5+ YOEBachelor's degree and 5+ years of related insurance, customer service, operations, underwriting support, or agency services experience. Requires leadership, project coordination, process improvement, and Microsoft Office proficiency.
National Indemnity Company: Commercial property and casualty insurance and reinsurance provider.
5+ YOEBachelor's degree and 5+ years of related experience in insurance, customer service, operations, underwriting support, agency services, or a related business environment. Requires leadership, project, communication, and process improvement skills.
UNICO Group: Provides insurance brokerage and risk management services to businesses.
1+ YOEHigh school diploma/GED, 1+ year client-focused experience, Nebraska Life & Health insurance license (or obtain within 90 days), strong communication, Microsoft Office proficiency, ability to manage multiple projects.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
5+ YOE5+ years insurance/account management experience, strong communication and organizational skills, proficient in Microsoft Office; bachelor’s degree and disability product experience preferred.
Union Bank & Trust: Provides personal banking, commercial lending, and trust services.
Four-year college degree or equivalent trust work experience, call center and distribution processing experience, and proficiency with Microsoft Word, Excel, and financial software; supervisory experience preferred.
Microsoft Word, Microsoft Excel, Creatio, Pension Pro
AmeriServe International: Providing support services for adults with intellectual disabilities.
4-year college degree required; 18+; valid driver’s license; background checks; strong reading/writing; able to train others; interpersonal skills; basic computer skills; able to work in fast-paced environment; meet deadlines; willing to on-call; supervisory experience required.
Armed Forces Benefit Association: Provides life insurance and survivor benefits for military and first responders.
Manage broker and employer relationships, drive account retention and growth, analyze account performance, coordinate implementations, and resolve service and commission issues.
Talent Plus: Global talent consulting firm providing assessment and engagement services.
3+ YOEBachelor's degree or equivalent experience,3+ years in customer success/account management,experience with HubSpot, Zoom, Teams, ClickUp,strong communication,organization,and problem-solving skills.
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yrRemoteFull Time
Milliman: Global provider of actuarial and risk management consulting services.
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
Frisco or Fargo or Ames or Charlotte or Overland Park or Omaha
$71k-$81k/yrOnsiteFull Time
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOERequires 2+ years of client relationship experience, financial services knowledge, investment and financial planning understanding, and Series 7 plus Series 63/65 or 66 and life and health insurance licensing within 120 days.
Senior Client Service Manager, Personal Choice Retirement Accounts
Westlake or Richfield or Omaha
$34-$43/hrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
5+ YOE5+ years experience in financial services with retirement/recordkeeping; 3+ years client-facing; bachelor's degree or equivalent; strong client service, communication, analytical, and digital skills.
Right at Home: Provides personalized in-home care and staffing for seniors.
High school diploma, valid driver's license and insurance, strong communication, organization, and computer skills, plus basic medical terminology knowledge. CNA/CMA preferred or required based on role needs.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and support operational excellence; high school diploma required; industry credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Berry Law: Legal representation for veterans and personal injury victims.
High school diploma, customer service or sales background, strong phone/email/text communication, CRM and case management proficiency, attention to detail, confidentiality, empathy for veterans.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, deepen client relationships, and follow bank policies; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
Holmes Murphy: Provides insurance brokerage and risk management consulting services.
2+ YOE2+ years customer service, underwriting, or risk management in insurance; high school diploma required; active Property & Casualty license or ability to obtain within 3 months.
Travefy: A software platform that helps travel professionals manage clients, create trips, market businesses, and run back-office operations.
3+ YOE3+ MgmtRequires 3+ years leading high-volume SaaS support or client experience teams, hands-on Intercom Fin expertise, AI support-agent experience, data-driven operations, coaching, and strong product-learning skills.