Top 14 Finance associate Jobs in Ponte Vedra Beach, Fl

Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services
The Baldwin Group —Jacksonville, FL
- Full-time
- Travel
- Organizational skills
- 1 year
Correspondent Associate Credit Analyst
Citi —Jacksonville, FL
- $53 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Part Time (30 Hours) Associate Banker, St Johns Towncenter, Jacksonville, FL
JPMorganChase —Jacksonville, FL
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
10d
Part Time (30 Hours) Associate Banker, Crosswater Pkwy and Preservation Trl Branch, Ponte Vedra, FL
JPMorganChase —Ponte Vedra, FL
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
2d
Associate Operational Exam & Business Support Analyst (SMB)
SoFi —Jacksonville, FL
- Mid-level
- Fair chance
- Communication skills
3d
Commercial Banking Associate
South State Bank —Jacksonville, FL
- Full-time
- Data analysis skills
- Office
- Finance
2h
Associate, Wealth Strategist
Northern Trust Corp. —Jacksonville, FL
- Full-time
- Research
- Office
- US work authorization
- On-the-job training
Control Manager - Senior Associate
JPMorganChase —Jacksonville, FL
- Full-time
- 5 years
- Office
- Continuous improvement
- Health insurance
- Tuition reimbursement
Associate Attorney - Finance
PSI —Jacksonville, FL
- $160,000 - $280,000 a year
- Full-time
- Mid-level
- 1 year
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Jacksonville, FL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Center Manager Associate - Jacksonville, FL
Fifth Third Bank —Jacksonville, FL
- Full-time
- Mid-level
- Office
- Leadership
3h
Personal Banker Associate I - St. Augustine, FL
Fifth Third Bank —Saint Augustine, FL
- Full-time
- Office
- Math
- Travel
2d

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AUTOMOTIVE CONTROLLER
Confidential —Jacksonville, FL
Oversee admin for Red Flag Rules, 8300 Cash Reporting, 401K, HR & Benefits. Review of quarterly payroll reporting. Train and mentor accounting staff.
$120,000 - $140,000 a year
Quick Apply
11d
Controller / Accounting Manager
The Goddard Schools of Baymeadows —Ponte Vedra, FL
 Bachelor’s degree in Accounting, Finance, or related field preferred. Play a critical role in ensuring accurate billing, timely collections, vendor payments,…
$55,000 - $65,000 a year
Quick Apply

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finance associate jobs near ponte vedra beach, fl

Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services

The Baldwin Group -
Jacksonville, FL

Apply Now

Job Details

Full-time

Qualifications

Insurance needs analysis
Life Insurance License
Customer communication
Customer relationship building
Account maintenance
Insurance issue resolution
Financial issue resolution
Managing clients in a customer support role
Managing clients in a finance role
Client retention
Task prioritization
Compliance documentation
Coordinating with insurance clients
Organizational skills
Insurance policy review
Insurance for risk management
CRM system proficiency
Billing issue inquiries
Productivity software
1 year
Senior level
Process management
Communication skills
Technical Proficiency

Full Job Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Senior Underwriting Specialist plays a vital role in bringing our mission to life by transforming complex insurance processes into a seamless, transparent, and highly personalized client experience.

As a trusted partner to both advisors and clients, this individual leads the life insurance and Asset & Income Protection (A&IP) process from initial strategy through policy placement and ongoing service. This role requires a strong balance of technical expertise, relationship management, and proactive communication— ensuring every client interaction reflects clarity, confidence, and care.

What You Will Do

Deliver a Confident Client Experience

Serve as the primary liaison between clients, advisors, and insurance partners, guiding all parties through the underwriting journey with clarity and confidence.

Translate complex underwriting requirements into straightforward, easy-to-understand next steps for clients.

Provide proactive, consistent communication to ensure clients always feel informed, supported, and confident in the process.

Deliver a high-touch, “white-glove” service experience aligned with our commitment to protecting what matters most.

Lead the Underwriting Process

Manage the full lifecycle of life insurance cases—from initial illustration through policy placement and post-issue servicing.

Develop customized insurance solutions and carrier strategies aligned to each client’s unique needs and long-term goals.

Initiate and coordinate applications with brokerage general agency (BGA), ensuring efficient case progression.

Oversee medical requirements, underwriting follow-ups, and requirement fulfillment to drive timely outcomes.

Drive Operational Excellence

Maintain accurate , complete, and compliant documentation within CRM systems (e.g., Redtail).

Proactively identify and resolve service needs, including policy changes, beneficiary updates, billing adjustments, and conversions.

Ensure every detail of the process is handled with precision, organization, and accountability.

What You Bring

Experience & Expertise

Minimum of 1 years of experience in life insurance, long term care, individual disability and underwriting.
Life insurance licensed is preferred but not required.
Strong working knowledge of underwriting processes, product structures, and carrier selection strategies.
Experience supporting advisors with case design, illustrations, and solution recommendations.
Proficiency in Microsoft Office and CRM platforms

Professional Strengths

Client-First Mindset: Passion for delivering personalized, solutions-oriented service that builds trust and long-term relationships.

Clarity & Communication: Ability to simplify complex concepts and communicate with confidence and professionalism.

Ownership & Accountability: Takes initiative and drives results with a strong sense of responsibility.

Analytical Thinking: Evaluates options and risks to deliver thoughtful, customized recommendations.

Relationship Building: Creates strong partnerships with advisors, clients, and external partners.

Execution & Organization: Manages multiple priorities with precision in a fast-paced environment.

Adaptability: Thrives in a dynamic, growth-oriented culture and embraces change.

Work Environment

Collaborative, high-performing team culture

Fast-paced, client-focused environment

Opportunities for professional growth and development

Occasional travel may be required

Important Notice:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.

#LI-KC1

IND1

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

finance associate jobs in ponte vedra beach, fl

Associate Client Manager, Individual Insurance - The Baldwin Group Financial Services

Correspondent Associate Credit Analyst

Part Time (30 Hours) Associate Banker, St Johns Towncenter, Jacksonville, FL

Part Time (30 Hours) Associate Banker, Crosswater Pkwy and Preservation Trl Branch, Ponte Vedra, FL

Associate Operational Exam & Business Support Analyst (SMB)

Commercial Banking Associate

Associate, Wealth Strategist

Control Manager - Senior Associate

Associate Attorney - Finance

Wealth Management Associate

Financial Center Manager Associate - Jacksonville, FL

Personal Banker Associate I - St. Augustine, FL

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