Quality Assurance Analyst
Fortegra Financial job in Jacksonville, FL
The Quality Assurance Analyst is responsible for conducting scheduled quality reviews to ensure process accuracy and efficiency. This role involves developing and refining quality review procedures, facilitating calibration meetings, and collaborating with Business Leaders to establish audit criteria and scoring metrics. The analyst will also document audit findings, maintain comprehensive records, and ensure business processes are consistently updated to reflect the latest procedures. Additionally, they will lead training initiatives, including onboarding for new hires, refresher sessions, and cross-training opportunities, while analyzing audit trends to drive continuous improvement.
Minimum Qualifications:
* High School Diploma or equivalent.
* At least 5 years of relevant experience.
Primary Job Functions:
* Prepares quality review schedules for monthly review and publishes quality review results.
* Communicates review results with Business Leaders.
* Evaluates associates and completes performance evaluations with recommendations for refresher trainings or performance improvement plans as needed.
* Facilitates calibration meetings with Business Leaders for visibility and alignment on audit requirements.
* Creates and maintains business documents such as training presentations, standard operating procedures, and shared reference guides for associates.
* As needed, creates high-level presentations for upper management with overviews of current business processes and needs.
* Communicates process changes to associates as they arise.
* Reviews business processes and proposes solutions to enhance efficiency.
* Interacts regularly with all levels of management to develop solutions for corporate-level needs.
* Performs new hire training, refresher training, and cross training.
* Reports and analyzes trends in audit errors and coaching opportunities on a monthly basis, and develops refresher trainings to address gaps.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
* Self-Starter with a positive attitude and the ability to handle multiple tasks and priorities
* Excellent problem-solving and communications skills
* Solid customer focus and should be able to operate well in teams
* Good telephone manner
* Ability to develop and motivate staff
* Should be able to set, satisfy and exceed targets
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Regional Vice President Credit Protection
Fortegra Financial job in Jacksonville, FL
The Regional Vice President develops and implements strategic sales and marketing objectives focused on increasing existing business and developing new business. Strategic planning and the ability to successfully work with the sales team toward the fulfillment of company goals are essential. The position is responsible for meeting expectations with sales goals, budgets and measurements of sales' performance to drive revenue growth. Directly works with a focus on customer and strategic partner team building. Active "hands on" business developer and true strategic partner. Relies on experience and judgment to plan and accomplish goals.
Primary Job Functions:
* Implement the sales strategy, identifying key strategic areas for growth within responsibility
* Deliver and exceed sales targets
* Cultivate new relationships at all levels of the client base and internal organization to promote and gain depth of engagement with target accounts
* Develop and close new business
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform
Minimum Qualifications:
* Bachelor's Degree or equivalent work experience
* 5 years sales and/or marketing experience within the financial services industry
Skills & Competencies Required:
* Positions tied directly to the generation of revenue for the organization
* Requires self-starter
* Requires desire for control over remuneration through commission income
* Possess market analysis and research capabilities that the process of identifying new potential business opportunities is efficient and well thought out
* Possess knowledge of competitive landscape, communicating market needs and trends and developing new products
* Requires strong motivational skills and experience in dealing with senior levels of management
* High energy and passion for solving the needs of client partners
* Process outstanding strategic management, commercial and reporting skills
* Excellent verbal and written communication skills
* Excellent presentation and service oriented sales skills
* Commitment to excellence and customer service
* Proven strong communication, relationship-building and organizational skills.
* Must be available to travel
* Strong sales and sales-support skills
* Excellent PC skills, including advanced knowledge of Microsoft Office applications
Solution Services Specialist I
Fortegra Financial job in Jacksonville, FL
The Solution Specialist I ensures the delivery of excellent customer support through fast, accurate, and exceptional communication. This role requires strong multitasking abilities and adept decision-making skills to manage multiple tasks simultaneously and make critical decisions efficiently. Responsibilities include coordinating with other team members and departments-both internal and external-to resolve customer inquiries and issues effectively.
Minimum Qualifications:
* High School Diploma or equivalency required.
* 3-4+ years of customer service experience required.
* Experience in a call center environment required.
* Experience using 3-4 systems/programs simultaneously.
Primary Job Functions:
* Interact through telephone, SMS, chat, and email communication with internal and external customers.
* Answer customer inquiries and resolve concerns by quickly identifying needs, demonstrating empathy and understanding for the customer's perspective, and conveying information clearly.
* Act as the primary point of contact for escalated issues, providing personalized and attentive service.
* Thoroughly investigate and assess the nature of escalated concerns, using attention to detail, sound judgement, and problem-solving skills to resolve issues.
* Collaborate with relevant departments, including customer support, sales, and product development, to devise effective solutions tailored to each customer's unique needs.
* Communicate with customers in a professional and courteous manner, keeping them informed of the progress and resolution of their escalated issues.
* Ensure interactions conclude with customer confidence that their needs have been met or are in the process of being resolved.
* Exercise time management skills to handle caseloads, including multitasking and pivoting as needed to support shifting business needs and ensure timely resolution.
* Implement proactive measures to prevent future escalations by identifying underlying issues and recommending improvements to enhance the customer experience.
* Maintain detailed records of all escalated cases, including correspondence and resolution outcomes, for future reference and analysis.
* Prepare ad-hoc reporting and data requests
* Special projects as assigned
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
* Preferred Bilingual in Spanish
* Clear and articulate communication, both verbal and written
* Ability to provide empathetic, high-quality customer support
* Ability to thrive in a fast-paced, rapidly changing, high volume work environment.
