28 brokers assistant jobs found in Charlotte

Responsibilities   Develop and execute marketing plan to drive new and renewal business, including in-person visits, telemarketing and distribution of marketing materials for insurance company partners Evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing Develop and submit underwriting referrals, where required, to company brokerage facilities and Burns & Wilcox management Monitor key metrics, such as, new business hit ratio, renewal retention ratio, premium growth, and loss ratio, formulating corrective action where necessary Mentor and train Assistant Underwriters as needed Qualifications   Bachelor’s degree or equivalent combination of education and experience Minimum 3 years of multi-line underwriting experience, excess & surplus experience preferred Strong sales and marketing skills a must, business acumen, interest in continued...

Description Summary The Regional Banking Client Manager​ is responsible for the onboarding of new business banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Business Bankers with portfolios of customers with $500K to $20 million in annual sales. Responsibilities are approached with a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to undercover other business opportunities. Responsible for client service and client management utilizing a relationship plan / model. Duties & Responsibilities:  Oversee loan process and portfolio management responsibilities which includes:   Assist Bankers in managing their portfolio of customers with $2 million to $20 million in annual sales  Coordinate the due diligence and document-gathering...

The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do In this role, you'll use your customer service experience, investigative skills, and detail orientation to handle more serious and complex claims in primarily New York jurisdictions. Communicating with our insureds, attorneys, and other relevant parties will be required in this role. With technical claims knowledge, you'll also use your decision making skills to settle claims within your assigned authority.  This role will be a hybrid position reporting to New Hartford, NY;...

Description The Associate - Leveraged Finance Execution, is responsible for providing underwriting and execution support to senior deal team members on leveraged finance transactions pertaining to M&A, LBOs, recapitalization, etc. The Associate may also serve as a lead on select transactions under guidance from the Vice President, Associate Director, Director and/or Managing Director. Additionally, the Associate is responsible for training, managing, and monitoring work product of Analysts. This position includes all aspects of the leveraged finance execution process such as performing due diligence and preparing internal credit approval documents. Additionally, as part of the Huntington Capital Advisors (HCA) sub-team, this role will focus on executing transactions for privately held businesses, including founder-owned, family office–owned, and small-cap sponsor-backed companies. Typical client needs include...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description Looking to take your sales career to the next level?  Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent—no insurance background required. If you have strong-proven sales skills and the drive to succeed, we’ll provide the training and support you need to launch a rewarding career. $2,500 Signing Bonus for new hires. Signing Bonus amount is dependent on experience.  To qualify for the Signing Bonus, applicants must be new to the Auto Club Group (not applied in the last 180 days).  There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application. What we offer:...

