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Fidelity National Financial jobs - 247 jobs

  • Business Systems Analyst

    Fidelity National Financial 4.4company rating

    Remote Fidelity National Financial job

    Fidelity National Financial (FNF) is seeking a Business Systems Analyst to join our Corporate IT division supporting our Policy Approval System (PAS) solution. The Business Systems Analyst will be responsible gathering, defining, and supporting requirements, and assisting development teams with transforming those requirements into innovative designs. LOCATION * This role is 100% remote. Must be able to work east coast hours. DUTIES & RESPONSIBILITIES * Gather, analyze, and document business requirements, with a particular focus on API-related projects. * Translate business requirements into clear, detailed functional specifications and user stories. * Collaborate with vendors (as applicable), stakeholders, and product owners to define project scope, priorities, and schedules. * Partner with development teams to ensure business needs are effectively translated into scalable, high-quality software solutions. * Contribute to overall product direction, roadmap planning, and feature development. * Create and maintain documentation, including business process flows, use cases, and functional requirements. * Lead and facilitate presentations or requirement sessions with development teams to ensure shared understanding. * Support business users with production issues, helpdesk tickets, and training to promote effective system adoption and usage. * Validate that delivered solutions align with business requirements and meet quality and performance expectations. * Serve as a subject matter expert for assigned product areas, providing guidance across teams. * Troubleshoot application issues, identify root causes, and recommend solutions. * Stay current on emerging technologies and process innovations relevant to the business. * Identify opportunities for product and process improvement within assigned areas. * Collaborate effectively with cross-functional teams to achieve project and organizational goals. MINIMUM REQUIREMENTS * Bachelor's degree or the equivalent combination of education, training, and work experience. * Requires a minimum of 7+ years of experience as a Business Systems Analyst, Technical Analyst, or related field. * Strong technical skills in web services (REST and SOAP) and design for API integrations. * Expertise in documenting technical and functional user requirements. * Proficiency in tools such as JIRA, Confluence, Figma, Balsamiq, or similar. * Excellent verbal and written communication with customers, dev teams, and executive management. * Ability to multi-task, meet deadlines, and work in a fast-paced environment. * Exceptionally detail-oriented, highly organized, and consistently driven to achieve results. PREFERRED EXPERIENCE * Title or escrow experience within large organizations. * Strong understanding of user-centered design principles and Agile methodologies. COMPENSATION & BENEFITS This position has the potential to earn compensation in the range of $100,000 - $120,000 annually based on location and job-related factors such as skillset and experience. Actual rate may vary within the range provided, depending on a number of factors, including skillset, experience and location. The base compensation is one component of the total rewards package offered to our employees, including optional health and welfare insurance (medical/dental/vision/life/disability); paid holidays, vacation, and sick time off; and matching 401(k) plan and matching employee stock purchase plan.
    $100k-120k yearly Auto-Apply 6d ago
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  • Title Examiner - Commercial MUST HAVE OH, IN, or IL EXP!

    Fidelity National Financial 4.4company rating

    Remote Fidelity National Financial job

    Ideal candidate must have Ohio experience. Responsible for providing accurate and professional title reports, maintaining high level of productivity, assessing risk and liabilities in accordance with policy provisions, and providing final title products based on facts and documentation Duties • Within Company guidelines, examine complex title orders to determine conditions of title and by considering the effect of documents such as mortgage, liens, judgments and other vital statistics to determine ownership, legal restrictions, and verify legal description; Review final products to ensure quality standards are met. • Explain chain of title, exceptions, and requirements to customers and managers. • Assess risks and liabilities that may jeopardize the Company and escalate, as appropriate. • Prepare accurate and comprehensive title reports in accordance with Company policies and examining procedures. • Request any items needed to clear deficiencies in title search packages prior to release. • Procure onsite documents from county locations as needed. • Maintain compliance with Company policies and good housekeeping practices. • Other duties as assigned. Education • High school diploma or equivalent. Experience • 5+ years of commercial title search and exam experience; underwriting experience preferred. REQUIREMENTS: • Strong analytical, problem-solving and time management skills. • Knowledge working with complex properties, patent searches, 99 year searches and commercial properties. • Must be detail oriented, customer driven & possess strong written and verbal communication skills, including excellent presentation skills. • Familiar with industry concepts, practices, and procedures and associated risks and liabilities. • Proficient computer skills, including moderate to advanced knowledge and use of Microsoft applications and other industry related software required to perform job duties. • Most possess sound experience and judgment to plan and accomplish goals. • Must be US resident. Work visa sponsorship will not be considered. Additional Information This position is eligible to earn compensation in the range of $25.00-$30.00/hourly based on location and job-related factors such as skillset and experience. The base compensation is one component of the total rewards package offered to our employees, including optional health and welfare insurance (medical/dental/vision/life/disability); paid holidays, vacation, and sick time off; and matching 401(k) plan and matching employee stock purchase plan.
    $25-30 hourly Auto-Apply 60d+ ago
  • Client Relationship Manager

