147 broker assistant jobs found

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

Overview In a support role to the team the Multi-Line Underwriting Assistant responsibilities include the following, but are not limited to: Responsibilities New Business support, such as, pre-bind risk analysis within prescribed authority, reconciliation of binds to ensure all issued. Renewal support including pre-underwriting review, quoting, system updates, data collection and any other non-core underwriting type duties as directed. Broker of record handling Endorsement review and pre-screening as directed Cancellation and reinstatement handling as directed. Recommendation review and handling. Special projects as needed Maintains ownership of tasks assigned and provide acceptable service standards when processing and assigning tasks. Provide agency support to assigned agents by answering general questions, providing endorsement status, cancellation status, billing inquires, etc. or directs to correct...

Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway,...

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Data Analyst to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details MarshBerry is currently seeking a Data Analyst for our Beachwood, OH office. The Data Analyst serves as a primary data management point of contact for 30-40 clients and will be responsible for administration of MarshBerry’s proprietary database, assisting with product development, and research projects....

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business $2,500 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Location Details: This position will be on-site located at our Lockport, IL branch.  Position Schedule /...

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 Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: The CSC Colleague Resource Center Senior receives and assists with complex calls from colleagues and/or customers. This role does open up the door for cross training opportunities to support branch calls. Duties & Responsibilities: Provide advanced level of support to CRC and CSC Colleagues and all bank departments on Huntington policies, procedures, customer service issues, and systems. Resolve escalated calls from CRC agents for the banker and customer, using independent decision making. Ensure departmental service level standards are met Recommending process improvements for internal and external customer service Actively identifies risk situations to the bank. Coach bankers to the best solution for risk avoidance and reduce losses to the bank. Advises Customer Solution Center Representatives and Support Group Colleagues to ensure adherence to operational processes,...

Description Summary: The Treasury Management Advisor I acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Performs other duties as assigned. Basic...

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 Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: SBA Business Loan Closing Coordinator, Sr processes government guaranteed business loans in preparation for closing within expected service levels. Duties & Responsibilities: Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval and of government agency requirements. Works with UCC secured, titled collateral, commercial real estate, construction, refinance and business acquisitions. Prepares all documentation necessary to properly close and document government guaranteed business loans. Ensures loans are closed, documented and disbursed in compliance with SBA/USDA regulations. Ensures proper loan and collateral documentation by staying abreast of and interpreting various laws, regulations, policies and procedures of loan documentation. Monitors and sometimes directs monetary disbursements as well as involvement in...

Position Title Branch Banking - Client Consultant I   Location Strongsville, OH 44136-8709   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem...

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...

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 Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: Huntington’s internship programs provide emerging talent with meaningful, hands‑on experience aligned to their area of study. Over the course of the interns’ time at Huntington, they gain exposure to key business functions across all segments of the organization. An intern’s experience should be focused on professional growth, skill development, and practical application of academic learning. Interns participate in a structured series of development opportunities, including interactions with senior leadership and career pathing insights. The experience also includes immersion in Huntington’s award‑winning culture through community involvement and team‑based activities. Internships at Huntington are designed to help students build a strong foundation for future career success while contributing to meaningful business initiatives. Internship Opportunities at Huntington: Huntington offers...

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 Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description The Institutional Broker-Dealer Sales Support Associate plays a critical role in delivering exceptional service and operational support to institutional clients and sales representatives. This position serves as a key liaison between clients, sales, operations, trading, and external service providers, ensuring seamless a client experience throughout the account and transaction lifecycle. This role is responsible for providing day-to-day sales support and coordinating a wide range of client service activities, including client onboarding and maintenance, processing account documentation, supporting and processing trades, facilitating funds movement, responding to client inquiries, and assisting with business development initiatives. This dynamic role also contributes to special projects that drive process improvements, enhance service delivery, and support a scalable client experience. Support the...

Description Summary: The Business Loan Closing Coordinator processes Business Banking small business loans in preparation for closing within expected service levels. Duties and Responsibilities: Obtains all necessary collateral reports and information required to meet the terms and conditions of credit approval. Works with UCC secured, titled collateral, commercial real estate, construction, and public sector programs. Prepares all documentation necessary to properly close a small business loan. Ensures proper loan and collateral documentation by staying abreast of and interpreting various laws, regulations, policies and procedures of loan documentation. Performs other duties as assigned. Basic Qualifications:   High School Diploma or GED 1+ year(s) of due diligence and loan document preparation or analysis experience Preferred Qualifications:    Commercial Real Estate/loan experience....

Job Description: Pacific Life is actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover Western Ohio.  As a Field Wholesaler you'll sell RILA, variable & fixed annuities, and mutual funds to all channels (Independent, Banks, & Wirehouses) within the territory.  Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region via face-to-face and virtual sales visits. You'll also introduce new products through established and new broker/dealer partners. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings.   The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses. With the guidance of...

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 Customer Experience Banker, you are a Financial Concierge for our walk-in 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. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Position Title Branch Banking - Client Consultant III - Licensed   Location Mayfield Heights, OH 44124-3228   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to...