parties to ensure all perspectives are heard and considered; listen to others to respond effectively to ideas, thoughts and questions; express information and ideas effectively in settings including aligned or un-aligned feedback to obtain desired results Experience with group presentations, public speaking, development of presentations
    $54k-69k yearly est. 4d ago
  • Commercial Product Manager

    American Integrity Insurance Company 4.4company rating

    Tampa, FL job

    About Us: American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Learn more about American Integrity Insurance and our job opportunities at ************************ Own the commercial lines product portfolio, from concept and development through implementation and ongoing management. Analyze portfolio performance by reviewing profitability, growth, retention, loss ratios, claims frequency and severity, and exposure concentrations. Identify underperforming or high-risk segments of the commercial portfolio and recommend corrective actions, including underwriting, pricing, or product changes. Conduct market and competitive analysis to assess pricing, coverage offerings, eligibility guidelines, and distribution strategies across all applicable states. Partner closely with Actuary, Underwriting, Sales, Claims, Reinsurance, IT, and Operations teams to align product strategy with enterprise objectives. Manage the development and maintenance of policy forms, rating & rating rules, and underwriting manuals. Develop filing materials and handle filings with state departments of insurance, coordinating with Actuary & Risk Management as needed. Support pricing strategy by providing analytical insights based on actuarial indications, market intelligence, claims trends, catastrophe exposure, and regulatory considerations. Participate in reinsurance placement as needed. Monitor legislative, regulatory, and market developments and recommend product or rating changes as needed. Drive implementation of product changes coordinating with IT, external vendors, and internal stakeholders to ensure accurate and timely execution. Support the creation of agent and policyholder communications related to product changes, new programs, and underwriting initiatives. Work with Data Team to develop tools, reports, and dashboards to support product analysis and decision-making. Mentor and guide product analysts or junior team members, supporting professional development and knowledge sharing. Education: Bachelor's Degree or equivalent combination of education and experience. Preference for degrees in Actuarial Science, Business, Economics, Insurance, Math, Finance, Statistics, or Risk Management. Experience: 5-8 years' experience in Commercial Insurance Lines required with emphasis on Property insurance. Experience with Florida Commercial Property Insurance preferred. Prior experience in product management, underwriting, actuary/pricing, or portfolio analytics strongly preferred. Skills & Knowledge: Excellent understanding of commercial lines insurance concepts, policy forms, rating methodology and underwriting Strong documentation, research, organization, and leadership skills Excellent project management and cross-functional collaboration abilities Proven ability to communicate and present effectively to diverse audiences and organizational levels Exceptional analytical and problem-solving capabilities Advanced proficiency with computer spreadsheets and database skills. Experience with Excel, COGNOS, Access, SQL and Tableau preferred Experience with IT systems projects, policy admin systems, requirements documentation, and user acceptance testing Experience collaborating cross-functionally with actuarial, underwriting, claims, compliance, IT, risk management, sales/marketing, and executive leadership Experience with filing tools such as SERFF & IRFS, and state filing procedures and practices Working knowledge of market and competitive research tools Team-oriented with the ability to work effectively in collaborative environments Adaptable and effective in a fast-paced, dynamic environment with shifting priorities, regulatory requirements, and market conditions Ability to quickly learn and adapt to new software and tools Clear, concise, and diplomatic communicator who effectively gathers input, listens actively, and delivers messages to achieve results
    $71k-92k yearly est. 2d ago
  • Commercial Insurance Sales Producer