* Some experience with Excel for data organization and reporting
* Ability to shift between priorities
* Problem-solving skills
* Ability to multitask using phone and computer systems
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Claims Examiner, Credit
Fortegra job in Jacksonville, FL
The Claims Examiner will be responsible for providing professional customer service to insureds, members, and accounts. This individual will enforce contractual requirements impartially and expeditiously. Additionally, they will adjudicate, pend, investigate and/or deny claims by verifying submitted information, coverage issued and documentation provided.
Minimum Qualifications:
High School diploma or equivalent required.
At least 2 years of experience in PC required.
At least 2 years experience in claims and/other related claims processes required.
Knowledge of AS400 system experience preferred.
Property License, 220, or 620, is preferred.
Primary Job Functions:
Enters claim information and adjudicates claim by reviewing information and taking appropriate action to pay, request additional information or deny benefits based on coverage, provisions, and exclusions as outlined in the master policy certificate, including endorsement for eligibility and or liability.
Investigates claims of a potentially fraudulent nature and reviews findings with management.
Communicates with members, employers, accounts, and vendors to retrieve information to validate claims.
Analyzes information and makes payments or adjustments as needed.
Maintains appropriate claims related statistics and documentation to be provided to the legal department in the event of lawsuits, insurance department inquiries, SSAE16 audits, or other internal or external audits.
Maintains an understanding of related state laws, anti-fraud compliance requirements, claims processes, product standards, production standards, company guidelines and service standards.
Maintains tracking system by updating the computer system with claims numbers and verifies coverages.
Identifies potential workflow improvements and impediments.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Vice President Project Management
Fortegra job in Jacksonville, FL
The Vice President of Project Management will lead the critical task of onboarding new programs. These potential programs are also referred to as Managing General Underwriters (MGUs) or Managing General Agents (MGAs), who Fortegra grants delegated authority to write business on the company's behalf.
This role involves working across all departments to ensure onboarding of new programs is integrated correctly from a business, financial, regulatory and compliance perspective. This position will analyze the needs of each opportunity and bring in departments needed to support the success of the programs from both the client/MGU and Fortegra perspectives.
Minimum Qualifications:
Bachelor's degree required.
At least 10 plus years project management experience.
At least 5 plus years insurance experience, working for an insurance carrier or insurance program/MGU/MGA
Commercial insurance experience is strongly preferred.
Additional project management experience, including PMP designation and, and experience working with external clients/stakeholders a must.
Experience building and leading small teams of project managers or experience managing others.
PMP Certification preferred.
Primary Job Functions:
Lead implementation of new Specialty programs/MGUs and products across the company.
Plan, prioritize, and manage project(s) and associated resources.
Facilitate requirements gathering, design, documentation, and systems maintenance.
Conduct detailed analysis to design solutions meeting business requirements in concert with strategic plan(s).
Partner with business to evaluate/improve processes and arrive at mutual, cost-effective solutions.
Lead in the evaluation/implementation of third-party vendors within functional areas, as needed.
Prepare, present and review project plans, status reports, cost/benefit studies.
Ensure creation and conformance to system architecture, methods, standards and practices.
Support, advise, assist, guide, and resolve problems for functional leaders.
Champion various internal tools, including Monday.com, Hubspot and Salesforce.com.
Partner with functional teams to resolve issue and implement application enhancements.
Conduct business process improvement with AS IS/TO BE process design and refinement.
Participate in the preparation of long-range systems plans and assure that they are in concert with business objectives and goals.
Other duties as assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
Excellent interpersonal and communication skills.
Demonstrate the ability to collaborate and deliver results in a matrix organization.
Proven ability to manage multiple projects and subtasks to schedule.
Strong written, verbal, and presentation skills in English.
Sound problem resolution, team building and decision-making skills.
Demonstrate the ability to collaborate across multiple groups.
Should be able to work independently with minimal supervision.
Utilize project management skills for delivery of projects, including scope, time, communication, risk, cost, resource, and quality management.
Strong knowledge of a PMP and/or project methodology.
Develop periodic reports on a variety of subjects including status, milestone chart, risks and mitigation plans, issues and resolution, and change requests.
Ensure project documents are complete, current, and stored appropriately.
Track and report budget performance to objectives.
Able to travel as required.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Senior Attorney
Fortegra job in Jacksonville, FL
The Vice President, Attorney will be responsible for handling a broad range of insurance, corporate transactional matters. The candidate must be able to provide excellent legal advice and creative business solutions, have demonstrated a high degree of ethics, judgment and independence. Additionally, this person will have excellent communication skills and the ability to interface with senior leaders of the Company, have the intellectual curiosity and a growth mindset to understand the interplay of various constituencies involved in corporate transactions and to keep abreast of the changing insurance climate, be detail-oriented, and have a strong commitment to personal growth and demonstrating leadership.
Primary Job Functions:
Handles corporate and insurance transactional matters including insurance and reinsurance-related program arrangements, financing, capital markets and M&A transactions; corporate governance; corporate structure optimization; and regulatory engagement.
Key stakeholder on cross-functional new business onboarding team responsible for collaboration across underwriter leadership, IT, Finance, Reinsurance and Claims.
Leads commercial contracting team to draft, negotiate, and review, warranty and insurance distribution arrangements, including producer/MGA and other third-party distribution agreements, third party administration agreements, reinsurance transactions, and regulatory matters.
Provides strategic legal advice on Admitted and Surplus Lines underwriting, product, market conduct, reinsurance, cyber, and/or data governance.
Reporting to the General Counsel, ensures that organizational legal matters are managed properly, efficiently, and that the relevant and respective stakeholders receive proper advice and guidance to facilitate organizational success.
