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Optimized Insurance Planning Jobs in Florida (NOW HIRING)

Support system upgrades, reporting automation, and planning tool optimization * Document standard ... Medical, dental, vision, life insurance effective on date of hire * Generous 401(k) Plan * Defined ...

Support system upgrades, reporting automation, and planning tool optimization * Document standard ... Medical, dental, vision, life insurance effective on date of hire * Generous 401(k) Plan * Defined ...

Configure ERP system modules according to production requirements, optimizing system functions to ... Paid Life Insurance * Voluntary Supplemental Insurance such as: Additional Life Insurance ...

Support in-season planning by executing daily/weekly reporting needs and tracking PO/inventory logs ... Manage allocations and replenishment models to ensure optimal stock levels. Build a foundational ...

... capacity to drive optimized flow across global secondary distribution centers. Additional ... We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance ...

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Senior Tax Planning CPA

Tampa, FL · On-site

$120K - $150K/yr

Real estate tax optimization * Wealth transfer and estate planning alignment * Review financials ... Health, dental, and vision insurance * Paid time off (PTO) * Continuing education (CPE) support ...

Benefits Planner

Naples, FL · Remote

$87K - $123K/yr

... optimization reviews and comprehensive financial planning services to highly compensated (executive ... Life Insurance Licensing, preferred * FINRA fingerprinting required * Minimum of 3 years of ...

Benefits Planner

West Palm Beach, FL · Remote

$87K - $123K/yr

... optimization reviews and comprehensive financial planning services to highly compensated (executive ... Life Insurance Licensing, preferred * FINRA fingerprinting required * Minimum of 3 years of ...

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Optimized Insurance Planning information

What is the difference between Optimized Insurance Planning vs Insurance Advisor?

AspectOptimized Insurance PlanningInsurance Advisor
CredentialsCertifications in insurance and financial planningInsurance licenses, such as Life and Health
Work EnvironmentFinancial firms, consulting firms, or independent practiceInsurance agencies, brokerages, or direct sales
Industry UsageFocuses on comprehensive risk management and financial strategiesFocuses on selling insurance products and policies

Optimized Insurance Planning involves creating tailored, strategic insurance solutions considering overall financial goals, often requiring advanced certifications. Insurance Advisors primarily focus on selling and advising on specific insurance products. While both roles operate within the insurance industry, Optimized Insurance Planning emphasizes holistic financial planning, whereas Insurance Advisors concentrate on product sales and client acquisition.

What are popular job titles related to Optimized Insurance Planning jobs in Florida? For Optimized Insurance Planning jobs in Florida, the most frequently searched job titles are:
What cities in Florida are hiring for Optimized Insurance Planning jobs? Cities in Florida with the most Optimized Insurance Planning job openings:
Analyst, Planning

Analyst, Planning

Swisher

Jacksonville, FL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday


Job description

For the past 162 years, Swisher has been an industry leader known for its iconic products and commitment to high quality standards. With a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. We have a passion for people and helping them build rewarding careers. If you’re ready to create excitement and drive what’s next in the industry, we’d love to hear from you.

The Planning Analyst supports short- and long-term business planning for a regulated tobacco products organization. This role is responsible for forecasting demand in partnership with Sales, analyzing sales and inventory trends, supporting production and distribution planning, and ensuring plans aligning with regulatory, tax, and compliance requirements. The ideal candidate combines strong analytical skills with a high level of attention to detail and the ability to operate in a highly regulated environment.

Key Responsibilities

  • Develop and maintain demand, supply, and financial forecasts across product lines and customer channels
  • Analyze historical sales, market trends, promotional activity, and regulatory impacts to improve forecast accuracy
  • Translate demand forecasts into production and replenishment plans
  • Balance inventory levels, service targets, manufacturing capacity, and supplier constraints
  • Monitor inventory health, including excess, obsolete, and at-risk inventory
  • Support monthly, quarterly, and annual planning cycles (S&OP / IBP processes)
  • Prepare regular planning and performance reports, dashboards, and executive summaries including volume, revenue, and inventory KPIs
  • Identify risks and opportunities related to demand variability, capacity constraints, and inventory levels
  • Conduct ad hoc analysis to support pricing, product lifecycle, and market strategy decisions
  • Partner with Sales, Marketing, Manufacturing, Procurement, Finance, and Compliance teams to align plans and assumptions
  • Support new product introductions, SKU rationalization, and market changes
  • Communicate forecast changes and planning insights clearly to stakeholders
  • Ensure planning activities account for regulatory requirements, excise taxes, and reporting obligations
  • Assist with tracking and planning around federal, state, and local tax rate changes
  • Support internal and external audits through accurate data preparation and documentation
  • Contribute to forecast accuracy improvement initiatives and planning process enhancements
  • Support system upgrades, reporting automation, and planning tool optimization
  • Document standard operating procedures and best practices
  • All other duties as assigned

Qualifications

  • Bachelor’s degree in Business, Finance, Supply Chain, Economics, Analytics, or a related field; Master's degree preferred

  • 2–5 years of experience in planning, forecasting, supply chain, finance, or analytical roles
  • Experience in a regulated, consumer packaged goods (CPG), manufacturing, or tobacco-related industry preferred
  • Strong analytical and quantitative skills
  • Advanced proficiency in Excel
  • Experience with planning systems (e.g., NetSuite, SAP, Oracle, Anaplan, APO, or similar) and Data visualization tool (Power BI, Tableau) preferred
  • Ability to interpret complex data and translate insights into actionable recommendations
  • Strong attention to detail and accuracy
  • Excellent communication and stakeholder management skills
  • Ability to manage multiple priorities in a fast-paced environment

What We Offer

  • Base salary and bonus program
  • Medical, dental, vision, life insurance effective on date of hire
  • Generous 401(k) Plan
  • Defined Contribution Plan
  • Paid vacation and paid holidays
  • Tuition reimbursement

Official Contact Information

  • Email: All official emails will come from an @Swisher.com address
  • Website: Verify job listings and contact details on https://careers.swisher.com

Important: We will never contact you via Teams, Zoom, or Google Meets. If you qualify for an interview the proper meeting method will be shared with you beforehand. Confidential information should only be shared through secure methods outside of email.