53 inside broker jobs found in Philadelphia, PA

Job Description Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM  Location: This role will travel in Philadelphia County, PA within our Midtown, Northern Liberties, and Aramingo Branches. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand, and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling efforts. This role will be responsible for opening new accounts and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal Bankers will resolve customer service issues and perform account maintenance requests for customers as needed, while also recommending and promoting the Bank’s digital banking services. Additionally, this role will assist Customers with...

The Account Manager will serve as a trusted advisor to small business clients, providing consultative guidance and best in class service. The role will require working directly with our specialty practices as well as producers in a high-volume environment. The role will serve as a mentor to Assistant Account Managers. Your Impact Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare...

About the role As a Senior Underwriting Assistant, you will make a vital contribution within the Underwriting Support Unit of our product field operations by working with underwriters and CoE partners to develop and deliver tailored solutions whilst handling some of our complex accounts. Providing technical guidance to other junior support staff while working under moderate supervision will be important too. Key responsibilities: Partnering with regional underwriters and/or more senior UW Support employees in the end-to-end processing of new and renewal business. Evaluating new and renewal submissions against prescribed criteria to determine completeness. Identifying and resolving account alerts and blocks during the submission process to avoid account conflicts. Performing data analytics, remodeling, when necessary, referral documentation preparation and completion, as well as form checklist and working approval. Assist with training and oversight of less...

Company Details   Berkley Mid-Atlantic Group (BMAG) is a property and casualty insurance provider serving the Mid-Atlantic. We are a member of W. R. Berkley Corporation, one of the largest commercial lines property casualty insurance holding companies in the United States. With the resources of a large Fortune 500® corporation and the ability to operate with the closeness and flexibility of a small company, we exclusively work with select independent agents to insure the future of business.   Our culture is one that empowers employees to question the status quo and seek innovative ways to continue to exceed the expectations of our customers. We practice collaboration, creativity, and teamwork on a daily basis, with a commitment to innovation and high performance.     Company URL:   https://www.wrbmag.com/   The company is an equal opportunity employer.     Territory: Eastern Pennsylvania Responsibilities...

Primary Details Time Type: Full time Worker Type: Contingent Worker The purpose of this role is to analyse financial reports, to compare against planned figures and provide management with insightful reporting. Responsibilities: Comply with all legal and regulatory requirements to ensure obligations are met. Maintain strong relationships with stakeholders, including auditors, to ensure service delivery meets expectations. Prepare monthly management reports and month-end accruals. Investigate and analyse variances of actual vs budget and provide commentary. Perform deep dive analysis of costs. Collaborate with divisional finance teams for cost investigations. Facilitate intercompany recharges through analysis and reconciliations. Facilitate capitalisation of assets and draft memos for auditors. Responsible for financial control of projects initiated by Group/Global division. Work Experience: Necessary Work Experience includes: Some relevant work...

Primary Details Time Type: Full time Worker Type: Contingent Worker The purpose of this role is to analyse and report financial transactions for finance, taxation, and audit purposes, assist with budgeting and audit processes, and produce management reports regularly. Additionally, the role involves managing accounting and reporting activities to maintain data accuracy, liaising with internal and external stakeholders to develop and implement policies. Responsibilities: Comply with all legal and regulatory requirements to ensure obligations are met. Manage the preparation and maintenance of accurate accounting records following internal procedures and statutory requirements to ensure compliance with legal, regulatory, codes of conduct and best practice guidelines. Provide high-level advice, guidance and information on financial matters to support decision-making and improve understanding of financial management. Maintain strong relationships with stakeholders,...

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...

Primary Details Time Type: Full time Worker Type: Employee The purpose of this role is to develop and implement automation solutions using various tools to streamline processes and eliminate repetitive tasks. This includes building complex automation solutions, such as End User Developed Applications, robotics, web services, and ensuring operational support through incident management. Responsibilities: Work in partnership with the Automation team to identify and size automation opportunities with a positive ROI. Build complex automation solutions using Robotic Process Automation (RPA) technologies and other relevant programming languages. Drive financial and customer benefits through the implementation of automated technologies. Work closely with business stakeholders to understand business needs and translate them into technical designs. Implement fit-for-purpose automation solutions within existing infrastructure. Develop automated opportunities to meet...

As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. You will be responsible for managing a wide array of projects, leveraging your experience to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to generate business by participating in new business activities and expanding existing client engagements.  You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on all projects and working alongside industry experts on cutting edge solutions. The Role Lead the design/management of group medical, dental, wellbeing, disability and time off plans for clients. Responsibilities include: Serving as lead project manager for clients; materially contributing to project plan...

