Boca Raton, Florida, United States · Hybrid
$100k–$125k/yr
LOCATION: Boca Raton, FL, Hybrid. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, c…
Skills: Relationship management, Leadership, Problem solving, Insurance brokerage, Client advocacy
Boca Raton, Florida, United States · On-site
Benefits Information Full-time employees will enjoy a competitive benefits package with options for you and your family including: • Paid Time Off • Paid Holidays • 401(k) Matching • Health Insurance …
Skills: General Ledger Accounting, Account Reconciliation, Fixed Assets, Journal Entries, Financial Analysis
Boca Raton, Florida, United States · On-site
Job Summary: A Financial Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, …
Skills: Financial services, Client service, Banking regulations, Compliance, Microsoft Office
Boca Raton, Florida, United States · Remote Solely
Scope: Pro fee coder with 5 + years’ experience across multiple specialties in clinic and hospital setting. Must be able to work denials and edits. Specifically looking for someone with experience in 3 main areas: ENT ex…
Skills: Medical coding, Pro fee coding, ENT coding, OB/GYN coding, Maternal Fetal Medicine billing
Boca Raton, Florida, United States · On-site
$72k–$108k/yr
Work Location: Boca Raton, Florida, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunitie…
Skills: Financial planning, Investment sales, Wealth management, Client relationship management, Business development
Boca Raton, Florida, United States · On-site
Overview The Accountant II will be responsible for specific tasks performed in finance which include general ledger, reinsurance, account analysis, and compliance. Responsibilities Create recurring journal entries based …
Skills: General ledger, Reinsurance, Account analysis, Compliance, Journal entries
Boca Raton, Florida, United States · Remote Solely
$21/hr–$23/hr
Essential Job Functions Work with insurance companies on behalf of hospitals and physician practices to resolve outstanding issues. Analyze claims (denial/non-denial) in practice management systems, internal system and d…
Skills: Insurance follow-up, Denials management, Medical billing, Claims analysis, AR follow-up
ATM, a Geosyntec CompanyBoca Raton, Florida, United States · Hybrid
Overview Do you want to build an impactful career to change the world for the better? Geosyntec has an exciting opportunity for a Project Administrator III in our Boca Raton, FL office. This position provides administrat…
Skills: Project administration, Contract administration, Accounting support, Financial reporting, Data entry
Boca Raton, Florida, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Leadership, Sales coaching, Performance management, Financial planning, Investment management
Boca Raton, Florida, United States · Remote Solely
$36/hr–$45/hr
Summary/Objective Under general supervision of client, Omega’s External Auditor Inpatient will perform reviews of inpatient and outpatient or Professional Services medical records for coding accuracy and medical record d…
Skills: Medical coding, ICD-10-CM, ICD-10-PCS, MS-DRG assignment, APC assignment
Boca Raton, Florida, United States · On-site
$51k–$71k/yr
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of th…
Skills: Sales, Customer service, Banking, Credit requests, Cross-selling
Boca Raton, Florida, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial planning, Client acquisition, Relationship building, Time management, Critical thinking
Boca Raton, Florida, United States · On-site
$500/hr–$1k
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. Ou…
Skills: Financial planning, Networking, Prospecting, Business strategy, Financial literacy
Boca Raton, Florida, United States · On-site
$500/hr–$1k
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. Ou…
Skills: Financial planning, Sales, Networking, Prospecting, Business strategy
Boca Raton, Florida, United States · On-site
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need as…
Skills: Underwriting, Risk Assessment, Rating Methodologies, Account Servicing, Policy Analysis
Boca Raton, Florida, United States · Remote Solely
$20/hr–$23/hr
Summary/Objective Under limited supervision the Insurance Follow-up Specialist reviews and manages the billing and collections for hospitals and physicians. This type of specialist acts as an intermediary between the med…
Skills: Insurance follow-up, Denials management, Medical billing, Claims processing, Revenue cycle management
Boca Raton, Florida, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial planning, Client acquisition, Relationship building, Time management, Critical thinking
Boca Raton, Florida, United States · On-site
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enri…
Skills: Wealth Management, Financial Planning, Relationship Management, Investment Management, Retirement Planning
Kaufman RossinBoca Raton, Florida, United States · Hybrid
Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounti…
Skills: Tax compliance, Tax research, CPA, Staff management, Client relations
Kaufman RossinBoca Raton, Florida, United States · Hybrid
Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounti…
Skills: Partnership tax compliance, Private equity funds, Investment partnerships, Form 1065, Schedule K-1
Boca Raton, Florida, United States • Hybrid
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The Private Client Team Leader provides professional advice and advocacy for clients while managing renewal activities and sales opportunities. They also provide mentorship, training, and leadership to the Private Client team to ensure high-quality service and process improvements.
Candidates must possess a resident state broker's license and have a college degree or equivalent experience. Strong leadership, problem-solving, and communication skills are required, along with professional insurance designations like CPCU or CIC.
LOCATION: Boca Raton, FL, Hybrid.
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team JOB OVERVIEW:
The Private Client Team Leader is responsible for providing exceptional service to a group of Private Client customers by providing professional advice and demonstrating advocacy for the client at all times. The Team
Leader provides support to the Private Client team in training, relationship management and problem solving.
Critical Job Functions:
Team Leader Specific Responsibilities:
Skills & Qualifications:
Educational Requirements:
COMPENSATION:
The national average salary for this role is $100 000.00 - $125 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
Offices: 1140 Avenue of the Americas, 8th Floor, New York, NY 10036, US
There are currently 372 open finance & accounting positions in Boca Raton, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Omega Healthcare Solutions, LLC, Omega Healthcare Management Services, The GEO Group, Inc., Kaufman Rossin, Windward Risk Managers, among others. Browse the listings above to see every active employer.
Yes — 150 of the 372 open finance & accounting positions offer remote or hybrid work (72 remote, 78 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