    The Hartford 4.5company rating

    Tampa, FL job

    Client Relationship Manager - SA08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive. *The Hartford is seeking a Client Relationship Manager for our Florida market. Candidates that reside in Florida will be considered* As a Client Relationship Manager, you are Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers. Your primary role is to retain and grow your book of business. This is accomplished through the following: + Proactively support your clients through various interactions including stewardship meetings based on each customer's needs. + Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer's needs. + Make recommendations for changing where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape. Identifies and coordinates annual enrollment activity/communication requirements. + Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive. + Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff. + Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate. + Primary liaison between customer, producer, and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time. + Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate. + Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers. Qualifications: + A minimum of 2 years of Disability and Life Group Benefits experience, emphasis on account management is preferred. + 4-year college degree preferred or equivalent work experience. + As a condition of your employment, you must obtain and maintain the Group Life & Health license including Continuing Education requirements. + Ability to facilitate meetings and/or present to groups of varying sizes. + Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint. + Excellent verbal and written communication skills. + Highly organized, detail oriented and able to manage multiple priorities at once. + Ability to build rapport and develop/maintain strong relationships with internal/external partners. + Ability to work independently. + Ability to travel (Approx. 20%) + Demonstrates good leadership skills. As a condition of your employment, you must obtain and maintain the Group Life & Health license. *Must reside within the Florida market to be considered* This role can have a Hybrid or Remote work arrangement, with the expectation of working 3 days a week (Tuesday through Thursday) Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $74,400 - $111,600 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $74.4k-111.6k yearly 15d ago
  • Construction Defect - Claim Specialist

    The Hartford 4.5company rating

    Remote or Lake Mary, FL job

    Specialist Claims - CH07DESpecialist Claims CA - CH07DN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. This is a visible and important role within our Complex Claims Unit (CCU) Hartford Global Specialty (HGS) Claims Division. As a Claims Specialist, you will be responsible for handling a caseload of higher complexity, higher exposure, construction defect and construction related property damage claims from inception to final disposition. These claims will involve both primary and excess coverages and often involve complex fact patterns requiring analysis of contracts between parties to determine indemnity and contribution obligations and risk transfer opportunities. As these claims are often in litigation, experience handling litigated matters and managing defense counsel is required, as is prior experience handling construction defect and property damage claims. Excess claims handling experience is recommended, but not required. Responsibilities include, but are not limited, to: + Managing a caseload of litigated and non-litigated construction defect claims under commercial general liability policies. + Conducting investigations and analyzing and evaluating the information learned. + Making coverage determinations and communicating written position(s) to insureds and other required parties. + Within prescribed authority levels, setting appropriate expense and indemnity reserves and monitoring on a regular basis for any needed adjustment. + Presenting cases to management for expense or indemnity reserve authority above established authority levels. + Developing and implementing resolution strategies to achieve high quality outcomes. + Proactively managing litigation and counsel, inclusive of litigation planning and execution, budgeting and bill review. + Attending trials and mediations as necessary. + Contributing to broader claim and enterprise goals by participating in audits, projects and product development initiatives. + Preparing comprehensive reports and delivering presentations to senior claim leadership on case developments, policy issues, industry trends, etc. + Working with business partners to evaluate and address claim trends and developments. + Addressing inquiries from agents and policyholders and providing superior customer service. Position Requirements: + Bachelor's degree preferred, law degree a plus or commensurate experience + Minimum of seven years handling complex litigated construction defect and property damage matters + Familiarity with owner and contractor controlled insurance policies and programs as well as wrap policies, is a plus + High level of discipline, results-oriented and able to focus on bottom line results + Superior analytical ability and organizational skills + Excellent oral and written communication skills + Excellent strategic thinking ability and execution skills + Excellent negotiation and advanced technical claim handling skills, including knowledge of coverage and tort laws + Full command of damages issues relative to high value construction defect and property damage claims + Strong ability to analyze coverage and liability issues, manage time limit demands and assess extra contractual exposures and other issues of complexity + Ability to communicate thoughts clearly and concisely, and to influence and persuade others + Superior interpersonal skills + Ability to exceed expectations and influence others to do the same This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations (Hartford, CT, San Antonio, TX, Lake Mary, FL, Phoenix, AZ, Naperville, IL) will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $106,400 - $159,600 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $106.4k-159.6k yearly 60d+ ago
  • Executive Underwriter, National Accounts Casualty

    The Hartford 4.5company rating

    Lake Mary, FL job

    Executive Underwriter - UW07CD We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. UPDATED 11/11/2025: We have added Tampa, FL and Lake Mary, FL office locations as possible locations for this position. As an Executive Underwriter in National Accounts at The Hartford, you will be responsible for the casualty lines of National Accounts (typically accounts with more than 500 employees) which are written utilizing loss sensitive plans, such as large deductibles and self-insured retentions. You will underwrite and manage a book of business as well as working with brokers and clients on servicing that book, driving new business opportunities, and developing relationships with assigned brokers located throughout the territory that are assigned to. Responsibilities * Creatively use underwriting tools, techniques, and program structures to write profitable business while maintaining disciplined adherence to underwriting and service standards. * Develop and maintain strong relationships with national and large regional brokers assigned to you. * Successfully execute your territorial business plan to achieve financial objectives. * Achieve annual account retention objectives through effective account stewardship practices. * Achieve annual growth objectives for your territory by building a robust pipeline of viable opportunities and displaying strong sales behaviors to successfully acquire new accounts. * Develop and maintain strong relationships with key internal and external partners to ensure that your accounts receive a high level of service. * Maintain satisfactory underwriting quality control standards. Qualifications * At least 5 + years of casualty lines underwriting experience with a preference towards building and selling loss-sensitive programs. * Able to coordinate service team to meet day to day demands. * Able to articulate the benefits of strong loss prevention programs, proactive claims management and effective RMIS capabilities. Strong organizational and workflow management skills. Ability to work independently. * Able to seek out and attract new business opportunities within a defined territory. * Proven track record of strong sales practices and excellent presentation skills to brokers and clients. * College degree in finance, accounting, economics or insurance is strongly preferred. * Valid driver's license as a company pool car may be provided. * Ability to travel to be in front of clients and producers. Location This role will have a Hybrid work arrangement, with the expectation of working in the Alpharetta, GA; Tampa, FL; or Lake Mary, FL office three days a week (Tuesday through Thursday). Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $123,200 - $184,800 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $123.2k-184.8k yearly Auto-Apply 18d ago
  • Business Service Officer - Bilingual Spanish/English or Trilingual Spanish/Portuguese/English