    Duncan Financial Group 3.5company rating

    Duncan Financial Group job in Coraopolis, PA

    Job Description Headquartered in Irwin, Pennsylvania - we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us. Commercial Insurance Sales Producer Job Summary: We are seeking a dynamic and results-driven Commercial Insurance Sales Producer to join our team. The successful candidate will be responsible for generating new business opportunities, managing client relationships, and providing expert risk management advice on commercial insurance products. This role demands a combination of sales acumen, product knowledge, relationship building skills, and a thorough understanding of the insurance industry to succeed in a competitive environment. We are looking for someone that can be a trusted advisor, with the ability to assess and address varying degrees of client needs while producing consistent business results. Responsibilities: Sales and Business Development: Identify and target potential commercial clients through various prospecting methods including networking, trade shows, cold calling, and referrals. Work with VP Sales to develop and implement effective sales goals and strategies to achieve new business. Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options. Prepare and present insurance proposals to prospective clients, highlighting the benefits and value of our insurance solutions. Keep accurate records and maintain your new business sales pipeline in our Customer Relationship Management (CRM) system. Work with marketing to provide guidance on specific markets to support your ongoing prospecting efforts. Share leads with other lines of business within the organization to grow our account penetration with multiple service lines. Client Relationship Management: Build and maintain strong, long-term relationships with clients to ensure their ongoing satisfaction and loyalty. Serve as the primary point of contact for clients, addressing their questions, concerns, and service needs promptly. Conduct regular reviews of clients' insurance programs to ensure continued adequacy of coverage and identify opportunities for cross-selling and up-selling additional products. Communicate with account managers to be able to provide the highest level of service for clients and maintain industry standard retention rates. Market and Industry Knowledge: Stay informed about industry trends, market conditions, and regulatory changes affecting commercial insurance. Develop and maintain strong relationships with insurance carriers and underwriters to negotiate favorable terms and conditions for clients. Attend industry events, conferences, and training sessions to enhance professional knowledge and network with industry peers. Documentation and Compliance: Ensure all client records are accurately maintained in accordance with company policies and regulatory requirements. Prepare and submit all required documentation for new business, policy renewals, and endorsements in a timely manner. Collaborate with internal teams, including account managers and support staff, to ensure seamless service delivery to clients. Qualifications: Proven experience as an Insurance Producer, Account Manager, or similar role in the insurance industry preferred Valid Pennsylvania Property & Casualty License, or the ability to obtain within the first 30 days of employment Knowledge of commercial insurance products, including property, liability, workers' compensation, and specialty coverages is ideal but will train and mentor Proficiency in insurance management software (Applied Epic), CRMs (i.e., HubSpot) and Microsoft 365 Excellent communication and interpersonal skills, with the ability to build and maintain client relationships Self-motivated and results-driven with the ability to generate commercial insurance opportunities and close deals Ability to handle multiple client requests and opportunities simultaneously and turn them around in a short period of time Ability to work independently and as part of a team Local travel will be required Employment is contingent upon successful completion of a criminal background check, as permitted by law Hours: Monday-Thursday, 8:30am-5:00pm; Friday, 8:30am-4:30pm Office Location: 1004 Brodhead Road, Moon Township, PA 15108 (Hybrid Work Options Available) Benefits: Competitive Compensation Package Health Insurance Plans (PPO, HSA, Copay Options) Dental Insurance Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
    $99k-165k yearly est. 30d ago
  • Underwriter

