- Everence (Souderton, PA)
- …and services.Process and maintain various communication approvals through the Broker -Dealer compliance system. Maintain current forms, investment materials, and ... compliance records. Prepare product illustrations and assemble ancillary forms needed for appointments or mailings. Prepare applications and service request forms using an automated form system (LaserApp, DocuPace). Process and forward applications to… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …as needed.Monitor the performance & efficiencies of NewLane's dealer and broker partnerships to identify areas for improved efficiencies and increased optimization, ... and act as a liaison between Credit & Sales to operationalize recommendations.Maintain current/develop new analytical reports and presentations for Senior Management, Executive Committees, and Regulatory Exams.Ability to create visualizations of data and/or… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …conduct calls directly with customers (ie, equipment dealers, end users and/or broker partners) to obtain additional information. Perform fraud checks and due ... diligence while underwriting and assessing new equipment finance requests.Must understand, abide and uphold NewLane's audit procedures and internal controls related to essential duties and responsibilities. General:Ability to work independently as well as… more
- USG Insurance Services, Inc. (Philadelphia, PA)
- Inside 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...nurturing your success. The Role Itself As an Inside Broker you'll collaborate with brokers to provide efficient service… more
- WTW (Philadelphia, PA)
- **Senior Property Broker , Middle Market** The Senior Property Broker serves as an integral interface between WTW's clients and prospects and various insurance ... that drives superior results. The Middle Market Senior Property Broker position is a highly collaborative role that is...other brokers within Middle Market **The Requirements** + Insurance broker 's license required + 7+ years industry experience +… more
- 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
- WTW (Philadelphia, PA)
- The Middle Market Natural Resources Broker provides knowledge, leadership, insight and direction for broking activities to ensure that clients' expectations are ... a wide level of expertise, but always assumes the broker is capable of handling accounts independently. The size...**The Requirements** + 3+ years broking experience + Insurance broker 's P&C license required + Surplus Lines license preferred… more
- Sands Investment Group (Philadelphia, PA)
- …Sales Company, is officially accepting applications for the highly-selective Junior Broker position in our Philadelphia office. Junior Brokers will gain the ... successful Commercial Real Estate Investment Sales Brokers. The Junior Broker role is heavily focused on developing skills in...type, CAP rate, and price Assist with Proposals or Broker Opinion of Value (BOVs) and pull comps on… more
- Public Partnerships LLC (Moorestown, NJ)
- …to resolve any safety concerns through our mandated escalations process. The Support Broker role is critical in keeping program participants in a home setting rather ... than in a facility. In-home visits comprise at least 60% of the work hours for this position. * The ideal candidate will have a strong working knowledge of Microsoft Suites. * Experience with CRM tools. * Familiarity with electronic medical records. * Must… 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
- WTW (Radnor, PA)
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- Sands Investment Group (Philadelphia, PA)
- …SIG provides its Brokers with: Company culture of collaboration, teamwork and giving back: This is our #1 focus Coaching and mentoring opportunities: Our seasoned ... leaders help our brokers to push through obstacles hindering growth and specialize in a product type Support to leverage our best asset: As our brokers take on leadership roles and increase their production, we build a business around them to foster continued… more
- Deloitte (Philadelphia, PA)
- …aspects of our insurance program (Life/Annuity and/or P&C/Specialty) as well as broker -dealer functions, with a particular focus on compliance and regulatory issues. ... field. + Minimum of 4 years of experience in insurance, broker -dealer, and/or investment advisor compliance. Compliance inspection or supervisory experience is… more
- Carrington (Cherry Hill, NJ)
- **Come join our amazing team!** Responsible for developing and maintaining broker /seller relationships to sell wholesale and correspondent mortgage loan products. ... mortgage brokers and sellers. + Establishes and continues the broker /seller relationship and ensure a steady flow of loan...loan lock procedures. + Acts as liaison with outside broker , and internal broker coordinator, processor, processing,… more
- Atria Wealth Solutions (West Chester, PA)
- …account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy. + Connect with ... B/D for execution (mutual funds, annuities, insurance) + Work directly with Broker /Dealer, Annuity and Fund Companies when appropriate. + Schedule appointments for… more
- MindPoint Group (Trenton, NJ)
- …focus on the deployment and configuration of a government client-s Zero Trust Broker tools in their environment. This exciting role requires an appetite for ... and technical documentation + Perform deployment and configuration of zero trust broker tools for access to the internet and private applications + Support… more
- Randstad US (Blue Bell, PA)
- …(no comparisons). + Coordinate & Schedule: Set up seminar reservations and broker appointments. + Support Enrollment: Complete telephonic enrollments and assist with ... broker appointment processes. + Update Records: Keep our CRM...benefit questions (no plan comparisons) + Schedule Seminar Reservations, Broker Appointments and Process Fulfillment Request using documented procedures.… more
- Anywhere Real Estate (Philadelphia, PA)
- …high-quality customer service. The Specialist will place departure and destination broker referrals based on the customer's needs and conduct regular follow-up ... Cartus revenue-generating products and services, including departure and destination broker referrals, mortgage, title and insurance services, CartusConnect + Obtain… more
- Securities and Exchange Commission (Philadelphia, PA)
- …inspections in regards to surveillance and/or risk management of broker -dealers, investment advisers, investment companies, municipal advisors, and transfer agents; ... Assist in the planning for and conducting of examinations of broker -dealers, investment advisers, investment companies, municipal advisors, and transfer agents; and… more
- Securities and Exchange Commission (Philadelphia, PA)
- …inspections in regards to surveillance and/or risk management of broker -dealers, investment advisers, investment companies, municipal advisors, and transfer agents; ... Assist in the planning for and conducting of examinations of broker -dealers, investment advisers, investment companies, municipal advisors, and transfer agents; and… more