Keeps informed of insurance-specific regulations that impact the company and ensures that appropriate risk management strategies are in place and build trust and respect with key stakeholders.
Prior in-house experience preferred; experience with a specialty insurance program carrier a plus but not required.
Manages and develops strategies to resolve a wide variety of investigations, litigation and pre-litigation disputes relating to corporate and commercial issues; supports claims function as necessary for complex claims handling and disputed matters.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Associate Actuary - Reserving
Fortegra Financial job in Jacksonville, FL
Fortegra is seeking a motivated and diligent actuary with loss reserving experience. This role offers an exciting opportunity to apply your reserving expertise to various lines of business while broadening your skill set through diverse projects. LOBs analyzed may include Property (personal and commercial), General Liability, Professional Liability, and Warranty. Your main focus will be reserving and actuarial reporting, with numerous opportunities to contribute to other actuarial functions including pricing, data analytics, regulatory reporting, reinsurance, and more. This is a managerial position and is ideal for an enthusiastic actuary eager to make an impact and expand their professional horizons.
Minimum Qualifications:
* 6+ years of actuarial experience in Property & Casualty insurance products.
* Associate or Fellow of the Casualty Actuarial Society.
* Familiarity with IFRS 17 is preferred.
* Proficiency in MS Excel.
* Knowledge of SQL or other programming languages is preferred.
* A proactive, creative approach to problem-solving.
* Exceptional interpersonal skills, with the ability to communicate complex results to diverse audiences.
Primary Job Functions:
* Perform quarterly loss reserve analyses for various lines of business and review work of peers
* Perform semiannual long duration unearned premium reserve analysis
* Monitor reserve adequacy across Fortegra's Specialty and Warranty portfolios and recommend reserve strengthening/weakening to Finance
* Perform deep-dive analyses into large programs, providing actionable insights to Underwriting and Management
* Enhance quarterly data collection and reporting processes used by Actuarial to present findings to key stakeholders including Underwriting, Claims, and Management
* Assist with regulatory reporting requirements
* Estimate collateral requirements for unauthorized reinsurers
* Work with pricing team on various requests including due diligence work on prospective programs and other ad-hoc pricing requests
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
The anticipated salary for this position is $150,000 - $190,000 per year, based on qualifications and experience.
Vehicle Service Contract Specialist
Fortegra job in Jacksonville, FL
The Vehicle Service Contract Specialist will handle incoming claim calls and determine coverage in accordance with contract terms. They will review repair shop diagnoses and estimates to evaluate coverage and determine if inspections are necessary. Additionally, they will provide exceptional customer service throughout the claims process.
Minimum Qualifications:
High School Diploma or Equivalency required.
2 plus years of experience repairing as vehicle technician and /or service department.
Industry certification a plus. (Factory training and ASE's certification).
Communicate claim decisions-approval or denial-clearly to customers, along with next steps.
For covered repairs, obtain and review estimates to facilitate timely payment authorization.
Verify accuracy of labor times and parts pricing within repair estimates.
Negotiate scope of work and pricing with repair facilities when needed.
Meet service level agreements (SLAs) for call handling and claim resolution.
Primary Job Functions:
Investigates, evaluates, and negotiates service contract claims in accordance with contractual obligations.
Authorizes settlements within established authority limits and refers cases exceeding personal limits to a supervisor with recommendations.
Provides professional and courteous service to both dealership personnel and agreement holders throughout the claims process.
Takes ownership in identifying and communicating recurring issues, claim trends, and potential concerns to leadership to support continuous improvement and informed decision-making.
Participate in any projects, reports, documentation, tasks, or objectives assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
Mechanical aptitude
Ability to multi-task
Contract interpretation
Negotiation skills
Excellent customer service
Strong verbal and written communication skills
Attention to detail
Critical thinking and problem-solving
Time management
Proficient in MS Office (Word, Excel, Outlook)
Team player
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Account Service Representative IV
Fortegra job in Jacksonville, FL
The Account Service Representative IV is responsible for managing the full lifecycle of new business processing and account servicing across multiple system platforms. This role requires proficiency in delivering exceptional customer service and ensuring seamless interactions with insureds, agents, accounts, and internal departments. The ASR will proactively manage and process premium and/or claims bordereaux files, while tracking detailed process results and identifying and resolving outstanding balances or errors. Additionally, the ASR will perform monthly and inception-to-date account reconciliations. This role ensures the efficient and accurate handling of claims and premiums, collaborating with various departments, and maintaining a high level of service excellence in a fast-paced, high-volume production environment.
Qualifications:
Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
Minimum of 3 years of experience in a similar role, preferably within the insurance, finance, or business operations sector.
Proven experience with account management, accounts receivable, and premium and/or claims processing.
Demonstrated ability to work in a fast-paced, high-volume environment with attention to detail.
Proficient in Microsoft Office Suite, particularly Excel, with strong data analysis and reporting skills.
Experience with financial software, ERP systems, or insurance platforms (such as Oracle, or similar) is preferred.
Ability to quickly learn new systems and processes as needed.
Exceptional verbal and written communication skills, with the ability to explain complex issues clearly and professionally to clients, agents, and internal teams.
Strong interpersonal skills with a customer-focused attitude and a demonstrated ability to build and maintain relationships.
Strong analytical skills, with the ability to reconcile accounts, identify discrepancies, and propose solutions.
Ability to prioritize tasks and manage multiple responsibilities while maintaining accuracy.
Excellent organizational skills with the ability to manage multiple priorities and meet deadlines in a production-driven environment.
Experience with tracking and managing accounts receivable, aged balances, and client settlements.