    American Integrity Insurance Company 4.4company rating

    Tampa, FL job

    About Us: American Integrity Insurance (NYSE: AII) is a leading provider of homeowners insurance, proudly serving over 400,000 policyholders across the Southeast. Comprised of more than 300 insurance professionals, most of whom work in our Tampa-area headquarters, and exclusively represented by more than 3,000 independent agents, we offer sound and comprehensive property and dwelling insurance to families throughout Florida, Georgia, and South Carolina. Our organization derives its Strength From IntegrityTM, and we are proud to have been recognized as a Top Place to Work in Tampa by the Tampa Bay Times and a Best Place to Work in Insurance by Business Insurance Magazine for the past twelve years. We have also rated among the Top Workplaces in the USA by USA Today for the past five years. A Day in the Life: Who knew Insurance could be this fun? From company picnics to charity events, no one can ever say American Integrity Insurance doesn't understand the importance of having fun, helping others, or giving back. Our company culture is priceless, and it's built around our six core values: Integrity, Commitment, Teamwork, Humility, Passion, and Fun. As a team working to provide home insurance solutions to our policyholders, together we aim to achieve greater heights each day and celebrate each other's accomplishments along the way. It is our mission to continue providing reliable, customer-centric homeowners insurance and paying claims in a timely manner when our customers suffer a loss - and to do so with Integrity. Learn more about American Integrity Insurance and our job opportunities at ************************ Participate in the renewal and new business activities that support underwriting decisions which are consistent with growth, retention and expense management goals. Review and critique new and renewal business accounts including inspections, endorsements and cancellations. Meet with appropriate internal/external contacts to establish support needs for new and renewal policies, inspections and reports. Respond to inquiries and questions from agents, vendors, customers and internal departments. Research problems and assists with solutions. Provide administrative services as required to support the renewal and new business activities. Maintain superior level of customer service. Education: Bachelor's Degree in Business, Insurance, Risk Management or other related field preferred. Experience: Two (2) years of residential property insurance experience, or combination of education and experience. Licensure: Florida 20-44 license minimum requirement, with a preference towards Florida 2-20 license holders. Knowledge: Demonstrated skills in the use of computer software applications. Specific knowledge in a particular line of business and / or additional education may be required by the hiring business unit. Familiarity with various types of insurance policies preferred. Skills: Proven ability in customer service required. Strong decision-making skills. Ability to communicate interpersonally with individuals and groups via telephone and in writing. Ability to communicate effectively with a wide variety of technical / professional / consumer clients. Demonstrated ability to work independently and in a team environment. Ability to balance timeliness and accuracy. Aptitude to provide prompt, correct responses and documentation when requested. Ability to share information while determining and maintaining appropriate confidentiality. Innovative in developing new methods or approaches to tasks and / or processes. Resourceful in seeking information and gaining input to solve problems.
    $32k-52k yearly est. 18h ago
  • Director, FP&A

    Lynx 4.6company rating

    Tampa, FL job

    Reports To Chief Financial Officer Compensation $175,000 - $200,000 salary + Bonus Eligible Who we are Lynx delivers modular, open standards-based software solutions that redefine the economics of developing, deploying, and maintaining high assurance, mission critical edge platforms. These secure edge computing solutions are designed to drive innovation and operational excellence in today's most demanding environments. From advancing aerospace and defense capabilities to transforming commercial and industrial systems, Lynx collaborates across a wide range of industries, including automotive, medical, and critical infrastructure, to deliver tailored, high assurance solutions aligned with specific mission and operational requirements. Our key products and services LYNX MOSA.ic: A software platform that can include a LYNX safety-critical real-time operating system. MOSA.ic's modular design provides robust support for multicore processing. It allows