- Atria Wealth Solutions (King, NC)
- …assist clients in the identification, analysis and appropriate investment and insurance activity directed toward accomplishing their financial goals. Offer regularly ... information to enable clients to make prudent investment and insurance decisions. Assist in additional duties as needed. NATURE...forth by the credit union, FINRA, SEC and the broker /dealer. + Accountable for meeting annual business plan and… more
- Travelers Insurance Company (Raleigh, NC)
- …**Target Openings** 1 **What Is the Opportunity?** Bond & Specialty Insurance (BSI) provides management and professional liability, cyber, crime insurance ... supports business units including Private-Non-Profit, Public Companies, Financial Institutions, Insurance Companies, Investment Advisors, and Professional Liability. As a… more
- Highmark Health (Raleigh, NC)
- ** Company :** Highmark Inc. **Job Description :** **JOB SUMMARY** This job is responsible for the strategic implementation of new or transitioned accounts while ... Participate in process improvement initiatives aimed at improving the group/ broker customer experience initiative. Actively support and roll out...5 years of relevant work experience in the health insurance industry + 3 years in a management or… more
- Trane Technologies (Davidson, NC)
- …+ Benefits kick in on DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives - WE DARE TO CARE! ... an additional 2% core contribution = up to 8% company contribution. + Paid time off, including in support...days each week. **Job Summary:** The Risk Management & Insurance function at Trane Technologies is doing its part… more
- WTW (Charlotte, NC)
- …as well as interacts with clients, prospects, regulators and external service providers. ** Insurance ** + Liaison with insurance broker and reinsurance ... in delivering tailored management services to a portfolio of captive insurance companies. Captive Solutions spans multiple business segments-including Corporate Risk… more
- TD Bank (Charlotte, NC)
- …encompassing banking, custom credit, asset management, securities, investment advisory and insurance ) through multiple legal entities (TD Bank NA, TD Private Client ... of the client-facing Distribution teams are both** **securities-registered** **and insurance -licensed. Additionally, the Trust Advisors support both personal and… more
- AON (Charlotte, NC)
- …software tools. Education- Bachelor's degree or equivalent, with Risk and Insurance Management/ Business related curriculum preferred Broker License CPCU, ... software tools. Education- Bachelor's degree or equivalent, with Risk and Insurance Management/ Business related curriculum preferred Broker License CPCU,… more
- Zurich NA (Raleigh, NC)
- …is $162,500.00 - $266,300.00, with short-term incentive bonus eligibility set at 20%. As an insurance company , Zurich is subject to 18 US Code | 1033. A future ... this role, you will: + Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules. + Develop, maintain &… more
- Lincoln Financial (Greensboro, NC)
- …name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company , Fort Wayne, IN, and Lincoln Life & Annuity ... advice regarding fund operations and fund board matters. Familiarity with the Investment Company Act of 1940 (1940 Act), the Investment Advisers Act of 1940, the… more
- Guardian Life (Raleigh, NC)
- …and registered investment advisor compliance experience, with experience at an insurance -affiliated broker /dealer as a plus. + Prior examination, auditing ... Guided by our company Purpose of "Inspiring well-being for our colleagues,...FINRA Rule 3110 and, in certain circumstances, various state insurance laws. The Lead Compliance Analyst is responsible for… more