2 claims support representative jobs found in West Chester, PA

Legacy Planning (A division of Hub International Northeast) is seeking an Intern to join our team! The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning, investment management, insurance, and estate plan design. Learn how wealthy and successful families manage their affairs. Legacy is located within walking distance of campus and offers flexible hours to accommodate your class schedule.   RESPONSIBILITIES (including, but not limited to): • Prepare client review meeting deliverables and supporting documentation • Coordinate and execute on team marketing efforts • Support representative-based projects and initiatives • Complete meeting follow-up actions in accordance with compliance standards in a timely manner • Research industry-wide financial information and market trends to update advisors on trends affecting their clients • Gain exposure to finance research and planning software...

Legacy Planning (A division of Hub International Northeast) is seeking an Intern to join our team! The internship will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning, investment management, insurance, and estate plan design. Learn how wealthy and successful families manage their affairs. Legacy is located within walking distance of campus and offers flexible hours to accommodate your class schedule.   RESPONSIBILITIES (including, but not limited to): • Prepare client review meeting deliverables and supporting documentation • Coordinate and execute on team marketing efforts • Support representative-based projects and initiatives • Complete meeting follow-up actions in accordance with compliance standards in a timely manner • Research industry-wide financial information and market trends to update advisors on trends affecting their clients • Gain exposure to finance research and planning software...