    Morgan Stanley 4.6company rating

    Miami, FL job

    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication * Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures * Lead, mentor, and supervise a team of Support and Service Professionals * Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex * Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals * Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution * Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls * Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs * Manage and oversee Support Professionals coverage for Financial Advisors in the Branch * Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements * Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight * Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies * Facilitate and manage resolution of client inquiries/requests * Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates * Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies * Additional operational oversight may be required * Administer other duties as delegates by the Complex Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * Bachelor's degree required or equivalent education * Previous industry experience * Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) * Other licenses as required for the role or by management Knowledge/Skills * Effective written and verbal communication skills * Strong attention to detail * Ability to prioritize and resolve complex needs and escalate as necessary * Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies * Evidence of strong leadership and talent development capabilities * Previous supervisory experience preferred * Exceptional organizational and time management skills * Exceptional conflict resolution skills * Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex * Knowledge of Firm's Risk & Compliance policies * Ability to think strategically Reports To: * Market Business Service Officer Direct Reports: * Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $96k-132k yearly est. Auto-Apply 60d+ ago
  • ServiceNow Developer

    Fidelity National Financial 4.4company rating

    Fidelity National Financial job in Jacksonville, FL

    The Senior ServiceNow Developer is responsible for the design, development, configuration, and ongoing optimization of the ServiceNow platform in support of business and IT Service Management objectives. This role partners closely with Service Management, Engineering, Security, and business stakeholders to deliver scalable, high-quality solutions that align with enterprise standards and best practices. This position will work for an FNF operating company within the Technology Organization. The Company is unable to sponsor applicants for work visas. Duties * Design, develop, and maintain ServiceNow applications and integrations using best practices and scalable architecture.• Configure and customize ServiceNow modules including IT Service Management, IT Operations Management, Configuration Management Database, Service Catalog, and Service Portal.• Develop custom workflows, Flow Designer automations, Business Rules, Client Scripts, UI Policies, Script Includes, and REST and SOAP integrations.• Collaborate with Product Owners, Service Management, and technical teams to translate business requirements into technical solutions.• Lead technical design sessions and provide guidance on ServiceNow platform capabilities and limitations. Education Bachelor's degree in Computer Science, Information Systems, or equivalent professional experience. Experience * Ensure platform health through code quality standards, performance optimization, and governance practices.• Support ServiceNow upgrades, patching, and release management initiatives.• Troubleshoot complex platform issues and perform root cause analysis.• Maintain technical and architectural documentation.• Mentor junior developers and contribute to continuous improvement of ServiceNow development standards. * Five or more years of hands-on ServiceNow development experience in an enterprise environment.• Strong proficiency in JavaScript, Glide API, and ServiceNow development frameworks.• Experience developing and supporting IT Service Management processes aligned with ITIL practices.• Experience integrating ServiceNow with external systems using REST and SOAP APIs.• Experience working in Agile and DevOps delivery environments.• Strong analytical, problem-solving, and communication skills. Additional Information * ServiceNow certifications including Certified System Administrator, Certified Application Developer, and Implementation Specialist.• Experience with IT Operations Management such as Discovery, Service Mapping, and Event Management.• Experience with CMDB governance and data quality management.• Familiarity with Automated Test Framework and ServiceNow CI/CD pipelines.• Experience supporting large-scale or regulated enterprise environments. Responsibilities • Design, develop, and maintain ServiceNow applications and integrations using best practices and scalable architecture. • Configure and customize ServiceNow modules including IT Service Management, IT Operations Management, Configuration Management Database, Service Catalog, and Service Portal. • Develop custom workflows, Flow Designer automations, Business Rules, Client Scripts, UI Policies, Script Includes, and REST and SOAP integrations. • Collaborate with Product Owners, Service Management, and technical teams to translate business requirements into technical solutions. • Lead technical design sessions and provide guidance on ServiceNow platform capabilities and limitations.
    $81k-101k yearly est. Auto-Apply 5d ago
  • Imaging Analyst

