- Guardian Life (New York, NY)
- …internal and external partners, including financial professionals, general agents, and senior management + Excellent with time management and have strong ... agency and home office personnel + Field inquiries related to transition and broker dealer acclimation + Advocate for & teach colleagues, agency partners, and… more
- AIG (New York, NY)
- …of key performance metrics across North America and delivery of results to senior leadership Distribution Finance Partner: + Create, maintain, and track GOE budgets ... as manage the allocations process + Assist in the broker commissions process and track P&L impact + Manage...+ Provide monthly non-machine adjustments to Distribution for the Broker 360 Platform The candidate will possess proven analytical,… more
- WTW (New York, NY)
- …business and risk management needs through deep industry-specific expertise. The role of a broker is to help our clients mitigate their total cost of risk. The ... to assess, model, and structure risk. Once modeled, the broker personally escorts the clients' risk into the market...binders for accuracy, check policies, and aide's brokers & senior brokers + With the support of more experienced… more
- MTA (New York, NY)
- …+ Responsible for the overall management of a staff of two: a senior analyst and a consultant. Select, develop, and motivate personnel within the department. ... departments to identify and develop responsive, cost-effective agency insurance programs. + Broker License required. Maintain Broker License to keep abreast with… more
- Citigroup (New York, NY)
- …issues escalated + Review and approval of designated bank-channel and broker -dealer investments + Manage surveillance alerts within stated policy guidelines + ... Interface, consult with and escalate to Senior Management and partners including, but not limited to,...Series 9/10 also preferred + Knowledge of Bank and Broker -Dealer businesses, regulatory requirements and related policy + Knowledge… more
- Excellus BlueCross BlueShield (Rochester, NY)
- …to ensure account satisfaction. * Conducts open enrollment meetings with broker partners and group representatives to review existing benefits and educate/update ... and enrollment procedures. * Conducts regularly scheduled meetings (monthly/quarterly) with broker partners for training and informational purposes. * Expedites the… more
- Kestra Financial (Kings Park, NY)
- …and record keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance + ... pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- The Hartford (New York, NY)
- …of underwriting highly complex business and will require limited support from senior underwriters and infrequent referral activity to complete quotes + Has thorough ... Qualifications: * 5 + years of P&C Middle Market Broker -facing Carrier Underwriting experience required * Demonstrated success in...ability to travel within the assigned region given the broker facing sales nature of this role. * Compensation… more
- CBRE (New York, NY)
- …New York City - New York - United States of America The Account Leader/ Senior Director will play a critical role in ensuring successful client transitions. The ... blend of in-office and remote work. **About the Role:** As the Account Leader/ Senior Director you will ensure the overall success of new Transaction Management… more
- CIBC (New York, NY)
- …counterparty credit analysis for non-bank financial institutions working closely alongside a senior member of the team. The team manages the credit relationships for ... is located within the non-bank financial institutions section, which includes broker -dealers, asset managers, pension funds, hedge funds, private capital and… more