7 Trainee jobs found in Philadelphia, PA

Job Responsibilities and Requirements Independently evaluates and synthesizes information in order to accept, modify, or rejects risks on a case. Has the ability to exercise independence and discretion in making final decision making of risk accepted/rejected.  Book of business and new business quote activity is comprised of both experience and manually rated cases. Utilizes experience in the industry, understanding of the client and marketplace to review and evaluate all assigned risks in the Group lines of business that includes plan design, experience, manual rates and provides guidance to sales, service, and all internal business partners to price and renew all business lines. The overall final case position is determined by the Underwriter II. Has a thorough understanding of our manual rating approach, including base rates and factors that drive claims cost changes. Understands PACS and evaluates inforce business for cross sell, enrollment, plan design changes...

Job Description NewLane Finance, formerly NewLane Finance is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.  NewLane Finance is powered by a $20B financial organization. Position Summary: The Customer Solutions Team Lead helps lead and motivate the team of employees responsible for providing excellent customer service which includes evaluating, investigating, and resolving issues. The Team Lead ensures daily communication, phone calls and emails, from customers is researched, proper...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Senior Staff Auditor will prepare, plan and execute assigned audits in accordance with accepted audit standards, including audits that are more extensive/complex, as well as conducting Sarbanes-Oxley Section 404 compliance reviews/activities. The incumbent is responsible for ensuring that established financial, operational and...

Note: This is an in-office role in our Philadelphia Office   The Role Reception/Conference/Meeting Rooms Setup and Catering Perform all duties related to reception/switchboard including call and visitor handling Meet, greet and announce visitors in a professional manner Ensure visitors are identified in accordance with security procedures. Handle hotspot/visit office space requests as required Monitor booking tool and communicate/liaise with colleagues booking conference rooms to verify requirements and expedite changes Physical set up / break down of rooms for meetings Ensure conference rooms and meeting rooms are stocked with equipment and/or refreshments daily, as required Monitor to ensure housekeeping standards are maintained in conference/meeting rooms Track upcoming conference/meeting room bookings Ensure conference/meeting rooms are set-up as requested Organize catered meals and provision of special equipment, as required Perform...

The Role We are seeking an organized and detail-oriented Retirement Plan Compliance Analyst to join our team. As a compliance analyst you will play a crucial role in supporting our attorneys by performing a variety of tasks, which will include drafting/amending pension (defined benefit and defined contribution) plan documents, summary plan descriptions, summaries of material modifications and other plan related documents (e.g., policies, procedures) as well as participant communications (e.g., QDIA notices).  DUTIES AND RESPONSIBILITIES Plan Drafting: Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. Stay current on latest documentation technique and best practices to ensure use of cutting-edge tools and language. Compliance: Ensure all plan documents comply with ERISA regulations and other...

Position: Product   Analyst Department: Regulatory   & Gov’t Affairs Reports To:  Manager of Regulatory & Government Affairs  Position Summary: The Product Analyst supports the development of the company’s product features, underwriting compliance, and competitive position. This position assists with existing product maintenance, new product development, and preparation/resolution of regulatory filings. This includes construction and implementation of policy language, forms, required coverages, as well as rating structures and technology to enhance production and profit. Essential Functions and Responsibilities: 1. Act as product management liaison with Underwriting, Business Development, Marketing, and Customer Service/Operations. 2. Assist in competitive intelligence efforts by reviewing competitor filings, underwriting guidelines, and marketing material. 3. Work closely with Underwriting and Operations in making determinations and developing...

UFG is looking for a Sr. Production Underwriter to join our team in a multi-line, multi-industry opportunity.  In this role you will be responsible for attracting and underwriting middle market business, deploying effective account management while fostering strong working relationships with agency partners. This role executes underwriting strategy to achieve profit and premium plans. The Sr. Production Underwriter will handle a renewal book in their territory as assigned. This role assists with the resolution of escalated issues, and mentors and coaches team members.   The individual in this role will have a Southeastern PA territory.  Responsibilities:   Profitably underwrite complex new and renewal business through risk selection, pricing, contractual integrity, and account management, in accordance with delegated authority, and ensuring regulatory compliance. Demonstrate critical thinking in assessing the risk and identifying exposures and controls. Price...