- 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)
- …drives superior results. Working with the guidance and direction of the Senior Broker , the Associate Broker oversees day-to-day Property placement and broking ... not offered for this specific job opportunity. **The** **Role** + The Associate Broker is recognized by the client, client advocate team and the insurance… 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
- 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
- CRC Insurance Services, Inc. (Jenkintown, PA)
- …**Please review the following job description:** Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high ... quality service to agents and companies. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may… 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
- World Insurance Associates, LLC. (Berwyn, PA)
- …Founded in 2011, World is one of the fastest-growing top 25 insurance brokers in the US with over 2,500 employees in over 210 offices across North America. We ... specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Help clients experience a modern alternative to employee benefits Together, our Employee… 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
- 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
- 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
- Atria Wealth Solutions (Philadelphia, PA)
- …network you develop. + Experience and aptitude with working with a broker -dealer technology, ie, electronic order entry systems, DocuSign, etc. to process business, ... LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record...their members. We're ranked as one of the top broker -dealers in the industry and we work with some… more
- Anywhere Real Estate (Philadelphia, PA)
- …and roadmap to redefine the next generation of real estate agent and broker skill and capability building, sales readiness connected to professional growth, and ... Learning Culture and Advocacy: Deliver innovative programs that continually enhance broker , franchisee and team success leveraging metrics and a continuous… more
- Principal Financial Group (Wayne, PA)
- …rating engine, entering and handling crucial data for accurate proposals. + ** Broker Education:** Share your knowledge with our partners, helping them understand our ... inside and out. This position may experience periodic visits to broker offices alongside our sales representatives, building strong relationships face-to-face. **Who… more
- Vanguard (Malvern, PA)
- …retail investment advice / wealth management businesses. Broad knowledge of broker -dealer, banking, and trust company regulations will complement the required ... regulations and other regulatory requirements applicable to investment advisors, broker -dealers and trust services holding retail investor securities. + Ability… more
- Vanguard (Malvern, PA)
- …ideal candidate will have expertise and broad knowledge of Financial Markets, Broker -Dealer and Banking regulations, Nacha operating rules and a deep understanding ... of Broker -Dealer products and processes. This role: + Develops, implements and maintains an effective compliance program for brokerage business activities, services… 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
- AON (Philadelphia, PA)
- …Actively supports and monitors the renewal process. At the direction of the Broker , drafts quote comparisons and follows up for binders, policies, and endorsements. ... Actively supports and monitors the renewal process. At the direction of the Broker , drafts quote comparisons and follows up for binders, policies, and endorsements.… more
- AIG (Philadelphia, PA)
- …appetite. Triages submission for missing information and follows up with the broker for outstanding items. + Performs a comparison of renewal submission information ... discrepancies and works with CS adjustment team for resolution. + Attend broker or client meetings as requested by underwriting. Job Requirements: + Knowledge… more
- AIG (Philadelphia, PA)
- …appetite. Triages submission for missing information and follows up with the broker for outstanding items. + Performs a comparison of renewal submission information ... documents discrepancies and works with CS adjustment team for resolution. + Attend broker or client meetings as requested by underwriting. At AIG, we value in-person… more