- Fifth Third Bank, NA (Cincinnati, OH)
- …and the like. + Extended viewing of CRT screen. #LI-JS1 Brokerage & Insurance Support Specialist LOCATION -- Cincinnati, Ohio 45202 Fifth Third Bank, ... banking at Fifth Third Bank. GENERAL FUNCTION: The Product Support Specialist supports the FTS Product Manager...Products, Fixed Income, Plan Business , Managed Money and Insurance . The PSS will conduct due diligence reviews and… more
- Truist (Richmond, VA)
- …location is 1001 Semmes Avenue, Richmond, Virginia. Responsible for transitioning brokerage accounts to managed accounts and performing maintenance of managed ... Specific activities may change from time to time. 1. Transition transactional brokerage accounts to managed and managed accounts to transactional brokerage … more
- Motion Recruitment Partners (Irving, TX)
- Brokerage Customer Service Specialist Irving, TX **Hybrid** Contract $32.31/hr - $36.41/hr Outstanding long-term contract opportunity! A well-known Financial ... of the following: customer contact/service in financial services, administrative support , underwriting, quality assurance, brokerage operations, client account… more
- Motion Recruitment Partners (St. Louis, MO)
- Brokerage Operations Customer Service Specialist St. Louis, MO **Hybrid** Contract $32.31/hr - $36.41/hr Outstanding long-term contract opportunity! A well-known ... Financial Services Company is looking for a Customer Service Specialist in Saint Louis, MO (Hybrid). Work with the brightest minds at one of the largest financial… more
- Jimcor Agency Inc. (Blue Bell, PA)
- …is focused on generating opportunities, client relationships and professional lines brokerage placements. Creates relationships with existing and new brokerage ... + Provide comparisons and illustrations to compare options and support client presentation process + Utilizes knowledge of automated...Must have Producer's License + 3 plus years of insurance experience + Basic familiarity with computers + Good… more
- Truist (Richmond, VA)
- …The location is 1001 Semmes Avenue, Richmond, Virginia. Ensure that all brokerage accounts are opened and maintained accurately, including the review and cataloging ... inquiries. 4. Work relevant department reports within designated time frame. 5. Support Asset Management Account (AMA) check writing and debit card products. 6.… more
- American Family Insurance - Corporate (Madison, WI)
- As aB&A insurance and Solutions Specialist your will, be assigned and report to the West region territory to offer sales & service for personal and commercial ... insurance products placed through brokerage division. You...documentation. *Provide field management and agents with vendor product support in their sales efforts by an internal sales… more
- Thrivent Financial (MN)
- … Insurance Agency, (TIA) a subsidiary of Thrivent, is a licensed insurance agency. The TIA Operations Specialist is responsible for production reporting ... obtained within 90 days of hire + At least 5 years of production support , insurance agency business operations, or business process analyst experience + Advanced… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …QUALIFICATIONS + 3 to 5 years industry experience in commercial insurance brokerage , placement, carrier underwriting, and carrier relationship management ... or equivalent professional designation EQUAL EMPLOYMENT OPPORTUNITY At World Insurance Associates (WIA), we celebrate and support ...World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich… more
- Charles Schwab (Omaha, NE)
- …Choice Investment Services (PCIS) helps companies, and their employees manage brokerage -related products and services in their retirement plans. PCIS is growing ... Administrators (TPAs) and Investment Advisors. As an iPCRA Institutional Specialist , you will provide a wide range of service...will provide a wide range of service and operational support to PCIS clients (Plan Sponsors, Participants, TPAs and… more
- HUB International (Chicago, IL)
- …is required. 3 to 5 years of client service expense in the insurance brokerage industry, including performing client billing functions required, insurance ... enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is the 5th… more
- BMO Financial Group (SD)
- …to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist 's primary responsibility is to provide our clients a superior customer service ... first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with...business partners within the bank. **70%: Service Oriented Client Support ** -Service incoming phone calls and emails from clients… more
- Henderson Brothers Inc. (Pittsburgh, PA)
- POSITION SNAPSHOT + Title: Client Support Specialist + Department: Group Benefits + Location: Pittsburgh, PA + Responsibilities: account management of large ... DETAILS Expect your typical day as a Client Service Specialist in our Group Benefits department to be focused...preferred. ABOUT US Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what… more
- Burns & McDonnell (Kansas City, MO)
- …experience. + Demonstrated knowledge of multi-line property casualty experience (preferably insurance brokerage ) + Experience with Contract reviews, project ... Insurance Administrator will provide technical and administrative support to the Burns & McDonnell Insurance ...administrative support to the Burns & McDonnell Insurance Department. This includes supporting the Insurance … more
- AIG (Scottsdale, AZ)
- …+ An undergraduate bachelor's degree preferred + Minimum 8+ years of Commercial Insurance Company, Agency or Brokerage experience + Working knowledge of US ... customers to manage risk. Join us as an Underwriting Specialist , Western World to play your part in that...your mark in UnderwritingAIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty,… more
- HUB International (Midlothian, VA)
- …at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life ... Best Large Employers in 2024. HUB also won the Insurance Business America's 5-Star Diversity, Equity, and Inclusion Award...working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. + Proficient in the use of… more
- Wells Fargo (Destin, FL)
- …6+ months of Supervisory Control, Risk Management Consulting, Property or Casualty Insurance , Insurance Brokerage experience, or equivalent demonstrated ... this role:** Wells Fargo is seeking a Divisional Governance Specialist to join our Governance team within the Client...support + Identify issues and provide resolution within Insurance or Private Client Groups + Perform basic or… more
- Wells Fargo (St. Louis, MO)
- …Corporate Insurance Risk, Risk Management Consulting, Property or Casualty Insurance , Insurance Brokerage experience, or equivalent demonstrated through ... **About this role:** Wells Fargo is seeking a Supervisory Control Specialist to join our Complex Products and Strategy team within Wealth & Investment Management.… more
- Wells Fargo (Jacksonville, FL)
- …6+ months of Supervisory Control, Risk Management Consulting, Property or Casualty Insurance , Insurance Brokerage experience, or equivalent demonstrated ... **About this role:** Wells Fargo is seeking a Divisional Governance Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about… more
- Charles Schwab (Chicago, IL)
- …are looking for other advocates to join our team as an **Inbound Trader Service Specialist ** where you will work with brokerage clients as the subject matter ... + **1-2 years of experience** in Client Service, Financial Services and/or Brokerage Services **Preferred Qualifications:** + Bachelor's degree + Current or previous… more