High level of accuracy and attention to detail, particularly when reviewing financial data, processing payments, and generating reports.
A proven track record of providing professional, high-quality customer service, with a focus on problem-solving and relationship-building.
Familiarity with industry best practices, particularly in relation to insurance, financial reporting, and billing processes.
Primary Job Functions:
Review and Analyze Error Reports: Ensure alignment with underwriting guidelines and identify discrepancies.
Adjust Coverage and Eligibility: Modify coverage details and maintain policy accuracy.
Endorsements and Coverage Denials: Process endorsements and deny coverage as needed.
Effective Communication: Engage proactively with agents, accounts, and customers to resolve issues.
Premium Calculation and Verification: Calculate premiums and validate correct rates.
Reconciliation of Business Records: Reconcile business records with reports and payments.
Audit Remittance Reports: Verify accuracy of remittance reports and rectify discrepancies.
Monetary Tracking and Collections: Maintain records of outstanding balances and ensure timely collections.
Maintain Accuracy and Production Standards: Adhere to established standards for business processing.
Monitor and Respond to Group Email Folders: Address requests and inquiries promptly within SLA timeframes.
Aged Accounts Receivable: Maintain a list of aged accounts, monitor, and ensure timely collections.
Accounts Receivable Validation: Ensure accurate receivable balances by reviewing records and resolving discrepancies.
Client Reporting Management: Oversee tasks like settlements, reconciliations, data extraction, journal entries, and financial research.
Client Communication: Provide clear updates on reporting, process changes, and data queries to clients.
Other duties as assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
Requires some knowledge of a specialized function or skill
Developing real trade craft and skills
Intermediate to advanced skills in using Excel, including the use of pivot tables, VLOOKUP, and advanced formulas for data analysis and reporting. Familiarity with other data analytics tools (e.g., Power BI, Tableau) for processing and analyzing large datasets.
Ability to interpret and analyze trends from data, generate reports, and provide insights to improve processes.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
Job Posting Disclaimer
Fortegra will never request financial or sensitive information such as your bank account information, social security number, or other non-publicly available information for any purpose during the application and interview process. All official communications from our Talent Acquisition team will come from our email domain address “@fortegra.com”. If you receive a suspicious message, unsolicited job offer or would like to verify the legitimacy of any communication about a position, please contact our Human Resources department at ***************************.
Please be aware of job fraud(s) - all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you.
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Easy ApplyDirector of Finance Transformation
Fortegra job in Jacksonville, FL
The Director, Finance Transformation will be a visible role in the Finance/Accounting organization, assisting the VP, Head of Finance Transformation in driving modernization of financial processes and reporting, with a focus on efficiency, accuracy, and alignment across business needs and objectives. This role will identify and address areas for improvements across cross-departmental teams by leading the design, testing, and implementation of improved data reporting and automation across various finance functions, facilitating elevated management and stakeholder reporting and decision making, accelerated month-end close procedures, and improved reporting across internal and external parties.
Primary Job Functions
Utilize industry experience to identify areas of “best practice” improvements, and oversee the development and delivery of transformation strategies addressing these findings
Collaborate with Finance & Accounting, IT, and other business resources across the organization to align transformation strategies, and oversee the design and production of automation opportunities that impact the financial close and reporting process
Develop, and ultimately exploit, a deep understanding of data flow between transactional systems, Oracle financial systems, and financial reporting across various applicable guidance (i.e. GAAP, NAIC Statutory, IFRS) to enhance financial reporting capabilities and data-driven decision-making.
Develop detailed charts, dashboards, automated reports and presentations related to KPI's and project results
Perform quantitative and statistical analyses
Manage the human capital aspect of Finance Transformation, including developing or sourcing available upskilling and reskilling educational resources as needed
Respond promptly to ad-hoc reporting requests
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Qualifications - Education and Experience
Bachelor's degree (Accounting, Statistics, Finance) or equivalent
10 years' experience in the insurance industry required, with expertise in financial statements and a deep understanding of business strategy and industry economics.
Proven abilities to identify and suggest management improvements in financial reporting processes required
Analytical and problem-solving abilities across a multi-line, geographically diverse organization strongly preferred
Experience with Oracle suite of applications (i.e. EBusiness Suite, OBIEE/OAC, Apex) preferred, but not required
Experience with diverse transactional and financial ledgers systems preferred
Job Posting Disclaimer
Fortegra will never request financial or sensitive information such as your bank account information, social security number, or other non-publicly available information for any purpose during the application and interview process. All official communications from our Talent Acquisition team will come from our email domain address “@fortegra.com”. If you receive a suspicious message, unsolicited job offer or would like to verify the legitimacy of any communication about a position, please contact our Human Resources department at ***************************.
The anticipated salary for this position is $175,000 - $225,000 per year, based on qualifications and experience.
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Easy ApplyParalegal
Fortegra job in Jacksonville, FL
Provides legal team support through legal research, maintain contract repository, preparation of draft documents and responses and other duties as necessary to assist with company operations and governance.
Minimum Qualifications:
Paralegal or Associate Degree preferred.
At least 3 years' experience supporting contracting function or attorneys.
Primary Job Functions:
Perform a variety of corporate governance and law-related tasks while adhering to established processes under the direction of supervising in-house attorney.
Research legal issues and gather internal information for project-based legal work.
Apply problem-solving techniques to successfully address issues for internal customers.
Coordinate with in-house counsel, compliance and other risk partners to facilitate legal work in an efficient and timely manner.
Assist in drafting and revision of standardized legal forms and contracts.
Assist in managing and maintaining contract database.
