- Lincoln Financial (Omaha, NE)
- …and reserve calculations * Explain differences in results between modeling software systems * Rigorously test models for accuracy and reliability * Partner ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Indiana Farm Bureau Insurance (Indianapolis, IN)
- …when evaluating applications. + Experience using accelerated or automated underwriting systems and data-driven tools to enhance efficiency and accuracy. + Familiar ... with multiple distribution channels, including broker agents and independent producers. + Strong communication skills with the ability to clearly explain… more
- TEKsystems (Miami, FL)
- …(professional services firm(s), Fortune 500 company, etc.) * Licensed Customs Broker License preferred. * Advanced tariff classification experience and managing ... companies, etc.) 4) Leveraging Excel and SAP (or other large ERP systems ) for classification and driving KPI/data analysis Ideally familiar with Section 321… more
- HUB International (San Antonio, TX)
- **About HUB:** HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, ... maintaining client information and processing transactions in our agency management systems , and other tasks to support overall workflows and client service.… more
- Truist (Charlotte, NC)
- …of expenses, specialized industry accounting, including accounting for broker -dealers, and the determination of regulatory capital. Effectively support ... manage the risk of GAAP non-compliance. Ensure the continual effectiveness of any systems implemented and utilized in the management of GAAP risk. 7. Closely monitor… more
- Zurich NA (New York, NY)
- …+ Providing engineering support to underwriting team by attending client broker meetings. + Monitoring property account engineering services to ensure that ... team environment + High degree of proficiency related to PC and Software or systems At Zurich, compensation for roles is influenced by a variety of factors,… more
- Broadridge Financial Solutions (Newark, NJ)
- …Monitor) + Knowledge and Experience with IMPACT, ION, BPS, Bloomberg and MBSE systems Qualifications: + 5+ years of experience in the MBS Allocations Space + ... delivering technology-driven solutions that drive digital transformation for banks, broker -dealers, asset and wealth managers and public companies. At Broadridge,… more
- Wells Fargo (St. Louis, MO)
- …skills, Macros and formula experience + Ability to navigate multiple computer systems , applications, and utilize search tools to find information + Excellent verbal, ... pre-clearing outside activities, transferring brokerage accounts to a designated broker , trade pre-clearance, minimum holding period, monitoring of trading activity,… more
- Lincoln Financial (Fort Wayne, IN)
- …area(s) of responsibility. + Reviews and/or implements policy print on related print systems for compliance. + May draft and/or file or oversee the drafting and/or ... to help put their goals in reach. Lincoln Financial Distributors, a broker -dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Neuberger Berman (New York, NY)
- …amendments + Maintain accurate and up-to-date registration records in internal systems and ensure compliance with recordkeeping requirements + Manage FINRA Gateway ... + 3-5 years' experience in registration, licensing, or compliance within a broker -dealer or investment adviser + Proactive, self-motivated, and highly organized +… more