- Zurich NA (New York, NY)
- …facing presence. Experience with National Account excess casualty and umbrella lines is preferred . This role filled at either the Senior Underwriter OR AVP level. ... the organization's appetite, balanced with sound business opportunity. + Making agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. +… more
- TD Bank (New York, NY)
- …control partners and the TDS front office. TD Securities is looking for a broker -dealer accountant to join its Product Control division in New York City. Associate - ... books and records and regulatory filings for its US broker -dealers as well as non broker dealers....Qualifications: + Bachelor degree in Business/Accounting/Finance (accounting designation is preferred but not required) + 3-5 Years of related… more
- Kelly Services (New York, NY)
- …include but not limited to:** + Mange the relationship between the group and the broker . + Provide reporting to the client group and be prepared to discuss the ... identify services issues and attempt resolve. + Work with client/ broker to resolve ongoing issues. + Focus on retaining...license in state worked in and Life Agent license preferred . + Possess a clear understanding and ability to… more
- GMHC (New York, NY)
- …other partners. + Responsible for processing monthly rental payments, security deposits, broker 's fees, rental arrears, and other payments as needed. + Manage and ... Act as liaison between client, HRA, HUD, HPD, landlord, broker , etc. to ensure best housing relations between all...GMHC Audit. Requirements Education and Certification + Bachelor's degree preferred . + Minimum 5 years' experience working in the… more
- Zurich NA (New York, NY)
- …with the organization's appetite, balanced with sound business opportunity. + Make broker /customer and on-sight calls with a planned and well-prepared purpose. This ... renewal business + Experience working in a team environment Preferred Qualifications: + Bachelor's Degree + CPCU / AMIM.../ AMIM / or ARM a plus + Established broker relationships + Ability to effectively assess risk +… more
- Elevance Health (Middletown, NY)
- …and key decision makers. + Develops strategic business plans to address broker and/or client needs. Conducts broker /agency education on pertinent topics. ... provide an equivalent background. + Sales license required where necessary. ** Preferred Skills, Experiences and Capabilities:** + Experience with office tools,… more
- AON (New York, NY)
- …+ Lead, support and monitor the renewal process. At the direction of the Broker , drafts quote comparisons and follows up for binders, policies, and endorsements. + ... to success: + 3+ years of previous commercial insurance experience strongly preferred + Ability to maintain effective and positive relationships with clients and… more
- Citigroup (New York, NY)
- … + FINRA Series 7, 66 (63/65), 24 and 31. Series 9/10 also preferred + Knowledge of Bank and Broker -Dealer businesses, regulatory requirements and related ... issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines +… more
- AIG (New York, NY)
- …for US Distribution and well as manage the allocations process + Assist in the broker commissions process and track P&L impact + Manage headcount and expenses for US ... Distribution + Provide monthly non-machine adjustments to Distribution for the Broker 360 Platform The candidate will possess proven analytical, communication and… more
- City National Bank (New York, NY)
- …with the transfer by acting as the intermediary between the receiving and delivering broker dealer, and see that the account is properly closed and archived from our ... * 3 to 5 years of experience in a broker dealer or investment industry * Minimum 3 years...Excellent verbal and written communications skills * Bachelor's Degree preferred * FINRA Series 7: General Securities Rep … more