Support procurement process and oversight of vendors.
Prepare correspondence and memoranda on topics related to core responsibilities.
Recognize legal issues and deviation from accepted/established practice.
Assist with special projects as assigned by in-house counsel.
Other duties as assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
Excellent organizational and time-management skills and efficiency handling a varied workload.
Demonstrated skill in the creation, integration, revision and management of legal documents.
Able to work independently, prioritize projects and meet strict deadlines.
Detail-oriented.
Able to handle frequent incoming communications from various business partners while maintaining responses in a systematic and orderly manner.
Ability to exercise good judgement and use expertise in decision-making.
Team oriented focus and ability to gain the trust and confidence of a wide variety of individuals throughout the organization.
Professional behavior, including integrity, confidentiality, results orientation and ability to interact effectively with others.
Strong client service orientation.
Developing real trade craft and skills
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Senior Staff Accountant
Fortegra Financial job in Jacksonville, FL
The Senior Staff Accountant manages commission statements, reconciles accounts, and resolves discrepancies. Oversees premium and commission receivables, coordinating payments with clients, accounts, and agents. Prepares and validates journal entries for financial reporting, supports audits, and analyzes commission-related variances. Builds strong relationships with internal and external stakeholders while collaborating with Sales, Underwriting, and Finance teams to ensure accuracy in commission processes.
Minimum Qualifications:
* Bachelor's degree in Accounting or equivalent work experience.
* At least 5 years of accounting experience required.
* Insurance industry experience preferred.
* Basic understanding of profit share or retrospective commissions.
Primary Job Functions:
* Account reconciliations including resolution of reconciling items
* Maintain a list of all aged account receivable balances by associated client, account, or agent
* Running periodic reports, including monthly and quarterly analytics as assigned, including research of variances
* Preparation of ledger account reconciliations including resolution of reconciling items
* Review and validation of monthly closing and reporting
* Identify and review controls for operational processes
* Audit request tracking and support preparation/gathering
* Assist with setup and validation of month end reporting and system profiles to create commission statements and capture monthly activity
* Other ad-hoc requirements, projects and duties as needed and assigned.
The above-cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
* Requires some knowledge of a specialized function or skill
* Developing real trade craft and skills
* Advanced MS Excel ability
* Excellent communication skills, both oral and written
* Oracle General Ledger experience a plus
* High degree of tact and good judgment, dealing effectively with auditors, other company departments, and internal and external clients
* Be a self-starter and show ability to meet deadlines and goals in a limited time frame.
* Able to work independently, requires minimal supervision, and makes effective decisions to complete work assignments
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Manager, Specialty Underwriting & Operations
Fortegra job in Jacksonville, FL
The Manager, Specialty Underwriting & Operations, will assist with four critical functions within the Specialty Operations team: 1) Assist with onboarding of new MGU/MGA program partners. 2) Act as a true business partner to Specialty Underwriters to assist with any operational aspects of their program(s)
3) Practice continuous improvement on process, procedures, and documentation efforts for the Specialty team.
4) Work on various operational items that arise on live and active Specialty programs.
5) Ad-hoc special projects
The primary purpose of this role will be to lead the due diligence and onboarding process for new MGA opportunities and to manage the ongoing operational processes for MGA programs across the US Specialty business.
This role requires a solid understanding of the MGA landscape, excellent stakeholder management skills, strong communication skills and project management skills.
Work is performed in a fast-paced environment within tight time constraints. The individual must be entrepreneurially focused, have a “roll-up your sleeves” mentality and be curious about the business
Minimum Qualifications:
Bachelor's degree and/or 10+ years related insurance experience.
8+ plus years insurance experience, working for an insurance carrier or insurance program/MGU/MGA
Commercial insurance experience is strongly preferred.
3+ years project management experience
Insurance education preferred (AU, CPCU) but not required.
Primary Job Functions:
Lead the due diligence process for new MGA opportunities with a focus on specialty and commercial products.
Undertake operational due diligence activities and provide recommendations for executive approval.
Lead the onboarding and implementation of new MGA programs across all departments.
Manage and oversee the ongoing operational processes for existing MGA programs.
Lead the renewal due diligence process for existing MGA programs.
Plan, prioritize and project manage due diligence and onboarding activities across multiple MGA opportunities and programs.
Prepare and present project plans, status reports and operational reports.
Evaluate and improve operational processes across the business.
Consult, advise, guide and resolve issues across all functional departments.
Communicate effectively with a wide range of internal and external stakeholders.
Work closely with the Regulatory and Compliance team to ensure operational processes are compliant with all relevant and local regulations and operational data is available for Regulatory and Compliance reporting.
Support the management and oversight of the MGA partner Audit program.
Support, advise, assist, guide, and resolve problems for functional leaders.
Effectively use and champion various internal tools, including Monday.com, Hubspot, Prevalent and Salesforce.com.
The above-cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Periodic Job Functions:
Partner with functional teams to resolve issues and implement application enhancements.
Participate in the preparation of long-range systems plans and assure that they are in concert with business objectives and goals.
Other duties as assigned.
Skills & Competencies Required:
Excellent interpersonal and communication skills
Demonstrate the ability to collaborate and deliver results in a matrix organization.
Proven ability to manage multiple projects and subtasks to schedule.
Strong written, verbal, and presentation skills in English.
Sound problem resolution, team building and decision-making skills.
Demonstrate the ability to collaborate across multiple groups.
Should be able to work independently with minimal supervision.
Utilize project management skills for delivery of projects, including scope, time, communication, risk, cost, resource, and quality management.
Ensure project documents are complete, current, and stored appropriately.