different operating systems and applications of different criticality levels to be run on separate cores for improved performance, reliability, and security. CoreSuite 2.0: A suite of graphics libraries and tools that enable GPU hardware acceleration for both graphics and "GPU Compute", supporting applications such as machine learning and AI processing in edge devices. MOSA.ic.SCA and Vigiles, tools that provide Software Bill of Materials (SBOM) and Common Vulnerabilities Exposure (CVE) management for embedded Linux-based and other applications. Software development services for high-reliability applications that can include initial setup of a "DevSecOps" development environment, software application development, and long-term product lifecycle management. Position Summary The Director, FP&A is a key member of the Lynx finance team and is responsible for overseeing the financial planning, analysis, and reporting functions for Lynx and its affiliated companies. Working closely with the Chief Financial Officer, FP&A Manager, Private Equity team and other functional leaders across go-to-market, delivery, R&D, HR, and other support functions. The Director, FP&A executes critical financial processes including weekly revenue forecasting, monthly financial reporting and analysis, annual planning and budgeting, forecasting, and KPI tracking and reporting. This position will play an integral role in helping Lynx achieve its strategic goals by leveraging Lynx's business applications to improve operational visibility and business intelligence and contributing to merger & acquisition activities. Responsibilities Develop a monthly and weekly cadence for various forecasts and financial performance reports Communicate performance and budgets with business leaders Prepare monthly financial reporting packages for management and external stakeholders Play an integral finance role with the company's merger & acquisition activities, managing the consolidation of financials and modeling Execute the development of Lynx's annual budget and periodic forecasts; manage these processes and support stakeholder participation and engagement to meet planning deadlines Evaluate vendors and oversee the implementation of the company's financial planning and reporting software application in Netsuite; ensure users are trained to use the application effectively Perform analysis of key business data and drivers, present findings and provide recommendations Update weekly revenue forecast, identifying changes in assumptions or opportunities Prepare financial slides for quarterly board deck Implement Quarterly Business Review process between FP&A team and executive management team Work closely with the Sales & Product teams to analyze operational performance and trends Provide ad hoc financial analysis to support data-driven business decisions Participate in merger & acquisition activities, including due diligence, financial modeling, and integration Participate in the annual commission planning process and implementing commission tool integrated with Netsuite and Salesforce Participate in the determination of Professional Services consulting rates for government contracts - for both cost-plus models and commercial models Qualifications and Requirements 10+ years of progressive finance & accounting experience; experience in a high-growth environment and M&A is preferred Bachelor's degree in finance, business or equivalent; MBA preferred Private Equity backed company experience is a must have Experience with Adaptive Planning, Netsuite and Salesforce preferred Demonstrated experience building complex financial models and providing financial analysis; very strong Excel skills are required Attention to detail and ability to maintain accuracy while working with large datasets Ability to work cross-functionally with other teams in a remote environment Ability to work to deadlines with quick turnarounds Demonstrated experience executing budgeting and forecasting processes, working cross-functionally with key stakeholders Experience presenting and communicating at the senior leadership level Experience with consolidations, foreign subsidiaries and multiple entities is required Practical hands-on experience in a fast-paced, rapidly growing, and evolving business environment Experience in software industry, professional services businesses or government subcontracts is a plus Sound Exciting? Low-cost Medical / Dental / Vision coverage options 401K with generous employer match Responsible Paid Time Off + 11 Paid Holidays Remote work opportunities based on role Employee Assistance Program (EAP) Career growth and professional development opportunities All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr
    $175k-200k yearly 1d ago
  • Claim Assistant

