26 customer account professional jobs found in Philadelphia, PA

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Job Responsibilities and Requirements The New Business Annuities Specialist is responsible for the review and processing of new annuity applications.  This role is responsible for reviewing incoming applications for completeness of internal forms requirements and statutory and regulatory completeness and compliance. The Specialist will report to the Manager of New Business and act as a liaison between various departments. New Business Annuity Specialists will have frequent interactions with internal and external customers. Processing Process applications and corresponding paperwork and document any outstanding requirements. Apply premium and issue contracts. Independently conduct initial review and make judgment & decisions that fall within prescribed policies and limits Primary owner for resolving any open issues for a submitted application from the time the case is submitted to the point the case is issued Process a variety of tasks and high volumes of work...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Senior Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Programs AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Senior Program Manager reports directly to the (Senior Director). A Senior Program Manager is highly motivated, results oriented problem solver who exemplifies a willingness to be...

Job Description NewLane Finance (www.newlanefinance.com) 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 $24B financial organization. NewLane Finance Corporation, powered by WSFS Bank, is in search of a candidate with strong new business development skills, experience with vendor program development, and 3+ years of equipment leasing and finance experience. We’re looking for this individual to originate small ticket equipment leasing programs...

Why Join Risk Consulting at AIG?   Risk Consulting at AIG is about teamwork! It is about utilizing your resources, working together to solve real world problems, and making a positive impact on our client’s futures. When asked, “why do we enjoy what we do?” The answer is simple, the people.   The role of a Senior Field Risk Engineer is core to what we do at AIG, both as a risk management resource to our clients and as a leading global insurance organization. Field Risk Engineers are responsible for working with clients to identify and mitigate risks to their business such as fire, flood, windstorm, equipment breakdown etc.  A Day in the Life   Looking for variety and a challenge? Property loss prevention surveys range in size and scope. One day you may be looking at a metal working facility, the next, a university campus. The key to success isn’t about being the expert in every occupancy, it’s about building trust and cross-functional relationships with stakeholders...

Marketing Associate The Marketing Associate plays a key supporting role in the execution of marketing and administrative initiatives for Pennsylvania Lumbermens Mutual Insurance Company (PLM). This position provides operational, organizational, and creative support to the marketing team, ensuring the seamless execution of campaigns, communications, and day-to-day departmental activities. The Marketing Associate contributes to strengthening brand presence, maintaining data integrity, and supporting internal and external stakeholder engagement. This role is ideal for an early-career marketing professional who enjoys a mix of administrative coordination and creative work, and is eager to build experience in a relationship-driven, B2B environment. Company Pennsylvania Lumbermens Mutual Insurance Company (PLM) is America’s oldest and largest insurance company dedicated to protecting wood-related businesses such as lumber and building material dealers, wood product...

Job Responsibilities and Requirements Independently evaluates and synthesizes information in order to accept, modify, or reject risks of a complex nature. Provides direction and guidance to less experienced underwriters through the evaluation process to synthesize information in order to make a decision to accept, modify or reject the risk.  Book of business and new business quote activity is comprised primarily of LCC (LARGE CASE COMMITTEE) and IEB (INTEGRATED EMPLOYEE BENEFITS) level cases. Reviews and evaluates all assigned risks that includes plan design and experience review, and provides guidance to sales and service and all internal business partners to prospectively price and renew all business lines. Has significant expertise and understanding of our manual rating approach, including base rates and factors that drive claims cost changes. Able to identify gaps and challenge assumptions in proposal/renewal strategy and works through those to submit a final...

Job Description NewLane Finance (www.newlanefinance.com) 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 $24B financial organization. NewLane Finance Corporation, powered by WSFS Bank, is in search of a candidate with strong new business development skills, experience with vendor program development, and 3+ years of equipment leasing and finance experience. We’re looking for this individual to originate small ticket equipment leasing programs...

Description Major Accounts Property is responsible for monoline property accounts with minimum account Total Insured Value is $300m with actual average inforce account Total Insured Value being more than $1b.  For an assigned book of the largest and most complex large single carrier commercial property accounts, analyzes the customer's property exposures, hazards, financial information, requested coverages, loss history, pricing targets and desired program structure to select business and determine appropriate terms and conditions. Will work closely with Risk Engineering to produce and manage a profitable book of business and manage producer/customer relationships. Maintains the highest level of skills/knowledge in the large property space with average account annual premium of more than $1m. Shares underwriting expertise with other underwriters and stakeholders across all levels.   Responsibilities Manages portfolio of brokers/agents & clients....