Track and report budget performance to objectives.
Able to travel as required.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
Senior Internal Audit Analyst
Fortegra Financial job in Jacksonville, FL
Responsible for supervising and performing assigned internal audit projects, as part of the overall internal audit plan. This responsibility will include: 1) evaluating existing internal control documentation, testing current processes and procedures and providing recommendations; 2) developing internal audit scopes; 3) performing internal audit procedures; 4) reviewing work prepared by others; 5) providing guidance to internal and external partners; and 6) preparing internal audit reports reflecting the results of the work performed. Audit projects will include financial, operational, compliance (including SOX) and IT processes.
Primary Job Functions:
* Perform complex-level professional internal audit work, involving leading and conducting audit projects
* Collaborate with cross-functional teams to understand business processes and risk
* Capable of interviewing individuals in various financial and operational positions regarding day-to-day duties and SOX controls
* Perform and document walkthroughs of SOX controls
* Perform and document SOX controls testing
* Test compliance with Company policies and procedures
* Evaluate internal controls and identify areas for improvement
* Follow up to ensure that approved recommendations are implemented
* Complete assigned audit procedures
* Summarize and communicate audit findings with actionable recommendations
* Prepare sufficient working paper documentation to support audit procedures performed and conclusions reached for assigned projects
* Ensure consistent adherence to Global Internal Audit Standards
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform
Minimum Qualifications:
* Bachelor's degree in Accounting or related business disciplines
* 3-5 years of prior public accounting or internal audit experience strongly preferred
* Insurance experience preferred
* Experience related to auditing information systems preferred
* CPA, CIA or CISA certification or current progress towards certification preferred
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National Sales Training Manager
Fortegra Financial job in Jacksonville, FL
The National Sales Training Manager is responsible for needs assessments, instructional design and development, launch, execution and management of training and skill development initiatives and curriculum, delivery and tracking of training programs to Fortegra's external customers. Collaboration with Learning & Development, Marketing, Warranty Sales and Account Management Divisions, client contacts and associates is required.
Develops and delivers programs that support both customer onboarding and ongoing training needs across Fortegra's Warranty (Consumer, Auto, Wireless) Insurance and Specialty programs. Developed programs will provide comprehensive soft-skills, product knowledge, sales-enablement, and compliant sales practices, utilizing a blend of delivery methods. This blended training approach should include a variety of methods such as individual, classroom, video, and web based (LMS) platforms.
Gathers and provides qualitative and quantitative feedback and recommendations on the effectiveness of existing and new training. Works closely with internal management and subject matter experts (SMEs), as well as designated customer contacts.
Minimum Qualifications:
* Bachelor's degree or work equivalent.
* Minimum two years' experience in curriculum development, design and delivery.
* Three years' experience in insurance, warranty, customer service claims or retail environment preferred.
* Minimum three years' experience in a sales, training & development, or relationship building role such as account management.
* Professional training, instructional design, or facilitation certifications from organizations are preferred.
* Experience using the Microsoft Office Suite of Outlook, PowerPoint, Word, Excel, InDesign, WebEx, including LMS software.
Primary Job Functions:
* Develops, implements, and manages a continuous improvement program for assigned customers and/or product line programs. Course updates are driven by risk factors content, number of offerings, evaluation scores and evaluation comments. Collaborates with management, subject matter experts and training participants for content review and remediation. Assess training needs through surveys and interviews with customers, associates and managers.
* Support of Operations/Claims and Account Management Teams.
* Ensures consistency of content design features across assigned products. Enhances the learning environment and participant experience by recommending or incorporating the use of innovative design elements into training materials.
* Conducts pre and post training evaluations to ensure training effectiveness.
* Handles confidential and Fortegra intellectual property content ensuring proper handling, version control, change management and delivery.
* Engages management, subject matter experts, other Fortegra Departments (i.e., Marketing) and identified customers to assist with content development and review.
* Provides timely and relevant communications regarding updates and projects to all stakeholders.
* Continuous learning of new methods, software and other skills needed for success.
* Maintains a working knowledge of new programs, products and/or processes that have been implemented and identifies their impact on affected Fortegra Departments (i.e., Customer Service, Claims Administration).
* Deliver training to customers, managers and associates using a variety of instructional techniques.
* Review training materials from a variety of vendors and recommend appropriate materials.
* Monitor and evaluate results, assessing and adapting training effectiveness.
* Administratively monitor costs, schedules classes/training events, enrollment, and equipment set up.
* Travel up to, but not limited to 50-70% of the time.
* Special projects as assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
* Ability to conduct cost-benefit analysis and calculate training ROI.
* Strong communications skills including oral, written, presentation and active listening.
* Ability to lead cross-functional projects/ initiatives collaboratively and successfully through strong project management skills from start to finish.
* Ability to effectively observe behavior and provide specific, constructive coaching feedback that improves results.
* Demonstrated ability to work independently against a variety of objectives using time management skills to meet and exceed internal/ external customer expectations.
* Demonstrated ability to view problems, issues and needs from a customer's perspective; incorporating creative problem-solving techniques to identify appropriate solutions.
* Experience and proficiency utilizing various learning management software and other training platforms.
* Strong command of Microsoft Office Suite, Excel, Power Point.
* Experience applying curriculum and instructional methodologies, and needs analysis to curriculum development projects with successful results.
