- USG Insurance Services, Inc. (Wayne, PA)
- Producer/ Broker Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we empower our ... We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent...essential job duty. + 3 years of either wholesale broker /MGA or carrier experience, excess & surplus lines preferred… more
- CRC Insurance Services, Inc. (Jenkintown, PA)
- …Monitor accounts to ensure compliance with the firm's policies and procedures. 6. Assist broker to meet or exceed production goals as assigned by CRC. 7. Maintain ... current knowledge of the insurance industry and sales ideas through regular attendance at workshops, seminars, literature reviews and/or formal continuing education. 8. Maintain necessary licenses to produce business. QUALIFICATIONS Required Qualifications:… more
- Jimcor Agency Inc. (Blue Bell, PA)
- …This position is focused on generating opportunities, client relationships and brokerage placements of their area of coverage specialty. Creates relationships with ... existing and new brokerage carriers, to negotiate terms and pricing with a high sense of urgency. Interacts with Companies and Brokers via telephone, e-mail, in-person visits, networking and regular mail. Essential Duties and Responsibilities: + Develop client… more
- Merck (West Point, PA)
- …including counseling of party responsible for error and management of PSCs with broker , if needed + Collaborate with stakeholders on performance of Corrective and ... + Certified Customs Specialist (CCS) certification or Licensed Customs Broker (LCB) preferred Current Employees apply HERE (https://wd5.myworkday.com/msd/d/task/1422$6687.htmld) Current… more
- Ascensus (Dresher, PA)
- …government savings facilitator. The regulated entities may include a broker -dealer, registered investment advisory firms, and transfer agent securities activities ... degree in related field, or proven experience in financial services (ie, broker -dealer and/or investment adviser) compliance + Minimum seven years of industry… more
- Wells Fargo (Doylestown, PA)
- …of financial services industry experience + Experience in compliance or broker -dealer governance **Job Expectations:** + US only: Obtaining and/or maintaining ... appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE… more
- TD Bank (Jamison, PA)
- …from the expertise of others **OCC:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. ... May (or may not) be a registered position under FINRA. + Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the… more
- Merck (West Point, PA)
- …**Train & educate technical architects** on security best practices and broker knowledge sharing within the Security Architecture community. **Required Experience ... and qualification:** + **Bachelor's degree in Computer Science, Mathematics, other relevant engineering discipline** + **Experience working in a large enterprise** , driving outcomes by influencing various IT and business teams, business and technology… more
- Merck (West Point, PA)
- …develop new product features while managing stakeholder needs and timeframes to broker complex relationships that evolve into real solutions. The ultimate success of ... a product owner hinges on their ability to guide their peers while influencing decision-makers. **The following are the key responsibilities of a PV Case Intake & Processing Product Manager:** + Develop and implement PV strategies: Work with cross-functional… more
- Teva Pharmaceuticals (North Wales, PA)
- …Documentation review, auditing, detect and resolve errors * Daily Customs Broker support, releases, and oversight * Participates in establishment or revision ... of internal control procedures and SOPs * Supports CTC team in implementation of goals and objectives * Assist with CTC Compliance Manual and associated SOP/work instructions review * Shipment tracking and follow up for special urgent, non-door to door… more
- HUB International (Blue Bell, PA)
- HUB International Limited ("HUB") is the 5th largest global insurance broker , providing a broad array of property, casualty, risk management, life and health, ... employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Our Northeast… more
- CVS Health (Blue Bell, PA)
- …(for Sales and other teams) and external (Plan Sponsor and Broker interfacing) materials that highlights tech innovation, Enterprise integration and marketing ... differentiating factors. + Demonstrate leadership and management skills in effectively and actively managing multiple Commercial Customer requests that are concurrent and time bounded. + Explores new tools, frameworks, and techniques to improve digital… more
- CVS Health (Blue Bell, PA)
- …(for Sales and other teams) and external (Plan Sponsor and Broker interfacing) materials that highlights tech innovation, Enterprise integration and marketing ... differentiating factors. As leaders in healthcare, our analytics and engineering teams deliver innovative solutions to business problems by collaborating with cross-functional teams in a dynamic and agile environment. You will be part of a team that values… more
- Travelers Insurance Company (Blue Bell, PA)
- …and delivery to the clients. Also, become the primary service contact with the broker in regard to their respective clients. + Provide support to BDD during the ... proposal process and new account service presentations, as needed. + Manage the stewardship process in concert with internal resources (eg Risk Control, Claim, RMIS, Operations, etc.). + Conduct/attend account meetings as necessary (ie Transition Meetings,… more
- Travelers Insurance Company (Blue Bell, PA)
- …such transactions. + Support underwriting marketing efforts, including participation in broker and account visits and risk mitigation seminars and authoring ... customer-focused white papers and articles. + Obtain and maintain required adjusters' licenses. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Six or more years of relevant legal or claim handling work experience. + Demonstrated… more
- BrightView (Blue Bell, PA)
- …+ Research and process zoning, occupancy, use permit applications + Manage broker , landlord, and subtenant relationships + Interact with brokers, contractors, legal ... counsel, risk management representatives, environmental consultants, and surveyors + Ability to evaluate several possible actions and use discretion to make the appropriate decision on various real estate matters. + Identify and resolve problems while… more
- Thrivent Financial (Philadelphia, PA)
- …credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides ... Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any… more
- Bank of America (Pennington, NJ)
- …Association of Certified Anti-Money Laundering Specialists + For those supporting the Broker Dealer businesses, FINRA Series 7 and/or Series 24 license and ... additional Principal Licenses, 1+ years of investment experience/work and/or good knowledge ofinvestments/securitiesproducts and services preferred. **Skills:** + Coaching + Fraud Management + Quality Assurance + Regulatory Compliance + Investigation… more
- Bank of America (Pennington, NJ)
- …*Knowledge of anti-money laundering (AML) regulation and guidance for broker -dealers *BSA/AML knowledge and/or Certified Anti-Money Laundering Specialist (CAMS) ... certification *Knowledge of FICC or Equity products and services and/or Prime Brokerage **Skills:** + Critical Thinking + Fraud Management + Regulatory Compliance + Written Communications + Investigation Management + Policies, Procedures, and Guidelines… more
- Santander US (Conshohocken, PA)
- …on a quarterly basis. + Maintains compliance with all applicable bank, broker /dealer, State and Federal regulations associated with the sale of investment and ... insurance products including Santander Policy Statement governing the sale of uninsured products. + When appropriate, provides leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans. + Attends and actively… more