    Fidelity National Financial 4.4company rating

    Fidelity National Financial job in Maitland, FL

    The Imaging Analyst role within the Imaging department of Property Insight is responsible for ensuring our client facing plants are kept current. This include working through tickets, discrepancies, analyzing data sets for gaps, and acquiring those gaps from their source. Duties * Review, analyze and make recommendations to convert various external image sources for ingestion into a standardized repository and format.• Manage the ingestion of current updates to the images from the external sources including updates to formats received and improvements to the ingestion processing. • Review and analysis of reports and insights to confirm currency or identify gaps that need remediated.• Analyzes problems and determines root causes.• Owns the remediation of problems end to end ensuring timely resolution for customers• Coordinates with internal and external stakeholders to receive and delivery imaging assets in a timely manner. • Ability to navigate competing priorities ensuring all deadlines are met.• Fully takes ownership of process and acts as an SME (subject matter expert). Education Bachelor's degree in business administration, economics, computer science, management information systems or related field. Experience Minium of 1 year analyst experience or similar role that utilizes a similar skillset. REQUIREMENTS: * Strong attention to detail.• Desire to learn and drive efficiencies in existing processes.• Thrives in a team environment.• Problem solving, quantitative and analytical abilities.• Strong communication skills - both written and verbal.• Strong Excel skills.• Beginner SQL skills. Additional Information * One year Title industry experience• Experience with large datasets to identify and remediate issues Responsibilities • Review, analyze and make recommendations to convert various external image sources for ingestion into a standardized repository and format. • Manage the ingestion of current updates to the images from the external sources including updates to formats received and improvements to the ingestion processing. • Review and analysis of reports and insights to confirm currency or identify gaps that need remediated. • Analyzes problems and determines root causes. • Owns the remediation of problems end to end ensuring timely resolution for customers • Coordinates with internal and external stakeholders to receive and delivery imaging assets in a timely manner. • Ability to navigate competing priorities ensuring all deadlines are met. • Fully takes ownership of process and acts as an SME (subject matter expert).
    $65k-82k yearly est. Auto-Apply 60d+ ago
  • Personal Insurance AD & Actuarial Associate or Sr Pricing Consultant

    The Hartford 4.5company rating

    Remote or Tampa, FL job

    Sr Pricing Consultant - EQ07KE AD & Actuarial Associate - AS07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. This position drives profitable growth for The Hartford's $3 billion portfolio of Auto and Home products by analyzing and evaluating actuarial pricing performance at the state level, providing action-oriented solutions to Pricing and Product Management leadership, and supporting our rate filing process. We are looking for someone with strong statistical, analytical and communication skills, with a desire to challenge and continuously improve established processes and to creatively solve new problems. Responsibilities * Independently develop key state performance metrics-including rate indications, trends, loss development patterns, and catastrophe loads-to support rate filings, performance monitoring, and profitability or ad hoc analyses. * Effectively communicate to secure internal and external approval for proposed changes. * Create and improve analytical tools utilizing knowledge of analytical and technical skills. * Develop and maintain strong partnerships with countrywide and state product management, technology, operations, data science, actuarial, compliance and legal organizations. * Participate in countrywide projects, class plan enhancements or maintenance of complex product features. * Work as a team to continuously improve the analytical capabilities of the organization, including data capabilities and increased automation, documentation, and quality measures. * May review pricing methodology for the department of insurance consideration Experience & Skills * Bachelor's Degree required. * 3+ years of relevant experience in the insurance sector. Familiarity with Personal Lines products preferred. * Near ACAS or FCAS credential, or individuals with experience not pursuing exams. * Strong analytical, critical thinking and problem-solving skills, with the ability to effectively resolve complex issues. * Strong Excel skills required. Knowledge of SQL, VBA, R, Python, SAS or similar code languages preferred. * Excellent written and verbal communication skills. * Attention to detail with strong time and project management skills. * Driven, intellectually curious, passionate, resourceful and creative. * Proactive individual, who challenges existing processes, can influence others and drive a process to a conclusion while meeting critical deadlines. Additional Information: This role can have a Hybrid or Remote work arrangement. Candidates who live near one of the Hartford home office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $92,000 - $163,200 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $92k-163.2k yearly Auto-Apply 18d ago
  • Underwriter Director-Latam

    The Hartford 4.5company rating

    Coral Gables, FL job

    Managing Director - UQ06FB We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. Navigators Re, a division of The Hartford, underwrites assumed treaty reinsurance totalling approximately $900 million in annual premiums across targeted lines of business worldwide. We are expanding and seeking talented, inquisitive colleagues to join our hard-working, respectful culture committed to diversity, equity, and inclusion. This position reports to the SVP for Latin America and the Caribbean. It involves underwriting and technical pricing of surety treaties throughout the region. As a Senior Underwriter, you will interact extensively with reinsurance brokers and ceding companies. You will be responsible for all aspects of underwriting and pricing, as well as developing and nurturing relationships with our existing clients and new target companies. This role includes expected business travel throughout the year including participation in the PASA General Assembly and Technical Seminar. The workload is particularly demanding during the months of May and June leading up to the July 1 renewals wherein approximately 60% of the portfolio renews as well as December wherein 20% of the portfolio renews at January 1. Candidate must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position. Strong collaboration skills are essential for working effectively across functions and levels within the company. Experience in building relationships with brokers and clients is preferred. To satisfy these requirements, excellent written and verbal communication skills in English and Spanish are required and while not required, Portuguese is viewed as a plus. The candidate is expected to broaden and grown internally the company's current LATAM surety portfolio. WORK ARRANGEMENT: This role will have a Hybrid work arrangement, with the expectation of working in an office (Coral Gables) 3 days a week (Tuesday through Thursday). However, during peak renewal times/seasons, 5 days in the office could be required. RESPONSIBILITES: + Support the Head of Latin America (LATAM) Surety underwriter in pricing new and renewal business and maintaining detailed knowledge of assigned clients and treaties. + Reviewing and approval of special acceptances which can include but not limited to performing financial analysis of a principle and submitting a formal proposal to the CUO for review and approval. + Excel in the use of the department's pricing models. + Collaborate within a team framework to support the unit's overall goals. + Review treaty contracts governing our transactions. + Support the business's aggregation protocols. + Work with the Head of the Actuarial Team, the CUO and the Head of Latin America (LATAM) Surety to ensure that the company's pricing tools are up to date. + When needed, work with the accounting and claims teams to ensure that our records / files are in order and that EPI management of the portfolio comports with the group's protocols. + Support the CUO and the Head of Latin America (LATAM) Surety on various mentoring/training programs available for Jr. team members and new hires. QUALIFICATIONS: + Over 8 years of demonstrated experience in surety reinsurance underwriting and pricing + Advanced Excel skills are preferred. + Proven ability to work independently and as part of a team. + Self-motivation, creativity, and strong skills in time management, project management, and customer management. + Excellent written and verbal communication skills, capable of conveying technical concepts to diverse audiences in both English and Spanish is required. The addition of Portuguese is a plus. + Flexibility and adaptability to changing priorities. + A process improvement mindset with a talent for developing efficiencies. + Ability to ready and interpret company financial statements is required. + Excellent technical, analytical, and data skills is preferred + Advanced Excel skills are essential. + Working knowledge in the use of SQL, Python, Tableau and Power BI is a plus + Strong financial background is a plus. + Bachelor's Degree is required. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $185,920 - $278,880 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $185.9k-278.9k yearly 60d+ ago
  • National Account Chief Underwriter - Employee Benefits

