- The Hartford (New York, NY)
- …from brokers. Communicates this feedback to sales leadership, partner connections, underwriting , marketing and the product teams (feature requests, market trends, ... competitive intelligence, new opportunities Job Qualifications: + A minimum of five years of experience working in HR Technology, and either Sales Management or Distribution Management within group benefits insurance. + Detailed understanding of group benefits… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …to clients. + Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. + Active Property & Casualty insurance ... license required. + Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. + Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private… more
- TD Bank (New York, NY)
- …their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, ... extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our strong,… more
- Cherry Bekaert (Albany, NY)
- …pipeline, community impact data, management capacity and finances + Assist with underwriting and structuring NMTC transactions + Support and prepare for submission ... of relevant Certifications + Prepare sub-CDE Certifications in connection with NMTC allocation agreements. + Work with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance + Help identify… more
- BMO Financial Group (New York, NY)
- …North American-domiciled financial services provider offering equity and debt underwriting , corporate lending and project financing, merger and acquisitions advisory ... services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has approximately 2,700 professionals in 33 locations around the world. The Equity Research department… more
- NBT Bank (Poughkeepsie, NY)
- …legal documents required for loans. Create system files with documentation for underwriting , and regulatory purposes. + 5% Other duties as assigned. Physical ... Requirements: + Communicate effectively with internal and/or external customers + Stationary 50% of time + Move about within or between locations + Bend, Twist, Crouch, Squat + Move Objects to Maximum 10 lbs Benefits for Full-Time Employees: + Generous Paid… more
- Bank of America (New York, NY)
- …Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + Decision ... Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire… more
- TD Bank (New York, NY)
- …their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, ... extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our strong,… more
- TD Bank (New York, NY)
- …their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, ... extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our strong,… more
- CRC Insurance Services, Inc. (Bronx, NY)
- …+ Read, comprehend, and interpret moderately complex documents including sales, underwriting , and Company guidelines. + Develop and maintain good working ... relationships and provide positive customer service. + Analyze and resolve problems to assist agents/brokers in presenting the best solution to prospective clients. + Determine when situations need to be escalated to Company management. + Work in and… more