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 Business Banking Sales Manager is responsible for leading a team of Business Bankers in the Philadelphia, Bucks County, and New Jersey region. Business Banking serves relationships up to $3MM in exposure and $10MM in Revenue. This key leadership role will drive team and individual loan production and maximize fee income while...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The primary focus of the Underwriting Assistant will be on the support functions to a team of underwriters including the processing of endorsements, binders and billing transactions; the gathering and qualifying of underwriting data from our brokers. The Underwriting Assistant is responsible for contributing to the profitability and revenue goals of the department through individual account underwriting support. Duties include assisting the underwriter in the evaluation, pricing and underwriting of individual accounts and providing customer servicing of our accounts through processing transactions. Responsibilities and Accountabilities: Review submissions,...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. This is an entry level position within our Wrap-up team that has opportunity for growth. We are looking for a Submission Policy Analyst that is professional and can work in a fast pace team environment. He or she must be able to multitask and service several underwriters and brokers. This person must be organized, take initiative, be a team player and have great time management skills. The job description entails: The ability to understand our policy issuance...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The Senior Underwriter within Arch Construction is responsible for the technical underwriting and account management of large account construction casualty programs. Responsibilities and Accountabilities: Technical Underwriting Solicits and reviews new and renewal account information required to evaluate a risk. Identifies all potential exposures and hazards in relation to coverage requested and individual risk characteristics. Assesses insurance and related financial risk and structures appropriate loss sensitive program to effectively protect against frequency, severity, catastrophic and credit risk. Underwrites prices and prepares proposals...

Job Responsibilities and Requirements The Underwriting Operations Associate I is an entry‑level position that provides underwriting and sales support through rating, quoting, renewals, and ongoing policy administration. In this role, you will support both Underwriting and Sales teams by helping ensure new business proposals and renewal materials are accurate, timely, and compliant with established processes and regulatory requirements. This opportunity is well‑suited for someone who is detail‑oriented, well‑organized, comfortable working with data and systems, and motivated to build foundational knowledge of employee benefits in a collaborative, fast‑paced environment. Performs a variety of underwriting and sales support duties which may include: Developing and delivering timely and accurate new business financial quotes and related proposal documentation. Supporting both Sales and Underwriting functions for inforce policy related communication, and renewal...

The Role   Part of a broader team responsible for the delivery of Enterprise End User Technology and Collaboration Services, the Sr. M365 Engineer is responsible for the design, development and delivery of centralized technology solutions that offer tangible productivity gains, resulting in business benefits. With a strategic focus on the underlying technology platforms, ensure that business critical environments, services and capabilities are delivered in accordance with expectations and requirements. Responsible for applying standard solution development and engineering principles to facilitate corporate growth and development.    Working closely with the M365 Global Director to:   Evaluate industry trends and technology developments for enterprise level social, file and content, work management, messaging and analytic platforms with a predominant focus on the use of Microsoft 365 solutions; Assess suitability and viability for effective deployment Recommend...

Overview Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group – one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.   Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company’s success is grounded in our core values:  accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!...

Overview Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group – one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.   Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company’s success is grounded in our core values:  accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!...

Description Join us as a Field Property Claims Adjuster where you’ll be responsible for helping our customers navigate the claims process and get back on their feet following damage to the homeowner’s property.  This is a role where people who love every day to be new, different and exciting, can thrive – you’ll be traveling on the road to meet customers in person, providing hands-on assessment of damage and empathetic support .   The Field Property Claims Adjuster will be traveling locally to insured homes within Philadelphia, PA (19151) and surrounding areas. To be successful within the role, candidates should live within or near this area.   Sign-On Bonus Available!  We’re offering a sign-on bonus for experienced and actively licensed new hires.   What you’ll do Investigate and evaluate onsite to resolve complex coverage and damage issues to include preparing complete estimates of repair for the covered damages. This may include...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Auto Field Appraiser- Philadelphia , PA PRIMARY PURPOSE : To handle field appraisal assignments for our corporate fleets and insurance clients with an emphasis on Auto's. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Set appointments same day, inspect within 24 hours and write estimate car side Depending on location - appraiser is expected to write 6 to 10 estimates per day Ensures proper vehicle tear down Determine repair time allotments and required labor...

Job Responsibilities and Requirements The Manager, Investment Accounting is also responsible for the supervision and review of the month-end, quarter-end, and year-end close processes, including statutory and GAAP deliverables across all companies for which assets are managed.  Responsibilities also include review of income, gains, and positions for an investment portfolio containing fixed income, equity, and alternative investment holdings.  Serves as a key point of contact for financial reporting team, investment managers, external client stakeholders, and external / internal auditors.  The Manager, Investment Accounting will also serve as a resident expert in respective GAAP and statutory guidance, providing assistance with appropriate disclosures and accounting treatment for various asset classes and investment strategies, and ensuring that new accounting pronouncements are understood and implemented correctly. The Manager, Investment Accounting is responsible for...