    The Hartford 4.5company rating

    Lake Mary, FL job

    National Account Chief UW GB - UO07FE Sr UW Natl Acct - UO08GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. Experience: * Responsible for the overall management of Group Life & Disability underwriting (5,000 or more lives) for National Accounts. * Includes all pre and post-sale underwriting, profit management, renewal processing, policy issue and changes for assigned business segment. * Demonstrates a solid, consistent technical proficiency of underwriting guidelines and underlying risk management philosophy. * Establishes solid relationships with all internal and external business partners. * Actively drives and participates in an assigned amount of project work and special assignments. * Partners with the field to ensure deliver on service goals. * Quotes new business opportunities for Core products and underwrites renewals. * Works directly with sales representatives and brokers on new business, renewals, and service issues * Demonstrates advanced understanding of the elements of pricing to include risk factors, retention, and reinsurance. * Interfaces with the sales force regarding underwriting issues and decisions * Negotiates prices and benefits with sales representatives and brokers. * Mentors Regional Account underwriters and other staff members * Look to leverage additional resources around key cases to facilitate better risk management, stimulate innovative thinking, provide creative solutions and potentially different perspectives. * Seek to understand your individual marketplace dynamics and those of the general market to maximize our chances of success. You'll Be a Good Match if You Have: * A customer-first mindset, putting our customers at the center of everything you do. * A passion for making decisions through both analyzing h data and employing critical thinking skills. * A team spirit and desire to work collaboratively. * A financial mindset to help make the best decisions. * Ability to own our work and following through on commitments. Qualifications: * Bachelor's Degree strongly preferred, or equivalent combination of education, training, and experience * 5 years of Employee Benefits underwriting experience * Demonstrated success in developing and maintaining solid relationships with all internal and external business partners. * Excellent communication, interpersonal and presentation skills * An ability to think analytically about business problems, make recommendations and propose solutions. * High energy self-starter, who is resilient and has an entrepreneurial spirit. * Demonstration of solid time, organizational, and desk management skills * Goal-oriented and delivers outcomes. * Ability to challenge the status quo and compete to win. * Superior technical knowledge and sound decision-making and analytical skills * This position can be filled at different levels depending on experience. Salary - $88,080 - $149,400 Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $88,080 - $149,400 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $88.1k-149.4k yearly Auto-Apply 13d ago
  • Intern

    Morgan Stanley 4.6company rating

    Winter Park, FL job

    DUTIES & RESPONSIBILITIES: Gain industry and organizational knowledge through daily business interactions and job assignments. Develop business, financial and analytical skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their teams. Perform market research. Gain exposure to wealth management business, products, services and clients' financial needs. EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Requirements High school diploma required. In pursuit of college degree preferable. At least 18 years of age. Internships are intended to be positions that are for limited duration, with a maximum duration ten months. Strong desire to gain further understanding of the global wealth management business. Effective communication and interpersonal skills (both written and verbal) Ability to work on a team. Strong analytical skills and ability to interpret. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $24k-37k yearly est. Auto-Apply 2d ago
  • Private Banker

    Morgan Stanley 4.6company rating

    West Palm Beach, FL job

    Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Job Description/Position Responsibilities Partner with FAs to provide advice and potential cash management and lending solutions to clients Build product awareness and understanding among Financial Advisors Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services Understand competitive environment and develop strategies to retain and win new business Develop and implement product marketing strategies with Branch Management and FA team Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners Qualifications: Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities Experience in understanding the financial needs of all types of clients Proven new business development / origination experience with Lending products is required Completion of formal credit training strongly preferred Bachelor's degree preferred or relevant experience Skills/Abilities: Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products Ability to understand the financial needs of the retail brokerage clientele. Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships Possess excellent business development and marketing skills and desire to consistently achieve top revenue results Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances Demonstrate positive initiative, leadership and comfort working in a fast-paced environment Detail orientation with strong organizational and analytical skills Ability to train Financial Advisors on product suite Possess excellent oral and written communication skills Exceptional presentation skills Ability to meet deadlines and manage Financial Advisor and client expectations Good collaboration skills in a team-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $94k-164k yearly est. Auto-Apply 60d+ ago
  • Associate Attorney - Workers' Compensation