The Knowledge Center Representative provides administrative customer service assistance to claimants, providers, and other interested parties by receiving and answering telephonic inquiries. Utilizing proprietary systems and training knowledge, this role delivers high quality inbound and outbound customer service with a focus on accuracy, professionalism, and first call resolution.   This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Delivers friendly, efficient customer service in a high-volume environment Accurately captures and enters data into CareMC and other internal systems Demonstrates active listening and communicates clearly to confirm understanding Promotes future use of self-help tools when applicable Maintains consistent attendance and meets quality and productivity standards Additional duties as assigned   KNOWLEDGE & SKILLS: Effective verbal and written communication with...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   AAA is   seeking   talented and motivated automotive technicians to join our team and deliver exceptional repair and maintenance services across a wide variety of vehicles, including diesel and hybrid models. We pride ourselves on providing top-tier service and supporting our technicians with ongoing education and development opportunities. If   you're   passionate about automotive repair and looking for a company that offers excellent benefits and work-life balance, we want to hear from you!   Responsibilities:   Perform a wide range of automotive repair and maintenance services on all   makes   and models, including diesel and hybrid vehicles.   Conduct diagnostics, repairs, and routine maintenance tasks such as oil changes,...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   AAA is   seeking   talented and motivated automotive technicians to join our team and deliver exceptional repair and maintenance services across a wide variety of vehicles, including diesel and hybrid models. We pride ourselves on providing top-tier service and supporting our technicians with ongoing education and development opportunities. If   you're   passionate about automotive repair and looking for a company that offers excellent benefits and work-life balance, we want to hear from you!   Responsibilities:   Perform a wide range of automotive repair and maintenance services on all   makes   and models, including diesel and hybrid vehicles.   Conduct diagnostics, repairs, and routine maintenance tasks such as oil changes,...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Looking to take your sales career to the next level?  Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent—no insurance background required. If you have strong-proven sales skills and the drive to succeed, we’ll provide the training and support you need to launch a rewarding career. $2,500 Signing Bonus for new hires. Signing Bonus amount is dependent on experience.  To qualify for the Signing Bonus, applicants must be new to the Auto Club Group (not applied in the last 180 days).  There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application. What we offer: Competitive base pay +...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Looking to take your sales career to the next level?  Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent—no insurance background required. If you have strong-proven sales skills and the drive to succeed, we’ll provide the training and support you need to launch a rewarding career. $2,500 Signing Bonus for new hires. Signing Bonus amount is dependent on experience.  To qualify for the Signing Bonus, applicants must be new to the Auto Club Group (not applied in the last 180 days).  There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application. What we offer: Competitive base pay +...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Looking to take your sales career to the next level?  Join America’s most trusted brand with over 100 years of service as an Insurance Sales Agent—no insurance background required. If you have strong-proven sales skills and the drive to succeed, we’ll provide the training and support you need to launch a rewarding career. $2,500 Signing Bonus for new hires. Signing Bonus amount is dependent on experience.  To qualify for the Signing Bonus, applicants must be new to the Auto Club Group (not applied in the last 180 days).  There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment.  Additional details can be provided by our Recruiting Team at the time of application. What we offer: Competitive base pay +...

Description This position is available to be filled at any Huntington Bank Corporate office location. The Underwriting Commercial Portfolio Manager – Technology Finance (HTF) underwrites credit exposure for large, complex customer relationships and circumstances and actively manages a portfolio.  Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends.    Duties and Responsibilities: Services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Responsible for underwriting quality, portfolio administration, and credit quality of assigned...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our Employee Benefits sales team is hiring!  This is your opportunity to accelerate your success as our next Employee Benefits Sales Professional . The territory, which consists of Charlotte, Ashville, and the Triad area (Greensboro, Winston-Salem, and High Point) , offers the ideal mix of opportunities, from well-established mature business relationships with...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Sales Leader to join our growing tea m in Charlotte, NC!          The Sales Leader m anages a personal book of business while driving top-line revenue growth through strategic oversight of the pro duction tea m , mentorship and development of current tea m members, and recruitment of high-potential sales talent to support long-term success. This position requires a balanced blend of direct sales execution, operational leadership, tea m development, and talent acquisition to maximize overall office performance. In addition to leading sales initiatives, the Sales Leader is responsible for expanding customer relationships by leveraging the company’s full suite of capabilities, pro moting cross-selling opportunities, and deepening...

Description Summary: Associate Director - Specialized Mortgage Solution is responsible for managing new business and existing relationships to Huntington and the continued development and deepening of the relationships with existing customers. The position requires deep understanding of all aspects of the mortgage ecosystem which include Commercial and Residential Loan Originators/Servicers/Owners and Operators.  Extensive product and treasury related expertise to service the industry vertical in all aspects of deposit gathering and day to day maintenance of account structures.  The banker will cross-sell and implement products and services.  Duties & Responsibilities: Develops and maintains profitable Banking relationships within the mortgage ecosystem.   Effectively expands/ deepens existing business relationships for this multi-billion-dollar third party servicing industry. Meets with business...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.   A GLIMPSE INTO YOUR DAY Orders...