1mo
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Client Support & Benefits Representative
Lakeland, Florida, United States
RemoteFull Time, Part Time
Requires or willingness to obtain an insurance license, strong communication, self-motivation, basic CRM/computer skills, and ability to work independently in a remote sales environment.
CRM
1mo
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Client Support & Benefits Representative
Orlando, Florida, United States
RemoteFull Time, Part Time
Requires insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivation, time management, and basic CRM/computer skills.
CRM
1mo
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Client Scheduling Representative
Tampa or Miami or Orlando
$18-$21/hr HybridFull Time
Respond to client requests via phone and email, schedule proceedings in proprietary software, assign resources, confirm next-day assignments, and provide professional client and vendor support with strong written/verbal communication and attention to detail.
1mo
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Specialist, Client Processing Representative
Lake Mary, Florida, United States
$52k-$60k/yr OnsiteFull Time
0+ YOEProcessing mortgage-backed securities and client transactions, meeting SLAs, reviewing reports and exceptions, customer support, strong analytical and communication skills; bachelor's preferred; 0-5 years experience.
2mo
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Associate, (Non Supervisory), Fund/Client Accounting Representative II
Lake Mary, Florida, United States
$52k-$83k/yr OnsiteFull Time
5+ YOEBachelor’s in accounting; 5–7 years in accounting support, NAV production, reporting; ability to lead without direct reports and coordinate junior staff.
NAV, Accounting software, Financial reporting software
1d
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Account Representative
Lake Mary, Florida, United States
HybridFull Time
Respond to client inquiries, issue certificates of insurance, assist with billing, process routine policy changes, and provide claims support. P&C license required or must obtain within 90 days.
2w
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Field Sales Representative
Winter Park, Florida, United States
$60k-$100k/yr FieldFull Time
Outside sales experience preferred; able to meet business owners, present benefits, build client relationships, use CRM, and obtain Health & Life licenses within 90 days (support provided).
CRM, Salesforce
4w
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Entry Level Insurance Representative - Training Provided
Alafaya, Florida, United States
FieldContract
No prior insurance experience required; valid driver’s license and reliable transportation required; self-motivated, entrepreneurial, client-focused; licensing support and training provided.
1w
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Entry Level Sales Representative - Own Your Success
Groveland, Florida, United States
$65k-$85k/yr FieldFull Time
Entry-level sales role requiring self-motivation, confidence, and ability to build client relationships; training and licensing support provided.
3w
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Account Event Coordinator
Lake Mary, Florida, United States
FieldFull Time
Organize and support events and activations, travel regularly across Florida (including occasional overnight and weekend events), coordinate logistics/vendors, support client communication, and represent the agency onsite.
1mo
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Specialist, Anti Money Laundering/Prevention/KYC Representative II
Lake Mary, Florida, United States
$52k-$99k/yr OnsiteFull Time
High school required (bachelor's preferred). Experience with AML/KYC, strong communication, 5-7 years preferred. Prepares risk profiles, conducts due diligence, and supports complex client reviews.
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