    The Hartford 4.5company rating

    Remote or Los Angeles, CA job

    Assoc Staff Attorney - LM08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. Are you a passionate legal professional looking to make a meaningful impact while growing your career in supportive, inclusive environment? Join our dynamic in-house legal team as an Associate-Workers' Compensation, where your expertise will help shape outcomes for our clients and insureds across California. Why you'll Love This Role: * Hands-On Litigation Experience: Manage your own caseload and gain practical experience through depositions and hearing before the Workers' Compensation Boards in Van Nuys, Marina Del Rey, Los Angeles and Oxnard. * Growth-Oriented Culture: We're committed to your development. As a CLE provider, we offer ongoing learning opportunities to help you stay sharp and advance your legal career. We also offer mentoring and regular monthly coaching as you develop as a lawyer. * Utilization of progressive AI Tools: Leverage progressive AI tools to streamline legal research and enhance your day-to-day efficiency. * Collaborative Environment: Work alongside experienced Attorneys and Claims professionals in a matrixed business setting that encourages knowledge-sharing and teamwork. * Client-Centered Impact: Play a key role in delivering strategic legal solutions that protect insureds and support our mission of exceptional customer service. * Flexible Work Model: Enjoy the benefits of remote work with occasional in-person collaboration ( approximately 2-4x annual). * Inclusive Benefits Package: Medical, Dental, Life and Vision. 401K with co. match. Generous Paid time off allowance and Paid Holidays. Fitness Reimbursement. Work-related travel and parking is reimbursed. * Volunteer Time off + Donation Matching Key Responsibilities: * Develop and execute strategic legal defenses for Workers' Compensation cases. * Manage a case load of between 90-100 cases in chief (including master and companion files) * Conduct thorough legal research and analysis of complex issues. * Draft and argue petitions. * Represent clients in hearing, trials, arbitrations, and alternative dispute resolutions. * Collaborate with Claims Partners to drive favorable outcomes. * Participate in team huddles and claims file reviews to enhance legal strategy and client service Qualifications: * Juris Doctorate (JD) from an accredited law school and licensed to practice in the state of California, in good standing. * Legal internship or Law Clerk experience preferred. * Familiarity with Workers' Compensation a plus! * Excellent legal research and writing skills. * Strong MS office proficiency ( Word, Teams, Excel, PowerPoint & Outlook). * Effective communicator with strong negotiations skills. * Positive minded and collaborate team-player attitude. * Intentional planning skills and execution of responsibilities. What else can you tell me about this role? This position is a remote work opportunity. The WCAB is virtual and requires in-person appearances for expedited hearing and trial only. The selected candidate will travel within the following geography: Los Angeles, Long Beach, Marina Del Rey, Van Nuys and Oxnard, California. We offer flexible work arrangements and enjoy a business causal work environment. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $81,840 - $122,760 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $81.8k-122.8k yearly Auto-Apply 18d ago
  • Private Wealth Management Business Development Associate - Bilingual: Spanish/English

    Morgan Stanley 4.6company rating

    Miami, FL job

    Business Development Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in all areas of service level business development including digital marketing, portfolio holdings and/or proposal tools and financial planning. DUTIES and RESPONSIBILITIES: * Cultivating relationships with business partners and colleagues internally and externally * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups * Assisting the FA/PWA/team in organizing around and executing against their business plan and strategies to support it, partnering closely with other market stakeholders such as Practice Strategy Consultants, Business Development Managers and Branch Management * At the direction of FA/PWA/team, executes against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity * At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems * At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens * Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management * Remaining current on all policies, procedures and new platforms EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * 5+ years of work experience in a field relevant to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required * Additional product licenses may be required Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Technically proficient and quick learner of new and updated platforms * Detail oriented with superior organizational skills and ability to prioritize * Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multi-task * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $51k-75k yearly est. Auto-Apply 60d+ ago
  • Employee Engagement and Culture Coordinator

