Financial Representative
Sedgwick
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Financial Representative Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence: Southfield, MI : 300 Galleria Officentre Southfield MI 48034 PRIMARY PURPOSE: To calculate employee benefit overpayments; and to obtain reimbursements from overpaid disability and worker's compensation cases. ESSENTIAL FUNCTIONS And RESPONSIBILITIES Ensures compliance with established recovery procedures and standards. Maintains quality control. Conducts periodic file reviews of team members' files. Provides payroll administration services for claimants receiving payments from outside of company systems. Coordinates recovery activity on assigned cases. Refers cases to collection agencies as applicable. Notifies employees verbally and in writing of claim overpayments. Responsible for manual calculations of employee benefit overpayments. ADDITIONAL FUNCTIONS And RESPONSIBILITIES Performs other duties as assigned. Supports the organization's quality program(s). Qualifications Education & Licensing Bachelor's degree from an accredited college or university preferred. Licenses as required. Experience Three (3) years of financial experience or equivalent combination of education and experience required. Claims management experience preferred. Skills & Knowledge Good knowledge of claims management Technical knowledge of recovery requirements Excellent oral and written communication, including presentation skills PC literate, including Microsoft Office products Analytical and interpretive skills Strong organizational skills Excellent interpersonal skills Excellent negotiation skills Good judgment and discretion skills Ability to work in a team environment Ability to meet or exceed Performance Competencies WORK ENVIRONMENT When applicable and appropriate, consideration will be given to reasonable accommodations. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines Physical: Computer keyboarding, travel as required Auditory/Visual: Hearing, vision and talking The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles. #J-18808-Ljbffr
$25 per hour
...Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Financial Representative Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live...SuggestedHourly payWork at officeLocal areaFlexible hours- ...Organization : Name DETROIT WEST MI Default: Location : City LIVONIA Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation;...SuggestedWork at officeLocal area
$50k - $100k
...Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial...SuggestedFull time- ...Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can...Suggested
- ...Join to apply for the Financial Advisor role at Hantz Group Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets...SuggestedWork at officeFlexible hours
- ...Financial Services Representative This branch is a Retail In-Store branch. These branches are located in Walmart, Meijer, and Kroger stores. Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed. We are currently seeking a Financial...Monday to FridayFlexible hours
$105k - $140k
...clients. For nearly 30 years, we've helped clients navigate life's financial decisions with confidence while fostering a collaborative,... ...of influence, referral partners, and prospective clients. Represent the firm professionally in networking and community engagement...- ...please include the candidates' email address on their resume. Skills: Must Haves At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related...Full timeContract workWork experience placementWork at officeWork from home
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...arisen for an Associate or Senior Associate to join a highly respected Banking & Finance team in Birmingham.You will advise banks, financial institutions, private equity sponsors and corporate borrowers on a broad range of financing transactions, including acquisition...
- ...working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote... ...CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and...Temporary workWork at officeMonday to FridayFlexible hours
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
- Financial Planning AssistantHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer...Work at officeFlexible hours
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...The Financial Aid and Veterans Affairs Counselor position is responsible for providing counseling services related to student financial aid and veterans affairs to students and their families; processing financial aid and VA paperwork; disseminating information regarding...Full timePart timeLocal areaImmediate start
$120k - $350k
1 week ago Be among the first 25 applicants Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to...Full timeFlexible hours- ...Company Description J2 Capital Management specializes in custom financial planning, tax, estate, and investment management. Serving Troy, MI and Cape Coral, FL, J2 offers a unique advantage by keeping all expertise in-house. This approach provides a higher level of visibility...Full time
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at office$80k - $200k
...A rapidly growing independent Registered Investment Advisor (RIA) with over $4B in assets under management is seeking experienced Financial Advisors for offices in Grand Blanc, MI. This is an outstanding opportunity for advisors who want to focus on client relationships...- ...Key Responsibilities As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement...Work at officeWork from homeFlexible hours
- ...First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing...Flexible hours
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office- ...Full-Time Position Summary We are seeking a relationship-driven Financial Advisor to serve as a primary point of contact for clients,... ...Industry Essentials) required Series 7 (General Securities Representative) required Series 66 (Uniform Combined State Law) required CFP...Full timeWork at officeHome office
$15 per hour
...expertise across the entire loan life cycle. Sales Aptitude: Ability to identify and pursue sales opportunities effectively. Financial Acumen: Understanding of basic financial concepts and mortgage products. Adaptability: Willingness to learn and adapt to...Hourly payMinimum wageFull timeLocal area
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