    Cannon Cochran Management 4.0company rating

    Maitland, FL job

    Claim Assistant Schedule: 8:00 am-4:30 pm ET, in office Salary Range: $18.00/hr-$19.00/hr Build Your Career With Purpose at CCMSI At CCMSI, we partner with global clients to solve their most complex risk management challenges, delivering measurable results through advanced technology, collaborative problem-solving, and an unwavering commitment to their success. We don't just process claims-we support people. As the largest privately-owned Third Party Administrator (TPA), CCMSI delivers customized claim solutions that help our clients protect their employees, assets, and reputations. We are a certified Great Place to Work , and our employee-owners are empowered to grow, collaborate, and make meaningful contributions every day. The Claim Assistant will investigate and evaluate contested medical-only claims and handle indemnity cases under close supervision. This position may be used as a training position for consideration of promotion to an intermediate level claim position. Is accountable for the quality of claim service as perceived by CCMSI clients and within Corporate Claim Standards. Responsibilities Investigate, evaluate and adjust contested medical-only claims and handle indemnity claims under direct supervision. Establish reserves and/or provide reserve recommendations within established authority levels under direct supervision. Set up designated claim files and complete all set up instructions, as requested. Set up independent medical exams as deemed necessary under direct supervision. Request and monitor medical treatment of designated claims in accordance with corporate claim standards. Review and approve related medical, legal, damage estimates and miscellaneous invoices on designated claims. Negotiate any disputed bills/invoices for resolution under direct supervision. Negotiate settlements in accordance within Corporate Claim Standards, client specific handling instructions and state laws under direct supervision, when appropriate. As appropriate, make referrals to outside vendors on designated cases under direct supervision. (i.e. legal, surveillance, case management, etc.) Effective and timely coordination of communication with clients, claimants and other appropriate parties throughout the claim adjustment process. Authorize and make payments on claims utilizing a claim payment program in accordance with industry standards and within established authority levels under direct supervision. Compute disability rates in accordance with state laws under direct supervision, when appropriate. Summarize all correspondence and medical records in claim log notes as well as file same in the appropriate claim. Return provider calls. Review and maintain personal diary on claim system. Provide technical and clerical claims support to designated clients, as requested. Compliance with corporate claim standards and special client handling instructions as established. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Excellent oral and written communication skills. Individual must be a self-starter with strong organizational abilities. Ability to coordinate and prioritize required. Ability to operate general office equipment and perform clerical duties. Flexibility, initiative, and the ability to work with a minimum of direct supervision a must. Discretion and confidentiality required. Ability to work as a team member in a rapidly changing environment. Reliable, predictable attendance within client service hours for the performance of this position. Responsive to internal and external client needs. Ability to clearly communicate verbally and/or in writing both internally and externally. Education and/or Experience Associate's degree or two year's related business experience. Knowledge of medical terminology preferred. Bilingual (Spanish) proficiency - highly valued for communicating with claimants, employers, or vendors, but not required. Computer Skills Proficient with Microsoft Office programs. Certificates, Licenses, Registrations Adjusters license may be required based upon jurisdiction. Why You'll Love Working Here 4 weeks (Paid time off that accrues throughout the year in accordance with company policy) + 10 paid holidays in your first year Comprehensive benefits: Medical, Dental, Vision, Life, and Disability Insurance Retirement plans: 401(k) and Employee Stock Ownership Plan (ESOP) Career growth: Internal training and advancement opportunities Culture: A supportive, team-based work environment How We Measure Success At CCMSI, great adjusters stand out through ownership, accuracy, and impact. We measure success by: Quality claim handling - thorough investigations, strong documentation, well-supported decisions Compliance & audit performance - adherence to jurisdictional and client standards Timeliness & accuracy - purposeful file movement and dependable execution Client partnership - proactive communication and strong follow-through Professional judgment - owning outcomes and solving problems with integrity Cultural alignment - believing every claim represents a real person and acting accordingly This is where we shine, and we hire adjusters who want to shine with us. Compensation & Compliance: The posted salary reflects CCMSI's good-faith estimate in accordance with applicable pay transparency laws. Actual compensation will be based on qualifications, experience, geographic location, and internal equity. This role may also qualify for bonuses or additional forms of pay. CCMSI offers comprehensive benefits including medical, dental, vision, life, and disability insurance. Paid time off accrues throughout the year in accordance with company policy, with paid holidays and eligibility for retirement programs in accordance with plan documents. CCMSI posts internal career opportunities in compliance with applicable state and local promotion transparency laws. Visa Sponsorship: CCMSI does not provide visa sponsorship for this position. ADA Accommodations: CCMSI is committed to providing reasonable accommodations throughout the application and hiring process. Equal Opportunity Employer: CCMSI complies with all applicable employment laws, including pay transparency and fair chance hiring regulations. Background checks, if required for the role, are conducted only after a conditional offer and in accordance with applicable fair chance hiring laws. Our Core Values At CCMSI, we believe in doing what's right-for our clients, our coworkers, and ourselves. We look for team members who: Lead with transparency We build trust by being open and listening intently in every interaction. Perform with integrity We choose the right path, even when it is hard. Chase excellence We set the bar high and measure our success. What gets measured gets done. Own the outcome Every employee is an owner, treating every claim, every decision, and every result as our own. Win together Our greatest victories come when our clients succeed. We don't just work together-we grow together. If that sounds like your kind of workplace, we'd love to meet you. #EmployeeOwned #GreatPlaceToWorkCertified #CCMSICareers #CCMSICareers #ESOP #EmployeeOwned #ClaimAssistant #Florida #InOffice #IND456 #LI-InOffice We can recommend jobs specifically for you! Click here to get started.
    $18-19 hourly Auto-Apply 5d ago
  • Consultant III HPR Loss Control