    Fidelity National Financial 4.4company rating

    Fidelity National Financial job in Maitland, FL

    We are seeking a creative, detail-oriented, and highly organized Employee Engagement & Culture Coordinator to join our team in Maitland, FL (in-office role). This person will work closely with our VP of Finance and Marketing Assistant to drive employee engagement activities throughout the year, promote a positive company culture, and build strong connections across our network of offices. The role involves collaborating with in-field contacts across 4-5 offices, coordinating internal communications (newsletters, emails), organizing events, and managing related budgets. The ideal candidate will have prior experience in a similar role, exceptional communication and writing skills, a creative and proactive approach, and strong proficiency in Microsoft Office tools (Outlook, Excel, Word, PowerPoint). They must also feel comfortable interacting with employees across various levels and coordinating in-person activities. Duties * Plan, coordinate, and execute employee engagement activities and culture-building events (such as games, breakfast/lunch socials, holiday parties) throughout the year.• Work directly with the VP of Finance and President to align engagement activities with company goals and culture.• Serve as the primary in-field contact for the Maitland office for all engagement-related events, including setup and onsite coordination.• Collaborate with in-field contacts across 4-5 offices to ensure cohesive programming and engagement across locations.• Write and distribute engaging newsletters, email communications, and event announcements.• Collaborate with in-house Marketing team to ensure style of communication aligns with Property Insight marketing strategy.• Maintain budget tracking for engagement activities and assist in planning the annual engagement budget.• Monitor expenses to ensure activities stay within approved budgets.• Provide creative ideas and think outside the box while ensuring activities are inclusive and appealing to a broad employee base.• Maintain a high level of attention to detail in planning and execution.• Develop positive relationships across departments and offices to foster a collaborative culture.• Conduct employee surveys, analyze feedback, and present actionable insights to leadership.• Coordinate with HR and Department leads to ensure.• Coordinate with HR and Department leads to ensure amazing onboarding experience for new hires.• Keep abreast of Corporate tools and resources to improve employee engagement.• Work with department leaders to track Udemy and training goals and progress.• Align with HR representative and department leads to ensure employees are engaged in learning and mentoring development activities.• Perform other related duties as assigned. Education College Graduate. Experience REQUIREMENTS: * Prior experience in human resources, employee engagement, event planning, internal communications, office coordination, or related field is highly preferred.• Strong written and verbal communication skills.• Excellent organizational and project management skills.• Ability to manage multiple projects simultaneously and meet deadlines.• Proficiency in Microsoft Outlook, Excel, Word, PowerPoint, and Vizio.• Comfortable communicating and coordinating with employees at all levels.• Self-starter with creativity and initiative.• Strong attention to detail.• Ability to work effectively both independently and as part of a team.• Part-Time. Additional Information * Part-time position (less than 20 hours) * Required travel (5%) Responsibilities • Plan, coordinate, and execute employee engagement activities and culture-building events (such as games, breakfast/lunch socials, holiday parties) throughout the year. • Work directly with the VP of Finance and President to align engagement activities with company goals and culture. • Serve as the primary in-field contact for the Maitland office for all engagement-related events, including setup and onsite coordination. • Collaborate with in-field contacts across 4-5 offices to ensure cohesive programming and engagement across locations. • Write and distribute engaging newsletters, email communications, and event announcements. • Collaborate with in-house Marketing team to ensure style of communication aligns with Property Insight marketing strategy. • Maintain budget tracking for engagement activities and assist in planning the annual engagement budget. • Monitor expenses to ensure activities stay within approved budgets. • Provide creative ideas and think outside the box while ensuring activities are inclusive and appealing to a broad employee base. • Maintain a high level of attention to detail in planning and execution. • Develop positive relationships across departments and offices to foster a collaborative culture. • Conduct employee surveys, analyze feedback, and present actionable insights to leadership. • Coordinate with HR and Department leads to ensure. • Coordinate with HR and Department leads to ensure amazing onboarding experience for new hires. • Keep abreast of Corporate tools and resources to improve employee engagement. • Work with department leaders to track Udemy and training goals and progress. • Align with HR representative and department leads to ensure employees are engaged in learning and mentoring development activities. • Perform other related duties as assigned.
    $57k-80k yearly est. Auto-Apply 60d+ ago
  • Accounts Payable Analyst

    Fidelity National Financial 4.4company rating

    Fidelity National Financial job in Jacksonville, FL

    The Accounts Payable professional will be responsible for the accurate and timely processing of accounts payable and expense report transactions to support the organization's financial operations. This role plays a critical part in ensuring financial records are maintained in an efficient, compliant, and up-to-date manner. The position partners closely with internal teams and vendors to ensure invoicing and expense reimbursements are processed accurately, in accordance with company policies and established timelines. LOCATION This role will be onsite during the initial training period and will then transition to a hybrid schedule DUTIES & RESPONSIBILITIES Receive, review, and verify vendor invoices and employee expense reports for accuracy, completeness, and proper authorization Audit transactions to ensure compliance with company financial policies, procedures, and internal controls Accurately enter invoices and expense reports into the system for timely payment processing Process and retain supporting documentation and backup reports following data entry Assist with maintaining the general ledger and ensuring proper account coding Maintain and update vendor records, including onboarding and changes to existing vendor files Provide customer service support to internal stakeholders and vendors regarding invoice status, payments, and inquiries Handle mail processing related to accounts payable and financial documentation Perform general office and administrative duties, including responding to phone calls and email inquiries related to invoice and expense processing Run and analyze reports to track invoice and payment status and support month-end close activities MINIMUM REQUIREMENTS Bachelor's degree or the equivalent combination of education, training, and work experience. Requires 2+ years of experience in Accounts Payable and/or Expense Report auditing or processing Ability to type 40+ keystrokes per minute High ten-key speed and accuracy Working knowledge of Microsoft Excel and Access Proven ability to work effectively under tight deadlines, particularly during month-end close cycles PREFERRED EXPERIENCE Experience working with Oracle ERP systems Strong verbal and written communication skills Ability to multitask, prioritize workload, and adapt in a fast-paced environment Willingness to learn new systems and processes Advanced Excel skills, including spreadsheet analysis and reporting Strong organizational and time-management skills with close attention to detail Team-oriented mindset with a focus on accuracy, collaboration, and continuous improvement
    $40k-60k yearly est. Auto-Apply 8d ago
  • AI Software Engineer