* Strong time-management skills and proven experience prioritizing and balancing multiple, on-going projects.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
Quality Assurance Analyst
Fortegra job in Jacksonville, FL
The Quality Assurance Analyst is responsible for conducting scheduled quality reviews to ensure process accuracy and efficiency. This role involves developing and refining quality review procedures, facilitating calibration meetings, and collaborating with Business Leaders to establish audit criteria and scoring metrics. The analyst will also document audit findings, maintain comprehensive records, and ensure business processes are consistently updated to reflect the latest procedures. Additionally, they will lead training initiatives, including onboarding for new hires, refresher sessions, and cross-training opportunities, while analyzing audit trends to drive continuous improvement.
Minimum Qualifications:
High School Diploma or equivalent.
At least 5 years of relevant experience.
Primary Job Functions:
Prepares quality review schedules for monthly review and publishes quality review results.
Communicates review results with Business Leaders.
Evaluates associates and completes performance evaluations with recommendations for refresher trainings or performance improvement plans as needed.
Facilitates calibration meetings with Business Leaders for visibility and alignment on audit requirements.
Creates and maintains business documents such as training presentations, standard operating procedures, and shared reference guides for associates.
As needed, creates high-level presentations for upper management with overviews of current business processes and needs.
Communicates process changes to associates as they arise.
Reviews business processes and proposes solutions to enhance efficiency.
Interacts regularly with all levels of management to develop solutions for corporate-level needs.
Performs new hire training, refresher training, and cross training.
Reports and analyzes trends in audit errors and coaching opportunities on a monthly basis, and develops refresher trainings to address gaps.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
Self-Starter with a positive attitude and the ability to handle multiple tasks and priorities
Excellent problem-solving and communications skills
Solid customer focus and should be able to operate well in teams
Good telephone manner
Ability to develop and motivate staff
Should be able to set, satisfy and exceed targets
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Senior Attorney
Fortegra Financial job in Jacksonville, FL
The Vice President, Attorney will be responsible for handling a broad range of insurance, corporate transactional matters. The candidate must be able to provide excellent legal advice and creative business solutions, have demonstrated a high degree of ethics, judgment and independence. Additionally, this person will have excellent communication skills and the ability to interface with senior leaders of the Company, have the intellectual curiosity and a growth mindset to understand the interplay of various constituencies involved in corporate transactions and to keep abreast of the changing insurance climate, be detail-oriented, and have a strong commitment to personal growth and demonstrating leadership.
Primary Job Functions:
* Handles corporate and insurance transactional matters including insurance and reinsurance-related program arrangements, financing, capital markets and M&A transactions; corporate governance; corporate structure optimization; and regulatory engagement.
* Key stakeholder on cross-functional new business onboarding team responsible for collaboration across underwriter leadership, IT, Finance, Reinsurance and Claims.
* Leads commercial contracting team to draft, negotiate, and review, warranty and insurance distribution arrangements, including producer/MGA and other third-party distribution agreements, third party administration agreements, reinsurance transactions, and regulatory matters.
* Provides strategic legal advice on Admitted and Surplus Lines underwriting, product, market conduct, reinsurance, cyber, and/or data governance.
* Reporting to the General Counsel, ensures that organizational legal matters are managed properly, efficiently, and that the relevant and respective stakeholders receive proper advice and guidance to facilitate organizational success.
* Keeps informed of insurance-specific regulations that impact the company and ensures that appropriate risk management strategies are in place and build trust and respect with key stakeholders.
* Prior in-house experience preferred; experience with a specialty insurance program carrier a plus but not required.
* Manages and develops strategies to resolve a wide variety of investigations, litigation and pre-litigation disputes relating to corporate and commercial issues; supports claims function as necessary for complex claims handling and disputed matters.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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Associate Actuary - Reserving
Fortegra job in Jacksonville, FL
Fortegra is seeking a motivated and diligent actuary with loss reserving experience. This role offers an exciting opportunity to apply your reserving expertise to various lines of business while broadening your skill set through diverse projects. LOBs analyzed may include Property (personal and commercial), General Liability, Professional Liability, and Warranty. Your main focus will be reserving and actuarial reporting, with numerous opportunities to contribute to other actuarial functions including pricing, data analytics, regulatory reporting, reinsurance, and more. This is a managerial position and is ideal for an enthusiastic actuary eager to make an impact and expand their professional horizons.
Minimum Qualifications:
6+ years of actuarial experience in Property & Casualty insurance products.
Associate or Fellow of the Casualty Actuarial Society.
Familiarity with IFRS 17 is preferred.
Proficiency in MS Excel.
Knowledge of SQL or other programming languages is preferred.
A proactive, creative approach to problem-solving.
Exceptional interpersonal skills, with the ability to communicate complex results to diverse audiences.
Primary Job Functions:
Perform quarterly loss reserve analyses for various lines of business and review work of peers
Perform semiannual long duration unearned premium reserve analysis
Monitor reserve adequacy across Fortegra's Specialty and Warranty portfolios and recommend reserve strengthening/weakening to Finance
Perform deep-dive analyses into large programs, providing actionable insights to Underwriting and Management
Enhance quarterly data collection and reporting processes used by Actuarial to present findings to key stakeholders including Underwriting, Claims, and Management
Assist with regulatory reporting requirements
Estimate collateral requirements for unauthorized reinsurers
Work with pricing team on various requests including due diligence work on prospective programs and other ad-hoc pricing requests
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
The anticipated salary for this position is $150,000 - $190,000 per year, based on qualifications and experience.
Account Service Representative IV
Fortegra Financial job in Jacksonville, FL
The Account Service Representative IV is responsible for managing the full lifecycle of new business processing and account servicing across multiple system platforms. This role requires proficiency in delivering exceptional customer service and ensuring seamless interactions with insureds, agents, accounts, and internal departments. The ASR will proactively manage and process premium and/or claims bordereaux files, while tracking detailed process results and identifying and resolving outstanding balances or errors. Additionally, the ASR will perform monthly and inception-to-date account reconciliations. This role ensures the efficient and accurate handling of claims and premiums, collaborating with various departments, and maintaining a high level of service excellence in a fast-paced, high-volume production environment.