    Tokio Marine America 4.5company rating

    Columbus, OH job

    About Tokio Marine: Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations. We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success. Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide. Job Summary Provide professional Highly Protected Risk (HPR) loss control services to Tokio Marine America clients and Tokio Marine Management, Inc. Coordinates and conducts loss control management evaluations, physical surveys, loss analysis and training to assist Tokio Marine clients to improve and maintain loss control activities. Coordinates and conducts loss control management evaluations, physical surveys and loss analysis to assist Tokio Marine Management Underwriting in their evaluation of risk. Provide loss control technical support to Tokio Marine departments such as underwriting, claims and coordination. Coordinate loss control activities on select accounts ensuring service plans are maintained and completed, responding to customer requests and needs and supporting underwriting and claims at renewal and during the policy period. Essential Job Functions Performs loss control surveys of prospects and clients on request for information underwriting and evaluation from a loss control viewpoint for desirability. Coordinates loss control service to select clients requiring defined service standards. Prepares reports for clients, Underwriting and Branch concerning the loss control in effect, including loss analysis, conditions noted, recommendations for improvement and future needs. Assists in the development and presentation of programs and training seminars for clients and other departments in the Company. Responds to special requests from Underwriting Department and clients with prior approval from Loss Control Department Management. Develops and maintains Loss Control instructions for multi-location clients being coordinated by Loss Control. Completes all work scheduled in regular service assignments or requests in a timely manner. Maintains membership and actively participates in professional organizations approved by Departmental standards guidelines. Utilizes PC programs (Taurus, Presentation Software, etc.) in preparing presentations for prospects and clients. Plans and performs work scheduling in a timely and cost-effective manner. Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at the Company. Qualifications Bachelor's degree in engineering / science or equivalent job experience preferred. Five years' experience servicing major accounts preferred. Possesses a specialty in HPR loss control or comparable property insurance background. Good communication skills, both written and oral and capable of making presentations to a group. Good computer skills to include the use of Microsoft software, and other software. Valid driver's license free of any major violations. Physically capable of performing the job requirements - walking, carrying and climbing. Capable of significant amounts of travel. Salary range $150,000 to $170,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base. TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply. Benefits: We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. EEO Statement Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.
    $150k-170k yearly 1d ago
  • Residential Property Inspector - Chillicothe, OH

    CIS Group of Companies 4.6company rating

    Chillicothe, OH job

    Looking to Supplement Your Income or Just Be Productive? Become an Independent Residential Insurance Inspector with CIS Group! Are you looking for a flexible, rewarding opportunity that allows you to be your own boss and take control of your schedule? CIS Group is seeking motivated, detail-oriented individuals to join our team as 1099 Property Insurance Inspectors. If you own an LLC and are looking to diversify your work, this might be the perfect opportunity for you! Why Work With Us? Since 1996, CIS Group has been one of the largest and most trusted names in the insurance inspection industry. We offer a platform that allows Independent Contractors to create and grow their own businesses, work flexible hours, and take on a variety of inspections. Whether you're supplementing your current work or looking for a new venture, this position offers flexibility and autonomy. What You'll Do: Travel to residential homes to complete exterior (interior photos here and there) property inspections. Take photos, collect property data, and upload your findings using your smartphone or tablet. Provide high-quality, professional service that delivers accuracy and on-time service, with exceptional communication. Maximize this opportunity by utilizing your unique skillset Watch this video to see an example of an exterior-only inspection: Click here to watch What We're Looking For: 1099 Independent Contractors - Be your own boss, set your own schedule! Flexible Hours - Work during daylight hours, Monday through Saturday. Comfortable Working Outdoors - This role requires you to work in various weather conditions. Tech-Savvy - A recent smartphone or tablet capable of taking and storing hundreds of photos. Computer Access - Wi-Fi-enabled for uploading data. Reliable Vehicle & Driver's License - Travel to residential properties within your area. Strong Communication Skills - You're a professional and a persistent communicator. You're not someone who just disappears when things get tough. Microsoft Excel Familiarity - Basic computer skills are necessary for managing your inspections. Compensation: Independent Contractors - You get paid per inspection. Fees - Vary based on location and inspection type, allowing for higher earning potential as you demonstrate competency. Why This Is Perfect for You: You've taught yourself how to solve problems and take on new challenges, and you're driven to succeed no matter the obstacles. This opportunity will allow you to create and or build your own business, and the flexibility to grow your income in an industry that remains resilient even through economic downturns. Ready to take control of your future and join a company that values your persistence and resourcefulness? Submit your resume now and become part of the CIS Group team! Pay = $550 monthly working 2-3 days per month
    $550 monthly Auto-Apply 60d+ ago

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