    Fidelity National Financial 4.4company rating

    Remote Fidelity National Financial job

    We're looking for a hands-on AI Software Engineer to design, build, and support FNF-approved agents that streamline work across title, escrow, and back-end corporate functions. You will execute a prioritized backlog of use cases, turning workflows into working agents deployed to approved channels, with strong quality, reliability, and fast iteration, by primarily using Copilot Studio, the Microsoft 365 Copilot Agent kit, and the Power Platform to take real world workflows from idea to production deployment. LOCATION This role can sit 100% remote Ability to travel up to 25% DUTIES & RESPONSIBILITIES Partner with title, escrow, and corporate teams to identify high-value workflows and translate them into agent requirements, user stories, and success metrics. Run working sessions to map processes, define inputs/outputs, and confirm what data the agent can (and cannot) access under FNF policy. Design, build, test, and deploy Copilot Studio agents, including conversation flows, topics, action integrations, grounded knowledge sources, fallback logic, and escalation pathways. Use the M365 Copilot Agent kit patterns to package, deploy, and operationalize agents consistently across the enterprise (templates, reuse, lifecycle management). Create supporting automation using Power Platform (Power Automate, Power Apps, Dataverse where appropriate), including approvals, notifications, and workflow orchestration. Partner with InfoSec, Legal/Compliance, and platform owners to ensure every agent aligns with FNF standards for responsible AI, data privacy, and information security. Implement structured QA processes, including accuracy validation, guardrail behavior testing, safe failure patterns, prompt and knowledge source updates, and versioned release documentation. Configure telemetry dashboards, monitor reliability and performance metrics, and drive continuous iteration based on end user feedback and usage data, Produce lightweight documentation and job aids (quick-start guides, “how to use” notes, known limitations) and support pilot groups through rollout. Maintain a library of reusable components (prompt patterns, knowledge structures, action templates) to accelerate delivery. MINIMUM REQUIREMENTS Minimum three to five years' experience working in enterprise software development (SDLC.) Hands on delivery experience with Copilot Studio, Microsoft 365 Copilot Agent kit, and enterprise Power Platform in production environments. Strong communication skills with teh ability to translate business needs into clear agent behavior, guardrails, and measurable outcomes. Comfort working in data-sensitive environments and following policy-driven development practices. PREFERRED EXPERIENCE Experience with real estate, legal technology, digital adoption, or organizational change preferred. Experience with ALM/solution packaging. Bachelor's degree in engineering, Computer Programming or a related field. Experience integrating agents/automations with enterprise systems via connectors/APIs (with appropriate security review). Familiarity with responsible AI concepts (data governance, privacy-by-design, model risk considerations) in an enterprise setting. Enterprise security & compliance familiarity with access controls (such as Entra ID / Conditional Access.) COMPENSATION & BENEFITS This position has the potential to earn compensation in the range of $100,000 - $150,000 annually based on location and job-related factors such as skillset and experience. Actual rate may vary within the range provided, depending on a number of factors, including skillset, experience and location. The base compensation is one component of the total rewards package offered to our employees, including optional health and welfare insurance (medical/dental/vision/life/disability); paid holidays, vacation, and sick time off; and matching 401(k) plan and matching employee stock purchase plan.
    $100k-150k yearly Auto-Apply 1d ago
  • N.Paralegal..

    Fidelity National Financial 4.4company rating

    Fidelity National Financial job in Maitland, FL

    Fidelity National Financial - Florida Agency is seeking a detail-oriented and experienced Real Estate Paralegal to support our underwriting team in commercial and residential transactions. The ideal candidate will have a strong understanding of Florida real estate law, title insurance processes, and document preparation. This role involves working in our Maitland, Florida office closely with attorneys, underwriters, and clients to ensure smooth and compliant closings. Duties Review draft closing documents, including deeds and affidavits for accuracy and completeness. Prepare and issue Letters of Indemnity and No Conflict Letters. Conduct research of property records and people searches to support underwriting decisions. Perform rate calculations for title insurance premium. Conduct legal research in Westlaw, including the updating of legal citations. Address inquiries from internal counsel and other departments. Handle fraud prevention matches and escalate as needed. Support underwriting counsel with special projects and high-liability approvals, including inputting and managing data within internal systems. Requirements Paralegal certification or relevant degree preferred. Experience Minimum 3 years of experience as a real estate paralegal, preferably in Florida. Additional Information Qualifications: Familiarity with title insurance, letters of indemnity and title commitments. Ability to conduct legal research using Westlaw. Strong organizational and communication skills. Self-motivated, dependable, professional, and committed to high-quality work. Collaborative team player with the ability to multitask and adapt to changing priorities. Proficiency in Microsoft Office applications. Ability to read and interpret land surveys is a plus. Why Join Us? Work alongside a respected team of legal professionals in a dynamic, collegial, and supportive environment. Contribute to high-impact projects that shape Florida's real estate landscape. Competitive compensation and comprehensive benefits package. Benefit from a culture that values work-life balance, professional development, and continuous learning.
    $54k-78k yearly est. Auto-Apply 60d+ ago
  • Property Insight - Jr Scanning Associate

    Fidelity National Financial 4.4company rating

    Fidelity National Financial job in Maitland, FL

    Property Insight is looking for a Jr Scanning Associate that will help facilitate the digitization of various media, including but not limited to paper, film, fiche, and books. This position will also be involved in quality control and various functions throughout the digitization process. The Company is unable to sponsor applicants for work visas. Duties • Scanning of various media (film/paper/fiche/books) • Moving boxes of media to and from scanning area • Shredding and bagging up paper projects • Various other imaging tasks Education High school diploma or equivalent.
    $67k-97k yearly est. Auto-Apply 60d+ ago

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