Qualifications:
* Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
* Minimum of 3 years of experience in a similar role, preferably within the insurance, finance, or business operations sector.
* Proven experience with account management, accounts receivable, and premium and/or claims processing.
* Demonstrated ability to work in a fast-paced, high-volume environment with attention to detail.
* Proficient in Microsoft Office Suite, particularly Excel, with strong data analysis and reporting skills.
* Experience with financial software, ERP systems, or insurance platforms (such as Oracle, or similar) is preferred.
* Ability to quickly learn new systems and processes as needed.
* Exceptional verbal and written communication skills, with the ability to explain complex issues clearly and professionally to clients, agents, and internal teams.
* Strong interpersonal skills with a customer-focused attitude and a demonstrated ability to build and maintain relationships.
* Strong analytical skills, with the ability to reconcile accounts, identify discrepancies, and propose solutions.
* Ability to prioritize tasks and manage multiple responsibilities while maintaining accuracy.
* Excellent organizational skills with the ability to manage multiple priorities and meet deadlines in a production-driven environment.
* Experience with tracking and managing accounts receivable, aged balances, and client settlements.
* High level of accuracy and attention to detail, particularly when reviewing financial data, processing payments, and generating reports.
* A proven track record of providing professional, high-quality customer service, with a focus on problem-solving and relationship-building.
* Familiarity with industry best practices, particularly in relation to insurance, financial reporting, and billing processes.
Primary Job Functions:
* Review and Analyze Error Reports: Ensure alignment with underwriting guidelines and identify discrepancies.
* Adjust Coverage and Eligibility: Modify coverage details and maintain policy accuracy.
* Endorsements and Coverage Denials: Process endorsements and deny coverage as needed.
* Effective Communication: Engage proactively with agents, accounts, and customers to resolve issues.
* Premium Calculation and Verification: Calculate premiums and validate correct rates.
* Reconciliation of Business Records: Reconcile business records with reports and payments.
* Audit Remittance Reports: Verify accuracy of remittance reports and rectify discrepancies.
* Monetary Tracking and Collections: Maintain records of outstanding balances and ensure timely collections.
* Maintain Accuracy and Production Standards: Adhere to established standards for business processing.
* Monitor and Respond to Group Email Folders: Address requests and inquiries promptly within SLA timeframes.
* Aged Accounts Receivable: Maintain a list of aged accounts, monitor, and ensure timely collections.
* Accounts Receivable Validation: Ensure accurate receivable balances by reviewing records and resolving discrepancies.
* Client Reporting Management: Oversee tasks like settlements, reconciliations, data extraction, journal entries, and financial research.
* Client Communication: Provide clear updates on reporting, process changes, and data queries to clients.
* Other duties as assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
* Requires some knowledge of a specialized function or skill
* Developing real trade craft and skills
* Intermediate to advanced skills in using Excel, including the use of pivot tables, VLOOKUP, and advanced formulas for data analysis and reporting. Familiarity with other data analytics tools (e.g., Power BI, Tableau) for processing and analyzing large datasets.
* Ability to interpret and analyze trends from data, generate reports, and provide insights to improve processes.
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
Job Posting Disclaimer
Fortegra will never request financial or sensitive information such as your bank account information, social security number, or other non-publicly available information for any purpose during the application and interview process. All official communications from our Talent Acquisition team will come from our email domain address "@fortegra.com". If you receive a suspicious message, unsolicited job offer or would like to verify the legitimacy of any communication about a position, please contact our Human Resources department at ***************************.
Please be aware of job fraud(s) - all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you.
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Easy ApplyParalegal
Fortegra Financial job in Jacksonville, FL
Provides legal team support through legal research, maintain contract repository, preparation of draft documents and responses and other duties as necessary to assist with company operations and governance. Minimum Qualifications: * Paralegal or Associate Degree preferred.
* At least 3 years' experience supporting contracting function or attorneys.
Primary Job Functions:
* Perform a variety of corporate governance and law-related tasks while adhering to established processes under the direction of supervising in-house attorney.
* Research legal issues and gather internal information for project-based legal work.
* Apply problem-solving techniques to successfully address issues for internal customers.
* Coordinate with in-house counsel, compliance and other risk partners to facilitate legal work in an efficient and timely manner.
* Assist in drafting and revision of standardized legal forms and contracts.
* Assist in managing and maintaining contract database.
* Support procurement process and oversight of vendors.
* Prepare correspondence and memoranda on topics related to core responsibilities.
* Recognize legal issues and deviation from accepted/established practice.
* Assist with special projects as assigned by in-house counsel.
* Other duties as assigned.
The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.
Skills & Competencies Required:
* Excellent organizational and time-management skills and efficiency handling a varied workload.
* Demonstrated skill in the creation, integration, revision and management of legal documents.
* Able to work independently, prioritize projects and meet strict deadlines.
* Detail-oriented.
* Able to handle frequent incoming communications from various business partners while maintaining responses in a systematic and orderly manner.
* Ability to exercise good judgement and use expertise in decision-making.
* Team oriented focus and ability to gain the trust and confidence of a wide variety of individuals throughout the organization.
* Professional behavior, including integrity, confidentiality, results orientation and ability to interact effectively with others.
* Strong client service orientation.
* Developing real trade craft and skills
Additional Information:
Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more.
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