2 jobs found in clayton

Responsible for assessing client’s risk exposure on personal and/or commercial property, making appropriate recommendations and placing coverage to address those risks.   Job Duties and Responsibilities (Essential Job Functions) Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%) Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%) Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%) Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%) Remain current on industry...

Description The   CIC Fund Investments   will   support the VP, Equity Investment Manager   and help   lead   the   underwriting and project management of LIHTC   fund investments with the bank’s   syndicator partners.   The individual will also help   manage relationships with   CIC loan officers and act as a liaison between   syndicator partners and   external developer relationships.  The project manager will report to the   VP, Equity Investment Manager .   Please note:   the preferred locations are Columbus, St. Louis, Cleveland, Detroit, Chicago   or New York . They will be responsible for:   Underwriting equity investments   for LIHTC   funds   and helping to manage relationship with   syndicator partners     Acting as primary contact with the   syndicator   during the   fund   underwriting and closing process...