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Programs With over 50 years in the Programs space, AIG Programs is an industry leader in the U.S. Program business. We focus on developing strategic solutions designed to make Program Administrators’ lives easier. By leveraging our breadth of offerings and dedicated Underwriting, Claims and Loss Control teams, we offer exceptional service and solutions. We serve niche markets on both an admitted and non-admitted basis, through market leading infrastructure and underwriting expertise. How you will create an impact A Program Manager is highly motivated, results oriented problem solver who exemplifies a willingness to be flexible, learn on the job and maintain a “can do” attitude.  Program Manager is responsible for the...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. The Program Manager reports directly to the Vice President - Programs Team Leader.  As a highly motivated, results-oriented problem solver who exemplifies a willingness to be flexible, learn on the job, and maintain a “can do” attitude you will be responsible for the underwriting, marketing and portfolio management of each assigned Program.  You will have a unique opportunity to experience various industries and classes of business across a very diverse programs portfolio. Not only will you gain multi-faceted experience in terms of package line of business (not just Property or just Casualty), you will also get multi-functional experience – in addition to underwriting, you will gain knowledge and have the opportunity to lead in other functional...

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. WSFS Bank is currently seeking an Information Technology Audit Manager. This role is responsible for managing all aspects of the IT Internal Audit function under the direction of the Chief Auditor. The IT Audit Manager leads complex audits of automated systems across the organization and its subsidiaries to ensure effective controls,...

Job Responsibilities and Requirements The IS Project Manager Lead role comprises managing medium to large scale strategic IT projects as part of a multi-year IT transformation program aligned to organizational goals and strategy. The role encompasses understanding the Agile processes, partnering with Product Owner, and business leadership/project teams. It requires working with vendors/clients and keeping the team focused by shielding/managing distractions to help deliver quality projects on-time and on budget. This role will support the organization’s goals by bringing positive change, suggesting innovative, practical solutions to problems, and managing projects across domains (technical/business). Key Responsibilities Provide support to project team by managing project scheduling, RAID management, change management, and status reporting Project duties include requirements gathering, guiding internal customers through the project life cycle, and supporting go-live...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

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 Retail Office Manager II will be responsible for achieving branch growth and service goals, while also having responsibility for leading and coaching a team of sales and service professionals to meet or exceed all set Bank growth and service targets. This role will be responsible for observing branch activities and behaviors while...

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 Retail Office Manager III will be responsible for achieving branch growth and service goals, while also having responsibility for leading and coaching a team of sales and service professionals to meet or exceed all set Bank growth and service targets. This role will be responsible for observing branch activities and behaviors while...

About the role This position is part of the UW support career progression and may report to a Senior Specialist, UW Support, Team Leader, or to an Team Manager, Underwriting Support.  The Senior Underwriting Assistant is an individual contributor within the Underwriting Support Unit of the unit’s field operations.  This role assists the underwriters by screening risk offerings and with pre and post-binding processes. The role also performs services including problem-solving or research projects requiring broad insurance and/or procedural knowledge and works under direct supervision. This role will work on our AIG Risk Management business line. Key responsibilities: In addition to the traditional UA duties (see description below), this role will: Support regional UA Manager in overseeing all daily business activities and act as the first point of call for all UAs in the region Review new submissions against prescribed criteria to determine if risk qualifies for LOB...

Job Responsibilities and Requirements Reliance Standard is seeking a detail-oriented, motivated, and collaborative Annuity Associate to join our dynamic Intake team. This individual will be responsible for processing new annuity applications, ensuring data accuracy, entering case files, and supporting various administrative functions. The role plays a vital part in maintaining regulatory compliance, supporting service excellence, and contributing to the successful entering of annuity contracts. Meet or exceed department service level agreements (SLAs) for application intake and processing.   This is an excellent opportunity for someone with strong organizational, communication, and analytical skills to build a long-term career in the retirement and annuities industry.   Duties & Responsibilities:   Application Processing Receive and conduct an initial review of new annuity applications for accuracy, completeness, and compliance. Enter application data into the...

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 Complaints Program Manager is responsible for overseeing, managing, and enhancing the enterprise wide Complaints Management Program for a $20B financial institution. Reporting into Corporate Compliance, this role is accountable for ensuring complaint management practices comply with applicable regulatory requirements, internal policies,...

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses 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 $20+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS). NewLane’s Values: Integrity Passion Teamwork Commitment to Excellence Essential Duties and Responsibilities: Financial Management: Organize the company’s preparation and analysis of financial performance, management reporting and budget processes. Assist in coordinating key management...