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5-8 years of experience, preferably with both broker dealer and registered investment advisor experience. Responsibilities will include leading a team in reviewing all marketing materials and client communications generated by iCapital's FINRA registered broker dealer subsidiary and SEC registered investment advisors.
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Burns & Wilcox is the nation’s largest independent wholesale insurance broker and underwriting manager. Responsible for marketing to designated markets upon instructions of Broker. Burns & Wilcox is the nation’s largest independent wholesale insurance broker and underwriting manager.
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The New York Life Office of General Counsel is seeking a strategic and practical retail broker-dealer attorney to join the legal team supporting New York Life’s Wealth Management division, consisting of NYLIFE Securities, a registered introducing broker-dealer, and Eagle Strategies, a registered retail investment adviser, both wholly-owned subsidiaries of New York Life Insurance Company.
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Serves as a partner to Broker providing superior support regarding all policies and key accounts. Technical Assistant experience or three years of general insurance experience. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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Process binders, invoices, and tax filings forwarding the binder and invoice to the agent. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc. Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.
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The candidate needs to have at least 3 to 5 years of wholesale brokerage experience or 3 to 5 years of experience as an Underwriting Assistant at a carrier. The candidate needs to have at least 3 to 5 years of wholesale brokerage experience or 3 to 5 years of experience as an Underwriting Assistant at a carrier.
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Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team.
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Schneider is seeking a Broker Assistant in Green Bay to assist the freight brokerage team within Schneider's Transportation Management (STM) division. The Broker Assistant will play a critical role in load coverage, load tracking and the overall carrier experience.
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Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
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Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
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Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues.
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Position Summary:Provides basic technical expertise and administrative support for Broker team to facilitate the process of market placement, client service, and account processing. May assist the broker in preparing documents to market renewal business.
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Provides basic technical expertise and administrative support for Broker team to facilitate the process of market placement, client service, and account processing. Provides necessary administrative support to the broker team.
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Experience in retail agency/brokerage or insurance company environment preferred. Basic understanding of wholesale insurance coverages, forms and processes preferred. Flexibility in workflow priorities as business needs change.
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Title: broker assistant
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